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SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameSAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 001

SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC.
Employer identification number (EIN):330885407
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2000-01-03
Company Identification Number: C2049058
Legal Registered Office Address: 7695 Cardinal Ct Ste 100

San Diego
United States of America (USA)
92123

More information about MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01MARK D. SMITH2019-02-28 MARK D. SMITH2019-02-28
0012017-01-01MARK D. SMITH2018-09-25 MARK D. SMITH2018-09-25
0012016-01-01MARK SMITH2017-10-11 MARK SMITH2017-10-11
0012015-01-01MARK SMITH2016-10-04 MARK SMITH2016-10-04
0012014-01-01MARK SMITH2015-09-21 MARK SMITH2015-09-21
0012013-01-01MARK SMITH2014-09-11 MARK SMITH2014-09-11
0012012-01-01MARK SMITH2013-08-06 MARK SMITH2013-08-06

Plan Statistics for SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2018: SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-313,408,079
Acturial value of plan assets2018-12-313,408,079
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-313,093,345
Number of active participants2018-12-3124
Total funding liabilities for active participants2018-12-313,093,345
Total participant count2018-12-3124
Total funding target for all participants2018-12-313,093,345
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Present value of excess contributions2018-12-31459,625
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31483,847
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
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 date2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-312,626,279
Acturial value of plan assets2017-12-312,624,922
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-312,438,141
Number of active participants2017-12-3124
Total funding liabilities for active participants2017-12-312,438,141
Total participant count2017-12-3124
Total funding target for all participants2017-12-312,438,141
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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
Present value of excess contributions2017-12-3118,620
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3118,620
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31781,800
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 date2017-12-31768,619
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31495,775
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31308,994
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31308,994
Contributions allocatedtoward minimum required contributions for current year2017-12-31768,619
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,902,736
Acturial value of plan assets2016-12-311,902,736
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,766,872
Number of active participants2016-12-3124
Total funding liabilities for active participants2016-12-311,790,952
Total participant count2016-12-3124
Total funding target for all participants2016-12-311,790,952
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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
Present value of excess contributions2016-12-3162,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3162,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31396,629
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 date2016-12-31390,113
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31483,277
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31371,493
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31371,493
Contributions allocatedtoward minimum required contributions for current year2016-12-31390,113
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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