401k Plan data: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN plan

SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN
Plan identification number	002

SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

SCARSDALE OPHTHALMOLOGY ASSOCI has sponsored the creation of one or more 401k plans.

Company Name: SCARSDALE OPHTHALMOLOGY ASSOCI

Employer identification number (EIN): 161700393

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 IRA S. SOLOMON, M.D. 2024-07-11
002 2022-01-01 IRA S. SOLOMON, M.D. 2023-06-30
002 2021-01-01 IRA S. SOLOMON, M.D. 2022-10-15 IRA S. SOLOMON, M.D., TRUSTEE 2022-10-15
002 2020-01-01 IRA S. SOLOMON, M.D. 2021-08-02 IRA S. SOLOMON, M.D., TRUSTEE 2021-08-02
002 2019-01-01 IRA S. SOLOMON, M.D. 2020-07-28 IRA S. SOLOMON, M.D., TRUSTEE 2020-07-28
002 2018-01-01 IRA S. SOLOMON, M.D. 2019-07-22 IRA S. SOLOMON, M.D., TRUSTEE 2019-07-22
002 2017-01-01 IRA S. SOLOMON, M.D. 2018-07-17 IRA S. SOLOMON, M.D., TRUSTEE 2018-07-17
002 2016-01-01 IRA S. SOLOMON, M.D. 2017-06-09 IRA S. SOLOMON, M.D., TRUSTEE 2017-06-09
002 2015-01-01 IRA S. SOLOMON, M.D. 2016-07-20 IRA S. SOLOMON, M.D., TRUSTEE 2016-07-20
002 2014-01-01 IRA S. SOLOMON, M.D. 2015-07-30 IRA S. SOLOMON, M.D., TRUSTEE 2015-07-30
002 2013-01-01 IRA S. SOLOMON, M.D. 2014-07-25 IRA S. SOLOMON, M.D., TRUSTEE 2014-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	IRA S. SOLOMON, M.D.	2024-07-11
002	2022-01-01	IRA S. SOLOMON, M.D.	2023-06-30
002	2021-01-01	IRA S. SOLOMON, M.D.	2022-10-15	IRA S. SOLOMON, M.D., TRUSTEE	2022-10-15
002	2020-01-01	IRA S. SOLOMON, M.D.	2021-08-02	IRA S. SOLOMON, M.D., TRUSTEE	2021-08-02
002	2019-01-01	IRA S. SOLOMON, M.D.	2020-07-28	IRA S. SOLOMON, M.D., TRUSTEE	2020-07-28
002	2018-01-01	IRA S. SOLOMON, M.D.	2019-07-22	IRA S. SOLOMON, M.D., TRUSTEE	2019-07-22
002	2017-01-01	IRA S. SOLOMON, M.D.	2018-07-17	IRA S. SOLOMON, M.D., TRUSTEE	2018-07-17
002	2016-01-01	IRA S. SOLOMON, M.D.	2017-06-09	IRA S. SOLOMON, M.D., TRUSTEE	2017-06-09
002	2015-01-01	IRA S. SOLOMON, M.D.	2016-07-20	IRA S. SOLOMON, M.D., TRUSTEE	2016-07-20
002	2014-01-01	IRA S. SOLOMON, M.D.	2015-07-30	IRA S. SOLOMON, M.D., TRUSTEE	2015-07-30
002	2013-01-01	IRA S. SOLOMON, M.D.	2014-07-25	IRA S. SOLOMON, M.D., TRUSTEE	2014-07-25

Plan Statistics for SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN

Measure Date Value
2025: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-24 8
Total number of particpants at end of year 2025-07-24 0
Total number of particpants at beginning of year 2025-04-04 6
Total number of particpants at end of year 2025-04-04 8
2024: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-10 11
Total number of particpants at end of year 2024-07-10 6
2022: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,694,930
Acturial value of plan assets 2022-12-31 2,694,930
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 2,011
Active participant vested funding target 2022-12-31 2,907,511
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 2,907,511
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 2,909,522
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 2,305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 2,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 323,261
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 320,365
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 169,929
Net shortfall amortization installment of oustanding balance 2022-12-31 214,592
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 189,760
Additional cash requirement 2022-12-31 189,760
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 320,365
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,623,137
Acturial value of plan assets 2021-12-31 2,623,137
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 1,770
Active participant vested funding target 2021-12-31 2,617,758
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 2,617,758
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 2,619,528
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 140,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 140,569
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 157,500
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 157,690
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 158,994
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 155,385
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 155,385
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 157,690
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,329,289
Acturial value of plan assets 2020-12-31 2,329,289
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,050,177
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 2,050,177
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 2,050,177
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 72,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 75,929
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 147,500
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 140,569
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 135,950
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 140,569
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,885,912
Acturial value of plan assets 2019-12-31 1,885,912
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,829,934
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 1,830,271
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 1,830,271
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
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 67,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 71,267
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 2019-12-31 291,000
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 2019-12-31 275,010
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 2019-12-31 258,571
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 2019-12-31 202,930
Additional cash requirement 2019-12-31 202,930
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 275,010
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,482,378
Acturial value of plan assets 2018-12-31 1,482,378
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,440,004
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 1,440,004
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 1,440,004
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
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 11,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 12,234
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 2018-12-31 312,348
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 2018-12-31 292,703
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 267,532
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 225,158
Additional cash requirement 2018-12-31 225,158
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 292,703
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 960,173
Acturial value of plan assets 2017-12-31 960,173
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,098,366
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,098,366
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 1,098,366
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 2017-12-31 286,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 303,738
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 2017-12-31 314,045
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 2017-12-31 295,666
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 2017-12-31 261,400
Net shortfall amortization installment of oustanding balance 2017-12-31 138,193
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 284,093
Additional cash requirement 2017-12-31 284,093
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 295,666
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 908,667
Acturial value of plan assets 2016-12-31 908,667
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 613,724
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 614,019
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 614,019
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 2016-12-31 127,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 135,453
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2016-12-31 305,778
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 2016-12-31 286,816
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 2016-12-31 199,671
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 286,816
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-24	8
Total number of particpants at end of year	2025-07-24	0
Total number of particpants at beginning of year	2025-04-04	6
Total number of particpants at end of year	2025-04-04	8
2024: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-10	11
Total number of particpants at end of year	2024-07-10	6
2022: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,694,930
Acturial value of plan assets	2022-12-31	2,694,930
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	2,011
Active participant vested funding target	2022-12-31	2,907,511
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	2,907,511
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	2,909,522
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	2,305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	2,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	323,261
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	320,365
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	169,929
Net shortfall amortization installment of oustanding balance	2022-12-31	214,592
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	189,760
Additional cash requirement	2022-12-31	189,760
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	320,365
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,623,137
Acturial value of plan assets	2021-12-31	2,623,137
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	1,770
Active participant vested funding target	2021-12-31	2,617,758
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	2,617,758
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	2,619,528
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	140,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	140,569
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	157,500
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	157,690
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	158,994
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	155,385
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	155,385
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	157,690
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,329,289
Acturial value of plan assets	2020-12-31	2,329,289
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,050,177
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	2,050,177
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	2,050,177
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	72,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	75,929
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	147,500
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	140,569
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	135,950
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	140,569
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,885,912
Acturial value of plan assets	2019-12-31	1,885,912
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,829,934
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	1,830,271
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,830,271
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
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	67,545
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	71,267
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	291,000
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	275,010
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	258,571
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	202,930
Additional cash requirement	2019-12-31	202,930
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	275,010
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,482,378
Acturial value of plan assets	2018-12-31	1,482,378
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,440,004
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,440,004
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,440,004
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
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	11,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	12,234
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	312,348
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	292,703
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	267,532
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	225,158
Additional cash requirement	2018-12-31	225,158
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	292,703
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	960,173
Acturial value of plan assets	2017-12-31	960,173
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,098,366
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,098,366
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	1,098,366
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	286,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	303,738
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	314,045
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	295,666
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	261,400
Net shortfall amortization installment of oustanding balance	2017-12-31	138,193
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	284,093
Additional cash requirement	2017-12-31	284,093
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	295,666
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	908,667
Acturial value of plan assets	2016-12-31	908,667
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	613,724
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	614,019
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	614,019
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	127,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	135,453
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	305,778
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	286,816
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	199,671
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	286,816
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-24	0
Total liabilities as of the end of the plan year	2025-07-24	0
Total liabilities as of the beginning of the plan year	2025-07-24	0
Total expenses incurred by plan in this plan year	2025-07-24	3789442
Net assets as of the end of the plan year	2025-07-24	0
Total assets as of the beginning of the plan year	2025-07-24	3720317
Value of plan covered by a fidelity bond	2025-07-24	372032
Participant contributions to plan in this plan year	2025-07-24	0
Other expenses paid from plan in this plan year	2025-07-24	0
Other contributions to plan in this plan year	2025-07-24	0
Other income to plan in this plan year	2025-07-24	57306
Plan net income in this plan year	2025-07-24	-3720317
Net assets as of the end of the plan year	2025-07-24	0
Net assets as of the beginning of the plan year	2025-07-24	3720317
Employer contributions to plan in this plan year	2025-07-24	11819
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-24	0
Total transfers to/from plan in this plan year	2025-04-04	0
Total liabilities as of the beginning of the plan year	2025-04-04	0
Total expenses incurred by plan in this plan year	2025-04-04	0
Net assets as of the end of the plan year	2025-04-04	3720317
Total assets as of the beginning of the plan year	2025-04-04	3377376
Value of plan covered by a fidelity bond	2025-04-04	372032
Participant contributions to plan in this plan year	2025-04-04	0
Other expenses paid from plan in this plan year	2025-04-04	0
Other contributions to plan in this plan year	2025-04-04	0
Other income to plan in this plan year	2025-04-04	297941
Plan net income in this plan year	2025-04-04	342941
Net assets as of the end of the plan year	2025-04-04	3720317
Net assets as of the beginning of the plan year	2025-04-04	3377376
Employer contributions to plan in this plan year	2025-04-04	45000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-04	0
2024 : SCARSDALE OPHTHALMOLOGY ASSOC. DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-10	0
Total liabilities as of the end of the plan year	2024-07-10	0
Total liabilities as of the beginning of the plan year	2024-07-10	0
Total expenses incurred by plan in this plan year	2024-07-10	29279
Net assets as of the end of the plan year	2024-07-10	3377376
Total assets as of the beginning of the plan year	2024-07-10	3018975
Value of plan covered by a fidelity bond	2024-07-10	337738
Participant contributions to plan in this plan year	2024-07-10	0
Other expenses paid from plan in this plan year	2024-07-10	0
Other contributions to plan in this plan year	2024-07-10	0
Other income to plan in this plan year	2024-07-10	187680
Plan net income in this plan year	2024-07-10	358401
Net assets as of the end of the plan year	2024-07-10	3377376
Net assets as of the beginning of the plan year	2024-07-10	3018975
Employer contributions to plan in this plan year	2024-07-10	200000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-10	0

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Company Name:	SCARSDALE OPHTHALMOLOGY ASSOCI
Employer identification number (EIN):	161700393
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)