Logo

COACHELLA VALLEY RETINA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCOACHELLA VALLEY RETINA 401(K) PROFIT SHARING PLAN
Plan identification number 001

COACHELLA VALLEY RETINA 401(K) PROFIT SHARING 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
  • 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.
  • 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.

401k Sponsoring company profile

COACHELLA VALLEY RETINA has sponsored the creation of one or more 401k plans.

Company Name:COACHELLA VALLEY RETINA
Employer identification number (EIN):463598712
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about COACHELLA VALLEY RETINA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C3599063

More information about COACHELLA VALLEY RETINA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COACHELLA VALLEY RETINA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Financial Data on COACHELLA VALLEY RETINA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : COACHELLA VALLEY RETINA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-021062821
Net assets as of the end of the plan year2025-10-02555339
Total assets as of the beginning of the plan year2025-10-021001121
Value of plan covered by a fidelity bond2025-10-02100000
Participant contributions to plan in this plan year2025-10-0255846
Other expenses paid from plan in this plan year2025-10-020
Other contributions to plan in this plan year2025-10-020
Other income to plan in this plan year2025-10-02535761
Plan net income in this plan year2025-10-02-445782
Net assets as of the end of the plan year2025-10-02555339
Net assets as of the beginning of the plan year2025-10-021001121
Employer contributions to plan in this plan year2025-10-0225432
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-027
2024 : COACHELLA VALLEY RETINA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1426051
Net assets as of the end of the plan year2024-10-141001121
Total assets as of the beginning of the plan year2024-10-14677305
Value of plan covered by a fidelity bond2024-10-14100000
Participant contributions to plan in this plan year2024-10-1465216
Value of participant loans at end of plan year2024-10-1410779
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14258088
Plan net income in this plan year2024-10-14323816
Net assets as of the end of the plan year2024-10-141001121
Net assets as of the beginning of the plan year2024-10-14677305
Employer contributions to plan in this plan year2024-10-1426563
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140
Total transfers to/from plan in this plan year2024-09-290
Total liabilities as of the end of the plan year2024-09-290
Total liabilities as of the beginning of the plan year2024-09-290
Total expenses incurred by plan in this plan year2024-09-293
Net assets as of the end of the plan year2024-09-29702206
Total assets as of the beginning of the plan year2024-09-29499618
Value of plan covered by a fidelity bond2024-09-2910000
Participant contributions to plan in this plan year2024-09-2956182
Value of participant loans at end of plan year2024-09-291913
Other expenses paid from plan in this plan year2024-09-290
Other contributions to plan in this plan year2024-09-290
Other income to plan in this plan year2024-09-29119936
Plan net income in this plan year2024-09-29202588
Net assets as of the end of the plan year2024-09-29702206
Net assets as of the beginning of the plan year2024-09-29499618
Employer contributions to plan in this plan year2024-09-2926473
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-293
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-234500
Net assets as of the end of the plan year2024-09-23499618
Total assets as of the beginning of the plan year2024-09-23387959
Value of plan covered by a fidelity bond2024-09-2340000
Participant contributions to plan in this plan year2024-09-2355928
Value of participant loans at end of plan year2024-09-231913
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-2333211
Plan net income in this plan year2024-09-23111659
Net assets as of the end of the plan year2024-09-23499618
Net assets as of the beginning of the plan year2024-09-23387959
Employer contributions to plan in this plan year2024-09-2327020
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
Total transfers to/from plan in this plan year2024-09-120
Total liabilities as of the end of the plan year2024-09-120
Total liabilities as of the beginning of the plan year2024-09-120
Total expenses incurred by plan in this plan year2024-09-1210
Net assets as of the end of the plan year2024-09-12387959
Total assets as of the beginning of the plan year2024-09-12267774
Value of plan covered by a fidelity bond2024-09-1210000
Participant contributions to plan in this plan year2024-09-1253893
Value of participant loans at end of plan year2024-09-121913
Other expenses paid from plan in this plan year2024-09-120
Other contributions to plan in this plan year2024-09-120
Other income to plan in this plan year2024-09-1237003
Plan net income in this plan year2024-09-12120185
Net assets as of the end of the plan year2024-09-12387959
Net assets as of the beginning of the plan year2024-09-12267774
Employer contributions to plan in this plan year2024-09-1229299
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1210
Total transfers to/from plan in this plan year2024-09-050
Total liabilities as of the end of the plan year2024-09-050
Total liabilities as of the beginning of the plan year2024-09-050
Total expenses incurred by plan in this plan year2024-09-058901
Net assets as of the end of the plan year2024-09-05267774
Total assets as of the beginning of the plan year2024-09-05193769
Value of plan covered by a fidelity bond2024-09-0510000
Participant contributions to plan in this plan year2024-09-0552616
Other expenses paid from plan in this plan year2024-09-050
Other contributions to plan in this plan year2024-09-050
Other income to plan in this plan year2024-09-055392
Plan net income in this plan year2024-09-0574005
Net assets as of the end of the plan year2024-09-05267774
Net assets as of the beginning of the plan year2024-09-05193769
Employer contributions to plan in this plan year2024-09-0524898
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0510
Total transfers to/from plan in this plan year2024-08-280
Total liabilities as of the end of the plan year2024-08-280
Total liabilities as of the beginning of the plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-28155
Net assets as of the end of the plan year2024-08-28193769
Total assets as of the beginning of the plan year2024-08-28103093
Value of plan covered by a fidelity bond2024-08-2810000
Participant contributions to plan in this plan year2024-08-2852513
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-2816641
Plan net income in this plan year2024-08-2890676
Net assets as of the end of the plan year2024-08-28193769
Net assets as of the beginning of the plan year2024-08-28103093
Employer contributions to plan in this plan year2024-08-2821677
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-28155

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