401k Plan data: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN plan

RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN
Plan identification number	005

RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
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

RETINA ASSOCIATES OF N.W. N.J., P.A has sponsored the creation of one or more 401k plans.

Company Name: RETINA ASSOCIATES OF N.W. N.J., P.A

Employer identification number (EIN): 223304258

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2023-01-01 RONALD SACHS 2024-06-01
005 2022-01-01 RONALD SACHS 2023-09-15
005 2021-01-01 RONALD SACHS 2022-09-20
005 2020-01-01 RONALD SACHS 2021-08-25
005 2019-01-01 RONALD SACHS 2020-09-24
005 2018-01-01 RONALD SACHS 2019-07-20
005 2017-01-01 RONALD SACHS 2018-09-26
005 2016-01-01 RONALD SACHS 2017-06-23
005 2015-01-01 RONALD SACHS 2016-09-06
005 2014-01-01 RONALD SACHS 2015-08-05
005 2013-01-01 RONALD SACHS 2014-08-13
005 2012-01-01 RONALD SACHS 2013-10-07
005 2011-01-01 RONALD SACHS 2012-07-31
005 2010-01-01 RONALD SACHS 2011-07-21
005 2009-01-01 RONALD SACHS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2023-01-01	RONALD SACHS	2024-06-01
005	2022-01-01	RONALD SACHS	2023-09-15
005	2021-01-01	RONALD SACHS	2022-09-20
005	2020-01-01	RONALD SACHS	2021-08-25
005	2019-01-01	RONALD SACHS	2020-09-24
005	2018-01-01	RONALD SACHS	2019-07-20
005	2017-01-01	RONALD SACHS	2018-09-26
005	2016-01-01	RONALD SACHS	2017-06-23
005	2015-01-01	RONALD SACHS	2016-09-06
005	2014-01-01	RONALD SACHS	2015-08-05
005	2013-01-01	RONALD SACHS	2014-08-13
005	2012-01-01	RONALD SACHS	2013-10-07
005	2011-01-01	RONALD SACHS	2012-07-31
005	2010-01-01	RONALD SACHS	2011-07-21
005	2009-01-01	RONALD SACHS

Plan Statistics for RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN

401k plan membership statisitcs for RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN

Measure Date Value
2022: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,446,263
Acturial value of plan assets 2022-12-31 2,446,263
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 2,132,342
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 2,132,584
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 2,132,584
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 375,477
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 37,402
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 338,075
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 21,150
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 313,679
Total employer contributions 2022-12-31 700,000
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 2022-12-31 648,658
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 2022-12-31 201,652
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 2022-12-31 201,652
Additional cash requirement 2022-12-31 201,652
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 648,658
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,290,604
Acturial value of plan assets 2021-12-31 2,290,604
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,915,094
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 1,915,094
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 1,915,094
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 284,881
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 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 284,881
Present value of excess contributions 2021-12-31 70,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 74,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 74,614
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 2021-12-31 375,477
Total employer contributions 2021-12-31 180,000
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 2021-12-31 166,227
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 2021-12-31 203,662
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 203,629
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 37,402
Additional cash requirement 2021-12-31 166,227
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 166,227
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,697,193
Acturial value of plan assets 2020-12-31 1,697,193
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,365,861
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,367,334
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,367,334
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 254,098
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 13,408
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 240,690
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 2020-12-31 284,881
Total employer contributions 2020-12-31 500,000
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 2020-12-31 473,480
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 2020-12-31 447,525
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 402,547
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 0
Additional cash requirement 2020-12-31 402,547
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 473,480
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,370,830
Acturial value of plan assets 2019-12-31 1,370,830
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 13,920
Active participant vested funding target 2019-12-31 1,102,812
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,102,812
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 1,116,732
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 335,771
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 2019-12-31 335,771
Present value of excess contributions 2019-12-31 17,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 18,430
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 70,290
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 254,098
Total employer contributions 2019-12-31 100,000
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 91,934
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 2019-12-31 105,342
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 105,342
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 13,408
Additional cash requirement 2019-12-31 91,934
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 91,934
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,316,668
Acturial value of plan assets 2018-12-31 1,316,668
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 2,467
Active participant vested funding target 2018-12-31 949,761
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 952,390
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 954,857
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 306,027
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 3,803
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 302,224
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 335,771
Total employer contributions 2018-12-31 100,000
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 93,465
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 2018-12-31 102,041
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 76,001
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 76,001
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 93,465
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,102,710
Acturial value of plan assets 2017-12-31 1,102,710
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 2,647
Active participant vested funding target 2017-12-31 789,637
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 790,635
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 793,282
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 237,157
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 2017-12-31 237,157
Present value of excess contributions 2017-12-31 46,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 49,423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 49,423
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 2017-12-31 306,027
Total employer contributions 2017-12-31 100,000
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 90,963
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 98,167
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 94,766
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 3,803
Additional cash requirement 2017-12-31 90,963
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 90,963
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 892,917
Acturial value of plan assets 2016-12-31 892,917
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 12,846
Active participant vested funding target 2016-12-31 642,303
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 642,914
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 655,760
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 93,069
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 93,069
Present value of excess contributions 2016-12-31 142,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 151,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 143,418
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 2016-12-31 237,157
Total employer contributions 2016-12-31 150,000
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 2016-12-31 140,131
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 93,470
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 93,470
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 93,470
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 140,131
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,446,263
Acturial value of plan assets	2022-12-31	2,446,263
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	2,132,342
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	2,132,584
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	2,132,584
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	375,477
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	37,402
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	338,075
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	21,150
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	313,679
Total employer contributions	2022-12-31	700,000
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	648,658
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	201,652
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	201,652
Additional cash requirement	2022-12-31	201,652
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	648,658
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,290,604
Acturial value of plan assets	2021-12-31	2,290,604
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,915,094
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	1,915,094
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	1,915,094
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	284,881
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	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	284,881
Present value of excess contributions	2021-12-31	70,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	74,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	74,614
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	375,477
Total employer contributions	2021-12-31	180,000
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	166,227
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	203,662
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	203,629
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	37,402
Additional cash requirement	2021-12-31	166,227
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	166,227
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,697,193
Acturial value of plan assets	2020-12-31	1,697,193
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,365,861
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,367,334
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,367,334
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	254,098
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	13,408
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	240,690
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	284,881
Total employer contributions	2020-12-31	500,000
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	473,480
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	447,525
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	402,547
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	0
Additional cash requirement	2020-12-31	402,547
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	473,480
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,370,830
Acturial value of plan assets	2019-12-31	1,370,830
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	13,920
Active participant vested funding target	2019-12-31	1,102,812
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,102,812
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	1,116,732
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	335,771
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	335,771
Present value of excess contributions	2019-12-31	17,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	18,430
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	70,290
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	254,098
Total employer contributions	2019-12-31	100,000
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	91,934
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	105,342
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	105,342
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	13,408
Additional cash requirement	2019-12-31	91,934
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	91,934
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,316,668
Acturial value of plan assets	2018-12-31	1,316,668
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	2,467
Active participant vested funding target	2018-12-31	949,761
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	952,390
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	954,857
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	306,027
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	3,803
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	302,224
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	335,771
Total employer contributions	2018-12-31	100,000
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	93,465
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	102,041
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	76,001
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	76,001
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	93,465
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,102,710
Acturial value of plan assets	2017-12-31	1,102,710
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	2,647
Active participant vested funding target	2017-12-31	789,637
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	790,635
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	793,282
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	237,157
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	237,157
Present value of excess contributions	2017-12-31	46,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	49,423
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	49,423
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	306,027
Total employer contributions	2017-12-31	100,000
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	90,963
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	98,167
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	94,766
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	3,803
Additional cash requirement	2017-12-31	90,963
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	90,963
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	892,917
Acturial value of plan assets	2016-12-31	892,917
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	12,846
Active participant vested funding target	2016-12-31	642,303
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	642,914
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	655,760
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	93,069
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	93,069
Present value of excess contributions	2016-12-31	142,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	151,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	143,418
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	237,157
Total employer contributions	2016-12-31	150,000
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	140,131
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	93,470
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	93,470
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	93,470
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	140,131
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN

Measure	Date	Value
2009 : RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN

2009: RETINA ASSOCIATES OF N.W. N.J., P.A. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RETINA ASSOCIATES OF N.W. N.J., P.A
Employer identification number (EIN):	223304258
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)