Raci 401k Plan — Form 5500 plan (Retina Associates Of Cleveland, Inc)

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, Raci 401k Plan is a benefit plan reported by Retina Associates Of Cleveland, Inc under EIN 34-1411937 and plan number 003. The latest loaded filing year is 2023. The filing reports 330 participants and $17,358,670 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Retina Associates Of Cleveland, Inc
EIN
34-1411937
Plan number
003
Plan type
2
Location
Beachwood, OH
Latest filing year
2023
Participants
330
End-of-year plan assets
$17,358,670

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023330H, C20241014144947NAL0026459569002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,358,670
Net assets (EOY)
$17,358,670
Net assets (BOY)
$15,241,468

Income & contributions

Employer contributions
$889,361
Participant contributions
$843,107
Total contributions
$1,772,385
Total income / additions
$4,195,191

Expenses & distributions

Benefits paid
$1,944,012
Administrative expenses
$132,626
Total expenses
$2,077,989
Net increase / (decrease)
$2,117,202

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncINVESTMENT ADVISOR$50,663$02023
Empower Annuity Insurance CompanyRECORDKEEPER$24,492$02023
Definiti LLCCONTRACT ADMIN$6,084$02023

Related Form 5500 pages