401k Plan data: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING plan

RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 401k Plan overview

Plan Name	RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING
Plan identification number	002

RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 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 401K PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 AREF RIFAI
002 2016-01-01 AREF RIFAI
002 2015-01-01 DR. AREF RIFAI

Plan Statistics for RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING

401k plan membership statisitcs for RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING

Measure Date Value
2023: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2023 401k membership
Total participants, beginning-of-year 2023-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 14
Total participants 2023-01-01 14
Number of participants with account balances 2023-01-01 14
2022: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 15
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 14
2021: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 15
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 13
2020: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year 2020-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 10
2019: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 11
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
2018: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 10
2017: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
2016: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
2015: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 8
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8

Measure	Date	Value
2023: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2023 401k membership
Total participants, beginning-of-year	2023-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	14
Total participants	2023-01-01	14
Number of participants with account balances	2023-01-01	14
2022: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	15
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	14
2021: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	15
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	13
2020: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year	2020-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	10
2019: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	11
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
2018: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	10
2017: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
2016: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
2015: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	8
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8

Financial Data on RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING

Measure	Date	Value
2023 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2023 401k financial data
Total income from all sources	2023-12-31	$260,094
Expenses. Total of all expenses incurred	2023-12-31	$13,192
Benefits paid (including direct rollovers)	2023-12-31	$9,469
Total plan assets at end of year	2023-12-31	$679,242
Total plan assets at beginning of year	2023-12-31	$432,340
Value of fidelity bond covering the plan	2023-12-31	$44,000
Total contributions received or receivable from participants	2023-12-31	$51,792
Other income received	2023-12-31	$140,265
Net income (gross income less expenses)	2023-12-31	$246,902
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$679,242
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$432,340
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2023-12-31	$53,263
Total contributions received or receivable from employer(s)	2023-12-31	$68,037
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$3,723
2022 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2022 401k financial data
Total income from all sources	2022-12-31	$-36,232
Expenses. Total of all expenses incurred	2022-12-31	$10,477
Benefits paid (including direct rollovers)	2022-12-31	$7,000
Total plan assets at end of year	2022-12-31	$432,340
Total plan assets at beginning of year	2022-12-31	$479,049
Value of fidelity bond covering the plan	2022-12-31	$48,000
Total contributions received or receivable from participants	2022-12-31	$46,577
Other income received	2022-12-31	$-131,686
Net income (gross income less expenses)	2022-12-31	$-46,709
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$432,340
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$479,049
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$53,458
Total contributions received or receivable from employer(s)	2022-12-31	$48,877
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,477
2021 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2021 401k financial data
Total income from all sources	2021-12-31	$104,425
Expenses. Total of all expenses incurred	2021-12-31	$5,628
Total plan assets at end of year	2021-12-31	$479,049
Total plan assets at beginning of year	2021-12-31	$380,252
Value of fidelity bond covering the plan	2021-12-31	$39,000
Total contributions received or receivable from participants	2021-12-31	$39,326
Other income received	2021-12-31	$22,767
Net income (gross income less expenses)	2021-12-31	$98,797
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$479,049
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$380,252
Total contributions received or receivable from employer(s)	2021-12-31	$42,332
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,628
2020 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2020 401k financial data
Total income from all sources	2020-12-31	$144,353
Expenses. Total of all expenses incurred	2020-12-31	$5,322
Benefits paid (including direct rollovers)	2020-12-31	$2,630
Total plan assets at end of year	2020-12-31	$380,252
Total plan assets at beginning of year	2020-12-31	$241,221
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$38,443
Other income received	2020-12-31	$72,929
Net income (gross income less expenses)	2020-12-31	$139,031
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$380,252
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$241,221
Total contributions received or receivable from employer(s)	2020-12-31	$32,981
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,692
2019 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2019 401k financial data
Total income from all sources	2019-12-31	$64,248
Expenses. Total of all expenses incurred	2019-12-31	$1,865
Total plan assets at end of year	2019-12-31	$241,221
Total plan assets at beginning of year	2019-12-31	$178,838
Value of fidelity bond covering the plan	2019-12-31	$18,000
Total contributions received or receivable from participants	2019-12-31	$12,201
Other income received	2019-12-31	$43,806
Net income (gross income less expenses)	2019-12-31	$62,383
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$241,221
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$178,838
Total contributions received or receivable from employer(s)	2019-12-31	$8,241
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,865
2018 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2018 401k financial data
Total income from all sources	2018-12-31	$-8,716
Expenses. Total of all expenses incurred	2018-12-31	$1,500
Total plan assets at end of year	2018-12-31	$178,838
Total plan assets at beginning of year	2018-12-31	$189,054
Value of fidelity bond covering the plan	2018-12-31	$19,000
Total contributions received or receivable from participants	2018-12-31	$-11,021
Other income received	2018-12-31	$-10,008
Net income (gross income less expenses)	2018-12-31	$-10,216
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$178,838
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$189,054
Total contributions received or receivable from employer(s)	2018-12-31	$12,313
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,500
2017 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$610
Total income from all sources	2017-12-31	$62,574
Expenses. Total of all expenses incurred	2017-12-31	$1,494
Total plan assets at end of year	2017-12-31	$189,054
Total plan assets at beginning of year	2017-12-31	$128,584
Value of fidelity bond covering the plan	2017-12-31	$13,000
Total contributions received or receivable from participants	2017-12-31	$32,370
Contributions received from other sources (not participants or employers)	2017-12-31	$1,290
Other income received	2017-12-31	$18,810
Net income (gross income less expenses)	2017-12-31	$61,080
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$189,054
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$127,974
Total contributions received or receivable from employer(s)	2017-12-31	$10,104
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,494
2016 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$610
Total income from all sources	2016-12-31	$76,775
Expenses. Total of all expenses incurred	2016-12-31	$583
Benefits paid (including direct rollovers)	2016-12-31	$583
Total plan assets at end of year	2016-12-31	$128,584
Total plan assets at beginning of year	2016-12-31	$51,782
Value of fidelity bond covering the plan	2016-12-31	$6,000
Total contributions received or receivable from participants	2016-12-31	$31,563
Other income received	2016-12-31	$1,952
Net income (gross income less expenses)	2016-12-31	$76,192
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$127,974
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$51,782
Total contributions received or receivable from employer(s)	2016-12-31	$43,260
2015 : RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2015 401k financial data
Total income from all sources	2015-12-31	$52,032
Expenses. Total of all expenses incurred	2015-12-31	$250
Total plan assets at end of year	2015-12-31	$51,782
Value of fidelity bond covering the plan	2015-12-31	$6,000
Total contributions received or receivable from participants	2015-12-31	$25,504
Other income received	2015-12-31	$-152
Net income (gross income less expenses)	2015-12-31	$51,782
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$51,782
Total contributions received or receivable from employer(s)	2015-12-31	$26,680
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$250

Form 5500 Responses for RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING

2023: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: RETINA CENTER OF PENSACOLA,PA 401K PROFIT SHARING 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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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)