RETINA CONSULTANT OF ORANGE COUNTY DB PLAN 401k Plan overview

RETINA CONSULTANT OF ORANGE COUNTY DB PLAN Benefits

401k Sponsoring company profile

Company Name:	RETINA CONSULTANTS OF ORANGE COUNTY
Employer identification number (EIN):	330200279
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01	RAENELE COTE	2014-10-07
002	2012-01-01	RAENELE COTE	2013-10-11
002	2011-01-01	RAENELE COTE	2012-07-31

Plan Statistics for RETINA CONSULTANT OF ORANGE COUNTY DB PLAN

Measure	Date	Value
2020: RETINA CONSULTANT OF ORANGE COUNTY DB PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,080,034
Acturial value of plan assets	2020-12-31	3,080,034
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	5,072
Active participant vested funding target	2020-12-31	2,532,520
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	2,532,520
Total participant count	2020-12-31	19
Total funding target for all participants	2020-12-31	2,537,592
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	29,451
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	29,451
Present value of excess contributions	2020-12-31	425,530
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	425,530
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	34,340
Total employer contributions	2020-12-31	0
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	0
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	192,621
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETINA CONSULTANT OF ORANGE COUNTY DB PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,705,337
Acturial value of plan assets	2019-12-31	2,705,337
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	4,594
Active participant vested funding target	2019-12-31	2,177,455
Number of active participants	2019-12-31	16
Total funding liabilities for active participants	2019-12-31	2,177,455
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	2,182,049
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	31,617
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	31,617
Present value of excess contributions	2019-12-31	297,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	297,302
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	29,451
Total employer contributions	2019-12-31	425,519
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	425,530
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	394,167
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	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	425,530
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETINA CONSULTANT OF ORANGE COUNTY DB PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,049,917
Acturial value of plan assets	2018-12-31	2,049,917
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	3,371
Active participant vested funding target	2018-12-31	2,103,607
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	2,104,034
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	2,107,405
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	29,224
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	29,224
Present value of excess contributions	2018-12-31	143,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	143,053
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	31,617
Total employer contributions	2018-12-31	400,200
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	397,174
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	85,006
Net shortfall amortization installment of oustanding balance	2018-12-31	91,065
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	99,872
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	99,872
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	397,174
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETINA CONSULTANT OF ORANGE COUNTY DB PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,010,854
Acturial value of plan assets	2017-12-31	2,010,854
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	2,562
Active participant vested funding target	2017-12-31	1,917,245
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,918,086
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	1,920,648
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	49,340
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	21,291
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	28,049
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	29,224
Total employer contributions	2017-12-31	164,500
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	164,131
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	80,146
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	21,078
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	21,078
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	164,131
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETINA CONSULTANT OF ORANGE COUNTY DB PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,575,460
Acturial value of plan assets	2016-12-31	1,575,460
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	2,397
Active participant vested funding target	2016-12-31	1,535,479
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,536,184
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,538,581
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	49,879
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	49,879
Present value of excess contributions	2016-12-31	38,729
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38,729
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	49,340
Total employer contributions	2016-12-31	291,000
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	277,535
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	289,944
Net shortfall amortization installment of oustanding balance	2016-12-31	54,596
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	300,161
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	22,626
Additional cash requirement	2016-12-31	277,535
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	277,535
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	12,409

Potentially related plans

• RETINA CONSULTANTS OF AL, PC CASH BALANCE PLAN [EIN = 631120285]
• RETINA CONSULTANTS, LTD. SAVINGS AND PROFIT SHARING PLAN [EIN = 430913832]
• RETINA CONSULTANTS, LTD, MEDICAL, LIFE, LTD, DENTAL AND VISION PLAN [EIN = 430913832]
• RETINA CONSULTANTS, LLC 401(K) PROFIT SHARING PLAN [EIN = 931152985]
• RETINA CONSULTANTS OF CAROLINA, P.A. PROFIT SHARING PLAN [EIN = 570991865]
• RETINA CONSULTANTS, P.C. 401(K) PROFIT SHARING PLAN [EIN = 060968937]
• RETINA CONSULTANTS, P.C., DEFINED CONTRIBUTION PLAN [EIN = 520957340]
• RETINA CONSULTANTS 401(K) PLAN [EIN = 260076062]
• RETINA CONSULTANTS OF DELMARVA 401(K) PROFIT SHARING PLAN [EIN = 521862392]
• RETINA CONSULTANTS OF ALABAMA, P.C. PROFIT SHARING PLAN [EIN = 631120285]
• RETINA CONSULTANTS, LTD. PROFIT SHARING PLAN [EIN = 363322419]
• RETINA CONSULTANTS OF SOUTHERN COLORADO, P.C. PROFIT-SHARING PLAN [EIN = 841145709]
• RETINA CONSULTANTS OF NASHVILLE, PLLC 401(K) RETIREMENT PLAN [EIN = 621449857]
• RETINA CONSULTANTS OF SOUTHERN COLORADO P.C. CASH BALANCE PLAN [EIN = 841145709]
• RETINA CONSULTANTS OF WESTERN NEW YORK, P.C. 401(K) PLAN [EIN = 161109189]
• RETINA CONSULTANTS OF CAROLINA, P.A. CASH BALANCE PENSION PLAN [EIN = 570991865]
• RETINA CONSULTANTS OF CENTRAL ILLINOIS, S.C. 401(K) PROFIT-SHARING PLAN [EIN = 371346217]
• RETINA CONSULTANTS OF HOUSTON, PLLC 401(K) PROFIT SHARING PLAN [EIN = 742109903]
• RETINA CONSULTANTS PA 401 K PROFIT SHARING PLAN TRUST [EIN = 751869812]
• RETINA CONSULTANTS OF SOUTHERN CALIFORNIA, INC. 401(K) PROFIT SHARING PLAN [EIN = 330926562]
• RETINA CONSULTANTS OF WORCESTER PC ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN [EIN = 042840317]
• RETINA CONSULTANTS, P.C. PROFIT SHARING PLAN [EIN = 582255742]
• RETINA CONSULTANTS, P.A., II PROFIT SHARING PLAN [EIN = 223608319]
• RETINA CONSULTANTS, LTD. 401(K) PROFIT SHARING PLAN [EIN = 450408552]
• RETINA CONSULTANTS OF HAWAII, INC. PROFIT SHARING PLAN AND TRUST [EIN = 990300258]
• RETINA CONSULTANTS OF WORCESTER PC CASH BALANCE PLAN [EIN = 042840317]
• RETINA CONSULTANTS OF WESTERN NEW YORK, P.C. CASH BALANCE PLAN [EIN = 161109189]
• RETINA CONSULTANTS PROFIT SHARING 401(K) PLAN [EIN = 550703678]
• RETINA CONSULTANTS OF SEATTLE RETIREMENT PLAN [EIN = 912062004]
• RETINA CONSULTANTS, P.A., II PENSION PLAN [EIN = 223608319]
• RETINA CONSULTANTS, P.C. DEFINED BENEFIT PENSION PLAN [EIN = 582255742]
• RETINA CONSULTANTS, INC. 401(K)PROFIT SHARING PLAN [EIN = 050380297]
• RETINA CONSULTANTS, PLLC 401(K) PLAN [EIN = 710870207]
• RETINA CONSULTANTS, PLLC RETIREMENT PLAN [EIN = 710870207]
• RETINA CONSULTANTS OF SOUTHWEST FLORIDA, P.A. EMPLOYEE PROFIT SHARING PLAN [EIN = 592086792]
• RETINA CONSULTANTS OF OKLAHOMA 401(K) PROFIT SHARING PLAN & TRUST [EIN = 273328222]
• RETINA CONSULTANTS OF WASHINGTON, PS 401K RETIREMENT SAVINGS PLAN [EIN = 200757475]
• RETINA CONSULTANTS OF COLORADO PC 401K PROFIT SHARING PLAN [EIN = 841351173]
• RETINA CONSULTANTS OF NASHVILLE, PLLC CASH BALANCE PLAN [EIN = 621449857]
• RETINA CONSULTANTS CBIN BENEFIT PLAN [EIN = 271080507]
• RETINA CONSULTANTS OF NEW MEXICO 401(K) PLAN [EIN = 852218556]
• RETINA CONSULTANTS OF HOUSTON, PLLC HEALTH & WELFARRE BENEFIT PLAN [EIN = 742109903]
• RETINA CONSULTANTS OF AMERICA 401(K) PLAN [EIN = 843983059]
• RETINA CONSULTANTS OF WESTERN NEW YORK, P.C. CASH BALANCE PENSION PLAN [EIN = 161109189]
• RETINA CONSULTANTS SAN DIEGO 401(K) SAVINGS PLAN [EIN = 953511595]
• RETINA CONSULTANTS OF DELMARVA CASH BALANCE PLAN [EIN = 521862392]
• RETINA CONSULTANTS OF WESTCHESTER PC 401(K)/PROFIT SHARING [EIN = 834205912]
• RETINA CONSULTANTS OF WESTCHESTER PC CASH BALANCE PLAN [EIN = 834205912]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping