2023 Form 5500 filing — Retina Consultants Profit Sharing 401(K) 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 20240701005547NAL0002514483001) for Retina Consultants Profit Sharing 401(K) Plan, reported by Retina Consultants, Pllc under EIN 55-0703678 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$20.1MReported net assets$20,099,658
Participants143
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240701005547NAL0002514483001
Plan sponsor
Retina Consultants, Pllc
EIN
55-0703678
Plan number
001
Location
Charleston, WV
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$20.1M total assets
Net assets$20.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$333.5K
Benefits paid / distributions$325.6K
Contributions
Employer$455.8K
Participant$335.7K
Full reported line items
Total assets (EOY)
$20,099,658
Total liabilities (EOY)
$0
Net assets (EOY)
$20,099,658
Employer contributions
$455,814
Participant contributions
$335,710
Total income / additions
$3,504,394
Benefits paid
$325,568
Administrative expenses
$7,883
Total expenses
$333,451
Net increase / (decrease)
$3,170,943

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701005547NAL0002514483001 cover?
It is the 2023 Form 5500 filing for Retina Consultants Profit Sharing 401(K) Plan, reported by Retina Consultants, Pllc (EIN 55-0703678).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages