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RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 401k Plan overview

Plan NameRETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN
Plan identification number 001

RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 GREATER PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:RETINA ASSOCIATES OF GREATER PHILADELPHIA
Employer identification number (EIN):232546366
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 GREATER PHILADELPHIA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JONATHAN B. BELMONT M.D.
0012013-01-01JONATHAN B. BELMONT M.D.
0012012-01-01JONATHAN B. BELMONT M.D.
0012011-01-01JONATHAN B. BELMONT M.D.
0012010-01-01JONATHAN B. BELMONT M.D.
0012009-01-01JONATHAN B. BELMONT M.D.

Plan Statistics for RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN

401k plan membership statisitcs for RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN

Measure Date Value
2024: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2024 401k membership
Total participants, beginning-of-year2024-01-011
Total number of active participants reported on line 7a of the Form 55002024-01-010
Number of retired or separated participants receiving benefits2024-01-010
Number of other retired or separated participants entitled to future benefits2024-01-010
Total of all active and inactive participants2024-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2024-01-010
Total participants2024-01-010
Number of participants with account balances2024-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2024-01-010
2023: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0123
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0121
Number of participants with account balances2022-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0128
Total number of active participants reported on line 7a of the Form 55002021-01-0121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0124
Number of participants with account balances2021-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0126
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0128
Number of participants with account balances2020-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0125
Total number of active participants reported on line 7a of the Form 55002019-01-0121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0126
Number of participants with account balances2019-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0126
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Number of participants with account balances2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0128
Total number of active participants reported on line 7a of the Form 55002017-01-0119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0125
Number of participants with account balances2017-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0125
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0126
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0123
Number of participants with account balances2015-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0125
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0125
Number of participants with account balances2014-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0119
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0124
Number of participants with account balances2013-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0124
Number of participants with account balances2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0125
Total number of active participants reported on line 7a of the Form 55002011-01-0123
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0125
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0122
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0121
Number of participants with account balances2010-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN

Measure Date Value
2024 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-03$0
Expenses. Total of all expenses incurred2024-01-03$7
Benefits paid (including direct rollovers)2024-01-03$7
Total plan assets at end of year2024-01-03$0
Total plan assets at beginning of year2024-01-03$7
Value of fidelity bond covering the plan2024-01-03$377,546
Net income (gross income less expenses)2024-01-03$-7
Net plan assets at end of year (total assets less liabilities)2024-01-03$0
Net plan assets at beginning of year (total assets less liabilities)2024-01-03$7
2023 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2023 401k financial data
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$453,258
Expenses. Total of all expenses incurred2023-12-31$4,228,707
Benefits paid (including direct rollovers)2023-12-31$4,226,813
Total plan assets at end of year2023-12-31$7
Total plan assets at beginning of year2023-12-31$3,775,456
Value of fidelity bond covering the plan2023-12-31$377,546
Other income received2023-12-31$453,258
Net income (gross income less expenses)2023-12-31$-3,775,449
Net plan assets at end of year (total assets less liabilities)2023-12-31$7
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,775,456
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,894
2022 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$8,382
Total income from all sources2022-12-31$-664,916
Expenses. Total of all expenses incurred2022-12-31$148,295
Benefits paid (including direct rollovers)2022-12-31$127,616
Total plan assets at end of year2022-12-31$3,775,456
Total plan assets at beginning of year2022-12-31$4,597,049
Value of fidelity bond covering the plan2022-12-31$458,867
Other income received2022-12-31$-843,212
Net income (gross income less expenses)2022-12-31$-813,211
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,775,456
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,588,667
Total contributions received or receivable from employer(s)2022-12-31$178,296
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$20,679
2021 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$8,382
Total plan liabilities at beginning of year2021-12-31$8,382
Total income from all sources2021-12-31$950,204
Expenses. Total of all expenses incurred2021-12-31$24,930
Benefits paid (including direct rollovers)2021-12-31$4,870
Total plan assets at end of year2021-12-31$4,597,049
Total plan assets at beginning of year2021-12-31$3,671,775
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$778,120
Net income (gross income less expenses)2021-12-31$925,274
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,588,667
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,663,393
Total contributions received or receivable from employer(s)2021-12-31$172,084
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$20,060
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$8,382
Total income from all sources2020-12-31$640,749
Expenses. Total of all expenses incurred2020-12-31$21,740
Benefits paid (including direct rollovers)2020-12-31$11,715
Total plan assets at end of year2020-12-31$3,671,775
Total plan assets at beginning of year2020-12-31$3,044,384
Value of fidelity bond covering the plan2020-12-31$350,000
Other income received2020-12-31$469,081
Net income (gross income less expenses)2020-12-31$619,009
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,663,393
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,044,384
Total contributions received or receivable from employer(s)2020-12-31$171,668
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$10,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$704,604
Expenses. Total of all expenses incurred2019-12-31$5,222
Total plan assets at end of year2019-12-31$3,044,384
Total plan assets at beginning of year2019-12-31$2,345,002
Value of fidelity bond covering the plan2019-12-31$250,000
Other income received2019-12-31$537,364
Net income (gross income less expenses)2019-12-31$699,382
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,044,384
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,345,002
Total contributions received or receivable from employer(s)2019-12-31$167,240
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,222
2018 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-26,719
Expenses. Total of all expenses incurred2018-12-31$90,401
Benefits paid (including direct rollovers)2018-12-31$84,949
Total plan assets at end of year2018-12-31$2,345,002
Total plan assets at beginning of year2018-12-31$2,462,122
Value of fidelity bond covering the plan2018-12-31$250,000
Other income received2018-12-31$-191,428
Net income (gross income less expenses)2018-12-31$-117,120
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,345,002
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,462,122
Total contributions received or receivable from employer(s)2018-12-31$164,709
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,452
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$490,268
Expenses. Total of all expenses incurred2017-12-31$141,959
Benefits paid (including direct rollovers)2017-12-31$137,368
Total plan assets at end of year2017-12-31$2,462,122
Total plan assets at beginning of year2017-12-31$2,113,813
Value of fidelity bond covering the plan2017-12-31$215,000
Other income received2017-12-31$333,183
Net income (gross income less expenses)2017-12-31$348,309
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,462,122
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,113,813
Total contributions received or receivable from employer(s)2017-12-31$157,085
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,591
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$297,764
Expenses. Total of all expenses incurred2016-12-31$67,937
Benefits paid (including direct rollovers)2016-12-31$65,106
Total plan assets at end of year2016-12-31$2,113,813
Total plan assets at beginning of year2016-12-31$1,883,986
Value of fidelity bond covering the plan2016-12-31$185,000
Other income received2016-12-31$140,138
Net income (gross income less expenses)2016-12-31$229,827
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,113,813
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,883,986
Total contributions received or receivable from employer(s)2016-12-31$157,626
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,831
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$123,901
Expenses. Total of all expenses incurred2015-12-31$54,605
Benefits paid (including direct rollovers)2015-12-31$51,573
Total plan assets at end of year2015-12-31$1,883,986
Total plan assets at beginning of year2015-12-31$1,814,690
Value of fidelity bond covering the plan2015-12-31$185,000
Other income received2015-12-31$-28,931
Net income (gross income less expenses)2015-12-31$69,296
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,883,986
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,814,690
Total contributions received or receivable from employer(s)2015-12-31$152,832
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$221,407
Expenses. Total of all expenses incurred2014-12-31$70,217
Benefits paid (including direct rollovers)2014-12-31$64,496
Total plan assets at end of year2014-12-31$1,814,690
Total plan assets at beginning of year2014-12-31$1,663,500
Value of fidelity bond covering the plan2014-12-31$185,000
Other income received2014-12-31$89,671
Net income (gross income less expenses)2014-12-31$151,190
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,814,690
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,663,500
Total contributions received or receivable from employer(s)2014-12-31$131,736
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,721
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$418,183
Expenses. Total of all expenses incurred2013-12-31$570,263
Benefits paid (including direct rollovers)2013-12-31$569,589
Total plan assets at end of year2013-12-31$1,660,396
Total plan assets at beginning of year2013-12-31$1,812,476
Value of fidelity bond covering the plan2013-12-31$185,000
Other income received2013-12-31$288,696
Net income (gross income less expenses)2013-12-31$-152,080
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,660,396
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,812,476
Total contributions received or receivable from employer(s)2013-12-31$129,487
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$674
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$317,364
Expenses. Total of all expenses incurred2012-12-31$18,576
Benefits paid (including direct rollovers)2012-12-31$18,014
Total plan assets at end of year2012-12-31$1,812,476
Total plan assets at beginning of year2012-12-31$1,513,688
Value of fidelity bond covering the plan2012-12-31$155,000
Other income received2012-12-31$195,534
Net income (gross income less expenses)2012-12-31$298,788
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,812,476
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,513,688
Total contributions received or receivable from employer(s)2012-12-31$121,830
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$68,273
Expenses. Total of all expenses incurred2011-12-31$-19
Total plan assets at end of year2011-12-31$1,513,688
Total plan assets at beginning of year2011-12-31$1,445,396
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$-51,867
Net income (gross income less expenses)2011-12-31$68,292
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,513,688
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,445,396
Total contributions received or receivable from employer(s)2011-12-31$120,140
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$-19
2010 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$277,586
Expenses. Total of all expenses incurred2010-12-31$5,561
Benefits paid (including direct rollovers)2010-12-31$5,087
Total plan assets at end of year2010-12-31$1,445,396
Total plan assets at beginning of year2010-12-31$1,173,371
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$161,343
Net income (gross income less expenses)2010-12-31$272,025
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,445,396
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,173,371
Total contributions received or receivable from employer(s)2010-12-31$116,243
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$474
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN

2024: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2024 form 5500 responses
2024-01-01Type of plan entitySingle employer plan
2024-01-01Submission has been amendedNo
2024-01-01This submission is the final filingYes
2024-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2024-01-01Plan is a collectively bargained planNo
2024-01-01Plan funding arrangement – TrustYes
2024-01-01Plan benefit arrangement - TrustYes
2023: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETINA ASSOCIATES OF GREATER PHILADELPHIA RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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