401k Plan data: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN plan

STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

STEVEN B. RICHLIN, O.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVEN B. RICHLIN, O.D., INC.

Employer identification number (EIN): 954636075

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-04-01
002 2021-04-01
002 2020-04-01
002 2019-04-01
002 2018-04-01
002 2017-04-01
002 2016-04-01
002 2015-04-01
002 2014-04-01
002 2013-04-01 STEVEN RICHLIN 2014-12-24
002 2012-04-01 STEVEN B. RICHLIN, O.D. 2013-10-29
002 2011-04-01 STEVEN B. RICHLIN, O.D. 2012-12-14
002 2010-04-01 STEVEN B. RICHLIN, O.D. 2011-09-15

Plan Statistics for STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets 2023-03-31 3,144,738
Acturial value of plan assets 2023-03-31 3,144,738
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 0
Number of terminated vested participants 2023-03-31 13
Fundng target for terminated vested participants 2023-03-31 100,785
Active participant vested funding target 2023-03-31 2,593,116
Number of active participants 2023-03-31 6
Total funding liabilities for active participants 2023-03-31 2,593,240
Total participant count 2023-03-31 19
Total funding target for all participants 2023-03-31 2,694,025
Balance at beginning of prior year after applicable adjustments 2023-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-03-31 0
Prefunding balanced used to offset prior years funding requirement 2023-03-31 0
Amount remaining of carryover balance 2023-03-31 0
Amount remaining of prefunding balance 2023-03-31 0
Present value of excess contributions 2023-03-31 212,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 223,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-03-31 0
Reductions in caryover balances due to elections or deemed elections 2023-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-03-31 0
Balance of carryovers at beginning of current year 2023-03-31 0
Balance of prefunding at beginning of current year 2023-03-31 0
Total employer contributions 2023-03-31 248,513
Total employee contributions 2023-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-03-31 237,336
Unpaid minimum required contributions for all prior years 2023-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-03-31 0
Remaining amount of unpaid minimum required contributions 2023-03-31 0
Minimum required contributions for current year target normal cost 2023-03-31 4,545
Net shortfall amortization installment of oustanding balance 2023-03-31 0
Waiver amortization installment 2023-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-03-31 0
Carryover balance elected to use to offset funding requirement 2023-03-31 0
Prefunding balance elected to use to offset funding requirement 2023-03-31 0
Additional cash requirement 2023-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-03-31 237,336
Unpaid minimum required contributions for current year 2023-03-31 0
Unpaid minimum required contributions for all years 2023-03-31 0
2022: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-03-31 2,932,498
Acturial value of plan assets 2022-03-31 2,932,498
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 0
Number of terminated vested participants 2022-03-31 11
Fundng target for terminated vested participants 2022-03-31 94,685
Active participant vested funding target 2022-03-31 1,802,695
Number of active participants 2022-03-31 8
Total funding liabilities for active participants 2022-03-31 1,803,156
Total participant count 2022-03-31 19
Total funding target for all participants 2022-03-31 1,897,841
Balance at beginning of prior year after applicable adjustments 2022-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-03-31 0
Prefunding balanced used to offset prior years funding requirement 2022-03-31 0
Amount remaining of carryover balance 2022-03-31 0
Amount remaining of prefunding balance 2022-03-31 0
Present value of excess contributions 2022-03-31 569,023
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 569,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-03-31 0
Reductions in caryover balances due to elections or deemed elections 2022-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-31 0
Balance of carryovers at beginning of current year 2022-03-31 0
Balance of prefunding at beginning of current year 2022-03-31 0
Total employer contributions 2022-03-31 215,479
Total employee contributions 2022-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 212,209
Unpaid minimum required contributions for all prior years 2022-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-31 0
Remaining amount of unpaid minimum required contributions 2022-03-31 0
Minimum required contributions for current year target normal cost 2022-03-31 756,970
Net shortfall amortization installment of oustanding balance 2022-03-31 0
Waiver amortization installment 2022-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 0
Carryover balance elected to use to offset funding requirement 2022-03-31 0
Prefunding balance elected to use to offset funding requirement 2022-03-31 0
Additional cash requirement 2022-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 212,209
Unpaid minimum required contributions for current year 2022-03-31 0
Unpaid minimum required contributions for all years 2022-03-31 0
2021: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-03-31 2,305,434
Acturial value of plan assets 2021-03-31 2,305,434
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 0
Number of terminated vested participants 2021-03-31 9
Fundng target for terminated vested participants 2021-03-31 119,372
Active participant vested funding target 2021-03-31 1,533,527
Number of active participants 2021-03-31 7
Total funding liabilities for active participants 2021-03-31 1,534,431
Total participant count 2021-03-31 16
Total funding target for all participants 2021-03-31 1,653,803
Balance at beginning of prior year after applicable adjustments 2021-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-03-31 0
Prefunding balanced used to offset prior years funding requirement 2021-03-31 0
Amount remaining of carryover balance 2021-03-31 0
Amount remaining of prefunding balance 2021-03-31 0
Present value of excess contributions 2021-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-03-31 0
Reductions in caryover balances due to elections or deemed elections 2021-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-03-31 0
Balance of carryovers at beginning of current year 2021-03-31 0
Balance of prefunding at beginning of current year 2021-03-31 0
Total employer contributions 2021-03-31 577,996
Total employee contributions 2021-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 569,023
Unpaid minimum required contributions for all prior years 2021-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-31 0
Remaining amount of unpaid minimum required contributions 2021-03-31 0
Minimum required contributions for current year target normal cost 2021-03-31 0
Net shortfall amortization installment of oustanding balance 2021-03-31 0
Waiver amortization installment 2021-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 0
Carryover balance elected to use to offset funding requirement 2021-03-31 0
Prefunding balance elected to use to offset funding requirement 2021-03-31 0
Additional cash requirement 2021-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 569,023
Unpaid minimum required contributions for current year 2021-03-31 0
Unpaid minimum required contributions for all years 2021-03-31 0
2020: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-03-31 1,496,565
Acturial value of plan assets 2020-03-31 1,496,565
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 0
Number of terminated vested participants 2020-03-31 7
Fundng target for terminated vested participants 2020-03-31 114,234
Active participant vested funding target 2020-03-31 1,365,674
Number of active participants 2020-03-31 6
Total funding liabilities for active participants 2020-03-31 1,366,671
Total participant count 2020-03-31 13
Total funding target for all participants 2020-03-31 1,480,905
Balance at beginning of prior year after applicable adjustments 2020-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-03-31 0
Prefunding balanced used to offset prior years funding requirement 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 0
Amount remaining of prefunding balance 2020-03-31 0
Present value of excess contributions 2020-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-03-31 0
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 0
Balance of prefunding at beginning of current year 2020-03-31 0
Total employer contributions 2020-03-31 292,645
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 290,049
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 119,339
Net shortfall amortization installment of oustanding balance 2020-03-31 0
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 103,679
Carryover balance elected to use to offset funding requirement 2020-03-31 0
Prefunding balance elected to use to offset funding requirement 2020-03-31 0
Additional cash requirement 2020-03-31 103,679
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 290,049
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-03-31 1,397,449
Acturial value of plan assets 2019-03-31 1,397,449
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 0
Number of terminated vested participants 2019-03-31 6
Fundng target for terminated vested participants 2019-03-31 91,029
Active participant vested funding target 2019-03-31 1,126,912
Number of active participants 2019-03-31 7
Total funding liabilities for active participants 2019-03-31 1,127,855
Total participant count 2019-03-31 13
Total funding target for all participants 2019-03-31 1,218,884
Balance at beginning of prior year after applicable adjustments 2019-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-03-31 0
Prefunding balanced used to offset prior years funding requirement 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 0
Amount remaining of prefunding balance 2019-03-31 0
Present value of excess contributions 2019-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-03-31 0
Reductions in caryover balances due to elections or deemed elections 2019-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 0
Balance of prefunding at beginning of current year 2019-03-31 0
Total employer contributions 2019-03-31 235,569
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 231,519
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 152,051
Net shortfall amortization installment of oustanding balance 2019-03-31 0
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 0
Carryover balance elected to use to offset funding requirement 2019-03-31 0
Prefunding balance elected to use to offset funding requirement 2019-03-31 0
Additional cash requirement 2019-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 231,519
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-03-31 1,195,895
Acturial value of plan assets 2018-03-31 1,195,895
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 0
Number of terminated vested participants 2018-03-31 6
Fundng target for terminated vested participants 2018-03-31 180,010
Active participant vested funding target 2018-03-31 945,300
Number of active participants 2018-03-31 8
Total funding liabilities for active participants 2018-03-31 945,867
Total participant count 2018-03-31 14
Total funding target for all participants 2018-03-31 1,125,877
Balance at beginning of prior year after applicable adjustments 2018-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 0
Amount remaining of prefunding balance 2018-03-31 0
Present value of excess contributions 2018-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in caryover balances due to elections or deemed elections 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 0
Balance of prefunding at beginning of current year 2018-03-31 0
Total employer contributions 2018-03-31 311,669
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 306,516
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 133,243
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 63,225
Carryover balance elected to use to offset funding requirement 2018-03-31 0
Prefunding balance elected to use to offset funding requirement 2018-03-31 0
Additional cash requirement 2018-03-31 63,225
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 306,516
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-03-31 946,494
Acturial value of plan assets 2017-03-31 946,494
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 7
Fundng target for terminated vested participants 2017-03-31 200,591
Active participant vested funding target 2017-03-31 731,809
Number of active participants 2017-03-31 7
Total funding liabilities for active participants 2017-03-31 731,809
Total participant count 2017-03-31 14
Total funding target for all participants 2017-03-31 932,400
Balance at beginning of prior year after applicable adjustments 2017-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 0
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 0
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 199,893
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 197,543
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 168,798
Net shortfall amortization installment of oustanding balance 2017-03-31 0
Waiver amortization installment 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 154,704
Carryover balance elected to use to offset funding requirement 2017-03-31 0
Prefunding balance elected to use to offset funding requirement 2017-03-31 0
Additional cash requirement 2017-03-31 154,704
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 197,543
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2023: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets	2023-03-31	3,144,738
Acturial value of plan assets	2023-03-31	3,144,738
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	0
Number of terminated vested participants	2023-03-31	13
Fundng target for terminated vested participants	2023-03-31	100,785
Active participant vested funding target	2023-03-31	2,593,116
Number of active participants	2023-03-31	6
Total funding liabilities for active participants	2023-03-31	2,593,240
Total participant count	2023-03-31	19
Total funding target for all participants	2023-03-31	2,694,025
Balance at beginning of prior year after applicable adjustments	2023-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-03-31	0
Prefunding balanced used to offset prior years funding requirement	2023-03-31	0
Amount remaining of carryover balance	2023-03-31	0
Amount remaining of prefunding balance	2023-03-31	0
Present value of excess contributions	2023-03-31	212,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	223,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-03-31	0
Reductions in caryover balances due to elections or deemed elections	2023-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-03-31	0
Balance of carryovers at beginning of current year	2023-03-31	0
Balance of prefunding at beginning of current year	2023-03-31	0
Total employer contributions	2023-03-31	248,513
Total employee contributions	2023-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-03-31	237,336
Unpaid minimum required contributions for all prior years	2023-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-03-31	0
Remaining amount of unpaid minimum required contributions	2023-03-31	0
Minimum required contributions for current year target normal cost	2023-03-31	4,545
Net shortfall amortization installment of oustanding balance	2023-03-31	0
Waiver amortization installment	2023-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-03-31	0
Carryover balance elected to use to offset funding requirement	2023-03-31	0
Prefunding balance elected to use to offset funding requirement	2023-03-31	0
Additional cash requirement	2023-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-03-31	237,336
Unpaid minimum required contributions for current year	2023-03-31	0
Unpaid minimum required contributions for all years	2023-03-31	0
2022: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-03-31	2,932,498
Acturial value of plan assets	2022-03-31	2,932,498
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	0
Number of terminated vested participants	2022-03-31	11
Fundng target for terminated vested participants	2022-03-31	94,685
Active participant vested funding target	2022-03-31	1,802,695
Number of active participants	2022-03-31	8
Total funding liabilities for active participants	2022-03-31	1,803,156
Total participant count	2022-03-31	19
Total funding target for all participants	2022-03-31	1,897,841
Balance at beginning of prior year after applicable adjustments	2022-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-03-31	0
Prefunding balanced used to offset prior years funding requirement	2022-03-31	0
Amount remaining of carryover balance	2022-03-31	0
Amount remaining of prefunding balance	2022-03-31	0
Present value of excess contributions	2022-03-31	569,023
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	569,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-03-31	0
Reductions in caryover balances due to elections or deemed elections	2022-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-31	0
Balance of carryovers at beginning of current year	2022-03-31	0
Balance of prefunding at beginning of current year	2022-03-31	0
Total employer contributions	2022-03-31	215,479
Total employee contributions	2022-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	212,209
Unpaid minimum required contributions for all prior years	2022-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-31	0
Remaining amount of unpaid minimum required contributions	2022-03-31	0
Minimum required contributions for current year target normal cost	2022-03-31	756,970
Net shortfall amortization installment of oustanding balance	2022-03-31	0
Waiver amortization installment	2022-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	0
Carryover balance elected to use to offset funding requirement	2022-03-31	0
Prefunding balance elected to use to offset funding requirement	2022-03-31	0
Additional cash requirement	2022-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	212,209
Unpaid minimum required contributions for current year	2022-03-31	0
Unpaid minimum required contributions for all years	2022-03-31	0
2021: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-03-31	2,305,434
Acturial value of plan assets	2021-03-31	2,305,434
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	0
Number of terminated vested participants	2021-03-31	9
Fundng target for terminated vested participants	2021-03-31	119,372
Active participant vested funding target	2021-03-31	1,533,527
Number of active participants	2021-03-31	7
Total funding liabilities for active participants	2021-03-31	1,534,431
Total participant count	2021-03-31	16
Total funding target for all participants	2021-03-31	1,653,803
Balance at beginning of prior year after applicable adjustments	2021-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-03-31	0
Prefunding balanced used to offset prior years funding requirement	2021-03-31	0
Amount remaining of carryover balance	2021-03-31	0
Amount remaining of prefunding balance	2021-03-31	0
Present value of excess contributions	2021-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-03-31	0
Reductions in caryover balances due to elections or deemed elections	2021-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-03-31	0
Balance of carryovers at beginning of current year	2021-03-31	0
Balance of prefunding at beginning of current year	2021-03-31	0
Total employer contributions	2021-03-31	577,996
Total employee contributions	2021-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	569,023
Unpaid minimum required contributions for all prior years	2021-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-31	0
Remaining amount of unpaid minimum required contributions	2021-03-31	0
Minimum required contributions for current year target normal cost	2021-03-31	0
Net shortfall amortization installment of oustanding balance	2021-03-31	0
Waiver amortization installment	2021-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	0
Carryover balance elected to use to offset funding requirement	2021-03-31	0
Prefunding balance elected to use to offset funding requirement	2021-03-31	0
Additional cash requirement	2021-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	569,023
Unpaid minimum required contributions for current year	2021-03-31	0
Unpaid minimum required contributions for all years	2021-03-31	0
2020: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-03-31	1,496,565
Acturial value of plan assets	2020-03-31	1,496,565
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	0
Number of terminated vested participants	2020-03-31	7
Fundng target for terminated vested participants	2020-03-31	114,234
Active participant vested funding target	2020-03-31	1,365,674
Number of active participants	2020-03-31	6
Total funding liabilities for active participants	2020-03-31	1,366,671
Total participant count	2020-03-31	13
Total funding target for all participants	2020-03-31	1,480,905
Balance at beginning of prior year after applicable adjustments	2020-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-03-31	0
Prefunding balanced used to offset prior years funding requirement	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	0
Amount remaining of prefunding balance	2020-03-31	0
Present value of excess contributions	2020-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-03-31	0
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	0
Balance of prefunding at beginning of current year	2020-03-31	0
Total employer contributions	2020-03-31	292,645
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	290,049
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	119,339
Net shortfall amortization installment of oustanding balance	2020-03-31	0
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	103,679
Carryover balance elected to use to offset funding requirement	2020-03-31	0
Prefunding balance elected to use to offset funding requirement	2020-03-31	0
Additional cash requirement	2020-03-31	103,679
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	290,049
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-03-31	1,397,449
Acturial value of plan assets	2019-03-31	1,397,449
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	0
Number of terminated vested participants	2019-03-31	6
Fundng target for terminated vested participants	2019-03-31	91,029
Active participant vested funding target	2019-03-31	1,126,912
Number of active participants	2019-03-31	7
Total funding liabilities for active participants	2019-03-31	1,127,855
Total participant count	2019-03-31	13
Total funding target for all participants	2019-03-31	1,218,884
Balance at beginning of prior year after applicable adjustments	2019-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-03-31	0
Prefunding balanced used to offset prior years funding requirement	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	0
Amount remaining of prefunding balance	2019-03-31	0
Present value of excess contributions	2019-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-03-31	0
Reductions in caryover balances due to elections or deemed elections	2019-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	0
Balance of prefunding at beginning of current year	2019-03-31	0
Total employer contributions	2019-03-31	235,569
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	231,519
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	152,051
Net shortfall amortization installment of oustanding balance	2019-03-31	0
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	0
Carryover balance elected to use to offset funding requirement	2019-03-31	0
Prefunding balance elected to use to offset funding requirement	2019-03-31	0
Additional cash requirement	2019-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	231,519
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-03-31	1,195,895
Acturial value of plan assets	2018-03-31	1,195,895
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	0
Number of terminated vested participants	2018-03-31	6
Fundng target for terminated vested participants	2018-03-31	180,010
Active participant vested funding target	2018-03-31	945,300
Number of active participants	2018-03-31	8
Total funding liabilities for active participants	2018-03-31	945,867
Total participant count	2018-03-31	14
Total funding target for all participants	2018-03-31	1,125,877
Balance at beginning of prior year after applicable adjustments	2018-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	0
Amount remaining of prefunding balance	2018-03-31	0
Present value of excess contributions	2018-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in caryover balances due to elections or deemed elections	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	0
Balance of prefunding at beginning of current year	2018-03-31	0
Total employer contributions	2018-03-31	311,669
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	306,516
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	133,243
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	63,225
Carryover balance elected to use to offset funding requirement	2018-03-31	0
Prefunding balance elected to use to offset funding requirement	2018-03-31	0
Additional cash requirement	2018-03-31	63,225
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	306,516
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: STEVEN B. RICHLIN, O.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-03-31	946,494
Acturial value of plan assets	2017-03-31	946,494
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	7
Fundng target for terminated vested participants	2017-03-31	200,591
Active participant vested funding target	2017-03-31	731,809
Number of active participants	2017-03-31	7
Total funding liabilities for active participants	2017-03-31	731,809
Total participant count	2017-03-31	14
Total funding target for all participants	2017-03-31	932,400
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	199,893
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	197,543
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	168,798
Net shortfall amortization installment of oustanding balance	2017-03-31	0
Waiver amortization installment	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	154,704
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	154,704
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	197,543
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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Company Name:	STEVEN B. RICHLIN, O.D., INC.
Employer identification number (EIN):	954636075
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-04-01
002	2021-04-01
002	2020-04-01
002	2019-04-01
002	2018-04-01
002	2017-04-01
002	2016-04-01
002	2015-04-01
002	2014-04-01
002	2013-04-01	STEVEN RICHLIN	2014-12-24
002	2012-04-01	STEVEN B. RICHLIN, O.D.	2013-10-29
002	2011-04-01	STEVEN B. RICHLIN, O.D.	2012-12-14
002	2010-04-01	STEVEN B. RICHLIN, O.D.	2011-09-15