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RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 401k Plan overview

Plan NameRETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN
Plan identification number 002

RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K 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.
  • 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

RETINA & UVEITIS CONSULTANTS OF TEXAS, P.A. has sponsored the creation of one or more 401k plans.

Company Name:RETINA & UVEITIS CONSULTANTS OF TEXAS, P.A.
Employer identification number (EIN):742852104
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GLADYS SCALES2023-08-29
0022021-01-01GLADYS SCALES2022-10-17
0022020-01-01GLADYS SCALES2021-08-10
0022019-01-01GLADYS SCALES2020-10-12
0022018-01-01DAVID SCALES2019-07-24 DAVID SCALES2019-07-24
0022017-01-01DAVID SCALES2018-09-20 DAVID SCALES2018-09-20
0022016-01-01DAVID SCALES2017-09-28 DAVID SCALES2017-09-28
0022015-01-01DAVID SCALES2016-10-06 DAVID SCALES2016-10-06
0022014-01-01DAVID SCALES2015-09-30 DAVID SCALES2015-09-30
0022013-01-01DAVID SCALES DAVID SCALES2014-10-07
0022012-01-01DAVID SCALES DAVID SCALES2013-10-11
0022011-01-01DAVID SCALES DAVID SCALES2012-10-12
0022010-01-01DAVID SCALES DAVID SCALES2011-10-17
0022009-01-01DAVID SCALES
0022009-01-01DAVID SCALES DAVID SCALES2010-10-15

Plan Statistics for RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN

401k plan membership statisitcs for RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN

Measure Date Value
2013: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN

Measure Date Value
2013 : RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$62,730
Expenses. Total of all expenses incurred2013-12-31$27,993
Benefits paid (including direct rollovers)2013-12-31$26,579
Total plan assets at end of year2013-12-31$160,928
Total plan assets at beginning of year2013-12-31$126,191
Total contributions received or receivable from participants2013-12-31$40,500
Other income received2013-12-31$22,230
Net income (gross income less expenses)2013-12-31$34,737
Net plan assets at end of year (total assets less liabilities)2013-12-31$160,928
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$126,191
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,414
2012 : RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$14,293
Expenses. Total of all expenses incurred2012-12-31$1,506
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$126,191
Total plan assets at beginning of year2012-12-31$113,404
Other income received2012-12-31$14,293
Net income (gross income less expenses)2012-12-31$12,787
Net plan assets at end of year (total assets less liabilities)2012-12-31$126,191
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$113,404
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,506
2011 : RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$-1,942
Expenses. Total of all expenses incurred2011-12-31$1,493
Total plan assets at end of year2011-12-31$113,404
Total plan assets at beginning of year2011-12-31$116,839
Total contributions received or receivable from participants2011-12-31$640
Other income received2011-12-31$-3,882
Net income (gross income less expenses)2011-12-31$-3,435
Net plan assets at end of year (total assets less liabilities)2011-12-31$113,404
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$116,839
Total contributions received or receivable from employer(s)2011-12-31$1,300
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,493
2010 : RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$18,089
Expenses. Total of all expenses incurred2010-12-31$4,021
Benefits paid (including direct rollovers)2010-12-31$2,642
Total plan assets at end of year2010-12-31$116,839
Total plan assets at beginning of year2010-12-31$102,771
Total contributions received or receivable from participants2010-12-31$2,600
Other income received2010-12-31$14,242
Net income (gross income less expenses)2010-12-31$14,068
Net plan assets at end of year (total assets less liabilities)2010-12-31$116,839
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$102,771
Total contributions received or receivable from employer(s)2010-12-31$1,247
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,379

Form 5500 Responses for RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN

2013: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: RETINA & UVEITIS CONSULTANTS OF TEXAS P.A. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39397
Policy instance 1
Insurance contract or identification number39397
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $554
Total amount of fees paid to insurance companyUSD $55
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $274
Insurance broker organization code?3
Amount paid for insurance broker fees55
Insurance broker nameMERRILL LYNCH LIFE AGENCY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39397
Policy instance 1
Insurance contract or identification number39397
Number of Individuals Covered3
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $598
Total amount of fees paid to insurance companyUSD $60
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $598
Insurance broker organization code?3
Amount paid for insurance broker fees60
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K. YOUNG CONSULTING, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39397
Policy instance 1
Insurance contract or identification number39397
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $599
Total amount of fees paid to insurance companyUSD $68
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39397
Policy instance 1
Insurance contract or identification number39397
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $509
Total amount of fees paid to insurance companyUSD $139
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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