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RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameRETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Life insurance

401k Sponsoring company profile

RETINA ASSOCIATES OF ALABAMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:RETINA ASSOCIATES OF ALABAMA, INC.
Employer identification number (EIN):202354132
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Additional information about RETINA ASSOCIATES OF ALABAMA, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 2005-02-22
Company Identification Number: 239-992
Legal Registered Office Address: 212 WEST TROY ST DOTHAN,


United States of America (USA)
36303

More information about RETINA ASSOCIATES OF ALABAMA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01WARREN THOMPSON, MD2016-10-17
0022014-01-01WARREN THOMPSON, MD2015-10-14
0022013-01-01WARREN THOMPSON, MD2014-05-05
0022012-01-01WARREN THOMPSON, MD
0022011-01-01WARREN THOMPSON, MD2012-06-22

Financial Data on RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-24-605081
Total liabilities as of the end of the plan year2025-07-240
Total liabilities as of the beginning of the plan year2025-07-240
Total expenses incurred by plan in this plan year2025-07-243242615
Net assets as of the end of the plan year2025-07-24550
Total assets as of the beginning of the plan year2025-07-243403250
Value of plan covered by a fidelity bond2025-07-24500000
Other income to plan in this plan year2025-07-24444996
Plan net income in this plan year2025-07-24-2797619
Net assets as of the end of the plan year2025-07-24550
Net assets as of the beginning of the plan year2025-07-243403250
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2452764
2024 : RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2255847
Net assets as of the end of the plan year2024-07-223403250
Total assets as of the beginning of the plan year2024-07-223039035
Value of plan covered by a fidelity bond2024-07-22500000
Participant contributions to plan in this plan year2024-07-220
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-22420062
Plan net income in this plan year2024-07-22364215
Net assets as of the end of the plan year2024-07-223403250
Net assets as of the beginning of the plan year2024-07-223039035
Employer contributions to plan in this plan year2024-07-220
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2255847
2022 : RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2561257
Net assets as of the end of the plan year2022-09-253594950
Total assets as of the beginning of the plan year2022-09-253103884
Value of plan covered by a fidelity bond2022-09-25250000
Other income to plan in this plan year2022-09-25452323
Plan net income in this plan year2022-09-25491066
Net assets as of the end of the plan year2022-09-253594950
Net assets as of the beginning of the plan year2022-09-253103884
Employer contributions to plan in this plan year2022-09-25100000
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2558338
2012 : RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$159,291
Expenses. Total of all expenses incurred2012-12-31$1,378
Total plan assets at end of year2012-12-31$316,140
Total plan assets at beginning of year2012-12-31$158,227
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$-17,110
Net income (gross income less expenses)2012-12-31$157,913
Net plan assets at end of year (total assets less liabilities)2012-12-31$316,140
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$158,227
Total contributions received or receivable from employer(s)2012-12-31$176,401
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,378
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN

2012: RETINA ASSOCIATES OF ALABAMA, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1

Potentially related plans

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