401k Plan data: FOCAL POINT VISION, LP CASH BALANCE PLAN plan

FOCAL POINT VISION, LP CASH BALANCE PLAN 401k Plan overview

Plan Name	FOCAL POINT VISION, LP CASH BALANCE PLAN
Plan identification number	002

FOCAL POINT VISION, LP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

FOCAL POINT VISION, LP has sponsored the creation of one or more 401k plans.

Company Name: FOCAL POINT VISION, LP

Employer identification number (EIN): 200509916

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

Additional information about FOCAL POINT VISION, LP

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2003-12-17

Company Identification Number: 0800281503

Legal Registered Office Address: 6406 N NEW BRAUNFELS AVE

SAN ANTONIO
United States of America (USA)
78209

More information about FOCAL POINT VISION, LP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOCAL POINT VISION, LP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 DONALD SANFORD 2018-08-16 DONALD SANFORD 2018-08-16
002 2017-01-01 DONALD SANFORD 2018-07-16 DONALD SANFORD 2018-07-16
002 2016-01-01 DONALD SANFORD 2017-03-30 DONALD SANFORD 2017-03-30
002 2015-01-01 DONALD SANFORD 2016-06-29 DONALD SANFORD 2016-06-29
002 2014-01-01 DOANLD KEITH SANFORD, MD 2015-07-27 DOANLD KEITH SANFORD, MD 2015-07-27
002 2013-01-01 DONALD SANFORD 2014-07-21
002 2012-01-01 DONALD SANFORD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	DONALD SANFORD	2018-08-16	DONALD SANFORD	2018-08-16
002	2017-01-01	DONALD SANFORD	2018-07-16	DONALD SANFORD	2018-07-16
002	2016-01-01	DONALD SANFORD	2017-03-30	DONALD SANFORD	2017-03-30
002	2015-01-01	DONALD SANFORD	2016-06-29	DONALD SANFORD	2016-06-29
002	2014-01-01	DOANLD KEITH SANFORD, MD	2015-07-27	DOANLD KEITH SANFORD, MD	2015-07-27
002	2013-01-01	DONALD SANFORD	2014-07-21
002	2012-01-01	DONALD SANFORD

Plan Statistics for FOCAL POINT VISION, LP CASH BALANCE PLAN

401k plan membership statisitcs for FOCAL POINT VISION, LP CASH BALANCE PLAN

Measure Date Value
2017: FOCAL POINT VISION, LP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,061,754
Acturial value of plan assets 2017-12-31 1,061,754
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 3,275
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 647
Active participant vested funding target 2017-12-31 785,143
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 785,143
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 789,065
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 241,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 256,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 272,650
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: FOCAL POINT VISION, LP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 758,822
Acturial value of plan assets 2016-12-31 758,822
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 575
Active participant vested funding target 2016-12-31 562,340
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 562,340
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 562,915
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 223,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 237,638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 249,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 241,970
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 171,985
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 241,970
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2012: FOCAL POINT VISION, LP CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1

Measure	Date	Value
2017: FOCAL POINT VISION, LP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,061,754
Acturial value of plan assets	2017-12-31	1,061,754
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	3,275
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	647
Active participant vested funding target	2017-12-31	785,143
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	785,143
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	789,065
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	241,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	256,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	272,650
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FOCAL POINT VISION, LP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	758,822
Acturial value of plan assets	2016-12-31	758,822
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	575
Active participant vested funding target	2016-12-31	562,340
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	562,340
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	562,915
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	223,933
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	237,638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	249,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	241,970
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	171,985
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	241,970
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2012: FOCAL POINT VISION, LP CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1

Financial Data on FOCAL POINT VISION, LP CASH BALANCE PLAN

Measure	Date	Value
2012 : FOCAL POINT VISION, LP CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$133,488
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$133,488
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$4,274
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$133,488
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$133,488
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$129,214
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for FOCAL POINT VISION, LP CASH BALANCE PLAN

2012: FOCAL POINT VISION, LP CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	FOCAL POINT VISION, LP
Employer identification number (EIN):	200509916
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2003-12-17
Company Identification Number:	0800281503
Legal Registered Office Address:	6406 N NEW BRAUNFELS AVE SAN ANTONIO United States of America (USA) 78209