Plan5500

Retina-Vitreous Surgeons Of Central Ny, Pc Employees' Profit Sharing Plan — Form 5500 plan (Retina-Vitreous Surgeons Of Central Ny, Pc)

Plain-English plan 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, Retina-Vitreous Surgeons Of Central Ny, Pc Employees' Profit Sharing Plan is a benefit plan reported by Retina-Vitreous Surgeons Of Central Ny, Pc under EIN 16-0993668 and plan number 003. The latest loaded filing year is 2023. The filing reports 186 participants and $15,312,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retina-Vitreous Surgeons Of Central Ny, Pc
EIN
16-0993668
Plan number
003
Plan type
2
Location
Liverpool, NY
Latest filing year
2023
Participants
186
End-of-year plan assets
$15,312,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241010130121NAL0020109137001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,312,698
Net assets (EOY)
$15,312,698
Net assets (BOY)
$12,793,993

Income & contributions

Employer contributions
$596,353
Participant contributions
$371,431
Total contributions
$1,062,168
Total income / additions
$2,894,785

Expenses & distributions

Benefits paid
$365,723
Administrative expenses
$5,150
Total expenses
$376,080
Net increase / (decrease)
$2,518,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Actuarial Pension Analysts, Inc.THIRD PARTY ADMINSTRATORnot reported in the loaded dataset$2,8402023
MorningstarINVESTMENT ADVISORYnot reported in the loaded dataset$9672023

Related Form 5500 pages