Southeastern Retina Associates, Pc Profit Sharing 401k Plan — Form 5500 plan (Southeastern Retina Associates, Pc)

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, Southeastern Retina Associates, Pc Profit Sharing 401k Plan is a benefit plan reported by Southeastern Retina Associates, Pc under EIN 62-1094813 and plan number 002. The latest loaded filing year is 2023. The filing reports 313 participants and $33,875,539 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeastern Retina Associates, Pc
EIN
62-1094813
Plan number
002
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
313
End-of-year plan assets
$33,875,539

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023313H, C20241011110050NAL0022622977001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,875,539
Total liabilities (EOY)
$0
Net assets (EOY)
$33,875,539
Net assets (BOY)
$32,834,308

Income & contributions

Employer contributions
$1,466,559
Participant contributions
$815,652
Total contributions
$2,288,188
Total income / additions
$7,050,485

Expenses & distributions

Benefits paid
$5,975,267
Administrative expenses
$33,987
Total expenses
$6,009,254
Net increase / (decrease)
$1,041,231

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$33,999$02023
Acuff & Associates, Inc.TPA$0$16,9482023

Related Form 5500 pages