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RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameRETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RETINA CONSULTANTS OF WORCESTER PC has sponsored the creation of one or more 401k plans.

Company Name:RETINA CONSULTANTS OF WORCESTER PC
Employer identification number (EIN):042840317
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MICHAEL J. BRADBURY, M.D.2015-06-29
0012013-01-01MICHAEL J. BRADBURY, M.D.2014-07-28
0012012-01-01MICHAEL J. BRADBURY, M.D.2013-10-02
0012011-01-01MICHAEL J. BRADBURY, M.D.2012-09-27
0012010-01-01MICHAEL J. BRADBURY, M.D.2011-08-10

Financial Data on RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-200
Total liabilities as of the beginning of the plan year2025-06-200
Total expenses incurred by plan in this plan year2025-06-20246827
Net assets as of the end of the plan year2025-06-203123041
Total assets as of the beginning of the plan year2025-06-203021057
Value of plan covered by a fidelity bond2025-06-20250000
Participant contributions to plan in this plan year2025-06-2019426
Other income to plan in this plan year2025-06-20236601
Plan net income in this plan year2025-06-20101984
Net assets as of the end of the plan year2025-06-203123041
Net assets as of the beginning of the plan year2025-06-203021057
Employer contributions to plan in this plan year2025-06-2092784
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2050
2024 : RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0968930
Net assets as of the end of the plan year2024-09-093021057
Total assets as of the beginning of the plan year2024-09-092681753
Value of plan covered by a fidelity bond2024-09-09250000
Participant contributions to plan in this plan year2024-09-0926639
Other income to plan in this plan year2024-09-09348184
Plan net income in this plan year2024-09-09339304
Net assets as of the end of the plan year2024-09-093021057
Net assets as of the beginning of the plan year2024-09-092681753
Employer contributions to plan in this plan year2024-09-0933411
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0950
2022 : RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-3070980
Net assets as of the end of the plan year2022-06-303561195
Total assets as of the beginning of the plan year2022-06-303263035
Value of plan covered by a fidelity bond2022-06-30250000
Participant contributions to plan in this plan year2022-06-3040616
Other income to plan in this plan year2022-06-30294726
Plan net income in this plan year2022-06-30298160
Net assets as of the end of the plan year2022-06-303561195
Net assets as of the beginning of the plan year2022-06-303263035
Employer contributions to plan in this plan year2022-06-3033798

Potentially related plans

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