Associated Retina Consultants 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Associated Retina Consultants, Ltd.)
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, Associated Retina Consultants 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Associated Retina Consultants, Ltd. under EIN 86-0285158 and plan number 003. The latest loaded filing year is 2023. The filing reports 143 participants and $8,304,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Associated Retina Consultants, Ltd.
- EIN
- 86-0285158
- Plan number
- 003
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $8,304,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20240207093324NAL0002032064001 |
| 2023 | 136 | H, C | 20240207093829NAL0001752513001 |
| 2023 | 139 | H, C | 20251014103754NAL0001245411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,477,215
- Total liabilities (EOY)
- $3,283
- Net assets (EOY)
- $9,473,932
- Net assets (BOY)
- $8,263,658
Income & contributions
- Employer contributions
- $5,004
- Participant contributions
- $171,597
- Total contributions
- $190,840
- Total income / additions
- $1,774,436
Expenses & distributions
- Benefits paid
- $489,731
- Administrative expenses
- $71,148
- Total expenses
- $564,162
- Net increase / (decrease)
- $1,210,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex Inc. | RECORDKEEPER | $16,397 | not reported in the loaded dataset | 2023 |
| Stonehenge Retirement Planners | ADVISOR | $15,127 | not reported in the loaded dataset | 2023 |
| Stonehenge Retirement Planners | ADVISOR | $9,094 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $9,023 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,817 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Associated Retina Consultants, Ltd.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Paychex Inc. — Schedule C compensation
- Stonehenge Retirement Planners — Schedule C compensation
- 401k Generation — Schedule C compensation