401k Plan data: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN plan

RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 401k Plan overview

Plan Name	RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN
Plan identification number	002

RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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 ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name: RETINA ASSOCIATES OF ORANGE COUNTY

Employer identification number (EIN): 510665933

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about RETINA ASSOCIATES OF ORANGE COUNTY

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C3063940

More information about RETINA ASSOCIATES OF ORANGE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHARLES EIFRIG 2024-09-12 CHARLES EIFRIG 2024-09-12
002 2022-01-01 CHARLES EIFRIG 2023-10-06 CHARLES EIFRIG 2023-10-06
002 2021-01-01 CHARLES EIFRIG 2022-08-20 CHARLES EIFRIG 2022-08-20
002 2020-01-01 CHARLES EIFRIG 2021-10-05 CHARLES EIFRIG 2021-10-05
002 2019-01-01 CHARLES EIFRIG 2020-06-15 CHARLES EIFRIG 2020-06-15
002 2018-01-01 CHARLES EIFRIG 2019-09-27 CHARLES EIFRIG 2019-09-27
002 2017-01-01 CHARLES EIFRIG 2018-10-02 CHARLES EIFRIG 2018-10-02
002 2016-01-01 KEVIN J. DONOVAN 2017-09-27 KEVIN J. DONOVAN 2017-09-27
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 CHARLES EIFRIG, MD 2013-07-31
002 2011-01-01 DESMOND MCGUIRE 2012-04-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CHARLES EIFRIG	2024-09-12	CHARLES EIFRIG	2024-09-12
002	2022-01-01	CHARLES EIFRIG	2023-10-06	CHARLES EIFRIG	2023-10-06
002	2021-01-01	CHARLES EIFRIG	2022-08-20	CHARLES EIFRIG	2022-08-20
002	2020-01-01	CHARLES EIFRIG	2021-10-05	CHARLES EIFRIG	2021-10-05
002	2019-01-01	CHARLES EIFRIG	2020-06-15	CHARLES EIFRIG	2020-06-15
002	2018-01-01	CHARLES EIFRIG	2019-09-27	CHARLES EIFRIG	2019-09-27
002	2017-01-01	CHARLES EIFRIG	2018-10-02	CHARLES EIFRIG	2018-10-02
002	2016-01-01	KEVIN J. DONOVAN	2017-09-27	KEVIN J. DONOVAN	2017-09-27
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	CHARLES EIFRIG, MD	2013-07-31
002	2011-01-01	DESMOND MCGUIRE	2012-04-18

Plan Statistics for RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN

401k plan membership statisitcs for RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN

Measure Date Value
2022: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,674,832
Acturial value of plan assets 2022-12-31 3,674,832
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 12
Fundng target for terminated vested participants 2022-12-31 59,539
Active participant vested funding target 2022-12-31 3,406,354
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 3,408,273
Total participant count 2022-12-31 24
Total funding target for all participants 2022-12-31 3,467,812
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 21,374
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 21,374
Present value of excess contributions 2022-12-31 121,047
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 127,931
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 23,437
Total employer contributions 2022-12-31 507,500
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 2022-12-31 466,495
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 2022-12-31 474,721
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 2022-12-31 291,138
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 2022-12-31 291,138
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 466,495
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,824,902
Acturial value of plan assets 2021-12-31 2,824,902
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 10
Fundng target for terminated vested participants 2021-12-31 46,316
Active participant vested funding target 2021-12-31 2,651,533
Number of active participants 2021-12-31 20
Total funding liabilities for active participants 2021-12-31 2,654,110
Total participant count 2021-12-31 30
Total funding target for all participants 2021-12-31 2,700,426
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 19,815
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 19,815
Present value of excess contributions 2021-12-31 106,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 112,197
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 21,374
Total employer contributions 2021-12-31 592,500
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 2021-12-31 554,900
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 2021-12-31 536,955
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 433,853
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 2021-12-31 433,853
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 554,900
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,244,881
Acturial value of plan assets 2020-12-31 2,244,881
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 24,174
Active participant vested funding target 2020-12-31 2,118,501
Number of active participants 2020-12-31 17
Total funding liabilities for active participants 2020-12-31 2,118,501
Total participant count 2020-12-31 22
Total funding target for all participants 2020-12-31 2,142,675
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 17,259
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 17,259
Present value of excess contributions 2020-12-31 8,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 9,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 19,815
Total employer contributions 2020-12-31 413,750
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 2020-12-31 379,476
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 355,799
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 273,408
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 2020-12-31 273,408
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 379,476
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,625,863
Acturial value of plan assets 2019-12-31 1,625,863
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 25,100
Active participant vested funding target 2019-12-31 1,695,523
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 1,698,082
Total participant count 2019-12-31 21
Total funding target for all participants 2019-12-31 1,723,182
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 18,864
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 18,864
Present value of excess contributions 2019-12-31 91,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 96,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 17,259
Total employer contributions 2019-12-31 415,033
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 2019-12-31 387,732
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 2019-12-31 360,796
Net shortfall amortization installment of oustanding balance 2019-12-31 114,578
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 379,414
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 2019-12-31 379,414
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 387,732
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,443,712
Acturial value of plan assets 2018-12-31 1,443,712
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 25,139
Active participant vested funding target 2018-12-31 1,309,053
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 1,310,704
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 1,335,843
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 16,808
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 16,808
Present value of excess contributions 2018-12-31 62,757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 66,378
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 18,864
Total employer contributions 2018-12-31 302,771
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 2018-12-31 278,651
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 2018-12-31 276,496
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 187,491
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 2018-12-31 187,491
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 278,651
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,030,894
Acturial value of plan assets 2017-12-31 1,030,894
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 12,997
Active participant vested funding target 2017-12-31 949,915
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 952,980
Total participant count 2017-12-31 20
Total funding target for all participants 2017-12-31 965,977
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 16,073
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
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 16,073
Present value of excess contributions 2017-12-31 76,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 81,117
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 16,808
Total employer contributions 2017-12-31 311,465
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 2017-12-31 283,200
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 2017-12-31 268,552
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 2017-12-31 220,443
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 2017-12-31 220,443
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 283,200
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 693,352
Acturial value of plan assets 2016-12-31 693,352
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 6,806
Active participant vested funding target 2016-12-31 619,483
Number of active participants 2016-12-31 15
Total funding liabilities for active participants 2016-12-31 621,659
Total participant count 2016-12-31 18
Total funding target for all participants 2016-12-31 628,465
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 16,193
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 16,193
Present value of excess contributions 2016-12-31 91,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 97,599
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 16,073
Total employer contributions 2016-12-31 316,183
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 2016-12-31 286,798
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 2016-12-31 259,058
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 210,244
Additional cash requirement 2016-12-31 210,244
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 286,798
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 ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,674,832
Acturial value of plan assets	2022-12-31	3,674,832
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	12
Fundng target for terminated vested participants	2022-12-31	59,539
Active participant vested funding target	2022-12-31	3,406,354
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	3,408,273
Total participant count	2022-12-31	24
Total funding target for all participants	2022-12-31	3,467,812
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	21,374
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	21,374
Present value of excess contributions	2022-12-31	121,047
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	127,931
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	23,437
Total employer contributions	2022-12-31	507,500
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	466,495
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	474,721
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	291,138
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	291,138
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	466,495
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,824,902
Acturial value of plan assets	2021-12-31	2,824,902
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	10
Fundng target for terminated vested participants	2021-12-31	46,316
Active participant vested funding target	2021-12-31	2,651,533
Number of active participants	2021-12-31	20
Total funding liabilities for active participants	2021-12-31	2,654,110
Total participant count	2021-12-31	30
Total funding target for all participants	2021-12-31	2,700,426
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	19,815
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	19,815
Present value of excess contributions	2021-12-31	106,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	112,197
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	21,374
Total employer contributions	2021-12-31	592,500
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	554,900
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	536,955
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	433,853
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	433,853
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	554,900
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,244,881
Acturial value of plan assets	2020-12-31	2,244,881
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	24,174
Active participant vested funding target	2020-12-31	2,118,501
Number of active participants	2020-12-31	17
Total funding liabilities for active participants	2020-12-31	2,118,501
Total participant count	2020-12-31	22
Total funding target for all participants	2020-12-31	2,142,675
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	17,259
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	17,259
Present value of excess contributions	2020-12-31	8,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	19,815
Total employer contributions	2020-12-31	413,750
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	379,476
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	355,799
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	273,408
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	273,408
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	379,476
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,625,863
Acturial value of plan assets	2019-12-31	1,625,863
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	25,100
Active participant vested funding target	2019-12-31	1,695,523
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	1,698,082
Total participant count	2019-12-31	21
Total funding target for all participants	2019-12-31	1,723,182
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	18,864
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	18,864
Present value of excess contributions	2019-12-31	91,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	96,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	17,259
Total employer contributions	2019-12-31	415,033
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	387,732
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	360,796
Net shortfall amortization installment of oustanding balance	2019-12-31	114,578
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	379,414
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	379,414
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	387,732
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,443,712
Acturial value of plan assets	2018-12-31	1,443,712
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	25,139
Active participant vested funding target	2018-12-31	1,309,053
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	1,310,704
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	1,335,843
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	16,808
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
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	16,808
Present value of excess contributions	2018-12-31	62,757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	66,378
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	18,864
Total employer contributions	2018-12-31	302,771
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	278,651
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	276,496
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	187,491
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	187,491
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	278,651
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,030,894
Acturial value of plan assets	2017-12-31	1,030,894
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	12,997
Active participant vested funding target	2017-12-31	949,915
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	952,980
Total participant count	2017-12-31	20
Total funding target for all participants	2017-12-31	965,977
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	16,073
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
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	16,073
Present value of excess contributions	2017-12-31	76,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	81,117
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	16,808
Total employer contributions	2017-12-31	311,465
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	283,200
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	268,552
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	220,443
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	220,443
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	283,200
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETINA ASSOCIATES OF ORANGE COUNTY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	693,352
Acturial value of plan assets	2016-12-31	693,352
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	6,806
Active participant vested funding target	2016-12-31	619,483
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	621,659
Total participant count	2016-12-31	18
Total funding target for all participants	2016-12-31	628,465
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	16,193
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	16,193
Present value of excess contributions	2016-12-31	91,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	97,599
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	16,073
Total employer contributions	2016-12-31	316,183
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	286,798
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	259,058
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	210,244
Additional cash requirement	2016-12-31	210,244
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	286,798
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 ASSOCIATES OF ORANGE COUNTY
Employer identification number (EIN):	510665933
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C3063940