401k Plan data: RETINA CENTERS, P.C. CASH BALANCE PLAN plan

RETINA CENTERS, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	RETINA CENTERS, P.C. CASH BALANCE PLAN
Plan identification number	002

RETINA CENTERS, P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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 CENTERS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: RETINA CENTERS, P.C.

Employer identification number (EIN): 860796075

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA CENTERS, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 JUDY RICHARDSON 2015-09-29
002 2014-01-01 JUDY RICHARDSON 2015-09-29
002 2013-01-01 GEORGE NOVALIS, M.D. 2014-10-02 GEORGE NOVALIS, M.D. 2014-10-02
002 2012-01-01 GEORGE NOVALIS, M.D. 2013-10-11 GEORGE NOVALIS, M.D. 2013-10-11
002 2011-01-01 GEORGE NOVALIS, M.D. 2012-10-04 GEORGE NOVALIS, M.D. 2012-10-04
002 2010-01-01 JUDY KING 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	JUDY RICHARDSON	2015-09-29
002	2014-01-01	JUDY RICHARDSON	2015-09-29
002	2013-01-01	GEORGE NOVALIS, M.D.	2014-10-02	GEORGE NOVALIS, M.D.	2014-10-02
002	2012-01-01	GEORGE NOVALIS, M.D.	2013-10-11	GEORGE NOVALIS, M.D.	2013-10-11
002	2011-01-01	GEORGE NOVALIS, M.D.	2012-10-04	GEORGE NOVALIS, M.D.	2012-10-04
002	2010-01-01	JUDY KING	2011-10-14

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Company Name:	RETINA CENTERS, P.C.
Employer identification number (EIN):	860796075
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists