401k Plan data: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN plan

RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN
Plan identification number	003

RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

THE RETINA GROUP OF WASHINGTON, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE RETINA GROUP OF WASHINGTON, P.C.

Employer identification number (EIN): 521570295

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Additional information about THE RETINA GROUP OF WASHINGTON, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1988-05-17

Company Identification Number: 0321610

Legal Registered Office Address: 8505 ARLINGTON BLVD
1111 East Main Street
FAIRFAX
United States of America (USA)
22031-4621

More information about THE RETINA GROUP OF WASHINGTON, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01
003 2012-01-01 RICHARD J. DONNELLY
003 2011-01-01 RICHARD J. DONNELLY 2012-10-10
003 2010-01-01 RICHARD J. DONNELLY 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2013-01-01
003	2012-01-01	RICHARD J. DONNELLY
003	2011-01-01	RICHARD J. DONNELLY	2012-10-10
003	2010-01-01	RICHARD J. DONNELLY	2011-10-10

Plan Statistics for RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2013: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 126
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10

Measure	Date	Value
2013: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	126
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10

Financial Data on RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2013 : RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,509,054
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$7,286,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,205,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,254,052
Value of total assets at end of year	2013-12-31	$0
Value of total assets at beginning of year	2013-12-31	$5,777,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$80,519
Total interest from all sources	2013-12-31	$255,002
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$7,205,781
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$19,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-5,777,246
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,777,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$80,519
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,567,031
Interest earned on other investments	2013-12-31	$255,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$399,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$399,104
Asset value of US Government securities at end of year	2013-12-31	$0
Asset value of US Government securities at beginning of year	2013-12-31	$1,525,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,254,052
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$421,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$7,205,781
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$889,541
Assets. Corporate common stocks other than exployer securities at end of year	2013-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-12-31	$955,229
Did the plan have assets held for investment	2013-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	WATKINS MEEGAN LLC
Accountancy firm EIN	2013-12-31	521297695
2012 : RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$58,065
Total unrealized appreciation/depreciation of assets	2012-12-31	$58,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,020,811
Total loss/gain on sale of assets	2012-12-31	$121,398
Total of all expenses incurred	2012-12-31	$59,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$5,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,696,572
Value of total assets at end of year	2012-12-31	$5,777,246
Value of total assets at beginning of year	2012-12-31	$3,816,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$54,475
Total interest from all sources	2012-12-31	$67,333
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$65,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$31,527
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$19,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$7,986
Other income not declared elsewhere	2012-12-31	$11,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$1,961,200
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,777,246
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,816,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$54,475
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,567,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$537,658
Income. Interest from US Government securities	2012-12-31	$4,720
Income. Interest from corporate debt instruments	2012-12-31	$62,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$399,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$426,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$426,830
Asset value of US Government securities at end of year	2012-12-31	$1,525,634
Asset value of US Government securities at beginning of year	2012-12-31	$409,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,696,572
Employer contributions (assets) at end of year	2012-12-31	$421,572
Employer contributions (assets) at beginning of year	2012-12-31	$1,268,701
Income. Dividends from common stock	2012-12-31	$34,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$5,136
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$889,541
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$391,416
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$955,229
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$774,025
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$3,121,398
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$3,000,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	WATKINS MEEGAN LLC
Accountancy firm EIN	2012-12-31	521297695

Form 5500 Responses for RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN

2013: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: RETINA GROUP OF WASHINGTON, P.C. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE RETINA GROUP OF WASHINGTON, P.C.
Employer identification number (EIN):	521570295
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1988-05-17
Company Identification Number:	0321610
Legal Registered Office Address:	8505 ARLINGTON BLVD 1111 East Main Street FAIRFAX United States of America (USA) 22031-4621