401k Plan data: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST plan

VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number	002

VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A.

Employer identification number (EIN): 480817150

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 MICHAEL VARENHORST 2021-08-09 MICHAEL VARENHORST 2021-08-09
002 2020-01-01 MICHAEL VARENHORST 2021-07-29 MICHAEL VARENHORST 2021-07-29
002 2019-01-01 MICHAEL VARENHORST 2020-07-22 MICHAEL VARENHORST 2020-07-22
002 2018-01-01 MICHAEL VARENHORST MD 2019-07-18 MICHAEL VARENHORST MD 2019-07-18
002 2017-01-01 JUDY MAREK 2018-07-19 JUDY MAREK 2018-07-19
002 2016-01-01 JUDY MAREK 2017-06-12 JUDY MAREK 2017-06-12
002 2015-01-01 MICHAEL P. VARENHORST MD 2016-07-15 MICHAEL P. VARENHORST MD 2016-07-15
002 2014-01-01 MICHAEL VARENHORST MD 2015-07-27 MICHAEL VARENHORST MD 2015-07-27
002 2013-01-01 MICHAEL P. VARENHORST, M.D. 2014-06-25 MICHAEL P. VARENHORST, M.D. 2014-06-25
002 2012-01-01 MICHAEL P. VARENHORST, M.D. 2013-09-17 MICHAEL P. VARENHORST, M.D. 2013-09-17
002 2011-01-01 MICHAEL VARENHORST 2012-06-05 MICHAEL VARENHORST 2012-06-05
002 2010-01-01 MICHAEL VARENHORST 2011-10-03 MICHAEL VARENHORST 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	MICHAEL VARENHORST	2021-08-09	MICHAEL VARENHORST	2021-08-09
002	2020-01-01	MICHAEL VARENHORST	2021-07-29	MICHAEL VARENHORST	2021-07-29
002	2019-01-01	MICHAEL VARENHORST	2020-07-22	MICHAEL VARENHORST	2020-07-22
002	2018-01-01	MICHAEL VARENHORST MD	2019-07-18	MICHAEL VARENHORST MD	2019-07-18
002	2017-01-01	JUDY MAREK	2018-07-19	JUDY MAREK	2018-07-19
002	2016-01-01	JUDY MAREK	2017-06-12	JUDY MAREK	2017-06-12
002	2015-01-01	MICHAEL P. VARENHORST MD	2016-07-15	MICHAEL P. VARENHORST MD	2016-07-15
002	2014-01-01	MICHAEL VARENHORST MD	2015-07-27	MICHAEL VARENHORST MD	2015-07-27
002	2013-01-01	MICHAEL P. VARENHORST, M.D.	2014-06-25	MICHAEL P. VARENHORST, M.D.	2014-06-25
002	2012-01-01	MICHAEL P. VARENHORST, M.D.	2013-09-17	MICHAEL P. VARENHORST, M.D.	2013-09-17
002	2011-01-01	MICHAEL VARENHORST	2012-06-05	MICHAEL VARENHORST	2012-06-05
002	2010-01-01	MICHAEL VARENHORST	2011-10-03	MICHAEL VARENHORST	2011-10-03

Plan Statistics for VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2020: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 6,652,707
Acturial value of plan assets 2020-12-31 6,652,707
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 10
Fundng target for terminated vested participants 2020-12-31 30,933
Active participant vested funding target 2020-12-31 6,764,492
Number of active participants 2020-12-31 29
Total funding liabilities for active participants 2020-12-31 6,764,492
Total participant count 2020-12-31 39
Total funding target for all participants 2020-12-31 6,795,425
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 69,324
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 43,495
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 25,829
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 30,065
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
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 172,783
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 10,569
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 10,569
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: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 6,652,707
Acturial value of plan assets 2019-12-31 6,652,707
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 10
Fundng target for terminated vested participants 2019-12-31 30,005
Active participant vested funding target 2019-12-31 6,730,157
Number of active participants 2019-12-31 30
Total funding liabilities for active participants 2019-12-31 6,730,157
Total participant count 2019-12-31 40
Total funding target for all participants 2019-12-31 6,760,162
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 441,258
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 2019-12-31 367,478
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 73,780
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 69,324
Total employer contributions 2019-12-31 0
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 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 180,162
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 44,458
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 44,458
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 5,313,980
Acturial value of plan assets 2018-12-31 5,313,980
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 9
Fundng target for terminated vested participants 2018-12-31 28,480
Active participant vested funding target 2018-12-31 5,559,056
Number of active participants 2018-12-31 30
Total funding liabilities for active participants 2018-12-31 5,559,350
Total participant count 2018-12-31 39
Total funding target for all participants 2018-12-31 5,587,830
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 525,000
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 2018-12-31 122,833
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 402,167
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 441,258
Total employer contributions 2018-12-31 413,593
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 2018-12-31 402,614
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 665,648
Net shortfall amortization installment of oustanding balance 2018-12-31 739,554
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 787,088
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 384,474
Additional cash requirement 2018-12-31 402,614
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 402,614
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 5,182,820
Acturial value of plan assets 2017-12-31 5,182,820
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 10
Fundng target for terminated vested participants 2017-12-31 29,489
Active participant vested funding target 2017-12-31 4,634,672
Number of active participants 2017-12-31 28
Total funding liabilities for active participants 2017-12-31 4,634,672
Total participant count 2017-12-31 38
Total funding target for all participants 2017-12-31 4,664,161
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 544,469
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 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 544,469
Present value of excess contributions 2017-12-31 143,476
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 143,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 143,476
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 189,243
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 525,000
Total employer contributions 2017-12-31 479,768
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 2017-12-31 477,051
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 599,948
Net shortfall amortization installment of oustanding balance 2017-12-31 36,476
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 605,938
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 128,887
Additional cash requirement 2017-12-31 477,051
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 477,051
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 4,048,231
Acturial value of plan assets 2016-12-31 4,048,231
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 7
Fundng target for terminated vested participants 2016-12-31 20,391
Active participant vested funding target 2016-12-31 3,829,318
Number of active participants 2016-12-31 28
Total funding liabilities for active participants 2016-12-31 3,829,318
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 3,849,709
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 374,251
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 2016-12-31 374,251
Present value of excess contributions 2016-12-31 176,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 176,655
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 176,655
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 2016-12-31 544,469
Total employer contributions 2016-12-31 664,745
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 2016-12-31 670,679
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 527,203
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 527,203
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 0
Additional cash requirement 2016-12-31 527,203
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 670,679
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2020: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	6,652,707
Acturial value of plan assets	2020-12-31	6,652,707
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	10
Fundng target for terminated vested participants	2020-12-31	30,933
Active participant vested funding target	2020-12-31	6,764,492
Number of active participants	2020-12-31	29
Total funding liabilities for active participants	2020-12-31	6,764,492
Total participant count	2020-12-31	39
Total funding target for all participants	2020-12-31	6,795,425
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	69,324
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	43,495
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	25,829
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	30,065
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
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	172,783
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	10,569
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	10,569
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: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	6,652,707
Acturial value of plan assets	2019-12-31	6,652,707
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	10
Fundng target for terminated vested participants	2019-12-31	30,005
Active participant vested funding target	2019-12-31	6,730,157
Number of active participants	2019-12-31	30
Total funding liabilities for active participants	2019-12-31	6,730,157
Total participant count	2019-12-31	40
Total funding target for all participants	2019-12-31	6,760,162
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	441,258
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	367,478
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	73,780
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	69,324
Total employer contributions	2019-12-31	0
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	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	180,162
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	44,458
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	44,458
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	5,313,980
Acturial value of plan assets	2018-12-31	5,313,980
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	9
Fundng target for terminated vested participants	2018-12-31	28,480
Active participant vested funding target	2018-12-31	5,559,056
Number of active participants	2018-12-31	30
Total funding liabilities for active participants	2018-12-31	5,559,350
Total participant count	2018-12-31	39
Total funding target for all participants	2018-12-31	5,587,830
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	525,000
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	122,833
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	402,167
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	441,258
Total employer contributions	2018-12-31	413,593
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	402,614
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	665,648
Net shortfall amortization installment of oustanding balance	2018-12-31	739,554
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	787,088
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	384,474
Additional cash requirement	2018-12-31	402,614
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	402,614
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	5,182,820
Acturial value of plan assets	2017-12-31	5,182,820
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	10
Fundng target for terminated vested participants	2017-12-31	29,489
Active participant vested funding target	2017-12-31	4,634,672
Number of active participants	2017-12-31	28
Total funding liabilities for active participants	2017-12-31	4,634,672
Total participant count	2017-12-31	38
Total funding target for all participants	2017-12-31	4,664,161
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	544,469
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	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	544,469
Present value of excess contributions	2017-12-31	143,476
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	143,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	143,476
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	189,243
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	525,000
Total employer contributions	2017-12-31	479,768
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	477,051
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	599,948
Net shortfall amortization installment of oustanding balance	2017-12-31	36,476
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	605,938
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	128,887
Additional cash requirement	2017-12-31	477,051
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	477,051
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	4,048,231
Acturial value of plan assets	2016-12-31	4,048,231
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	7
Fundng target for terminated vested participants	2016-12-31	20,391
Active participant vested funding target	2016-12-31	3,829,318
Number of active participants	2016-12-31	28
Total funding liabilities for active participants	2016-12-31	3,829,318
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	3,849,709
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	374,251
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	374,251
Present value of excess contributions	2016-12-31	176,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	176,655
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	176,655
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	544,469
Total employer contributions	2016-12-31	664,745
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	670,679
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	527,203
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	527,203
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	0
Additional cash requirement	2016-12-31	527,203
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	670,679
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	VITREO-RETINAL CONSULTANTS AND SURGEONS, P.A.
Employer identification number (EIN):	480817150
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)