RETINA CONSULTANTS OF AL, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN
401k plan membership statisitcs for RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN
Measure | Date | Value |
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2023: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 60 |
Total of all active and inactive participants | 2023-01-01 | 115 |
Total participants | 2023-01-01 | 115 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 1 |
2022: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 4,704,154 |
Acturial value of plan assets | 2022-12-31 | 4,704,154 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 60 |
Fundng target for terminated vested participants | 2022-12-31 | 278,883 |
Active participant vested funding target | 2022-12-31 | 2,748,664 |
Number of active participants | 2022-12-31 | 53 |
Total funding liabilities for active participants | 2022-12-31 | 2,752,796 |
Total participant count | 2022-12-31 | 113 |
Total funding target for all participants | 2022-12-31 | 3,031,679 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 287,364 |
Amount remaining of prefunding balance | 2022-12-31 | 287,364 |
Present value of excess contributions | 2022-12-31 | 96,025 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 101,258 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 325,928 |
Total employer contributions | 2022-12-31 | 164,309 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 157,785 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 167,644 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 157,785 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 110 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 60 |
Total of all active and inactive participants | 2022-01-01 | 113 |
Total participants | 2022-01-01 | 113 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 4,075,573 |
Acturial value of plan assets | 2021-12-31 | 4,075,573 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 57 |
Fundng target for terminated vested participants | 2021-12-31 | 165,023 |
Active participant vested funding target | 2021-12-31 | 2,086,383 |
Number of active participants | 2021-12-31 | 53 |
Total funding liabilities for active participants | 2021-12-31 | 2,091,224 |
Total participant count | 2021-12-31 | 110 |
Total funding target for all participants | 2021-12-31 | 2,256,247 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 268,992 |
Amount remaining of prefunding balance | 2021-12-31 | 268,992 |
Present value of excess contributions | 2021-12-31 | 97,666 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 102,823 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 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 | 287,364 |
Total employer contributions | 2021-12-31 | 100,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 96,025 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 120,471 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 96,025 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 53 |
Total of all active and inactive participants | 2021-01-01 | 53 |
Total participants | 2021-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 4,648,171 |
Acturial value of plan assets | 2020-12-31 | 4,648,171 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 55 |
Fundng target for terminated vested participants | 2020-12-31 | 950,777 |
Active participant vested funding target | 2020-12-31 | 2,034,735 |
Number of active participants | 2020-12-31 | 50 |
Total funding liabilities for active participants | 2020-12-31 | 2,038,934 |
Total participant count | 2020-12-31 | 105 |
Total funding target for all participants | 2020-12-31 | 2,989,711 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 230,558 |
Amount remaining of prefunding balance | 2020-12-31 | 230,558 |
Present value of excess contributions | 2020-12-31 | 98,208 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 103,668 |
Balance of prefunding at beginning of current year | 2020-12-31 | 268,992 |
Total employer contributions | 2020-12-31 | 100,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 97,666 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 127,073 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 97,666 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 50 |
Total participants | 2020-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,889,031 |
Acturial value of plan assets | 2019-12-31 | 3,889,031 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 45 |
Fundng target for terminated vested participants | 2019-12-31 | 160,927 |
Active participant vested funding target | 2019-12-31 | 2,675,078 |
Number of active participants | 2019-12-31 | 53 |
Total funding liabilities for active participants | 2019-12-31 | 2,678,961 |
Total participant count | 2019-12-31 | 98 |
Total funding target for all participants | 2019-12-31 | 2,839,888 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 249,738 |
Amount remaining of prefunding balance | 2019-12-31 | 249,738 |
Present value of excess contributions | 2019-12-31 | 239,956 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 253,729 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 230,558 |
Total employer contributions | 2019-12-31 | 100,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 98,208 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 167,584 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 98,208 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 53 |
Total of all active and inactive participants | 2019-01-01 | 53 |
Total participants | 2019-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,936,882 |
Acturial value of plan assets | 2018-12-31 | 3,936,882 |
Number of terminated vested participants | 2018-12-31 | 40 |
Fundng target for terminated vested participants | 2018-12-31 | 83,212 |
Active participant vested funding target | 2018-12-31 | 2,325,280 |
Number of active participants | 2018-12-31 | 52 |
Total funding liabilities for active participants | 2018-12-31 | 2,329,145 |
Total participant count | 2018-12-31 | 92 |
Total funding target for all participants | 2018-12-31 | 2,412,357 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 214,092 |
Amount remaining of prefunding balance | 2018-12-31 | 214,092 |
Present value of excess contributions | 2018-12-31 | 329,198 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 348,654 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 249,738 |
Total employer contributions | 2018-12-31 | 250,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 239,956 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 154,568 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 239,956 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 52 |
Total participants | 2018-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,084,739 |
Acturial value of plan assets | 2017-12-31 | 3,084,739 |
Number of terminated vested participants | 2017-12-31 | 39 |
Fundng target for terminated vested participants | 2017-12-31 | 71,525 |
Active participant vested funding target | 2017-12-31 | 1,896,714 |
Number of active participants | 2017-12-31 | 51 |
Total funding liabilities for active participants | 2017-12-31 | 1,896,714 |
Total participant count | 2017-12-31 | 90 |
Total funding target for all participants | 2017-12-31 | 1,968,239 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 208,423 |
Amount remaining of prefunding balance | 2017-12-31 | 208,423 |
Present value of excess contributions | 2017-12-31 | 327,790 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 347,752 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 214,092 |
Total employer contributions | 2017-12-31 | 350,314 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 329,198 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 136,872 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 329,198 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 51 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 99 |
Total participants | 2017-01-01 | 99 |
2016: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,677,149 |
Acturial value of plan assets | 2016-12-31 | 2,677,149 |
Number of terminated vested participants | 2016-12-31 | 34 |
Fundng target for terminated vested participants | 2016-12-31 | 90,393 |
Active participant vested funding target | 2016-12-31 | 1,721,487 |
Number of active participants | 2016-12-31 | 48 |
Total funding liabilities for active participants | 2016-12-31 | 1,725,647 |
Total participant count | 2016-12-31 | 82 |
Total funding target for all participants | 2016-12-31 | 1,816,040 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 208,903 |
Amount remaining of prefunding balance | 2016-12-31 | 208,903 |
Present value of excess contributions | 2016-12-31 | 123,139 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 130,860 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 208,423 |
Total employer contributions | 2016-12-31 | 225,314 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 205,644 |
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 | 139,008 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 205,644 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 46 |
Total of all active and inactive participants | 2016-01-01 | 46 |
Total participants | 2016-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 39 |
Total of all active and inactive participants | 2015-01-01 | 39 |
Total participants | 2015-01-01 | 39 |
2014: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 41 |
Total of all active and inactive participants | 2014-01-01 | 41 |
Total participants | 2014-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 52 |
Total of all active and inactive participants | 2013-01-01 | 52 |
Total participants | 2013-01-01 | 52 |
2012: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 43 |
Total of all active and inactive participants | 2012-01-01 | 43 |
Total participants | 2012-01-01 | 43 |
2011: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 43 |
Total of all active and inactive participants | 2011-01-01 | 43 |
Total participants | 2011-01-01 | 43 |
2009: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 34 |
Total of all active and inactive participants | 2009-01-01 | 34 |
Total participants | 2009-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $794,437 |
Expenses. Total of all expenses incurred | 2023-12-31 | $100,386 |
Benefits paid (including direct rollovers) | 2023-12-31 | $81,652 |
Total plan assets at end of year | 2023-12-31 | $4,936,776 |
Total plan assets at beginning of year | 2023-12-31 | $4,242,725 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Other income received | 2023-12-31 | $635,688 |
Net income (gross income less expenses) | 2023-12-31 | $694,051 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,936,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,242,725 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $158,749 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $18,734 |
2022 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-476,712 |
Expenses. Total of all expenses incurred | 2022-12-31 | $49,026 |
Benefits paid (including direct rollovers) | 2022-12-31 | $32,107 |
Total plan assets at end of year | 2022-12-31 | $4,242,725 |
Total plan assets at beginning of year | 2022-12-31 | $4,768,463 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Other income received | 2022-12-31 | $-576,712 |
Net income (gross income less expenses) | 2022-12-31 | $-525,738 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,242,725 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,768,463 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $16,919 |
2021 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $730,010 |
Expenses. Total of all expenses incurred | 2021-12-31 | $37,120 |
Benefits paid (including direct rollovers) | 2021-12-31 | $20,369 |
Total plan assets at end of year | 2021-12-31 | $4,768,463 |
Total plan assets at beginning of year | 2021-12-31 | $4,075,573 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $565,701 |
Net income (gross income less expenses) | 2021-12-31 | $692,890 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,768,463 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,075,573 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $164,309 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $16,751 |
2020 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $425,182 |
Expenses. Total of all expenses incurred | 2020-12-31 | $997,780 |
Benefits paid (including direct rollovers) | 2020-12-31 | $980,785 |
Total plan assets at end of year | 2020-12-31 | $4,075,573 |
Total plan assets at beginning of year | 2020-12-31 | $4,648,171 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Other income received | 2020-12-31 | $325,182 |
Net income (gross income less expenses) | 2020-12-31 | $-572,598 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,075,573 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,648,171 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $16,995 |
2019 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $775,349 |
Expenses. Total of all expenses incurred | 2019-12-31 | $16,209 |
Benefits paid (including direct rollovers) | 2019-12-31 | $252 |
Total plan assets at end of year | 2019-12-31 | $4,648,171 |
Total plan assets at beginning of year | 2019-12-31 | $3,889,031 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $675,349 |
Net income (gross income less expenses) | 2019-12-31 | $759,140 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,648,171 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,889,031 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $15,957 |
2018 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-36,720 |
Expenses. Total of all expenses incurred | 2018-12-31 | $15,374 |
Benefits paid (including direct rollovers) | 2018-12-31 | $244 |
Total plan assets at end of year | 2018-12-31 | $3,889,031 |
Total plan assets at beginning of year | 2018-12-31 | $3,941,125 |
Value of fidelity bond covering the plan | 2018-12-31 | $390,000 |
Other income received | 2018-12-31 | $-286,720 |
Net income (gross income less expenses) | 2018-12-31 | $-52,094 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,889,031 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,941,125 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $250,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $15,130 |
2017 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $864,129 |
Expenses. Total of all expenses incurred | 2017-12-31 | $14,889 |
Benefits paid (including direct rollovers) | 2017-12-31 | $2,632 |
Total plan assets at end of year | 2017-12-31 | $3,941,125 |
Total plan assets at beginning of year | 2017-12-31 | $3,091,885 |
Value of fidelity bond covering the plan | 2017-12-31 | $395,000 |
Other income received | 2017-12-31 | $513,815 |
Net income (gross income less expenses) | 2017-12-31 | $849,240 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,941,125 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,091,885 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $350,314 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $12,257 |
2016 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $473,548 |
Expenses. Total of all expenses incurred | 2016-12-31 | $26,022 |
Benefits paid (including direct rollovers) | 2016-12-31 | $11,268 |
Total plan assets at end of year | 2016-12-31 | $3,091,885 |
Total plan assets at beginning of year | 2016-12-31 | $2,644,359 |
Value of fidelity bond covering the plan | 2016-12-31 | $310,000 |
Other income received | 2016-12-31 | $123,234 |
Net income (gross income less expenses) | 2016-12-31 | $447,526 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,091,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,644,359 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $350,314 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $14,754 |
2015 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $134,572 |
Expenses. Total of all expenses incurred | 2015-12-31 | $22,201 |
Benefits paid (including direct rollovers) | 2015-12-31 | $7,975 |
Total plan assets at end of year | 2015-12-31 | $2,644,359 |
Total plan assets at beginning of year | 2015-12-31 | $2,531,988 |
Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
Other income received | 2015-12-31 | $8,262 |
Net income (gross income less expenses) | 2015-12-31 | $112,371 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,644,359 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,531,988 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $126,310 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $14,226 |
2014 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $286,251 |
Expenses. Total of all expenses incurred | 2014-12-31 | $13,664 |
Benefits paid (including direct rollovers) | 2014-12-31 | $800 |
Total plan assets at end of year | 2014-12-31 | $2,531,988 |
Total plan assets at beginning of year | 2014-12-31 | $2,259,401 |
Value of fidelity bond covering the plan | 2014-12-31 | $254,000 |
Other income received | 2014-12-31 | $159,941 |
Net income (gross income less expenses) | 2014-12-31 | $272,587 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,531,988 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,259,401 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $126,310 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12,864 |
2013 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $312,491 |
Expenses. Total of all expenses incurred | 2013-12-31 | $13,290 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,040 |
Total plan assets at end of year | 2013-12-31 | $2,259,401 |
Total plan assets at beginning of year | 2013-12-31 | $1,960,200 |
Value of fidelity bond covering the plan | 2013-12-31 | $226,000 |
Other income received | 2013-12-31 | $172,430 |
Net income (gross income less expenses) | 2013-12-31 | $299,201 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,259,401 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,960,200 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $140,061 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $11,250 |
2012 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $428,573 |
Expenses. Total of all expenses incurred | 2012-12-31 | $9,695 |
Total plan assets at end of year | 2012-12-31 | $1,960,200 |
Total plan assets at beginning of year | 2012-12-31 | $1,541,322 |
Value of fidelity bond covering the plan | 2012-12-31 | $197,000 |
Other income received | 2012-12-31 | $160,778 |
Net income (gross income less expenses) | 2012-12-31 | $418,878 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,960,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,541,322 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $267,795 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,695 |
2011 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $181,435 |
Expenses. Total of all expenses incurred | 2011-12-31 | $285,392 |
Benefits paid (including direct rollovers) | 2011-12-31 | $277,193 |
Total plan assets at end of year | 2011-12-31 | $1,541,322 |
Total plan assets at beginning of year | 2011-12-31 | $1,645,279 |
Value of fidelity bond covering the plan | 2011-12-31 | $155,000 |
Other income received | 2011-12-31 | $16,149 |
Net income (gross income less expenses) | 2011-12-31 | $-103,957 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,541,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,645,279 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $165,286 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,199 |
2010 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $314,296 |
Expenses. Total of all expenses incurred | 2010-12-31 | $6,796 |
Total plan assets at end of year | 2010-12-31 | $1,645,279 |
Total plan assets at beginning of year | 2010-12-31 | $1,337,779 |
Value of fidelity bond covering the plan | 2010-12-31 | $165,000 |
Other income received | 2010-12-31 | $148,267 |
Net income (gross income less expenses) | 2010-12-31 | $307,500 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,645,279 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,337,779 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $166,029 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,796 |