Retina Consultants Of America 401(K) Plan — Form 5500 plan (Retina Group, Inc. Dba Retina Consultants Of America)

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, Retina Consultants Of America 401(K) Plan is a benefit plan reported by Retina Group, Inc. Dba Retina Consultants Of America under EIN 84-3983059 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,896 participants and $235,838,244 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retina Group, Inc. Dba Retina Consultants Of America
EIN
84-3983059
Plan number
001
Plan type
2
Location
Southlake, TX
Latest filing year
2023
Participants
2,896
End-of-year plan assets
$235,838,244

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,896H, C20241223131417NAL0009338513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$235,838,244
Total liabilities (EOY)
$0
Net assets (EOY)
$235,838,244
Net assets (BOY)
$112,436,600

Income & contributions

Employer contributions
$9,339,628
Participant contributions
$12,409,956
Total contributions
$31,153,965
Total income / additions
$60,896,524

Expenses & distributions

Benefits paid
$19,141,860
Administrative expenses
$388,390
Total expenses
$19,555,775
Net increase / (decrease)
$41,340,749

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$367,421$02023
Strategic Advisors, Inc.ADVISOR$21,354not reported in the loaded dataset2023

Related Form 5500 pages