2023 Form 5500 filing — Florida Retina Institute 401(K) Profit Sharing Plan & Trust
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 20240926131032NAL0000809137001) for Florida Retina Institute 401(K) Profit Sharing Plan & Trust, reported by Florida Retina Institute under EIN 59-2009089 and plan number 004. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4.3MReported net assets$4,312,091
Participants176
Provider compensation$28K2 Schedule C row(s)$27,991
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926131032NAL0000809137001
- Plan sponsor
- Florida Retina Institute
- EIN
- 59-2009089
- Plan number
- 004
- Location
- Lake Mary, FL
- Received date
- not reported in the loaded dataset
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,312,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,312,091
- Employer contributions
- $123,452
- Participant contributions
- $200,693
- Total income / additions
- $1,043,764
- Benefits paid
- $314,713
- Administrative expenses
- $28,891
- Total expenses
- $343,604
- Net increase / (decrease)
- $700,160
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $16,437 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $11,554 | not reported in the loaded dataset |