2023 Form 5500 filing — Richmond Eye & Ear Healthcare Alliance, Inc. 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 20241015060416NAL0054967618001) for Richmond Eye & Ear Healthcare Alliance, Inc. 401(K) Plan, reported by Richmond Eye & Ear Healthcare Alliance, Inc. under EIN 54-1904435 and plan number 002. It reports 214 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)$18.5MReported net assets$18,525,378

Participants214

Provider compensation$81.6K3 Schedule C row(s)$81,564

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015060416NAL0054967618001
Plan sponsor: Richmond Eye & Ear Healthcare Alliance, Inc.
EIN: 54-1904435
Plan number: 002
Location: Richmond, VA
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)$18.5M total assets

Net assets$18.5MLiabilities$0

Money in vs. money out

Total income / additions$4.3M

Total expenses$2.3M

Benefits paid / distributions$2.3M

Contributions

Employer$567.1K

Participant$1.1M

Full reported line items

Total assets (EOY): $18,525,378
Total liabilities (EOY): $0
Net assets (EOY): $18,525,378
Employer contributions: $567,150
Participant contributions: $1,121,270
Total income / additions: $4,286,808
Benefits paid: $2,275,701
Administrative expenses: $38,937
Total expenses: $2,318,683
Net increase / (decrease): $1,968,125

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Wells Fargo Advisors Financial Netw$42.6K
INVESTMENT ADVISORY · Direct $0 · Indirect $42.6K
2
Principal Life Insurance Company$39K
CONTRACT ADMINISTRATOR · Direct $39K · Indirect $0
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015060416NAL0054967618001 cover?: It is the 2023 Form 5500 filing for Richmond Eye & Ear Healthcare Alliance, Inc. 401(K) Plan, reported by Richmond Eye & Ear Healthcare Alliance, Inc. (EIN 54-1904435).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).