401k Plan data: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN plan

CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN
Plan identification number	002

CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPE FEAR RETINAL ASSOCIATES, PC has sponsored the creation of one or more 401k plans.

Company Name: CAPE FEAR RETINAL ASSOCIATES, PC

Employer identification number (EIN): 205203879

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 LARRY BUTCHER PREPARER 2013-04-19

Plan Statistics for CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN

401k plan membership statisitcs for CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN

Measure Date Value
2022: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 448,499
Acturial value of plan assets 2022-12-31 448,499
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 13
Fundng target for terminated vested participants 2022-12-31 28,073
Active participant vested funding target 2022-12-31 411,915
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 411,915
Total participant count 2022-12-31 25
Total funding target for all participants 2022-12-31 439,988
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 57,546
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 57,546
Present value of excess contributions 2022-12-31 7,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 7,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 59,652
Total employer contributions 2022-12-31 233,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 223,180
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 194,842
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 194,842
Additional cash requirement 2022-12-31 194,842
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 223,180
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 89,812
Acturial value of plan assets 2021-12-31 89,812
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 12,519
Active participant vested funding target 2021-12-31 27,418
Number of active participants 2021-12-31 15
Total funding liabilities for active participants 2021-12-31 27,418
Total participant count 2021-12-31 22
Total funding target for all participants 2021-12-31 39,937
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 66,834
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 12,096
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 54,738
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 57,546
Total employer contributions 2021-12-31 393,377
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 391,056
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 370,702
Net shortfall amortization installment of oustanding balance 2021-12-31 753
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 383,409
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 383,409
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 391,056
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,041,021
Acturial value of plan assets 2020-12-31 1,041,021
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 8,000
Active participant vested funding target 2020-12-31 976,063
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 976,063
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 984,063
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 73,411
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 13,064
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 60,347
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 66,834
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 70
Net shortfall amortization installment of oustanding balance 2020-12-31 13,639
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 12,777
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 12,777
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 997,102
Acturial value of plan assets 2019-12-31 997,102
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 12,740
Active participant vested funding target 2019-12-31 940,192
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 940,192
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 952,932
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 76,494
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 76,494
Present value of excess contributions 2019-12-31 8,561
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 8,561
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 73,411
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 32,603
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 13,662
Prefunding balance elected to use to offset funding requirement 2019-12-31 13,662
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 866,249
Acturial value of plan assets 2018-12-31 866,249
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 11,705
Active participant vested funding target 2018-12-31 902,490
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 902,490
Total participant count 2018-12-31 15
Total funding target for all participants 2018-12-31 914,195
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 70,165
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 70,165
Present value of excess contributions 2018-12-31 529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 529
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 76,494
Total employer contributions 2018-12-31 35,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 34,242
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 127,844
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 25,681
Additional cash requirement 2018-12-31 25,681
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 34,242
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 889,247
Acturial value of plan assets 2017-12-31 889,247
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 10,665
Active participant vested funding target 2017-12-31 861,110
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 861,110
Total participant count 2017-12-31 15
Total funding target for all participants 2017-12-31 871,775
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 68,655
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 68,655
Present value of excess contributions 2017-12-31 53,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 53,244
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 70,165
Total employer contributions 2017-12-31 13,302
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 12,904
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 35
Net shortfall amortization installment of oustanding balance 2017-12-31 55,913
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 12,375
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 12,375
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 12,904
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 737,631
Acturial value of plan assets 2016-12-31 737,631
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 7,294
Active participant vested funding target 2016-12-31 820,939
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 820,939
Total participant count 2016-12-31 16
Total funding target for all participants 2016-12-31 828,233
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 22,241
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 22,241
Present value of excess contributions 2016-12-31 47,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 47,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 47,373
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 68,655
Total employer contributions 2016-12-31 81,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 80,096
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 162,518
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 26,852
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 26,852
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 80,096
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	448,499
Acturial value of plan assets	2022-12-31	448,499
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	13
Fundng target for terminated vested participants	2022-12-31	28,073
Active participant vested funding target	2022-12-31	411,915
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	411,915
Total participant count	2022-12-31	25
Total funding target for all participants	2022-12-31	439,988
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	57,546
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	57,546
Present value of excess contributions	2022-12-31	7,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	7,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	59,652
Total employer contributions	2022-12-31	233,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	223,180
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	194,842
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	194,842
Additional cash requirement	2022-12-31	194,842
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	223,180
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	89,812
Acturial value of plan assets	2021-12-31	89,812
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	12,519
Active participant vested funding target	2021-12-31	27,418
Number of active participants	2021-12-31	15
Total funding liabilities for active participants	2021-12-31	27,418
Total participant count	2021-12-31	22
Total funding target for all participants	2021-12-31	39,937
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	66,834
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	12,096
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	54,738
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	57,546
Total employer contributions	2021-12-31	393,377
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	391,056
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	370,702
Net shortfall amortization installment of oustanding balance	2021-12-31	753
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	383,409
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	383,409
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	391,056
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,041,021
Acturial value of plan assets	2020-12-31	1,041,021
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	8,000
Active participant vested funding target	2020-12-31	976,063
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	976,063
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	984,063
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	73,411
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	13,064
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	60,347
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	66,834
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	70
Net shortfall amortization installment of oustanding balance	2020-12-31	13,639
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	12,777
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	12,777
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	997,102
Acturial value of plan assets	2019-12-31	997,102
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	12,740
Active participant vested funding target	2019-12-31	940,192
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	940,192
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	952,932
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	76,494
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	76,494
Present value of excess contributions	2019-12-31	8,561
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	8,561
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	73,411
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	32,603
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	13,662
Prefunding balance elected to use to offset funding requirement	2019-12-31	13,662
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	866,249
Acturial value of plan assets	2018-12-31	866,249
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	11,705
Active participant vested funding target	2018-12-31	902,490
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	902,490
Total participant count	2018-12-31	15
Total funding target for all participants	2018-12-31	914,195
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	70,165
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	70,165
Present value of excess contributions	2018-12-31	529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	529
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	76,494
Total employer contributions	2018-12-31	35,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	34,242
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	127,844
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	25,681
Additional cash requirement	2018-12-31	25,681
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	34,242
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	889,247
Acturial value of plan assets	2017-12-31	889,247
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	10,665
Active participant vested funding target	2017-12-31	861,110
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	861,110
Total participant count	2017-12-31	15
Total funding target for all participants	2017-12-31	871,775
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	68,655
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	68,655
Present value of excess contributions	2017-12-31	53,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	53,244
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	70,165
Total employer contributions	2017-12-31	13,302
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	12,904
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	35
Net shortfall amortization installment of oustanding balance	2017-12-31	55,913
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	12,375
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	12,375
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	12,904
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAPE FEAR RETINAL ASSOCIATES, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	737,631
Acturial value of plan assets	2016-12-31	737,631
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	7,294
Active participant vested funding target	2016-12-31	820,939
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	820,939
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	828,233
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	22,241
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	22,241
Present value of excess contributions	2016-12-31	47,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	47,373
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	47,373
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	68,655
Total employer contributions	2016-12-31	81,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	80,096
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	162,518
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	26,852
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	26,852
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	80,096
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CAPE FEAR RETINAL ASSOCIATES, PC
Employer identification number (EIN):	205203879
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	LARRY BUTCHER PREPARER	2013-04-19