| Plan Name | SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| 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 | MARK D. SMITH | 2021-06-16 | MARK D. SMITH | 2021-06-16 |
| 002 | 2019-01-01 | MARK D. SMITH | 2020-09-25 | MARK D. SMITH | 2020-09-25 |
| 002 | 2018-01-01 | MARK D. SMITH | 2019-07-22 | MARK D. SMITH | 2019-07-22 |
| 002 | 2017-01-01 | MARK D. SMITH | 2018-09-25 | MARK D. SMITH | 2018-09-25 |
| 002 | 2016-01-01 | MARK SMITH | 2017-10-11 | MARK SMITH | 2017-10-11 |
| 002 | 2015-01-01 | MARK SMITH | 2016-10-04 | MARK SMITH | 2016-10-04 |
| 002 | 2014-01-01 | MARK SMITH | 2015-09-21 | MARK SMITH | 2015-09-21 |
| 002 | 2013-01-01 | MARK SMITH | 2014-09-10 | MARK SMITH | 2014-09-10 |
| 002 | 2012-01-01 | MARK SMITH | 2013-08-06 | MARK SMITH | 2013-08-06 |
| 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 year | 2025-08-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-29 | 69 |
| Total liabilities as of the beginning of the plan year | 2025-08-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-29 | 2811790 |
| Net assets as of the end of the plan year | 2025-08-29 | 6384611 |
| Total assets as of the beginning of the plan year | 2025-08-29 | 8110830 |
| Value of plan covered by a fidelity bond | 2025-08-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-29 | 90982 |
| Value of participant loans at end of plan year | 2025-08-29 | 59481 |
| Other expenses paid from plan in this plan year | 2025-08-29 | 0 |
| Other contributions to plan in this plan year | 2025-08-29 | 0 |
| Other income to plan in this plan year | 2025-08-29 | 809056 |
| Plan net income in this plan year | 2025-08-29 | -1726288 |
| Net assets as of the end of the plan year | 2025-08-29 | 6384542 |
| Net assets as of the beginning of the plan year | 2025-08-29 | 8110830 |
| Employer contributions to plan in this plan year | 2025-08-29 | 185464 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-29 | 40562 |
| 2024 : SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 26462 |
| Net assets as of the end of the plan year | 2024-10-10 | 8110830 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 5607065 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 165952 |
| Value of participant loans at end of plan year | 2024-10-10 | 4592 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 0 |
| Other contributions to plan in this plan year | 2024-10-10 | 1043050 |
| Other income to plan in this plan year | 2024-10-10 | 1171486 |
| Plan net income in this plan year | 2024-10-10 | 2503765 |
| Net assets as of the end of the plan year | 2024-10-10 | 8110830 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 5607065 |
| Employer contributions to plan in this plan year | 2024-10-10 | 149739 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 23082 |
| 2022 : SAN DIEGO RETINA ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-10-05 | 166589 |
| Net assets as of the end of the plan year | 2022-10-05 | 5869755 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 4936078 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 172430 |
| Value of participant loans at end of plan year | 2022-10-05 | 42486 |
| Other income to plan in this plan year | 2022-10-05 | 927836 |
| Plan net income in this plan year | 2022-10-05 | 933677 |
| Net assets as of the end of the plan year | 2022-10-05 | 5869755 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 4936078 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 47312 |