Austin Retina Associates Cash Balance 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 Cash Balance Plan is a benefit plan reported by Austin Retina Associates under EIN 74-2034080 and plan number 002. The latest loaded filing year is 2023. The filing reports 142 participants and $3,892,877 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
- 002
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $3,892,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H | 20250203152700NAL0012556560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,892,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,892,877
- Net assets (BOY)
- $3,722,431
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $182,999
Expenses & distributions
- Benefits paid
- $700
- Administrative expenses
- $11,853
- Total expenses
- $12,553
- Net increase / (decrease)
- $170,446
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.