Illinois Retina Associates, S.C. 401(K) Plan — Form 5500 plan (Illinois Retina Associates, S.C.)

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, Illinois Retina Associates, S.C. 401(K) Plan is a benefit plan reported by Illinois Retina Associates, S.C. under EIN 36-2970624 and plan number 005. The latest loaded filing year is 2023. The filing reports 181 participants and $15,572,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Illinois Retina Associates, S.C.
EIN
36-2970624
Plan number
005
Plan type
2
Location
Orland Park, IL
Latest filing year
2023
Participants
181
End-of-year plan assets
$15,572,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023181H, C20241003113322NAL0005680179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,572,336
Total liabilities (EOY)
$0
Net assets (EOY)
$15,572,336
Net assets (BOY)
$13,384,288

Income & contributions

Employer contributions
$349,421
Participant contributions
$617,495
Total contributions
$995,685
Total income / additions
$3,542,210

Expenses & distributions

Benefits paid
$1,286,817
Administrative expenses
$67,345
Total expenses
$1,354,162
Net increase / (decrease)
$2,188,048

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Trust Company Of IllinoisSERVICE PROVIDER$67,345not reported in the loaded dataset2023

Related Form 5500 pages