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BUFFALO-NIAGARA RETINA 401(K) PLAN 401k Plan overview

Plan NameBUFFALO-NIAGARA RETINA 401(K) PLAN
Plan identification number 001

BUFFALO-NIAGARA RETINA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

BUFFALO-NIAGARA RETINA ASSOCIATES PC has sponsored the creation of one or more 401k plans.

Company Name:BUFFALO-NIAGARA RETINA ASSOCIATES PC
Employer identification number (EIN):263842661
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUFFALO-NIAGARA RETINA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICIA GIOULEKAS2024-06-26
0012022-01-01PATRICIA GIOULEKAS2023-06-06 PATRICIA GIOULEKAS2023-06-06
0012021-01-01PATRICIA GIOULEKAS2022-06-13 PATRICIA GIOULEKAS2022-06-13
0012020-01-01TRICIA GIOULEKAS2021-05-13
0012019-01-01TRICIA GIOULEKAS2020-05-11 MARTIN BOSCARINO2020-05-11
0012018-01-01MARTIN BOSCARINO2019-05-16
0012017-01-01GLEN KAUFFMAN2018-06-25 GLEN KAUFFMAN2018-06-25
0012016-01-01GLEN KAUFFMAN2017-07-05
0012015-01-01GLEN KAUFFMAN2016-09-29
0012013-01-01SUME CHON-LEE2014-07-01
0012012-01-01SUME CHON-LEE2013-07-10

Plan Statistics for BUFFALO-NIAGARA RETINA 401(K) PLAN

401k plan membership statisitcs for BUFFALO-NIAGARA RETINA 401(K) PLAN

Measure Date Value
2024: BUFFALO-NIAGARA RETINA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2630
Total number of particpants at end of year2024-06-260
Number of Participants With Account Balances2024-06-260

Financial Data on BUFFALO-NIAGARA RETINA 401(K) PLAN

Measure Date Value
2024 : BUFFALO-NIAGARA RETINA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-263951823
Total assets as of the beginning of the plan year2024-06-263365945
Value of plan covered by a fidelity bond2024-06-261000000
Participant contributions to plan in this plan year2024-06-2691618
Value of participant loans at end of plan year2024-06-260
Other income to plan in this plan year2024-06-26362434
Plan net income in this plan year2024-06-26-3365945
Net assets as of the end of the plan year2024-06-260
Net assets as of the beginning of the plan year2024-06-263365945
Employer contributions to plan in this plan year2024-06-26131826
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-266650

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