2023 Form 5500 filing — Austin Retina Associates 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240417145029NAL0002794753001) for Austin Retina Associates 401(K) Profit Sharing Plan, reported by Austin Retina Associates under EIN 74-2034080 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240417145029NAL0002794753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Austin Retina Associates
- EIN
- 74-2034080
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $252,291
- Participant contributions
- $0
- Total income / additions
- $1,303,480
- Benefits paid
- $14,312,797
- Administrative expenses
- $30,312
- Total expenses
- $14,343,109
- Net increase / (decrease)
- -$13,039,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $33,791 | $0 |
| Crowe Llp | AUDIT | $31,811 | $0 |
| Nova 401(K) Associates Lp | THIRD PARTY ADMINISTRATOR | $22,379 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $20,299 | $0 |