401k Plan data: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN plan

VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number	002

VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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

VITREO-RETINAL ASSOCIATES OF NJ, P.A. has sponsored the creation of one or more 401k plans.

Company Name: VITREO-RETINAL ASSOCIATES OF NJ, P.A.

Employer identification number (EIN): 222284162

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01
002 2016-01-01 FRANCIS CANGEMI
002 2015-01-01 FRANCIS CANGEMI
002 2014-01-01 FRANCIS CANGEMI
002 2013-01-01 FRANCIS CANGEMI
002 2012-01-01 FRANCIS CANGEMI
002 2011-01-01 FRANCIS CANGEMI
002 2009-01-01 FRANCIS CANGEMI

Financial Data on VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2018 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-01-31	$0
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$65,109
Expenses. Total of all expenses incurred	2018-01-31	$1,279,308
Benefits paid (including direct rollovers)	2018-01-31	$1,279,296
Total plan assets at end of year	2018-01-31	$0
Total plan assets at beginning of year	2018-01-31	$1,214,199
Value of fidelity bond covering the plan	2018-01-31	$110,000
Total contributions received or receivable from participants	2018-01-31	$0
Other income received	2018-01-31	$65,109
Net income (gross income less expenses)	2018-01-31	$-1,214,199
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$1,214,199
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$12
2017 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$292,669
Expenses. Total of all expenses incurred	2017-12-31	$181,610
Benefits paid (including direct rollovers)	2017-12-31	$179,591
Total plan assets at end of year	2017-12-31	$1,214,199
Total plan assets at beginning of year	2017-12-31	$1,103,140
Value of fidelity bond covering the plan	2017-12-31	$110,000
Total contributions received or receivable from participants	2017-12-31	$2,325
Other income received	2017-12-31	$290,344
Net income (gross income less expenses)	2017-12-31	$111,059
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,214,199
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,103,140
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,019
2016 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$67,058
Expenses. Total of all expenses incurred	2016-12-31	$52,123
Benefits paid (including direct rollovers)	2016-12-31	$39,796
Total plan assets at end of year	2016-12-31	$1,103,140
Total plan assets at beginning of year	2016-12-31	$1,088,205
Value of fidelity bond covering the plan	2016-12-31	$110,000
Total contributions received or receivable from participants	2016-12-31	$14,508
Other income received	2016-12-31	$52,550
Net income (gross income less expenses)	2016-12-31	$14,935
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,103,140
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,088,205
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,327
2015 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$79,935
Expenses. Total of all expenses incurred	2015-12-31	$64,965
Benefits paid (including direct rollovers)	2015-12-31	$49,638
Total plan assets at end of year	2015-12-31	$1,088,205
Total plan assets at beginning of year	2015-12-31	$1,073,235
Value of fidelity bond covering the plan	2015-12-31	$110,000
Total contributions received or receivable from participants	2015-12-31	$12,980
Expenses. Other expenses not covered elsewhere	2015-12-31	$3,435
Other income received	2015-12-31	$66,955
Net income (gross income less expenses)	2015-12-31	$14,970
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,088,205
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,073,235
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,892
2014 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$50,060
Expenses. Total of all expenses incurred	2014-12-31	$47,208
Benefits paid (including direct rollovers)	2014-12-31	$35,426
Total plan assets at end of year	2014-12-31	$1,073,235
Total plan assets at beginning of year	2014-12-31	$1,070,383
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$7,923
Other income received	2014-12-31	$42,137
Net income (gross income less expenses)	2014-12-31	$2,852
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,073,235
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,070,383
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$11,782
2013 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$226,895
Expenses. Total of all expenses incurred	2013-12-31	$38,450
Benefits paid (including direct rollovers)	2013-12-31	$28,506
Total plan assets at end of year	2013-12-31	$1,070,383
Total plan assets at beginning of year	2013-12-31	$881,938
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$4,720
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,944
Other income received	2013-12-31	$222,175
Net income (gross income less expenses)	2013-12-31	$188,445
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,070,383
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$881,938
2012 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$69,294
Expenses. Total of all expenses incurred	2012-12-31	$20,130
Benefits paid (including direct rollovers)	2012-12-31	$10,908
Total plan assets at end of year	2012-12-31	$881,938
Total plan assets at beginning of year	2012-12-31	$832,774
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$4,860
Expenses. Other expenses not covered elsewhere	2012-12-31	$9,222
Other income received	2012-12-31	$64,434
Net income (gross income less expenses)	2012-12-31	$49,164
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$881,938
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$832,774
2011 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-23,756
Expenses. Total of all expenses incurred	2011-12-31	$9,040
Total plan assets at end of year	2011-12-31	$832,774
Total plan assets at beginning of year	2011-12-31	$865,570
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$4,780
Expenses. Other expenses not covered elsewhere	2011-12-31	$9,040
Other income received	2011-12-31	$-28,536
Net income (gross income less expenses)	2011-12-31	$-32,796
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$832,774
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$865,570
Assets. Value of participant loans	2011-12-31	$598
2010 : VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$98,240
Expenses. Total of all expenses incurred	2010-12-31	$108,049
Benefits paid (including direct rollovers)	2010-12-31	$99,797
Total plan assets at end of year	2010-12-31	$865,570
Total plan assets at beginning of year	2010-12-31	$875,379
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$5,700
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,252
Other income received	2010-12-31	$92,540
Net income (gross income less expenses)	2010-12-31	$-9,809
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$865,570
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$875,379
Assets. Value of participant loans	2010-12-31	$996

Form 5500 Responses for VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN

2018: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VITREO-RETINAL ASSOCIATES OF NJ, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	AL101103
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	AL101103
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	AL101103
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	AL101103
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	AL101103
Policy instance	1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number	AL101103
Policy instance	1

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Company Name:	VITREO-RETINAL ASSOCIATES OF NJ, P.A.
Employer identification number (EIN):	222284162
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists