401k Plan data: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN plan

NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN
Plan identification number	002

NORTH BAY VITREORETINAL CONSULTANTS, INC. 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

NORTH BAY VITREORETINAL CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTH BAY VITREORETINAL CONSULTANTS, INC.

Employer identification number (EIN): 208284079

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01 PATRICK CASKEY 2016-10-03
002 2014-01-01 PATRICK CASKEY 2015-10-07
002 2013-01-01 PATRICK CASKEY 2014-08-28
002 2012-01-01 PATRICK CASKEY 2013-07-29
002 2011-01-01 PATRICK CASKEY 2012-10-12
002 2010-01-01 PATRICK CASKEY 2011-10-10

Plan Statistics for NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN

401k plan membership statisitcs for NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN

Measure Date Value
2022: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,194,059
Acturial value of plan assets 2022-12-31 4,194,059
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 39,616
Active participant vested funding target 2022-12-31 4,117,865
Number of active participants 2022-12-31 33
Total funding liabilities for active participants 2022-12-31 4,117,865
Total participant count 2022-12-31 42
Total funding target for all participants 2022-12-31 4,157,481
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 686,357
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 686,357
Present value of excess contributions 2022-12-31 212,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 212,638
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 594,934
Total employer contributions 2022-12-31 517,815
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 508,231
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 497,286
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 497,286
Additional cash requirement 2022-12-31 497,286
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 508,231
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,394,134
Acturial value of plan assets 2021-12-31 4,394,134
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 24,237
Active participant vested funding target 2021-12-31 3,441,813
Number of active participants 2021-12-31 33
Total funding liabilities for active participants 2021-12-31 3,442,398
Total participant count 2021-12-31 40
Total funding target for all participants 2021-12-31 3,466,635
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 554,038
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 554,038
Present value of excess contributions 2021-12-31 73,259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 73,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 73,259
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 686,357
Total employer contributions 2021-12-31 447,257
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 439,295
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 430,187
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 226,657
Additional cash requirement 2021-12-31 226,657
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 439,295
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,455,345
Acturial value of plan assets 2020-12-31 3,455,345
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 22,950
Active participant vested funding target 2020-12-31 2,804,457
Number of active participants 2020-12-31 35
Total funding liabilities for active participants 2020-12-31 2,804,457
Total participant count 2020-12-31 42
Total funding target for all participants 2020-12-31 2,827,407
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 442,841
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 442,841
Present value of excess contributions 2020-12-31 26,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 26,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 26,039
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 554,038
Total employer contributions 2020-12-31 454,003
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 448,431
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 418,323
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 375,172
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 375,172
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 448,431
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,699,042
Acturial value of plan assets 2019-12-31 2,699,042
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 17,941
Active participant vested funding target 2019-12-31 2,229,531
Number of active participants 2019-12-31 35
Total funding liabilities for active participants 2019-12-31 2,230,575
Total participant count 2019-12-31 41
Total funding target for all participants 2019-12-31 2,248,516
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 434,418
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 434,418
Present value of excess contributions 2019-12-31 40,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 40,657
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 40,657
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 442,841
Total employer contributions 2019-12-31 451,461
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 440,500
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 414,461
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 414,461
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 414,461
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 440,500
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,958,397
Acturial value of plan assets 2018-12-31 1,958,397
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 21,361
Active participant vested funding target 2018-12-31 1,814,176
Number of active participants 2018-12-31 33
Total funding liabilities for active participants 2018-12-31 1,814,176
Total participant count 2018-12-31 39
Total funding target for all participants 2018-12-31 1,835,537
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 312,134
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 312,134
Present value of excess contributions 2018-12-31 77,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 77,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 77,274
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 434,418
Total employer contributions 2018-12-31 323,123
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 322,713
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 282,064
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 282,064
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 282,064
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 322,713
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,811,109
Acturial value of plan assets 2017-12-31 1,811,109
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 16,542
Active participant vested funding target 2017-12-31 1,433,213
Number of active participants 2017-12-31 31
Total funding liabilities for active participants 2017-12-31 1,434,052
Total participant count 2017-12-31 37
Total funding target for all participants 2017-12-31 1,450,594
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 276,676
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 2017-12-31 276,676
Present value of excess contributions 2017-12-31 18,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 18,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 18,332
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 2017-12-31 312,134
Total employer contributions 2017-12-31 321,714
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 2017-12-31 320,076
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 2017-12-31 272,892
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 2017-12-31 242,802
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 2017-12-31 242,802
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 320,076
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,379,930
Acturial value of plan assets 2016-12-31 1,379,930
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 7,981
Active participant vested funding target 2016-12-31 1,159,908
Number of active participants 2016-12-31 32
Total funding liabilities for active participants 2016-12-31 1,160,272
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 1,168,253
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 282,294
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 2016-12-31 282,294
Present value of excess contributions 2016-12-31 18,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 18,264
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 2016-12-31 276,676
Total employer contributions 2016-12-31 204,331
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 2016-12-31 200,540
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 2016-12-31 182,208
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 182,208
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 182,208
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 200,540
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,194,059
Acturial value of plan assets	2022-12-31	4,194,059
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	39,616
Active participant vested funding target	2022-12-31	4,117,865
Number of active participants	2022-12-31	33
Total funding liabilities for active participants	2022-12-31	4,117,865
Total participant count	2022-12-31	42
Total funding target for all participants	2022-12-31	4,157,481
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	686,357
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	686,357
Present value of excess contributions	2022-12-31	212,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	212,638
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	594,934
Total employer contributions	2022-12-31	517,815
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	508,231
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	497,286
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	497,286
Additional cash requirement	2022-12-31	497,286
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	508,231
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,394,134
Acturial value of plan assets	2021-12-31	4,394,134
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	24,237
Active participant vested funding target	2021-12-31	3,441,813
Number of active participants	2021-12-31	33
Total funding liabilities for active participants	2021-12-31	3,442,398
Total participant count	2021-12-31	40
Total funding target for all participants	2021-12-31	3,466,635
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	554,038
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	554,038
Present value of excess contributions	2021-12-31	73,259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	73,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	73,259
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	686,357
Total employer contributions	2021-12-31	447,257
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	439,295
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	430,187
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	226,657
Additional cash requirement	2021-12-31	226,657
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	439,295
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,455,345
Acturial value of plan assets	2020-12-31	3,455,345
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	22,950
Active participant vested funding target	2020-12-31	2,804,457
Number of active participants	2020-12-31	35
Total funding liabilities for active participants	2020-12-31	2,804,457
Total participant count	2020-12-31	42
Total funding target for all participants	2020-12-31	2,827,407
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	442,841
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	442,841
Present value of excess contributions	2020-12-31	26,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	26,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	26,039
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	554,038
Total employer contributions	2020-12-31	454,003
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	448,431
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	418,323
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	375,172
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	375,172
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	448,431
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,699,042
Acturial value of plan assets	2019-12-31	2,699,042
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	17,941
Active participant vested funding target	2019-12-31	2,229,531
Number of active participants	2019-12-31	35
Total funding liabilities for active participants	2019-12-31	2,230,575
Total participant count	2019-12-31	41
Total funding target for all participants	2019-12-31	2,248,516
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	434,418
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	434,418
Present value of excess contributions	2019-12-31	40,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	40,657
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	40,657
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	442,841
Total employer contributions	2019-12-31	451,461
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	440,500
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	414,461
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	414,461
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	414,461
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	440,500
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,958,397
Acturial value of plan assets	2018-12-31	1,958,397
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	21,361
Active participant vested funding target	2018-12-31	1,814,176
Number of active participants	2018-12-31	33
Total funding liabilities for active participants	2018-12-31	1,814,176
Total participant count	2018-12-31	39
Total funding target for all participants	2018-12-31	1,835,537
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	312,134
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	312,134
Present value of excess contributions	2018-12-31	77,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	77,274
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	77,274
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	434,418
Total employer contributions	2018-12-31	323,123
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	322,713
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	282,064
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	282,064
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	282,064
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	322,713
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,811,109
Acturial value of plan assets	2017-12-31	1,811,109
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	16,542
Active participant vested funding target	2017-12-31	1,433,213
Number of active participants	2017-12-31	31
Total funding liabilities for active participants	2017-12-31	1,434,052
Total participant count	2017-12-31	37
Total funding target for all participants	2017-12-31	1,450,594
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	276,676
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	276,676
Present value of excess contributions	2017-12-31	18,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	18,332
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	18,332
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	312,134
Total employer contributions	2017-12-31	321,714
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	320,076
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	272,892
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	242,802
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	242,802
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	320,076
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTH BAY VITREORETINAL CONSULTANTS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,379,930
Acturial value of plan assets	2016-12-31	1,379,930
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	7,981
Active participant vested funding target	2016-12-31	1,159,908
Number of active participants	2016-12-31	32
Total funding liabilities for active participants	2016-12-31	1,160,272
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	1,168,253
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	282,294
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	282,294
Present value of excess contributions	2016-12-31	18,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	18,264
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	276,676
Total employer contributions	2016-12-31	204,331
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	200,540
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	182,208
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	182,208
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	182,208
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	200,540
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NORTH BAY VITREORETINAL CONSULTANTS, INC.
Employer identification number (EIN):	208284079
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2016-01-01
002	2015-01-01	PATRICK CASKEY	2016-10-03
002	2014-01-01	PATRICK CASKEY	2015-10-07
002	2013-01-01	PATRICK CASKEY	2014-08-28
002	2012-01-01	PATRICK CASKEY	2013-07-29
002	2011-01-01	PATRICK CASKEY	2012-10-12
002	2010-01-01	PATRICK CASKEY	2011-10-10