Reflexion Medical Retirement Trust — Form 5500 plan (Reflexion Medical)
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, Reflexion Medical Retirement Trust is a benefit plan reported by Reflexion Medical under EIN 26-4487874 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $26,836,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reflexion Medical
- EIN
- 26-4487874
- Plan number
- 001
- Plan type
- 2
- Location
- Hayward, CA
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $26,836,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241014145418NAL0046459584001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,836,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,836,924
- Net assets (BOY)
- $19,249,831
Income & contributions
- Participant contributions
- $3,937,007
- Total contributions
- $4,371,557
- Total income / additions
- $8,568,644
Expenses & distributions
- Benefits paid
- $977,276
- Administrative expenses
- $4,275
- Total expenses
- $981,551
- Net increase / (decrease)
- $7,587,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $4,275 | $0 | 2023 |