Logo

RETINA CONSULTANTS, P.A., II PENSION PLAN 401k Plan overview

Plan NameRETINA CONSULTANTS, P.A., II PENSION PLAN
Plan identification number 002

RETINA CONSULTANTS, P.A., II PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • 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 CONSULTANTS, P.A., II has sponsored the creation of one or more 401k plans.

Company Name:RETINA CONSULTANTS, P.A., II
Employer identification number (EIN):223608319
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 CONSULTANTS, P.A., II PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022017-01-01
0022016-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01KRISTINE KNAPP2013-10-10

Plan Statistics for RETINA CONSULTANTS, P.A., II PENSION PLAN

401k plan membership statisitcs for RETINA CONSULTANTS, P.A., II PENSION PLAN

Measure Date Value
2022: RETINA CONSULTANTS, P.A., II PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,493,034
Acturial value of plan assets2022-12-312,493,034
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-318
Fundng target for terminated vested participants2022-12-31200,766
Active participant vested funding target2022-12-312,743,737
Number of active participants2022-12-3121
Total funding liabilities for active participants2022-12-312,743,737
Total participant count2022-12-3129
Total funding target for all participants2022-12-312,944,503
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31303,016
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3137,315
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31265,701
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31294,423
Total employer contributions2022-12-3113,700
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3113,198
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31253,252
Net shortfall amortization installment of oustanding balance2022-12-31761,938
Total funding amount beforereflecting carryover/prefunding balances2022-12-31323,664
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31310,466
Additional cash requirement2022-12-3113,198
Contributions allocatedtoward minimum required contributions for current year2022-12-3113,198
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RETINA CONSULTANTS, P.A., II PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,016,188
Acturial value of plan assets2021-12-313,016,188
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-318
Fundng target for terminated vested participants2021-12-31183,638
Active participant vested funding target2021-12-312,319,209
Number of active participants2021-12-3121
Total funding liabilities for active participants2021-12-312,319,209
Total participant count2021-12-3129
Total funding target for all participants2021-12-312,502,847
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31425,257
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31156,435
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31268,822
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31303,016
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31230,520
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3137,315
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3137,315
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RETINA CONSULTANTS, P.A., II PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,721,877
Acturial value of plan assets2020-12-312,721,877
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-317
Fundng target for terminated vested participants2020-12-31175,737
Active participant vested funding target2020-12-312,007,635
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-312,007,635
Total participant count2020-12-3129
Total funding target for all participants2020-12-312,183,372
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31195,599
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31195,599
Present value of excess contributions2020-12-31195,154
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31195,154
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31195,154
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31425,257
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31246,336
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31156,435
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31156,435
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RETINA CONSULTANTS, P.A., II PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,179,430
Acturial value of plan assets2019-12-312,179,430
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-312,918
Active participant vested funding target2019-12-311,791,720
Number of active participants2019-12-3121
Total funding liabilities for active participants2019-12-311,791,899
Total participant count2019-12-3126
Total funding target for all participants2019-12-311,794,817
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31152,512
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31152,512
Present value of excess contributions2019-12-3146,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3146,198
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3146,198
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31195,599
Total employer contributions2019-12-31250,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31242,503
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31225,292
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3147,349
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3147,349
Contributions allocatedtoward minimum required contributions for current year2019-12-31242,503
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RETINA CONSULTANTS, P.A., II PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,615,273
Acturial value of plan assets2018-12-311,615,273
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-315
Fundng target for terminated vested participants2018-12-312,754
Active participant vested funding target2018-12-311,450,894
Number of active participants2018-12-3120
Total funding liabilities for active participants2018-12-311,451,053
Total participant count2018-12-3125
Total funding target for all participants2018-12-311,453,807
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31241,725
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31241,725
Present value of excess contributions2018-12-31109,720
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31109,720
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31109,720
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31231,856
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31152,512
Total employer contributions2018-12-31251,711
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31246,806
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31200,608
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31200,608
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31200,608
Contributions allocatedtoward minimum required contributions for current year2018-12-31246,806
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RETINA CONSULTANTS, P.A., II PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,421,595
Acturial value of plan assets2017-12-311,421,595
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-314
Fundng target for terminated vested participants2017-12-311,526
Active participant vested funding target2017-12-311,109,787
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-311,109,787
Total participant count2017-12-3118
Total funding target for all participants2017-12-311,111,313
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31188,891
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31188,891
Present value of excess contributions2017-12-3150,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3150,341
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3150,341
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31241,725
Total employer contributions2017-12-31224,109
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31215,284
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31159,448
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31105,564
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31105,564
Contributions allocatedtoward minimum required contributions for current year2017-12-31215,284
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RETINA CONSULTANTS, P.A., II PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31973,028
Acturial value of plan assets2016-12-31973,028
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-31793
Active participant vested funding target2016-12-31771,500
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-31771,500
Total participant count2016-12-3115
Total funding target for all participants2016-12-31772,293
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3148,198
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3148,198
Present value of excess contributions2016-12-31242,213
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31242,213
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31242,213
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-31101,978
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31188,891
Total employer contributions2016-12-3155,690
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3153,562
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31238,759
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31238,759
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31185,197
Additional cash requirement2016-12-3153,562
Contributions allocatedtoward minimum required contributions for current year2016-12-3153,562
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1