2023 Form 5500 filing — Retina Associates, Ltd. Employees Retirement 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 20240524141658NAL0013116962001) for Retina Associates, Ltd. Employees Retirement Plan, reported by Retina Associates, Ltd. under EIN 36-3729867 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,186,288
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524141658NAL0013116962001
Plan sponsor
Retina Associates, Ltd.
EIN
36-3729867
Plan number
001
Location
Elmhurst, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$573.5K
Total expenses$105.2K
Benefits paid / distributions$90.4K
Contributions
Employer$132.7K
Participant$107K
Full reported line items
Total assets (EOY)
$2,186,288
Total liabilities (EOY)
$0
Net assets (EOY)
$2,186,288
Employer contributions
$132,677
Participant contributions
$106,972
Total income / additions
$573,533
Benefits paid
$90,448
Administrative expenses
$13,156
Total expenses
$105,218
Net increase / (decrease)
$468,315

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524141658NAL0013116962001 cover?
It is the 2023 Form 5500 filing for Retina Associates, Ltd. Employees Retirement Plan, reported by Retina Associates, Ltd. (EIN 36-3729867).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages