401k Plan data: TEXAS RETINA ASSOCIATES RETIREMENT PLAN plan

TEXAS RETINA ASSOCIATES RETIREMENT PLAN 401k Plan overview

Plan Name	TEXAS RETINA ASSOCIATES RETIREMENT PLAN
Plan identification number	002

TEXAS RETINA ASSOCIATES RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TEXAS RETINA ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: TEXAS RETINA ASSOCIATES

Employer identification number (EIN): 751362336

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about TEXAS RETINA ASSOCIATES

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1985-06-27

Company Identification Number: 0081011503

Legal Registered Office Address: 9600 N CENTRAL EXPY STE 100

DALLAS
United States of America (USA)
75231

More information about TEXAS RETINA ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS RETINA ASSOCIATES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 JEFFEREY T. BROCKETTE
002 2016-01-01 JEFFEREY T BROCKETTE JEFFEREY T BROCKETTE 2017-10-11
002 2015-01-01 JEFFEREY BROCKETTE JEFFEREY BROCKETTE 2016-10-13
002 2014-01-01 JEFF BROCKETTE JEFF BROCKETTE 2015-09-30
002 2013-01-01 JEFF BROCKETTE JEFF BROCKETTE 2014-10-08
002 2012-01-01 JEFFEREY BROCKETTE JEFFEREY BROCKETTE 2013-10-11
002 2011-01-01 JEFF BROCKETTE JEFF BROCKETTE 2012-10-15
002 2010-01-01 JEFF BROCKETTE JEFF BROCKETTE 2011-10-12
002 2009-01-01 JEFF BROCKETTE JEFF BROCKETTE 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	JEFFEREY T. BROCKETTE
002	2016-01-01	JEFFEREY T BROCKETTE	JEFFEREY T BROCKETTE	2017-10-11
002	2015-01-01	JEFFEREY BROCKETTE	JEFFEREY BROCKETTE	2016-10-13
002	2014-01-01	JEFF BROCKETTE	JEFF BROCKETTE	2015-09-30
002	2013-01-01	JEFF BROCKETTE	JEFF BROCKETTE	2014-10-08
002	2012-01-01	JEFFEREY BROCKETTE	JEFFEREY BROCKETTE	2013-10-11
002	2011-01-01	JEFF BROCKETTE	JEFF BROCKETTE	2012-10-15
002	2010-01-01	JEFF BROCKETTE	JEFF BROCKETTE	2011-10-12
002	2009-01-01	JEFF BROCKETTE	JEFF BROCKETTE	2010-10-13

Plan Statistics for TEXAS RETINA ASSOCIATES RETIREMENT PLAN

401k plan membership statisitcs for TEXAS RETINA ASSOCIATES RETIREMENT PLAN

Measure Date Value
2023: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 320
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 243
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 61
Total of all active and inactive participants 2023-01-01 304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 304
Number of participants with account balances 2023-01-01 300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 43
2022: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 260
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 49
Total of all active and inactive participants 2022-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 314
Number of participants with account balances 2022-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 47
2021: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 228
Number of retired or separated participants receiving benefits 2021-01-01 24
Number of other retired or separated participants entitled to future benefits 2021-01-01 72
Total of all active and inactive participants 2021-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 324
Number of participants with account balances 2021-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 51
2020: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 343
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 216
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 132
Total of all active and inactive participants 2020-01-01 360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 360
Number of participants with account balances 2020-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 22
2019: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 222
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 112
Total of all active and inactive participants 2019-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 338
Number of participants with account balances 2019-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 16
2018: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 198
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 95
Total of all active and inactive participants 2018-01-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 301
Number of participants with account balances 2018-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 180
Number of retired or separated participants receiving benefits 2017-01-01 16
Number of other retired or separated participants entitled to future benefits 2017-01-01 87
Total of all active and inactive participants 2017-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 283
Number of participants with account balances 2017-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 187
Number of retired or separated participants receiving benefits 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 68
Total of all active and inactive participants 2016-01-01 262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 262
Number of participants with account balances 2016-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 167
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 73
Total of all active and inactive participants 2015-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 240
Number of participants with account balances 2015-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 153
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 215
Number of participants with account balances 2014-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 127
Number of retired or separated participants receiving benefits 2013-01-01 60
Total of all active and inactive participants 2013-01-01 187
Total participants 2013-01-01 187
Number of participants with account balances 2013-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 43
2012: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 158
Total of all active and inactive participants 2012-01-01 158
Total participants 2012-01-01 158
Number of participants with account balances 2012-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 42
2011: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 143
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 34
Total of all active and inactive participants 2011-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 178
Number of participants with account balances 2011-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 14
2010: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 133
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 29
Total of all active and inactive participants 2010-01-01 162
Total participants 2010-01-01 162
Number of participants with account balances 2010-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 9
2009: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 109
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 121
Number of participants with account balances 2009-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2023: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	320
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	243
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	61
Total of all active and inactive participants	2023-01-01	304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	304
Number of participants with account balances	2023-01-01	300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	43
2022: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	260
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	49
Total of all active and inactive participants	2022-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	314
Number of participants with account balances	2022-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	47
2021: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	228
Number of retired or separated participants receiving benefits	2021-01-01	24
Number of other retired or separated participants entitled to future benefits	2021-01-01	72
Total of all active and inactive participants	2021-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	324
Number of participants with account balances	2021-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	51
2020: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	343
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	216
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	132
Total of all active and inactive participants	2020-01-01	360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	360
Number of participants with account balances	2020-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	22
2019: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	222
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	112
Total of all active and inactive participants	2019-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	338
Number of participants with account balances	2019-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	16
2018: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	198
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	95
Total of all active and inactive participants	2018-01-01	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	301
Number of participants with account balances	2018-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	180
Number of retired or separated participants receiving benefits	2017-01-01	16
Number of other retired or separated participants entitled to future benefits	2017-01-01	87
Total of all active and inactive participants	2017-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	283
Number of participants with account balances	2017-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	187
Number of retired or separated participants receiving benefits	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	68
Total of all active and inactive participants	2016-01-01	262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	262
Number of participants with account balances	2016-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	167
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	73
Total of all active and inactive participants	2015-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	240
Number of participants with account balances	2015-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	153
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	215
Number of participants with account balances	2014-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	127
Number of retired or separated participants receiving benefits	2013-01-01	60
Total of all active and inactive participants	2013-01-01	187
Total participants	2013-01-01	187
Number of participants with account balances	2013-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	43
2012: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	158
Total of all active and inactive participants	2012-01-01	158
Total participants	2012-01-01	158
Number of participants with account balances	2012-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	42
2011: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	143
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	34
Total of all active and inactive participants	2011-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	178
Number of participants with account balances	2011-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	14
2010: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	133
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	29
Total of all active and inactive participants	2010-01-01	162
Total participants	2010-01-01	162
Number of participants with account balances	2010-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	9
2009: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	109
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	121
Number of participants with account balances	2009-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on TEXAS RETINA ASSOCIATES RETIREMENT PLAN

Measure	Date	Value
2023 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$1,001,909
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$7,477,780
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$869,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$847,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,238,431
Value of total assets at end of year	2023-12-31	$35,046,966
Value of total assets at beginning of year	2023-12-31	$29,440,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$22,360
Total interest from all sources	2023-12-31	$32,295
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$609,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$609,938
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,018,693
Participant contributions at end of year	2023-12-31	$306,620
Participant contributions at beginning of year	2023-12-31	$259,238
Participant contributions at end of year	2023-12-31	$48,778
Participant contributions at beginning of year	2023-12-31	$52,857
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$275,548
Assets. Other investments not covered elsewhere at beginning of year	2023-12-31	$179,432
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$42,226
Other income not declared elsewhere	2023-12-31	$78,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$6,608,151
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$35,046,966
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$29,440,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$32,287,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$27,242,098
Interest on participant loans	2023-12-31	$18,757
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest in common/collective trusts at end of year	2023-12-31	$670,241
Value of interest in common/collective trusts at beginning of year	2023-12-31	$628,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$415,811
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$13,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$4,496,596
Net investment gain or loss from common/collective trusts	2023-12-31	$22,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,177,512
Employer contributions (assets) at end of year	2023-12-31	$1,042,458
Employer contributions (assets) at beginning of year	2023-12-31	$1,078,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$847,269
Contract administrator fees	2023-12-31	$22,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	HM&M HUSELTON, MORGAN & MAULTSBY
Accountancy firm EIN	2023-12-31	752409112
2022 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,076,860
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,131,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,098,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,359,387
Value of total assets at end of year	2022-12-31	$29,440,724
Value of total assets at beginning of year	2022-12-31	$35,648,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,456
Total interest from all sources	2022-12-31	$14,709
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,043,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,043,113
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,122,872
Participant contributions at end of year	2022-12-31	$259,238
Participant contributions at beginning of year	2022-12-31	$271,455
Participant contributions at end of year	2022-12-31	$52,857
Participant contributions at beginning of year	2022-12-31	$43,070
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$179,432
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$431,666
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$16,835
Other income not declared elsewhere	2022-12-31	$-268,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,208,101
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$29,440,724
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$35,648,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$27,242,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$33,256,476
Interest on participant loans	2022-12-31	$14,709
Value of interest in common/collective trusts at end of year	2022-12-31	$628,334
Value of interest in common/collective trusts at beginning of year	2022-12-31	$582,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,233,425
Net investment gain or loss from common/collective trusts	2022-12-31	$8,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,219,680
Employer contributions (assets) at end of year	2022-12-31	$1,078,765
Employer contributions (assets) at beginning of year	2022-12-31	$1,063,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,098,785
Contract administrator fees	2022-12-31	$32,456
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HUSELTON, MORGAN AND MAULTSBY, P.C.
Accountancy firm EIN	2022-12-31	752409112
2021 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,993,963
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,158,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,106,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,405,298
Value of total assets at end of year	2021-12-31	$35,648,825
Value of total assets at beginning of year	2021-12-31	$30,813,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$52,098
Total interest from all sources	2021-12-31	$14,741
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,282,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,282,133
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$981,283
Participant contributions at end of year	2021-12-31	$271,455
Participant contributions at beginning of year	2021-12-31	$300,470
Participant contributions at end of year	2021-12-31	$43,070
Participant contributions at beginning of year	2021-12-31	$35,821
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$431,666
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$162,817
Other income not declared elsewhere	2021-12-31	$-41,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$4,835,494
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$35,648,825
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$30,813,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,368
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$33,256,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,519,101
Interest on participant loans	2021-12-31	$14,741
Value of interest in common/collective trusts at end of year	2021-12-31	$582,514
Value of interest in common/collective trusts at beginning of year	2021-12-31	$504,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$468,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$468,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,326,976
Net investment gain or loss from common/collective trusts	2021-12-31	$6,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,261,198
Employer contributions (assets) at end of year	2021-12-31	$1,063,644
Employer contributions (assets) at beginning of year	2021-12-31	$984,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,106,371
Contract administrator fees	2021-12-31	$33,730
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2021-12-31	752409112
2020 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,982,176
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,370,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,349,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,011,144
Value of total assets at end of year	2020-12-31	$30,813,331
Value of total assets at beginning of year	2020-12-31	$26,201,826
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,898
Total interest from all sources	2020-12-31	$22,757
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,115,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,115,980
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$871,864
Participant contributions at end of year	2020-12-31	$300,470
Participant contributions at beginning of year	2020-12-31	$369,843
Participant contributions at end of year	2020-12-31	$35,821
Participant contributions at beginning of year	2020-12-31	$17,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,611,505
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$30,813,331
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,201,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,988,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,985,864
Interest on participant loans	2020-12-31	$22,757
Value of interest in common/collective trusts at end of year	2020-12-31	$504,497
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,823,070
Net investment gain or loss from common/collective trusts	2020-12-31	$9,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,139,280
Employer contributions (assets) at end of year	2020-12-31	$984,474
Employer contributions (assets) at beginning of year	2020-12-31	$828,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,349,773
Contract administrator fees	2020-12-31	$20,898
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2020-12-31	752409112
2019 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,474,141
Total income from all sources (including contributions)	2019-12-31	$6,474,141
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$723,130
Total of all expenses incurred	2019-12-31	$723,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$704,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$704,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,804,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,804,007
Value of total assets at end of year	2019-12-31	$26,201,826
Value of total assets at end of year	2019-12-31	$26,201,826
Value of total assets at beginning of year	2019-12-31	$20,450,815
Value of total assets at beginning of year	2019-12-31	$20,450,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,137
Total interest from all sources	2019-12-31	$21,053
Total interest from all sources	2019-12-31	$21,053
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,051,398
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,051,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,051,398
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,051,398
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$839,801
Contributions received from participants	2019-12-31	$839,801
Participant contributions at end of year	2019-12-31	$369,843
Participant contributions at end of year	2019-12-31	$369,843
Participant contributions at beginning of year	2019-12-31	$338,697
Participant contributions at beginning of year	2019-12-31	$338,697
Participant contributions at end of year	2019-12-31	$17,750
Participant contributions at end of year	2019-12-31	$17,750
Participant contributions at beginning of year	2019-12-31	$18,101
Participant contributions at beginning of year	2019-12-31	$18,101
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,400
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$9,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,751,011
Value of net income/loss	2019-12-31	$5,751,011
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,201,826
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,201,826
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,450,815
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,450,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,985,864
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,985,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,278,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,278,758
Interest on participant loans	2019-12-31	$21,053
Interest on participant loans	2019-12-31	$21,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,597,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,597,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$954,806
Contributions received in cash from employer	2019-12-31	$954,806
Employer contributions (assets) at end of year	2019-12-31	$828,369
Employer contributions (assets) at end of year	2019-12-31	$828,369
Employer contributions (assets) at beginning of year	2019-12-31	$815,259
Employer contributions (assets) at beginning of year	2019-12-31	$815,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$704,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$704,993
Contract administrator fees	2019-12-31	$18,137
Contract administrator fees	2019-12-31	$18,137
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm name	2019-12-31	HUSELTON, MORGAN & MAULTSBY, P.C.
Accountancy firm EIN	2019-12-31	752409112
2018 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,351,997
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,367,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,337,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,763,313
Value of total assets at end of year	2018-12-31	$20,450,815
Value of total assets at beginning of year	2018-12-31	$20,466,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,085
Total interest from all sources	2018-12-31	$19,691
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,062,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,062,222
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$793,756
Participant contributions at end of year	2018-12-31	$338,697
Participant contributions at beginning of year	2018-12-31	$341,113
Participant contributions at end of year	2018-12-31	$18,101
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$23,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-15,934
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,450,815
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$20,466,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,278,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,125,636
Interest on participant loans	2018-12-31	$19,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,493,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$945,851
Employer contributions (assets) at end of year	2018-12-31	$815,259
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,337,846
Contract administrator fees	2018-12-31	$30,085
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2018-12-31	271681844
2017 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,504,008
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$549,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$519,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,651,315
Value of total assets at end of year	2017-12-31	$20,466,749
Value of total assets at beginning of year	2017-12-31	$16,512,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,317
Total interest from all sources	2017-12-31	$14,221
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$782,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$782,410
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$725,325
Participant contributions at end of year	2017-12-31	$341,113
Participant contributions at beginning of year	2017-12-31	$227,290
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$7,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,954,535
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$20,466,749
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$16,512,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,125,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$16,284,924
Interest on participant loans	2017-12-31	$14,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,056,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$918,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$519,156
Contract administrator fees	2017-12-31	$30,317
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2017-12-31	271681844
2016 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,897,344
Total of all expenses incurred	2016-12-31	$245,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$230,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$724,239
Value of total assets at end of year	2016-12-31	$16,512,214
Value of total assets at beginning of year	2016-12-31	$14,859,967
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,159
Total interest from all sources	2016-12-31	$11,518
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$506,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$506,778
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$658,251
Participant contributions at end of year	2016-12-31	$227,290
Participant contributions at beginning of year	2016-12-31	$218,524
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$28,105
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,652,247
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$16,512,214
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,859,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$16,284,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$13,840,297
Interest on participant loans	2016-12-31	$11,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$654,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$61,614
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$773,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$230,938
Contract administrator fees	2016-12-31	$14,159
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2016-12-31	271681844
2015 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$1,480,760
Total of all expenses incurred	2015-12-31	$175,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$163,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,505,350
Value of total assets at end of year	2015-12-31	$14,859,967
Value of total assets at beginning of year	2015-12-31	$13,554,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,237
Total interest from all sources	2015-12-31	$11,334
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$681,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$681,090
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$580,895
Participant contributions at end of year	2015-12-31	$218,524
Participant contributions at beginning of year	2015-12-31	$241,164
Participant contributions at end of year	2015-12-31	$28,105
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,305,335
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,859,967
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,554,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$13,840,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$12,547,159
Interest on participant loans	2015-12-31	$11,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-717,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$876,610
Employer contributions (assets) at end of year	2015-12-31	$773,041
Employer contributions (assets) at beginning of year	2015-12-31	$766,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$163,188
Contract administrator fees	2015-12-31	$12,237
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2015-12-31	271681844
2014 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$2,370,657
Total of all expenses incurred	2014-12-31	$1,898,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,871,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,431,657
Value of total assets at end of year	2014-12-31	$13,554,632
Value of total assets at beginning of year	2014-12-31	$13,082,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$27,219
Total interest from all sources	2014-12-31	$11,573
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$585,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$585,819
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$529,102
Participant contributions at end of year	2014-12-31	$241,164
Participant contributions at beginning of year	2014-12-31	$211,591
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$33,243
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$38,142
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$471,854
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,554,632
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$13,082,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$12,547,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,116,121
Interest on participant loans	2014-12-31	$11,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$341,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$864,413
Employer contributions (assets) at end of year	2014-12-31	$766,309
Employer contributions (assets) at beginning of year	2014-12-31	$721,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,871,584
Contract administrator fees	2014-12-31	$27,219
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2014-12-31	271681844
2013 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$3,617,387
Total of all expenses incurred	2013-12-31	$563,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$542,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,357,437
Value of total assets at end of year	2013-12-31	$13,082,778
Value of total assets at beginning of year	2013-12-31	$10,028,852
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$21,326
Total interest from all sources	2013-12-31	$8,062
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$448,417
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$448,417
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$522,125
Participant contributions at end of year	2013-12-31	$211,591
Participant contributions at beginning of year	2013-12-31	$151,908
Participant contributions at end of year	2013-12-31	$33,243
Participant contributions at beginning of year	2013-12-31	$29,305
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$22,747
Administrative expenses (other) incurred	2013-12-31	$21,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,053,926
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$13,082,778
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,028,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,116,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,187,723
Interest on participant loans	2013-12-31	$8,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,803,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$812,565
Employer contributions (assets) at end of year	2013-12-31	$721,823
Employer contributions (assets) at beginning of year	2013-12-31	$659,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$542,135
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2013-12-31	271681844
2012 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$2,295,437
Total of all expenses incurred	2012-12-31	$726,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$713,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,260,331
Value of total assets at end of year	2012-12-31	$10,028,852
Value of total assets at beginning of year	2012-12-31	$8,459,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,168
Total interest from all sources	2012-12-31	$4,567
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$202,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$202,385
Administrative expenses professional fees incurred	2012-12-31	$13,168
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$510,316
Participant contributions at end of year	2012-12-31	$151,908
Participant contributions at beginning of year	2012-12-31	$134,502
Participant contributions at end of year	2012-12-31	$29,305
Participant contributions at beginning of year	2012-12-31	$25,212
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,569,095
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,028,852
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,459,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,187,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,646,605
Income. Interest from loans (other than to participants)	2012-12-31	$4,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$828,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$748,947
Employer contributions (assets) at end of year	2012-12-31	$659,916
Employer contributions (assets) at beginning of year	2012-12-31	$653,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$713,174
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2012-12-31	271681844
2011 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,258,592
Total of all expenses incurred	2011-12-31	$263,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$245,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,270,794
Value of total assets at end of year	2011-12-31	$8,459,757
Value of total assets at beginning of year	2011-12-31	$7,464,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$18,465
Total interest from all sources	2011-12-31	$6,068
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$175,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$175,544
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$522,522
Participant contributions at end of year	2011-12-31	$134,502
Participant contributions at beginning of year	2011-12-31	$122,072
Participant contributions at end of year	2011-12-31	$25,212
Participant contributions at beginning of year	2011-12-31	$36,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$994,827
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,459,757
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,464,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,646,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,679,718
Interest on participant loans	2011-12-31	$6,068
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-193,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$748,272
Employer contributions (assets) at end of year	2011-12-31	$653,438
Employer contributions (assets) at beginning of year	2011-12-31	$626,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$245,300
Contract administrator fees	2011-12-31	$18,465
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2011-12-31	271681844
2010 : TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,526,973
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$636,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$622,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,734,142
Value of total assets at end of year	2010-12-31	$7,464,930
Value of total assets at beginning of year	2010-12-31	$5,574,522
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$13,815
Total interest from all sources	2010-12-31	$5,225
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$155,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$155,727
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$494,780
Participant contributions at end of year	2010-12-31	$122,072
Participant contributions at beginning of year	2010-12-31	$64,232
Participant contributions at end of year	2010-12-31	$36,192
Participant contributions at beginning of year	2010-12-31	$35,272
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$533,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,890,408
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,464,930
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,574,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,679,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,879,627
Interest on participant loans	2010-12-31	$5,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$631,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$705,512
Employer contributions (assets) at end of year	2010-12-31	$626,948
Employer contributions (assets) at beginning of year	2010-12-31	$595,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$622,750
Contract administrator fees	2010-12-31	$13,815
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ESTES ARMSTRONG EARLEY LLC
Accountancy firm EIN	2010-12-31	271681844

Form 5500 Responses for TEXAS RETINA ASSOCIATES RETIREMENT PLAN

2023: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TEXAS RETINA ASSOCIATES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TEXAS RETINA ASSOCIATES
Employer identification number (EIN):	751362336
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1985-06-27
Company Identification Number:	0081011503
Legal Registered Office Address:	9600 N CENTRAL EXPY STE 100 DALLAS United States of America (USA) 75231