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MIDWEST RETINA, INC. 401(K) PLAN 401k Plan overview

Plan NameMIDWEST RETINA, INC. 401(K) PLAN
Plan identification number 001

MIDWEST RETINA, INC. 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MIDWEST RETINA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST RETINA, INC.
Employer identification number (EIN):311116017
NAIC Classification:621320
NAIC Description:Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST RETINA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOUIS J CHORICH III MD2024-09-26
0012022-01-01LOUIS J CHORICH III MD2023-10-10
0012021-01-01LOUIS J CHORICH III MD2022-10-06
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LOUIS J. CHORICH, III, M.D.
0012016-01-01LOUIS J. CHORICH, III, M.D.
0012015-01-01MARK LOMEO, M.D.
0012014-01-01MARK LOMEO, M.D.
0012013-01-01MARK LOMEO MARK LOMEO2014-04-10
0012012-01-01MARK LOMEO MARK LOMEO2013-04-26
0012011-01-01MARK LOMEO MARK LOMEO2012-06-29
0012010-01-01MARK D. LOMEO MARK D. LOMEO2011-10-02
0012009-01-01MARK D LOMEO
0012009-01-01

Financial Data on MIDWEST RETINA, INC. 401(K) PLAN

Measure Date Value
2025 : MIDWEST RETINA, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-06789431
Net assets as of the end of the plan year2025-10-0614703184
Total assets as of the beginning of the plan year2025-10-0612392504
Value of plan covered by a fidelity bond2025-10-06500000
Participant contributions to plan in this plan year2025-10-06377003
Other income to plan in this plan year2025-10-062135319
Plan net income in this plan year2025-10-062310680
Net assets as of the end of the plan year2025-10-0614703184
Net assets as of the beginning of the plan year2025-10-0612392504
Value of contributions failed to transmitted timely2025-10-0642011
Employer contributions to plan in this plan year2025-10-06587789
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0655911
2024 : MIDWEST RETINA, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-261954262
Net assets as of the end of the plan year2024-09-2612392504
Total assets as of the beginning of the plan year2024-09-2611359409
Value of plan covered by a fidelity bond2024-09-26500000
Participant contributions to plan in this plan year2024-09-26343160
Other contributions to plan in this plan year2024-09-2619074
Other income to plan in this plan year2024-09-262095044
Plan net income in this plan year2024-09-261033095
Net assets as of the end of the plan year2024-09-2612392504
Net assets as of the beginning of the plan year2024-09-2611359409
Value of contributions failed to transmitted timely2024-09-2632059
Employer contributions to plan in this plan year2024-09-26530079
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2647084
2017 : MIDWEST RETINA, INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,906,631
Expenses. Total of all expenses incurred2017-12-31$1,032,045
Benefits paid (including direct rollovers)2017-12-31$1,006,326
Total plan assets at end of year2017-12-31$7,829,589
Total plan assets at beginning of year2017-12-31$6,955,003
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$219,141
Other income received2017-12-31$1,239,726
Net income (gross income less expenses)2017-12-31$874,586
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,829,589
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,955,003
Total contributions received or receivable from employer(s)2017-12-31$447,764
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25,719
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MIDWEST RETINA, INC. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,096,272
Expenses. Total of all expenses incurred2016-12-31$649,401
Benefits paid (including direct rollovers)2016-12-31$619,107
Total plan assets at end of year2016-12-31$6,955,003
Total plan assets at beginning of year2016-12-31$6,508,132
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$213,574
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$2,249
Other income received2016-12-31$474,375
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$446,871
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,955,003
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,508,132
Assets. Value of participant loans2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$406,074
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$30,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MIDWEST RETINA, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$476,563
Expenses. Total of all expenses incurred2015-12-31$602,783
Benefits paid (including direct rollovers)2015-12-31$567,462
Total plan assets at end of year2015-12-31$6,508,132
Total plan assets at beginning of year2015-12-31$6,634,352
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$197,955
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$5,201
Other income received2015-12-31$-102,854
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-126,220
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,508,132
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,634,352
Assets. Value of participant loans2015-12-31$12,801
Total contributions received or receivable from employer(s)2015-12-31$376,261
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$35,321
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MIDWEST RETINA, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,611,717
Expenses. Total of all expenses incurred2014-12-31$2,632,443
Benefits paid (including direct rollovers)2014-12-31$2,608,320
Total plan assets at end of year2014-12-31$6,634,352
Total plan assets at beginning of year2014-12-31$7,655,078
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$193,693
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$549,878
Other income received2014-12-31$495,022
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,020,726
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,634,352
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,655,078
Assets. Value of participant loans2014-12-31$23,715
Total contributions received or receivable from employer(s)2014-12-31$373,124
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$24,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MIDWEST RETINA, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,540,144
Expenses. Total of all expenses incurred2013-12-31$214,314
Benefits paid (including direct rollovers)2013-12-31$193,980
Total plan assets at end of year2013-12-31$7,655,078
Total plan assets at beginning of year2013-12-31$6,329,248
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$159,229
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,092,833
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,325,830
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,655,078
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,329,248
Assets. Value of participant loans2013-12-31$34,165
Total contributions received or receivable from employer(s)2013-12-31$288,082
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$20,334
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MIDWEST RETINA, INC. 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,075,498
Expenses. Total of all expenses incurred2012-12-31$376,050
Benefits paid (including direct rollovers)2012-12-31$349,513
Total plan assets at end of year2012-12-31$6,329,248
Total plan assets at beginning of year2012-12-31$5,629,800
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$172,321
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$97,380
Other income received2012-12-31$526,502
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$699,448
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,329,248
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,629,800
Assets. Value of participant loans2012-12-31$45,314
Total contributions received or receivable from employer(s)2012-12-31$279,295
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$26,537
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : MIDWEST RETINA, INC. 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$432,115
Expenses. Total of all expenses incurred2011-12-31$130,223
Benefits paid (including direct rollovers)2011-12-31$112,672
Total plan assets at end of year2011-12-31$5,629,800
Total plan assets at beginning of year2011-12-31$5,327,908
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$165,829
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$72,662
Other income received2011-12-31$-89,734
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$301,892
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,629,800
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,327,908
Assets. Value of participant loans2011-12-31$58,302
Total contributions received or receivable from employer(s)2011-12-31$283,358
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$17,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MIDWEST RETINA, INC. 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$960,969
Expenses. Total of all expenses incurred2010-12-31$2,011,588
Benefits paid (including direct rollovers)2010-12-31$2,000,011
Total plan assets at end of year2010-12-31$5,327,908
Total plan assets at beginning of year2010-12-31$6,378,527
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$161,901
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$9,822
Other income received2010-12-31$514,098
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-1,050,619
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,327,908
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$6,378,527
Assets. Value of participant loans2010-12-31$8,171
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$40,283
Total contributions received or receivable from employer(s)2010-12-31$275,148
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,577
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for MIDWEST RETINA, INC. 401(K) PLAN

2017: MIDWEST RETINA, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST RETINA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST RETINA, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST RETINA, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST RETINA, INC. 401(K) 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST RETINA, INC. 401(K) 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST RETINA, INC. 401(K) 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MIDWEST RETINA, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST RETINA, INC. 401(K) 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number021950
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number021950
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number021950
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number021950
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number021950
Policy instance 1

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