?>
Plan Name | THE RETINA GROUP OF NORTHEAST OHIO, INC. CASH BALANCE PENSION PLAN AND TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | THE RETINA GROUP OF NORTHEAST OHIO, INC. |
Employer identification number (EIN): | 341760572 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about THE RETINA GROUP OF NORTHEAST OHIO, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1994-02-10 |
Company Identification Number: | 863979 |
Legal Registered Office Address: |
75 ARCH ST., STE 302 - AKRON United States of America (USA) 44304 |
More information about THE RETINA GROUP OF NORTHEAST OHIO, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2020-01-01 | THOMAS HULL | 2020-09-01 | ||
002 | 2019-01-01 | THOMAS HULL | 2020-04-28 | ||
002 | 2018-01-01 | THOMAS HULL | 2019-04-30 | ||
002 | 2017-01-01 | THOMAS HULL | 2018-07-17 | ||
002 | 2016-01-01 | THOMAS HULL | 2017-05-17 |
Measure | Date | Value |
---|---|---|
2020: THE RETINA GROUP OF NORTHEAST OHIO, INC. CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership | ||
Market value of plan assets | 2020-05-15 | 1,189,269 |
Acturial value of plan assets | 2020-05-15 | 1,189,269 |
Funding target for retired participants and beneficiaries receiving payment | 2020-05-15 | 0 |
Number of terminated vested participants | 2020-05-15 | 8 |
Fundng target for terminated vested participants | 2020-05-15 | 11,594 |
Active participant vested funding target | 2020-05-15 | 1,086,982 |
Number of active participants | 2020-05-15 | 24 |
Total funding liabilities for active participants | 2020-05-15 | 1,090,573 |
Total participant count | 2020-05-15 | 32 |
Total funding target for all participants | 2020-05-15 | 1,102,167 |
Balance at beginning of prior year after applicable adjustments | 2020-05-15 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-15 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-05-15 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-05-15 | 0 |
Amount remaining of carryover balance | 2020-05-15 | 0 |
Amount remaining of prefunding balance | 2020-05-15 | 0 |
Present value of excess contributions | 2020-05-15 | 95,007 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-15 | 100,109 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-15 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-05-15 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-05-15 | 0 |
Balance of carryovers at beginning of current year | 2020-05-15 | 0 |
Balance of prefunding at beginning of current year | 2020-05-15 | 0 |
Total employer contributions | 2020-05-15 | 8,395 |
Total employee contributions | 2020-05-15 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-05-15 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-05-15 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-15 | 8,215 |
Unpaid minimum required contributions for all prior years | 2020-05-15 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-05-15 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-05-15 | 0 |
Minimum required contributions for current year target normal cost | 2020-05-15 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-05-15 | 0 |
Waiver amortization installment | 2020-05-15 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-05-15 | 0 |
Additional cash requirement | 2020-05-15 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-05-15 | 8,215 |
Unpaid minimum required contributions for current year | 2020-05-15 | 0 |
Unpaid minimum required contributions for all years | 2020-05-15 | 0 |
2019: THE RETINA GROUP OF NORTHEAST OHIO, INC. CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 599,112 |
Acturial value of plan assets | 2019-12-31 | 599,112 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 8 |
Fundng target for terminated vested participants | 2019-12-31 | 11,423 |
Active participant vested funding target | 2019-12-31 | 546,573 |
Number of active participants | 2019-12-31 | 24 |
Total funding liabilities for active participants | 2019-12-31 | 547,128 |
Total participant count | 2019-12-31 | 32 |
Total funding target for all participants | 2019-12-31 | 558,551 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2019-12-31 | 21,389 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 21,389 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 0 |
Total employer contributions | 2019-12-31 | 583,436 |
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 | 589,567 |
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 | 535,121 |
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 | 494,560 |
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 | 494,560 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 589,567 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: THE RETINA GROUP OF NORTHEAST OHIO, INC. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 308,367 |
Acturial value of plan assets | 2018-12-31 | 308,367 |
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 | 7,100 |
Active participant vested funding target | 2018-12-31 | 308,780 |
Number of active participants | 2018-12-31 | 23 |
Total funding liabilities for active participants | 2018-12-31 | 308,780 |
Total participant count | 2018-12-31 | 29 |
Total funding target for all participants | 2018-12-31 | 315,880 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2018-12-31 | 55,592 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 55,592 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 | 0 |
Total employer contributions | 2018-12-31 | 492,811 |
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 | 498,005 |
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 | 475,389 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 7,513 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 476,616 |
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 | 476,616 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 498,005 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: THE RETINA GROUP OF NORTHEAST OHIO, INC. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 183,345 |
Acturial value of plan assets | 2017-12-31 | 183,345 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 2,299 |
Active participant vested funding target | 2017-12-31 | 144,280 |
Number of active participants | 2017-12-31 | 24 |
Total funding liabilities for active participants | 2017-12-31 | 144,280 |
Total participant count | 2017-12-31 | 27 |
Total funding target for all participants | 2017-12-31 | 146,579 |
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 | 32,499 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 32,499 |
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 | 413,769 |
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 | 419,010 |
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 | 400,184 |
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 | 363,418 |
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 | 363,418 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 419,010 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: THE RETINA GROUP OF NORTHEAST OHIO, INC. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 0 |
Acturial value of plan assets | 2016-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 27 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 29 |
Total funding target for all participants | 2016-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
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 | 422,110 |
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 | 420,933 |
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 | 388,434 |
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 | 388,434 |
Additional cash requirement | 2016-12-31 | 388,434 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 420,933 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |