California Retina Associates 401(K) Plan — Form 5500 plan (California Retina Associates, Lp)
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, California Retina Associates 401(K) Plan is a benefit plan reported by California Retina Associates, Lp under EIN 33-0298426 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $362,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Retina Associates, Lp
- EIN
- 33-0298426
- Plan number
- 001
- Plan type
- 2
- Location
- Chula Vista, CA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $362,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20240308110303NAL0015535347001 |
| 2023 | 313 | H, C | 20250129154848NAL0015464561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,986,662
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,986,662
- Net assets (BOY)
- $1,416,191
Income & contributions
- Participant contributions
- $616,608
- Total contributions
- $616,608
- Total income / additions
- $928,908
Expenses & distributions
- Benefits paid
- $311,062
- Administrative expenses
- $47,375
- Total expenses
- $358,437
- Net increase / (decrease)
- $570,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| At Retirement Services, LLC | N/A | $32,525 | not reported in the loaded dataset | 2023 |
| Forusall, Inc. | NONE | $14,850 | not reported in the loaded dataset | 2023 |