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CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 401k Plan overview

Plan NameCENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN
Plan identification number 001

CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

CENTRAL TEXAS RETINA AND VITREOUS has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL TEXAS RETINA AND VITREOUS
Employer identification number (EIN):452769029
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEPHEN SMITH2024-04-04
0012022-01-01STEPHEN SMITH2023-05-18 STEPHEN SMITH2023-05-18
0012021-01-01STEPHEN SMITH2022-03-22 STEPHEN SMITH2022-03-22
0012020-01-01STEPHEN SMITH2021-03-02 STEPHEN SMITH2021-03-02
0012018-01-01STEPHEN SMITH2019-06-28
0012017-01-01STEPHEN SMITH2018-05-24
0012016-01-01STEPHEN SMITH2017-07-27 STEPHEN SMITH2017-07-27
0012015-01-01STEPHEN SMITH2016-07-07 STEPHEN SMITH2016-07-07
0012014-01-01STEPHEN SMITH2015-04-07 STEPHEN SMITH2015-04-07
0012013-01-01STEPHEN SMITH2014-04-18 STEPHEN SMITH2014-04-18
0012012-01-01STEPHEN SMITH2013-04-18

Plan Statistics for CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN

401k plan membership statisitcs for CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN

Measure Date Value
2025: CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-254
Total number of particpants at end of year2025-07-256
Number of Participants With Account Balances2025-07-255
2024: CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-044
Total number of particpants at end of year2024-04-044
Number of Participants With Account Balances2024-04-044
2022: CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-226
Total number of particpants at end of year2022-03-225
Number of Participants With Account Balances2022-03-225

Financial Data on CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN

Measure Date Value
2025 : CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-252170
Net assets as of the end of the plan year2025-07-25576394
Total assets as of the beginning of the plan year2025-07-25490441
Value of plan covered by a fidelity bond2025-07-2560000
Participant contributions to plan in this plan year2025-07-2531697
Other income to plan in this plan year2025-07-2547895
Plan net income in this plan year2025-07-2585953
Net assets as of the end of the plan year2025-07-25576394
Net assets as of the beginning of the plan year2025-07-25490441
Employer contributions to plan in this plan year2025-07-258531
2024 : CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-048754
Net assets as of the end of the plan year2024-04-04490441
Total assets as of the beginning of the plan year2024-04-04390484
Value of plan covered by a fidelity bond2024-04-0450000
Participant contributions to plan in this plan year2024-04-0436104
Other income to plan in this plan year2024-04-0461498
Plan net income in this plan year2024-04-0499957
Net assets as of the end of the plan year2024-04-04490441
Net assets as of the beginning of the plan year2024-04-04390484
Employer contributions to plan in this plan year2024-04-0411109
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-046678
2022 : CENTRAL TEXAS RETINA AND VITREOUS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-2221571
Net assets as of the end of the plan year2022-03-22449406
Total assets as of the beginning of the plan year2022-03-22370241
Value of plan covered by a fidelity bond2022-03-2245000
Participant contributions to plan in this plan year2022-03-2238686
Other income to plan in this plan year2022-03-2247750
Plan net income in this plan year2022-03-2279165
Net assets as of the end of the plan year2022-03-22449406
Net assets as of the beginning of the plan year2022-03-22370241
Employer contributions to plan in this plan year2022-03-2214300

Potentially related plans

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