Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southeastern Retina Associates, Pc Cash Balance Plan is a benefit plan reported by Southeastern Retina Associates, Pc under EIN 62-1094813 and plan number 003. The latest loaded filing year is 2023. The filing reports 295 participants and $12,388,674 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,388,674
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,388,674
- Net assets (BOY)
- $9,924,794
Income & contributions
- Employer contributions
- $1,785,000
- Total contributions
- $1,785,000
- Total income / additions
- $2,500,425
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $36,545
- Total expenses
- $36,545
- Net increase / (decrease)
- $2,463,880