2023 Form 5500 filing — Retina-Vitreous Surgeons Of Central Ny, Pc Employees' 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 20241010130121NAL0020109137001) for Retina-Vitreous Surgeons Of Central Ny, Pc Employees' Profit Sharing Plan, reported by Retina-Vitreous Surgeons Of Central Ny, Pc under EIN 16-0993668 and plan number 003. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010130121NAL0020109137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retina-Vitreous Surgeons Of Central Ny, Pc
- EIN
- 16-0993668
- Plan number
- 003
- Location
- Liverpool, NY
- Participants
- 186
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,312,698
- Net assets (EOY)
- $15,312,698
- Employer contributions
- $596,353
- Participant contributions
- $371,431
- Total income / additions
- $2,894,785
- Benefits paid
- $365,723
- Administrative expenses
- $5,150
- Total expenses
- $376,080
- Net increase / (decrease)
- $2,518,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Actuarial Pension Analysts, Inc. | THIRD PARTY ADMINSTRATOR | not reported in the loaded dataset | $2,840 |
| Morningstar | INVESTMENT ADVISORY | not reported in the loaded dataset | $967 |