Logo

SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameSAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 002

SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC.
Employer identification number (EIN):330885407
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2000-01-03
Company Identification Number: C2049058
Legal Registered Office Address: 7695 Cardinal Ct Ste 100

San Diego
United States of America (USA)
92123

More information about MARK D. SMITH, M.D. AND FANE L. ROBINSON, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01MARK D. SMITH2021-06-16 MARK D. SMITH2021-06-16
0022019-01-01MARK D. SMITH2020-09-25 MARK D. SMITH2020-09-25
0022018-01-01MARK D. SMITH2019-07-22 MARK D. SMITH2019-07-22
0022017-01-01MARK D. SMITH2018-09-25 MARK D. SMITH2018-09-25
0022016-01-01MARK SMITH2017-10-11 MARK SMITH2017-10-11
0022015-01-01MARK SMITH2016-10-04 MARK SMITH2016-10-04
0022014-01-01MARK SMITH2015-09-21 MARK SMITH2015-09-21
0022013-01-01MARK SMITH2014-09-10 MARK SMITH2014-09-10
0022012-01-01MARK SMITH2013-08-06 MARK SMITH2013-08-06

Financial Data on SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-290
Total liabilities as of the end of the plan year2025-08-2969
Total liabilities as of the beginning of the plan year2025-08-290
Total expenses incurred by plan in this plan year2025-08-292811790
Net assets as of the end of the plan year2025-08-296384611
Total assets as of the beginning of the plan year2025-08-298110830
Value of plan covered by a fidelity bond2025-08-29500000
Participant contributions to plan in this plan year2025-08-2990982
Value of participant loans at end of plan year2025-08-2959481
Other expenses paid from plan in this plan year2025-08-290
Other contributions to plan in this plan year2025-08-290
Other income to plan in this plan year2025-08-29809056
Plan net income in this plan year2025-08-29-1726288
Net assets as of the end of the plan year2025-08-296384542
Net assets as of the beginning of the plan year2025-08-298110830
Employer contributions to plan in this plan year2025-08-29185464
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2940562
2024 : SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1026462
Net assets as of the end of the plan year2024-10-108110830
Total assets as of the beginning of the plan year2024-10-105607065
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-10165952
Value of participant loans at end of plan year2024-10-104592
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-101043050
Other income to plan in this plan year2024-10-101171486
Plan net income in this plan year2024-10-102503765
Net assets as of the end of the plan year2024-10-108110830
Net assets as of the beginning of the plan year2024-10-105607065
Employer contributions to plan in this plan year2024-10-10149739
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1023082
2022 : SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-05166589
Net assets as of the end of the plan year2022-10-055869755
Total assets as of the beginning of the plan year2022-10-054936078
Value of plan covered by a fidelity bond2022-10-05500000
Participant contributions to plan in this plan year2022-10-05172430
Value of participant loans at end of plan year2022-10-0542486
Other income to plan in this plan year2022-10-05927836
Plan net income in this plan year2022-10-05933677
Net assets as of the end of the plan year2022-10-055869755
Net assets as of the beginning of the plan year2022-10-054936078
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0547312

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1