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COACHELLA VALLEY RETINA CASH BALANCE PLAN 401k Plan overview

Plan NameCOACHELLA VALLEY RETINA CASH BALANCE PLAN
Plan identification number 002

COACHELLA VALLEY RETINA CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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 CASH BALANCE PLAN

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
0022020-01-01
0022019-01-01

Financial Data on COACHELLA VALLEY RETINA CASH BALANCE PLAN

Measure Date Value
2025 : COACHELLA VALLEY RETINA CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-06485632
Net assets as of the end of the plan year2025-10-061622456
Total assets as of the beginning of the plan year2025-10-061716968
Participant contributions to plan in this plan year2025-10-060
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06216120
Plan net income in this plan year2025-10-06-94512
Net assets as of the end of the plan year2025-10-061622456
Net assets as of the beginning of the plan year2025-10-061716968
Employer contributions to plan in this plan year2025-10-06175000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0611994
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 year2025-10-02485632
Net assets as of the end of the plan year2025-10-021622456
Total assets as of the beginning of the plan year2025-10-021716968
Participant contributions to plan in this plan year2025-10-020
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 year2025-10-02216120
Plan net income in this plan year2025-10-02-94512
Net assets as of the end of the plan year2025-10-021622456
Net assets as of the beginning of the plan year2025-10-021716968
Employer contributions to plan in this plan year2025-10-02175000
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0211994
2024 : COACHELLA VALLEY RETINA CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-070
Net assets as of the end of the plan year2024-10-071716968
Total assets as of the beginning of the plan year2024-10-071283621
Participant contributions to plan in this plan year2024-10-070
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-07202347
Plan net income in this plan year2024-10-07433347
Net assets as of the end of the plan year2024-10-071716968
Net assets as of the beginning of the plan year2024-10-071283621
Employer contributions to plan in this plan year2024-10-07231000
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-070

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