Sharon Richens, M.D. Retirement Plan — Form 5500 plan (Sharon Richens, M.D. Eye Physician And Surgeon)
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, Sharon Richens, M.D. Retirement Plan is a benefit plan reported by Sharon Richens, M.D. Eye Physician And Surgeon under EIN 87-0675814 and plan number 001. The latest loaded filing year is 2023. The filing reports 61 participants and $4,716,010 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharon Richens, M.D. Eye Physician And Surgeon
- EIN
- 87-0675814
- Plan number
- 001
- Plan type
- 2
- Location
- St. George, UT
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $4,716,010
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20241007104338NAL0008796931001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,716,010
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,716,010
- Net assets (BOY)
- $4,775,534
Income & contributions
- Employer contributions
- $121,658
- Participant contributions
- $95,154
- Total income / additions
- $843,768
Expenses & distributions
- Benefits paid
- $903,292
- Administrative expenses
- $0
- Total expenses
- $903,292
- Net increase / (decrease)
- -$59,524
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.