Austin Retina Associates 401(K) Profit Sharing Plan — Form 5500 plan (Austin Retina Associates)
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, Austin Retina Associates 401(K) Profit Sharing Plan is a benefit plan reported by Austin Retina Associates under EIN 74-2034080 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Austin Retina Associates
- EIN
- 74-2034080
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240417145029NAL0002794753001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $13,039,629
Income & contributions
- Employer contributions
- $252,291
- Participant contributions
- $0
- Total contributions
- $252,291
- Total income / additions
- $1,303,480
Expenses & distributions
- Benefits paid
- $14,312,797
- Administrative expenses
- $30,312
- Total expenses
- $14,343,109
- Net increase / (decrease)
- -$13,039,629
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $33,791 | $0 | 2023 |
| Crowe Llp | AUDIT | $31,811 | $0 | 2023 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $22,379 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $20,299 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Austin Retina Associates
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Transamerica Retirement Solutions — Schedule C compensation
- Crowe Llp — Schedule C compensation
- Nova 401(K) Associates Lp — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation