Plan5500

Retina Specialists, Pa — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Specialists, Pa (EIN 74-2876166) is a plan sponsor located in Corpus Christi, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
74-2876166
Location
Corpus Christi, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Retina Specialists, Pa

  • 2 loaded plans hold $3M in reported assets.
  • The largest, Retina Specialists, Pa Vip Plus 401(K), holds 74% of this company's reported plan assets.
  • Plans cover 15 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3MSummed across loaded plans$3,019,267
Total reported assets$3M$3,019,267
Total reported participants15
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$3M total assets
Net assets$3MLiabilities—
Contributions & income
Employer contributions$33.9K
Participant contributions$61.6K
Total income / additions$424K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$10.7K
Net increase / (decrease)$413.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets74%Retina Specialists, Pa Vip Plus 401(K)
Participants per plan8Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Retina Specialists, Pa Vip Plus 401(K)$2.2M
    Plan #002 · 10 participants · 2023
  2. 2
    Retina Specialists, Pa Vip Plus Ps$791.9K
    Plan #001 · 5 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Retina Specialists, Pa. Open one for its full reported snapshot.

  1. 2023
    Retina Specialists, Pa Vip Plus 401(K)10 participants · 2Sch I
    View filing →
  2. 2023
    Retina Specialists, Pa Vip Plus Ps5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Retina Specialists, Pa report on Form 5500?
Retina Specialists, Pa (EIN 74-2876166) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Retina Specialists, Pa?
The Employer Identification Number (EIN) reported for Retina Specialists, Pa is 74-2876166.
What is the latest Form 5500 filing year for Retina Specialists, Pa?
The latest loaded Form 5500 filing year for Retina Specialists, Pa is 2023.

Related Form 5500 pages