Plan Name | SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2018-01-01 | MARK D. SMITH | 2019-02-28 | MARK D. SMITH | 2019-02-28 |
001 | 2017-01-01 | MARK D. SMITH | 2018-09-25 | MARK D. SMITH | 2018-09-25 |
001 | 2016-01-01 | MARK SMITH | 2017-10-11 | MARK SMITH | 2017-10-11 |
001 | 2015-01-01 | MARK SMITH | 2016-10-04 | MARK SMITH | 2016-10-04 |
001 | 2014-01-01 | MARK SMITH | 2015-09-21 | MARK SMITH | 2015-09-21 |
001 | 2013-01-01 | MARK SMITH | 2014-09-11 | MARK SMITH | 2014-09-11 |
001 | 2012-01-01 | MARK SMITH | 2013-08-06 | MARK SMITH | 2013-08-06 |
Measure | Date | Value |
---|---|---|
2018: SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 3,408,079 |
Acturial value of plan assets | 2018-12-31 | 3,408,079 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 3,093,345 |
Number of active participants | 2018-12-31 | 24 |
Total funding liabilities for active participants | 2018-12-31 | 3,093,345 |
Total participant count | 2018-12-31 | 24 |
Total funding target for all participants | 2018-12-31 | 3,093,345 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 459,625 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 483,847 |
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 | 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 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
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 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 2,626,279 |
Acturial value of plan assets | 2017-12-31 | 2,624,922 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 2,438,141 |
Number of active participants | 2017-12-31 | 24 |
Total funding liabilities for active participants | 2017-12-31 | 2,438,141 |
Total participant count | 2017-12-31 | 24 |
Total funding target for all participants | 2017-12-31 | 2,438,141 |
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 | 0 |
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 |
Present value of excess contributions | 2017-12-31 | 18,620 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 18,620 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 781,800 |
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 | 768,619 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 495,775 |
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 | 308,994 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 308,994 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 768,619 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: SAN DIEGO RETINA ASSOCIATES DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,902,736 |
Acturial value of plan assets | 2016-12-31 | 1,902,736 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 1,766,872 |
Number of active participants | 2016-12-31 | 24 |
Total funding liabilities for active participants | 2016-12-31 | 1,790,952 |
Total participant count | 2016-12-31 | 24 |
Total funding target for all participants | 2016-12-31 | 1,790,952 |
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 | 0 |
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 |
Present value of excess contributions | 2016-12-31 | 62,506 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 62,506 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
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 | 0 |
Total employer contributions | 2016-12-31 | 396,629 |
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 | 390,113 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 483,277 |
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 | 371,493 |
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 | 371,493 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 390,113 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |