401k Plan data: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN plan

MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 401k Plan overview

Plan Name	MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN
Plan identification number	002

MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

MIDWEST RETINA CONSULTANTS, S.C. has sponsored the creation of one or more 401k plans.

Company Name: MIDWEST RETINA CONSULTANTS, S.C.

Employer identification number (EIN): 363318169

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 DAN ALTER
002 2022-01-01
002 2022-01-01 DAN ALTER
002 2021-01-01
002 2021-01-01 GEORGE WYHINNY
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DAN ALTER
002 2016-01-01 DAN ALTER
002 2015-01-01 DAN ALTER
002 2014-01-01 DAN ALTER
002 2013-01-01 DAN ALTER
002 2012-01-01 DAN ALTER
002 2011-01-01 DAN ALTER
002 2009-01-01 DAN ALTER

Plan Statistics for MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN

401k plan membership statisitcs for MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN

Measure Date Value
2025: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-10 45
Total number of particpants at end of year 2025-10-10 48
Number of Participants With Account Balances 2025-10-10 46
2023: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 40
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 40
Number of participants with account balances 2023-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 8
2022: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 44
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 44
Number of participants with account balances 2022-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 33
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 40
Number of participants with account balances 2021-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 39
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 39
Number of participants with account balances 2020-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 36
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 36
Number of participants with account balances 2019-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 33
Number of participants with account balances 2018-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 34
Number of participants with account balances 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 32
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 30
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 26
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 26
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 24
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 22
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2025: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-10	45
Total number of particpants at end of year	2025-10-10	48
Number of Participants With Account Balances	2025-10-10	46
2023: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	40
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	40
Number of participants with account balances	2023-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	8
2022: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	44
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	44
Number of participants with account balances	2022-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	33
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	40
Number of participants with account balances	2021-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	39
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	39
Number of participants with account balances	2020-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	36
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	36
Number of participants with account balances	2019-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	33
Number of participants with account balances	2018-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	34
Number of participants with account balances	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	32
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	30
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	26
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	26
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	24
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	22
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN

Measure	Date	Value
2025 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-10	2694682
Total expenses incurred by plan in this plan year	2025-10-10	345414
Net assets as of the end of the plan year	2025-10-10	5377670
Total assets as of the beginning of the plan year	2025-10-10	2110595
Value of plan covered by a fidelity bond	2025-10-10	500000
Other income to plan in this plan year	2025-10-10	541563
Plan net income in this plan year	2025-10-10	572393
Net assets as of the end of the plan year	2025-10-10	5377670
Net assets as of the beginning of the plan year	2025-10-10	2110595
Employer contributions to plan in this plan year	2025-10-10	376244
2023 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$520,684
Expenses. Total of all expenses incurred	2023-12-31	$1,341,118
Benefits paid (including direct rollovers)	2023-12-31	$1,341,118
Total plan assets at end of year	2023-12-31	$2,110,595
Total plan assets at beginning of year	2023-12-31	$2,931,029
Other income received	2023-12-31	$376,868
Net income (gross income less expenses)	2023-12-31	$-820,434
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,110,595
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,931,029
Total contributions received or receivable from employer(s)	2023-12-31	$143,816
2022 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-369,232
Expenses. Total of all expenses incurred	2022-12-31	$142,706
Benefits paid (including direct rollovers)	2022-12-31	$142,706
Total plan assets at end of year	2022-12-31	$2,931,029
Total plan assets at beginning of year	2022-12-31	$3,442,967
Other income received	2022-12-31	$-534,305
Net income (gross income less expenses)	2022-12-31	$-511,938
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,931,029
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,442,967
Total contributions received or receivable from employer(s)	2022-12-31	$165,073
2021 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$618,067
Expenses. Total of all expenses incurred	2021-12-31	$281,798
Benefits paid (including direct rollovers)	2021-12-31	$281,798
Total plan assets at end of year	2021-12-31	$3,442,967
Total plan assets at beginning of year	2021-12-31	$3,106,698
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$464,519
Net income (gross income less expenses)	2021-12-31	$336,269
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,442,967
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,106,698
Total contributions received or receivable from employer(s)	2021-12-31	$153,548
2020 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$569,565
Expenses. Total of all expenses incurred	2020-12-31	$82,537
Benefits paid (including direct rollovers)	2020-12-31	$82,537
Total plan assets at end of year	2020-12-31	$3,106,698
Total plan assets at beginning of year	2020-12-31	$2,619,670
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$425,188
Net income (gross income less expenses)	2020-12-31	$487,028
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,106,698
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,619,670
Total contributions received or receivable from employer(s)	2020-12-31	$144,377
2019 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$571,309
Total plan assets at end of year	2019-12-31	$2,619,670
Total plan assets at beginning of year	2019-12-31	$2,048,361
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$439,277
Net income (gross income less expenses)	2019-12-31	$571,309
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,619,670
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,048,361
Total contributions received or receivable from employer(s)	2019-12-31	$132,032
2018 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$39,700
Expenses. Total of all expenses incurred	2018-12-31	$63,367
Benefits paid (including direct rollovers)	2018-12-31	$63,367
Total plan assets at end of year	2018-12-31	$2,048,361
Total plan assets at beginning of year	2018-12-31	$2,072,028
Other income received	2018-12-31	$-92,720
Net income (gross income less expenses)	2018-12-31	$-23,667
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,048,361
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,072,028
Total contributions received or receivable from employer(s)	2018-12-31	$132,420
2017 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$412,727
Total plan assets at end of year	2017-12-31	$2,072,028
Total plan assets at beginning of year	2017-12-31	$1,659,301
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$278,715
Net income (gross income less expenses)	2017-12-31	$412,727
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,072,028
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,659,301
Total contributions received or receivable from employer(s)	2017-12-31	$134,012
2016 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-41,620
Total income from all sources	2016-12-31	$253,369
Total plan assets at end of year	2016-12-31	$1,659,301
Total plan assets at beginning of year	2016-12-31	$1,447,552
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$124,815
Net income (gross income less expenses)	2016-12-31	$253,369
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,659,301
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,447,552
Total contributions received or receivable from employer(s)	2016-12-31	$128,554
2015 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$124,974
Expenses. Total of all expenses incurred	2015-12-31	$36,151
Benefits paid (including direct rollovers)	2015-12-31	$36,151
Total plan assets at end of year	2015-12-31	$1,447,552
Total plan assets at beginning of year	2015-12-31	$1,358,729
Value of fidelity bond covering the plan	2015-12-31	$400,000
Other income received	2015-12-31	$-24,174
Net income (gross income less expenses)	2015-12-31	$88,823
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,447,552
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,358,729
Total contributions received or receivable from employer(s)	2015-12-31	$149,148
2014 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$231,224
Expenses. Total of all expenses incurred	2014-12-31	$149,631
Benefits paid (including direct rollovers)	2014-12-31	$149,631
Total plan assets at end of year	2014-12-31	$1,358,729
Total plan assets at beginning of year	2014-12-31	$1,277,136
Value of fidelity bond covering the plan	2014-12-31	$350,000
Other income received	2014-12-31	$98,998
Net income (gross income less expenses)	2014-12-31	$81,593
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,358,729
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,277,136
Total contributions received or receivable from employer(s)	2014-12-31	$132,226
2013 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$257,714
Total plan assets at end of year	2013-12-31	$1,277,136
Total plan assets at beginning of year	2013-12-31	$1,019,422
Value of fidelity bond covering the plan	2013-12-31	$300,000
Other income received	2013-12-31	$144,368
Net income (gross income less expenses)	2013-12-31	$257,714
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,277,136
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,019,422
Total contributions received or receivable from employer(s)	2013-12-31	$113,346
2012 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$208,698
Expenses. Total of all expenses incurred	2012-12-31	$86,866
Benefits paid (including direct rollovers)	2012-12-31	$86,866
Total plan assets at end of year	2012-12-31	$1,019,422
Total plan assets at beginning of year	2012-12-31	$897,590
Other income received	2012-12-31	$109,559
Net income (gross income less expenses)	2012-12-31	$121,832
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,019,422
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$897,590
Total contributions received or receivable from employer(s)	2012-12-31	$99,139
2011 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$84,331
Expenses. Total of all expenses incurred	2011-12-31	$13,231
Benefits paid (including direct rollovers)	2011-12-31	$13,231
Total plan assets at end of year	2011-12-31	$897,590
Total plan assets at beginning of year	2011-12-31	$826,490
Value of fidelity bond covering the plan	2011-12-31	$200,000
Other income received	2011-12-31	$-2,605
Net income (gross income less expenses)	2011-12-31	$71,100
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$897,590
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$826,490
Total contributions received or receivable from employer(s)	2011-12-31	$86,936
2010 : MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$167,093
Expenses. Total of all expenses incurred	2010-12-31	$5,985
Benefits paid (including direct rollovers)	2010-12-31	$5,985
Total plan assets at end of year	2010-12-31	$826,490
Total plan assets at beginning of year	2010-12-31	$665,382
Value of fidelity bond covering the plan	2010-12-31	$200,000
Other income received	2010-12-31	$93,487
Net income (gross income less expenses)	2010-12-31	$161,108
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$826,490
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$665,382
Total contributions received or receivable from employer(s)	2010-12-31	$73,606

Form 5500 Responses for MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN

2023: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MW RETINA CONSULTANTS, SC EMPLOYEES P/S PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MIDWEST RETINA CONSULTANTS, S.C.
Employer identification number (EIN):	363318169
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
002	2023-01-01
002	2023-01-01	DAN ALTER
002	2022-01-01
002	2022-01-01	DAN ALTER
002	2021-01-01
002	2021-01-01	GEORGE WYHINNY
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DAN ALTER
002	2016-01-01	DAN ALTER
002	2015-01-01	DAN ALTER
002	2014-01-01	DAN ALTER
002	2013-01-01	DAN ALTER
002	2012-01-01	DAN ALTER
002	2011-01-01	DAN ALTER
002	2009-01-01	DAN ALTER