401k Plan data: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN plan

RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN
Plan identification number	001

RETINA CENTER OF PENSACOLA, PA 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).

401k Sponsoring company profile

RETINA CENTER OF PENSACOLA, PA has sponsored the creation of one or more 401k plans.

Company Name: RETINA CENTER OF PENSACOLA, PA

Employer identification number (EIN): 463751697

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 CENTER OF PENSACOLA, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan Statistics for RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN

401k plan membership statisitcs for RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN

Measure Date Value
2022: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,263,486
Acturial value of plan assets 2022-12-31 2,263,486
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 3,614
Active participant vested funding target 2022-12-31 1,627,773
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 1,629,270
Total participant count 2022-12-31 13
Total funding target for all participants 2022-12-31 1,632,884
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 756,366
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 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 756,366
Present value of excess contributions 2022-12-31 2,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 2,130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 2,130
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 166,412
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 601,690
Total employer contributions 2022-12-31 175,000
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 2022-12-31 155,546
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 2022-12-31 127,543
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 98,631
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 98,631
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 155,546
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,035,361
Acturial value of plan assets 2021-12-31 2,035,361
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 2,593
Active participant vested funding target 2021-12-31 1,403,284
Number of active participants 2021-12-31 12
Total funding liabilities for active participants 2021-12-31 1,403,950
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 1,406,543
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 674,893
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 2021-12-31 674,893
Present value of excess contributions 2021-12-31 34,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 36,188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 36,188
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 2021-12-31 756,366
Total employer contributions 2021-12-31 175,000
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 2021-12-31 154,125
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 2021-12-31 123,091
Net shortfall amortization installment of oustanding balance 2021-12-31 73,538
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 152,104
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 0
Additional cash requirement 2021-12-31 152,104
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 154,125
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,726,376
Acturial value of plan assets 2020-12-31 1,726,376
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 2,544
Active participant vested funding target 2020-12-31 1,227,685
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,227,685
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 1,230,229
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 524,622
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 524,622
Present value of excess contributions 2020-12-31 105,181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 110,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 110,819
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 2020-12-31 674,893
Total employer contributions 2020-12-31 200,000
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 2020-12-31 183,945
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 2020-12-31 120,543
Net shortfall amortization installment of oustanding balance 2020-12-31 100,656
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 149,556
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 2020-12-31 149,556
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 183,945
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,471,566
Acturial value of plan assets 2019-12-31 1,471,566
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,147,116
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 1,148,416
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 1,148,416
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 321,490
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 2019-12-31 321,490
Present value of excess contributions 2019-12-31 194,802
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 205,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 205,575
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 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 524,622
Total employer contributions 2019-12-31 150,000
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 2019-12-31 138,324
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 4,130
Net shortfall amortization installment of oustanding balance 2019-12-31 125,562
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 33,143
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 0
Additional cash requirement 2019-12-31 33,143
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 138,324
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,239,671
Acturial value of plan assets 2018-12-31 1,239,671
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 1,066,793
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,066,793
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 1,066,793
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 444,047
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 2018-12-31 133,758
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 310,289
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 2018-12-31 321,490
Total employer contributions 2018-12-31 249,000
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 2018-12-31 227,945
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 3,336
Net shortfall amortization installment of oustanding balance 2018-12-31 113,780
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 26,663
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 26,663
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 227,945
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,196,049
Acturial value of plan assets 2017-12-31 1,196,049
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 2017-12-31 882,612
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 882,612
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 882,612
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 537,509
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 97,030
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 440,479
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2017-12-31 444,047
Total employer contributions 2017-12-31 0
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 0
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 2017-12-31 105,488
Net shortfall amortization installment of oustanding balance 2017-12-31 130,610
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 128,815
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 128,815
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,156,820
Acturial value of plan assets 2016-12-31 1,156,820
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 2016-12-31 716,010
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 716,010
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 716,010
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 413,077
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 2016-12-31 413,077
Present value of excess contributions 2016-12-31 114,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 121,995
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 121,995
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 2016-12-31 537,509
Total employer contributions 2016-12-31 25,000
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 21,255
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 99,716
Net shortfall amortization installment of oustanding balance 2016-12-31 96,699
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 115,693
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 94,438
Additional cash requirement 2016-12-31 21,255
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 21,255
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,263,486
Acturial value of plan assets	2022-12-31	2,263,486
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	3,614
Active participant vested funding target	2022-12-31	1,627,773
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	1,629,270
Total participant count	2022-12-31	13
Total funding target for all participants	2022-12-31	1,632,884
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	756,366
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	756,366
Present value of excess contributions	2022-12-31	2,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	2,130
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	2,130
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	166,412
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	601,690
Total employer contributions	2022-12-31	175,000
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	155,546
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	127,543
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	98,631
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	98,631
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	155,546
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,035,361
Acturial value of plan assets	2021-12-31	2,035,361
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	2,593
Active participant vested funding target	2021-12-31	1,403,284
Number of active participants	2021-12-31	12
Total funding liabilities for active participants	2021-12-31	1,403,950
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	1,406,543
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	674,893
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	674,893
Present value of excess contributions	2021-12-31	34,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	36,188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	36,188
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	756,366
Total employer contributions	2021-12-31	175,000
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	154,125
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	123,091
Net shortfall amortization installment of oustanding balance	2021-12-31	73,538
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	152,104
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	0
Additional cash requirement	2021-12-31	152,104
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	154,125
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,726,376
Acturial value of plan assets	2020-12-31	1,726,376
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	2,544
Active participant vested funding target	2020-12-31	1,227,685
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,227,685
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	1,230,229
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	524,622
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	524,622
Present value of excess contributions	2020-12-31	105,181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	110,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	110,819
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	674,893
Total employer contributions	2020-12-31	200,000
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	183,945
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	120,543
Net shortfall amortization installment of oustanding balance	2020-12-31	100,656
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	149,556
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	149,556
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	183,945
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,471,566
Acturial value of plan assets	2019-12-31	1,471,566
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,147,116
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	1,148,416
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	1,148,416
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	321,490
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	321,490
Present value of excess contributions	2019-12-31	194,802
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	205,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	205,575
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	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	524,622
Total employer contributions	2019-12-31	150,000
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	138,324
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	4,130
Net shortfall amortization installment of oustanding balance	2019-12-31	125,562
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	33,143
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	0
Additional cash requirement	2019-12-31	33,143
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	138,324
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,239,671
Acturial value of plan assets	2018-12-31	1,239,671
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	1,066,793
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,066,793
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	1,066,793
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	444,047
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	133,758
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	310,289
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	321,490
Total employer contributions	2018-12-31	249,000
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	227,945
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	3,336
Net shortfall amortization installment of oustanding balance	2018-12-31	113,780
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	26,663
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	26,663
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	227,945
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,196,049
Acturial value of plan assets	2017-12-31	1,196,049
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	882,612
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	882,612
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	882,612
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	537,509
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	97,030
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	440,479
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	444,047
Total employer contributions	2017-12-31	0
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	0
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	105,488
Net shortfall amortization installment of oustanding balance	2017-12-31	130,610
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	128,815
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	128,815
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETINA CENTER OF PENSACOLA, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,156,820
Acturial value of plan assets	2016-12-31	1,156,820
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	716,010
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	716,010
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	716,010
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	413,077
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	413,077
Present value of excess contributions	2016-12-31	114,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	121,995
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	121,995
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	537,509
Total employer contributions	2016-12-31	25,000
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	21,255
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	99,716
Net shortfall amortization installment of oustanding balance	2016-12-31	96,699
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	115,693
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	94,438
Additional cash requirement	2016-12-31	21,255
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	21,255
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	RETINA CENTER OF PENSACOLA, PA
Employer identification number (EIN):	463751697
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01