Florida Retina Institute 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Florida Retina Institute)
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, Florida Retina Institute 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Florida Retina Institute under EIN 59-2009089 and plan number 004. The latest loaded filing year is 2023. The filing reports 176 participants and $4,312,091 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Florida Retina Institute
- EIN
- 59-2009089
- Plan number
- 004
- Plan type
- 2
- Location
- Lake Mary, FL
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $4,312,091
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240926131032NAL0000809137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,312,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,312,091
- Net assets (BOY)
- $3,611,931
Income & contributions
- Employer contributions
- $123,452
- Participant contributions
- $200,693
- Total contributions
- $324,145
- Total income / additions
- $1,043,764
Expenses & distributions
- Benefits paid
- $314,713
- Administrative expenses
- $28,891
- Total expenses
- $343,604
- Net increase / (decrease)
- $700,160
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $16,437 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $11,554 | not reported in the loaded dataset | 2023 |