401k Plan data: RETINA ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST plan

RETINA ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	RETINA ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

RETINA ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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, P.A. has sponsored the creation of one or more 401k plans.

Company Name: RETINA ASSOCIATES, P.A.

Employer identification number (EIN): 592886387

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

Additional information about RETINA ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1988-04-26

Company Identification Number: M77940

Legal Registered Office Address: 2 SHIRCLIFF WAY

JACKSONVILLE

32204

More information about RETINA ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA ASSOCIATES, P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MANSOOR MUGHAL 2024-07-17
001 2022-01-01 MANSOOR MUGHAL 2024-09-11
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 FRED LAMBROU, JR., M.D. 2018-05-17
001 2016-01-01 FRED LAMBROU, JR., M.D. 2017-06-08
001 2015-01-01 FRED LAMBROU, JR., M.D. 2016-05-25
001 2014-01-01 FRED LAMBROU, JR., M.D. 2015-07-22
001 2013-01-01 REBECCA TORRES 2014-06-18
001 2012-01-01 CAMERON KELLY 2013-05-03
001 2011-01-01 CAMERON KELLY 2012-04-09
001 2010-01-01 CAMERON KELLY 2011-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	MANSOOR MUGHAL	2024-07-17
001	2022-01-01	MANSOOR MUGHAL	2024-09-11
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	FRED LAMBROU, JR., M.D.	2018-05-17
001	2016-01-01	FRED LAMBROU, JR., M.D.	2017-06-08
001	2015-01-01	FRED LAMBROU, JR., M.D.	2016-05-25
001	2014-01-01	FRED LAMBROU, JR., M.D.	2015-07-22
001	2013-01-01	REBECCA TORRES	2014-06-18
001	2012-01-01	CAMERON KELLY	2013-05-03
001	2011-01-01	CAMERON KELLY	2012-04-09
001	2010-01-01	CAMERON KELLY	2011-05-23

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Company Name:	RETINA ASSOCIATES, P.A.
Employer identification number (EIN):	592886387
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1988-04-26
Company Identification Number:	M77940
Legal Registered Office Address:	2 SHIRCLIFF WAY JACKSONVILLE 32204