2023 Form 5500 filing — Raci 401k 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 20241014144947NAL0026459569002) for Raci 401k Plan, reported by Retina Associates Of Cleveland, Inc under EIN 34-1411937 and plan number 003. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144947NAL0026459569002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Retina Associates Of Cleveland, Inc
- EIN
- 34-1411937
- Plan number
- 003
- Location
- Beachwood, OH
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,358,670
- Net assets (EOY)
- $17,358,670
- Employer contributions
- $889,361
- Participant contributions
- $843,107
- Total income / additions
- $4,195,191
- Benefits paid
- $1,944,012
- Administrative expenses
- $132,626
- Total expenses
- $2,077,989
- Net increase / (decrease)
- $2,117,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | INVESTMENT ADVISOR | $50,663 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $24,492 | $0 |
| Definiti LLC | CONTRACT ADMIN | $6,084 | $0 |