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RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameRETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN
Plan identification number 002

RETINA ASSOCIATES OF UTAH, P.C. 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).
  • 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 OF UTAH, P.C. has sponsored the creation of one or more 401k plans.

Company Name:RETINA ASSOCIATES OF UTAH, P.C.
Employer identification number (EIN):870525682
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 ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01KIRK WINWARD2023-08-13
0022020-10-01KIRK WINWARD2022-07-15
0022019-10-01KIRK WINWARD2021-04-26
0022018-10-01PAMELA GOMEZ2020-07-13
0022017-10-01PAMELA GOMEZ2019-07-16
0022016-10-01PAMELA GOMEZ2018-06-15
0022015-10-01KIRK WINWARD2017-04-23
0022014-10-01KIRK WINWARD2016-07-14
0022013-10-01KIRK WINWARD2015-07-15

Plan Statistics for RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN

Measure Date Value
2023: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2023 401k membership
Market value of plan assets2023-09-307,166,362
Acturial value of plan assets2023-09-307,166,362
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-3012
Fundng target for terminated vested participants2023-09-3049,309
Active participant vested funding target2023-09-306,231,916
Number of active participants2023-09-3040
Total funding liabilities for active participants2023-09-306,231,916
Total participant count2023-09-3052
Total funding target for all participants2023-09-306,281,225
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-3082,050
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-3086,448
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-300
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-300
Net shortfall amortization installment of oustanding balance2023-09-300
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-300
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-09-306,776,417
Acturial value of plan assets2022-09-306,776,417
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-305
Fundng target for terminated vested participants2022-09-308,184
Active participant vested funding target2022-09-305,171,329
Number of active participants2022-09-3044
Total funding liabilities for active participants2022-09-305,174,274
Total participant count2022-09-3049
Total funding target for all participants2022-09-305,182,458
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-30467,201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30491,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-3082,262
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-3082,050
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30678,364
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-3082,050
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-09-305,261,151
Acturial value of plan assets2021-09-305,261,151
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-305
Fundng target for terminated vested participants2021-09-307,991
Active participant vested funding target2021-09-304,205,445
Number of active participants2021-09-3045
Total funding liabilities for active participants2021-09-304,207,190
Total participant count2021-09-3050
Total funding target for all participants2021-09-304,215,181
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-30858,202
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-30902,485
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30476,574
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30467,201
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30725,125
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-30467,201
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-09-304,050,973
Acturial value of plan assets2020-09-304,050,973
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-305
Fundng target for terminated vested participants2020-09-307,297
Active participant vested funding target2020-09-303,284,009
Number of active participants2020-09-3040
Total funding liabilities for active participants2020-09-303,287,366
Total participant count2020-09-3045
Total funding target for all participants2020-09-303,294,663
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-30771,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30811,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30883,677
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30858,202
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30683,976
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-30858,202
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-09-303,139,141
Acturial value of plan assets2019-09-303,139,141
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-305
Fundng target for terminated vested participants2019-09-306,628
Active participant vested funding target2019-09-302,383,973
Number of active participants2019-09-3044
Total funding liabilities for active participants2019-09-302,389,712
Total participant count2019-09-3049
Total funding target for all participants2019-09-302,396,340
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-30661,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30701,529
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30802,663
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30771,448
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30480,335
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-30771,448
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-09-302,321,854
Acturial value of plan assets2018-09-302,321,854
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-305
Fundng target for terminated vested participants2018-09-306,533
Active participant vested funding target2018-09-301,623,143
Number of active participants2018-09-3041
Total funding liabilities for active participants2018-09-301,625,164
Total participant count2018-09-3046
Total funding target for all participants2018-09-301,631,697
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-30544,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30577,806
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30688,810
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30661,695
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30408,450
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-30661,695
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: RETINA ASSOCIATES OF UTAH, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-09-301,600,626
Acturial value of plan assets2017-09-301,600,626
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-305
Fundng target for terminated vested participants2017-09-305,943
Active participant vested funding target2017-09-301,099,791
Number of active participants2017-09-3036
Total funding liabilities for active participants2017-09-301,100,724
Total participant count2017-09-3041
Total funding target for all participants2017-09-301,106,667
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30468,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30497,798
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30571,558
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30544,125
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30369,311
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-30544,125
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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