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RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 401k Plan overview

Plan NameRETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN
Plan identification number 002

RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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 CONSULTANTS OF AL, P.C. has sponsored the creation of one or more 401k plans.

Company Name:RETINA CONSULTANTS OF AL, P.C.
Employer identification number (EIN):631120285
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHAEL ALBERT, MD2024-10-01 MICHAEL ALBERT, MD2024-10-01
0022022-01-01MICHAEL ALBERT, MD2023-10-12 MICHAEL ALBERT, MD2023-10-12
0022021-01-01RICHARD FEIST, SR2022-10-14 RICHARD FEIST, SR2022-10-14
0022020-01-01JOHN MASON, III2021-10-13 JOHN MASON, III2021-10-13
0022019-01-01RICHARD FEIST2020-10-06 RICHARD FEIST2020-10-06
0022019-01-01RICHARD FEIST2020-10-06 RICHARD FEIST2020-10-06
0022019-01-01RICHARD FEIST2020-10-06 RICHARD FEIST2020-10-06
0022018-01-01RICHARD FIEST2019-10-14 RICHARD FIEST2019-10-14
0022018-01-01RICHARD FIEST2019-10-14 RICHARD FIEST2019-10-14
0022017-01-01
0022016-01-01
0022016-01-01JOHN MASON2017-10-12
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN MASON
0022011-01-01JOHN MASON
0022009-01-01TRACY L. EMOND

Plan Statistics for RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN

401k plan membership statisitcs for RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN

Measure Date Value
2023: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01113
Total number of active participants reported on line 7a of the Form 55002023-01-0155
Number of retired or separated participants receiving benefits2023-01-0160
Total of all active and inactive participants2023-01-01115
Total participants2023-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-314,704,154
Acturial value of plan assets2022-12-314,704,154
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3160
Fundng target for terminated vested participants2022-12-31278,883
Active participant vested funding target2022-12-312,748,664
Number of active participants2022-12-3153
Total funding liabilities for active participants2022-12-312,752,796
Total participant count2022-12-31113
Total funding target for all participants2022-12-313,031,679
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31287,364
Amount remaining of prefunding balance2022-12-31287,364
Present value of excess contributions2022-12-3196,025
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31101,258
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31325,928
Total employer contributions2022-12-31164,309
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31157,785
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31167,644
Contributions allocatedtoward minimum required contributions for current year2022-12-31157,785
Unpaid minimum required contributions for current year2022-12-310
Total participants, beginning-of-year2022-01-01110
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-0160
Total of all active and inactive participants2022-01-01113
Total participants2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-314,075,573
Acturial value of plan assets2021-12-314,075,573
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3157
Fundng target for terminated vested participants2021-12-31165,023
Active participant vested funding target2021-12-312,086,383
Number of active participants2021-12-3153
Total funding liabilities for active participants2021-12-312,091,224
Total participant count2021-12-31110
Total funding target for all participants2021-12-312,256,247
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31268,992
Amount remaining of prefunding balance2021-12-31268,992
Present value of excess contributions2021-12-3197,666
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31102,823
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31287,364
Total employer contributions2021-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3196,025
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31120,471
Contributions allocatedtoward minimum required contributions for current year2021-12-3196,025
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01105
Total number of active participants reported on line 7a of the Form 55002021-01-0153
Total of all active and inactive participants2021-01-0153
Total participants2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-314,648,171
Acturial value of plan assets2020-12-314,648,171
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3155
Fundng target for terminated vested participants2020-12-31950,777
Active participant vested funding target2020-12-312,034,735
Number of active participants2020-12-3150
Total funding liabilities for active participants2020-12-312,038,934
Total participant count2020-12-31105
Total funding target for all participants2020-12-312,989,711
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31230,558
Amount remaining of prefunding balance2020-12-31230,558
Present value of excess contributions2020-12-3198,208
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31103,668
Balance of prefunding at beginning of current year2020-12-31268,992
Total employer contributions2020-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3197,666
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31127,073
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3197,666
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-0198
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-010
Total of all active and inactive participants2020-01-0150
Total participants2020-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-313,889,031
Acturial value of plan assets2019-12-313,889,031
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3145
Fundng target for terminated vested participants2019-12-31160,927
Active participant vested funding target2019-12-312,675,078
Number of active participants2019-12-3153
Total funding liabilities for active participants2019-12-312,678,961
Total participant count2019-12-3198
Total funding target for all participants2019-12-312,839,888
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31249,738
Amount remaining of prefunding balance2019-12-31249,738
Present value of excess contributions2019-12-31239,956
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31253,729
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31230,558
Total employer contributions2019-12-31100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3198,208
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31167,584
Contributions allocatedtoward minimum required contributions for current year2019-12-3198,208
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-0192
Total number of active participants reported on line 7a of the Form 55002019-01-0153
Total of all active and inactive participants2019-01-0153
Total participants2019-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-313,936,882
Acturial value of plan assets2018-12-313,936,882
Number of terminated vested participants2018-12-3140
Fundng target for terminated vested participants2018-12-3183,212
Active participant vested funding target2018-12-312,325,280
Number of active participants2018-12-3152
Total funding liabilities for active participants2018-12-312,329,145
Total participant count2018-12-3192
Total funding target for all participants2018-12-312,412,357
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31214,092
Amount remaining of prefunding balance2018-12-31214,092
Present value of excess contributions2018-12-31329,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31348,654
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31249,738
Total employer contributions2018-12-31250,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31239,956
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31154,568
Contributions allocatedtoward minimum required contributions for current year2018-12-31239,956
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-0182
Total number of active participants reported on line 7a of the Form 55002018-01-0152
Number of retired or separated participants receiving benefits2018-01-010
Total of all active and inactive participants2018-01-0152
Total participants2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-313,084,739
Acturial value of plan assets2017-12-313,084,739
Number of terminated vested participants2017-12-3139
Fundng target for terminated vested participants2017-12-3171,525
Active participant vested funding target2017-12-311,896,714
Number of active participants2017-12-3151
Total funding liabilities for active participants2017-12-311,896,714
Total participant count2017-12-3190
Total funding target for all participants2017-12-311,968,239
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31208,423
Amount remaining of prefunding balance2017-12-31208,423
Present value of excess contributions2017-12-31327,790
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31347,752
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31214,092
Total employer contributions2017-12-31350,314
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31329,198
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31136,872
Contributions allocatedtoward minimum required contributions for current year2017-12-31329,198
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0172
Total number of active participants reported on line 7a of the Form 55002017-01-0148
Number of retired or separated participants receiving benefits2017-01-0151
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0199
Total participants2017-01-0199
2016: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-312,677,149
Acturial value of plan assets2016-12-312,677,149
Number of terminated vested participants2016-12-3134
Fundng target for terminated vested participants2016-12-3190,393
Active participant vested funding target2016-12-311,721,487
Number of active participants2016-12-3148
Total funding liabilities for active participants2016-12-311,725,647
Total participant count2016-12-3182
Total funding target for all participants2016-12-311,816,040
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31208,903
Amount remaining of prefunding balance2016-12-31208,903
Present value of excess contributions2016-12-31123,139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31130,860
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31208,423
Total employer contributions2016-12-31225,314
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31205,644
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31139,008
Contributions allocatedtoward minimum required contributions for current year2016-12-31205,644
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-0177
Total number of active participants reported on line 7a of the Form 55002016-01-0146
Total of all active and inactive participants2016-01-0146
Total participants2016-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0141
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Total of all active and inactive participants2015-01-0139
Total participants2015-01-0139
2014: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0152
Total number of active participants reported on line 7a of the Form 55002014-01-0141
Total of all active and inactive participants2014-01-0141
Total participants2014-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0143
Total number of active participants reported on line 7a of the Form 55002013-01-0152
Total of all active and inactive participants2013-01-0152
Total participants2013-01-0152
2012: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0143
Total of all active and inactive participants2012-01-0143
Total participants2012-01-0143
2011: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0139
Total number of active participants reported on line 7a of the Form 55002011-01-0143
Total of all active and inactive participants2011-01-0143
Total participants2011-01-0143
2009: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Total of all active and inactive participants2009-01-0134
Total participants2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN

Measure Date Value
2023 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2023 401k financial data
Total income from all sources2023-12-31$794,437
Expenses. Total of all expenses incurred2023-12-31$100,386
Benefits paid (including direct rollovers)2023-12-31$81,652
Total plan assets at end of year2023-12-31$4,936,776
Total plan assets at beginning of year2023-12-31$4,242,725
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$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$18,734
2022 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources2022-12-31$-476,712
Expenses. Total of all expenses incurred2022-12-31$49,026
Benefits paid (including direct rollovers)2022-12-31$32,107
Total plan assets at end of year2022-12-31$4,242,725
Total plan assets at beginning of year2022-12-31$4,768,463
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-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
Total income from all sources2021-12-31$730,010
Expenses. Total of all expenses incurred2021-12-31$37,120
Benefits paid (including direct rollovers)2021-12-31$20,369
Total plan assets at end of year2021-12-31$4,768,463
Total plan assets at beginning of year2021-12-31$4,075,573
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$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
Total income from all sources2020-12-31$425,182
Expenses. Total of all expenses incurred2020-12-31$997,780
Benefits paid (including direct rollovers)2020-12-31$980,785
Total plan assets at end of year2020-12-31$4,075,573
Total plan assets at beginning of year2020-12-31$4,648,171
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$325,182
Net income (gross income less expenses)2020-12-31$-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
Total income from all sources2019-12-31$775,349
Expenses. Total of all expenses incurred2019-12-31$16,209
Benefits paid (including direct rollovers)2019-12-31$252
Total plan assets at end of year2019-12-31$4,648,171
Total plan assets at beginning of year2019-12-31$3,889,031
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$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$15,957
2018 : RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-36,720
Expenses. Total of all expenses incurred2018-12-31$15,374
Benefits paid (including direct rollovers)2018-12-31$244
Total plan assets at end of year2018-12-31$3,889,031
Total plan assets at beginning of year2018-12-31$3,941,125
Value of fidelity bond covering the plan2018-12-31$390,000
Other income received2018-12-31$-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
Total income from all sources2017-12-31$864,129
Expenses. Total of all expenses incurred2017-12-31$14,889
Benefits paid (including direct rollovers)2017-12-31$2,632
Total plan assets at end of year2017-12-31$3,941,125
Total plan assets at beginning of year2017-12-31$3,091,885
Value of fidelity bond covering the plan2017-12-31$395,000
Other income received2017-12-31$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
Total income from all sources2016-12-31$473,548
Expenses. Total of all expenses incurred2016-12-31$26,022
Benefits paid (including direct rollovers)2016-12-31$11,268
Total plan assets at end of year2016-12-31$3,091,885
Total plan assets at beginning of year2016-12-31$2,644,359
Value of fidelity bond covering the plan2016-12-31$310,000
Other income received2016-12-31$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
Total income from all sources2015-12-31$134,572
Expenses. Total of all expenses incurred2015-12-31$22,201
Benefits paid (including direct rollovers)2015-12-31$7,975
Total plan assets at end of year2015-12-31$2,644,359
Total plan assets at beginning of year2015-12-31$2,531,988
Value of fidelity bond covering the plan2015-12-31$265,000
Other income received2015-12-31$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
Total income from all sources2014-12-31$286,251
Expenses. Total of all expenses incurred2014-12-31$13,664
Benefits paid (including direct rollovers)2014-12-31$800
Total plan assets at end of year2014-12-31$2,531,988
Total plan assets at beginning of year2014-12-31$2,259,401
Value of fidelity bond covering the plan2014-12-31$254,000
Other income received2014-12-31$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
Total income from all sources2013-12-31$312,491
Expenses. Total of all expenses incurred2013-12-31$13,290
Benefits paid (including direct rollovers)2013-12-31$2,040
Total plan assets at end of year2013-12-31$2,259,401
Total plan assets at beginning of year2013-12-31$1,960,200
Value of fidelity bond covering the plan2013-12-31$226,000
Other income received2013-12-31$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
Total income from all sources2012-12-31$428,573
Expenses. Total of all expenses incurred2012-12-31$9,695
Total plan assets at end of year2012-12-31$1,960,200
Total plan assets at beginning of year2012-12-31$1,541,322
Value of fidelity bond covering the plan2012-12-31$197,000
Other income received2012-12-31$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
Total income from all sources2011-12-31$181,435
Expenses. Total of all expenses incurred2011-12-31$285,392
Benefits paid (including direct rollovers)2011-12-31$277,193
Total plan assets at end of year2011-12-31$1,541,322
Total plan assets at beginning of year2011-12-31$1,645,279
Value of fidelity bond covering the plan2011-12-31$155,000
Other income received2011-12-31$16,149
Net income (gross income less expenses)2011-12-31$-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
Total income from all sources2010-12-31$314,296
Expenses. Total of all expenses incurred2010-12-31$6,796
Total plan assets at end of year2010-12-31$1,645,279
Total plan assets at beginning of year2010-12-31$1,337,779
Value of fidelity bond covering the plan2010-12-31$165,000
Other income received2010-12-31$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

Form 5500 Responses for RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN

2023: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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