2023 Form 5500 filing — Reflexion Medical Retirement 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 20241014145418NAL0046459584001) for Reflexion Medical Retirement Trust, reported by Reflexion Medical under EIN 26-4487874 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145418NAL0046459584001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reflexion Medical
- EIN
- 26-4487874
- Plan number
- 001
- Location
- Hayward, CA
- Participants
- 341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,836,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,836,924
- Participant contributions
- $3,937,007
- Total income / additions
- $8,568,644
- Benefits paid
- $977,276
- Administrative expenses
- $4,275
- Total expenses
- $981,551
- Net increase / (decrease)
- $7,587,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $4,275 | $0 |