Civic Intelligence

Retina Associates PC

Plan context: RETINA ASSOCIATES, PC CASH BALANCE PLAN

EIN 56-2043271 • Raleigh, NC • 19 filings • 4 plans

4414 Lake Boone Trail Suite 302Raleigh, NC 27607
Current Snapshot

Latest Year

2024

2024 Participants

149

2024 Assets

$44,136

2024 Contributions

$714,111

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,971,162$1,985,581$0200620142021YearValue
$44,136Latest year 2021

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

149750200620142024YearValue
149Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241149$0$0-
Retina Associates Health and Welfare Benefit Plan-149---
202210$0$0-
RETINA ASSOCIATES, PC CASH BALANCE PLAN-0$0$0-
2021126$44,136$714,111$27,466iApproximate average salary by contribution assumption: employee only about $686,645 at 4% or $457,763 at 6%; with 50% employer match about $457,763 at 4% or $305,176 at 6%; with 100% employer match about $343,323 at 4% or $228,882 at 6%.
RETINA ASSOCIATES, PC CASH BALANCE PLAN-26$44,136$714,111$27,466iApproximate average salary by contribution assumption: employee only about $686,645 at 4% or $457,763 at 6%; with 50% employer match about $457,763 at 4% or $305,176 at 6%; with 100% employer match about $343,323 at 4% or $228,882 at 6%.
2020161$2,456,768$929,664$15,240iApproximate average salary by contribution assumption: employee only about $381,010 at 4% or $254,007 at 6%; with 50% employer match about $254,007 at 4% or $169,338 at 6%; with 100% employer match about $190,505 at 4% or $127,003 at 6%.
RETINA ASSOCIATES, PC CASH BALANCE PLAN-61$2,456,768$929,664$15,240iApproximate average salary by contribution assumption: employee only about $381,010 at 4% or $254,007 at 6%; with 50% employer match about $254,007 at 4% or $169,338 at 6%; with 100% employer match about $190,505 at 4% or $127,003 at 6%.
2019149$1,290,919$602,188$12,290iApproximate average salary by contribution assumption: employee only about $307,239 at 4% or $204,826 at 6%; with 50% employer match about $204,826 at 4% or $136,551 at 6%; with 100% employer match about $153,619 at 4% or $102,413 at 6%.
RETINA ASSOCIATES, PC CASH BALANCE PLAN-49$1,290,919$602,188$12,290iApproximate average salary by contribution assumption: employee only about $307,239 at 4% or $204,826 at 6%; with 50% employer match about $204,826 at 4% or $136,551 at 6%; with 100% employer match about $153,619 at 4% or $102,413 at 6%.
2018261$3,971,162$961,457$15,762iApproximate average salary by contribution assumption: employee only about $394,040 at 4% or $262,693 at 6%; with 50% employer match about $262,693 at 4% or $175,129 at 6%; with 100% employer match about $197,020 at 4% or $131,347 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-61$3,380,232$368,167$6,036iApproximate average salary by contribution assumption: employee only about $150,888 at 4% or $100,592 at 6%; with 50% employer match about $100,592 at 4% or $67,061 at 6%; with 100% employer match about $75,444 at 4% or $50,296 at 6%.
RETINA ASSOCIATES, PC CASH BALANCE PLAN-43$590,930$593,290$13,797iApproximate average salary by contribution assumption: employee only about $344,936 at 4% or $229,957 at 6%; with 50% employer match about $229,957 at 4% or $153,305 at 6%; with 100% employer match about $172,468 at 4% or $114,979 at 6%.
2017152$3,313,210$344,596$6,627iApproximate average salary by contribution assumption: employee only about $165,671 at 4% or $110,447 at 6%; with 50% employer match about $110,447 at 4% or $73,632 at 6%; with 100% employer match about $82,836 at 4% or $55,224 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-52$3,313,210$344,596$6,627iApproximate average salary by contribution assumption: employee only about $165,671 at 4% or $110,447 at 6%; with 50% employer match about $110,447 at 4% or $73,632 at 6%; with 100% employer match about $82,836 at 4% or $55,224 at 6%.
2016143$2,582,662$435,737$10,133iApproximate average salary by contribution assumption: employee only about $253,335 at 4% or $168,890 at 6%; with 50% employer match about $168,890 at 4% or $112,594 at 6%; with 100% employer match about $126,668 at 4% or $84,445 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-43$2,582,662$435,737$10,133iApproximate average salary by contribution assumption: employee only about $253,335 at 4% or $168,890 at 6%; with 50% employer match about $168,890 at 4% or $112,594 at 6%; with 100% employer match about $126,668 at 4% or $84,445 at 6%.
2015140$2,044,029$434,905$10,873iApproximate average salary by contribution assumption: employee only about $271,816 at 4% or $181,210 at 6%; with 50% employer match about $181,210 at 4% or $120,807 at 6%; with 100% employer match about $135,908 at 4% or $90,605 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-40$2,044,029$434,905$10,873iApproximate average salary by contribution assumption: employee only about $271,816 at 4% or $181,210 at 6%; with 50% employer match about $181,210 at 4% or $120,807 at 6%; with 100% employer match about $135,908 at 4% or $90,605 at 6%.
2014136$1,731,987$323,269$8,980iApproximate average salary by contribution assumption: employee only about $224,492 at 4% or $149,662 at 6%; with 50% employer match about $149,662 at 4% or $99,774 at 6%; with 100% employer match about $112,246 at 4% or $74,831 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-36$1,731,987$323,269$8,980iApproximate average salary by contribution assumption: employee only about $224,492 at 4% or $149,662 at 6%; with 50% employer match about $149,662 at 4% or $99,774 at 6%; with 100% employer match about $112,246 at 4% or $74,831 at 6%.
2013130$1,387,479$268,193$8,940iApproximate average salary by contribution assumption: employee only about $223,494 at 4% or $148,996 at 6%; with 50% employer match about $148,996 at 4% or $99,331 at 6%; with 100% employer match about $111,747 at 4% or $74,498 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-30$1,387,479$268,193$8,940iApproximate average salary by contribution assumption: employee only about $223,494 at 4% or $148,996 at 6%; with 50% employer match about $148,996 at 4% or $99,331 at 6%; with 100% employer match about $111,747 at 4% or $74,498 at 6%.
2012122$1,060,517$131,469$5,976iApproximate average salary by contribution assumption: employee only about $149,397 at 4% or $99,598 at 6%; with 50% employer match about $99,598 at 4% or $66,398 at 6%; with 100% employer match about $74,698 at 4% or $49,799 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-22$1,060,517$131,469$5,976iApproximate average salary by contribution assumption: employee only about $149,397 at 4% or $99,598 at 6%; with 50% employer match about $99,598 at 4% or $66,398 at 6%; with 100% employer match about $74,698 at 4% or $49,799 at 6%.
2011119$817,396$111,784$5,883iApproximate average salary by contribution assumption: employee only about $147,084 at 4% or $98,056 at 6%; with 50% employer match about $98,056 at 4% or $65,371 at 6%; with 100% employer match about $73,542 at 4% or $49,028 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-19$817,396$111,784$5,883iApproximate average salary by contribution assumption: employee only about $147,084 at 4% or $98,056 at 6%; with 50% employer match about $98,056 at 4% or $65,371 at 6%; with 100% employer match about $73,542 at 4% or $49,028 at 6%.
2010114$821,352$75,890$5,421iApproximate average salary by contribution assumption: employee only about $135,518 at 4% or $90,345 at 6%; with 50% employer match about $90,345 at 4% or $60,230 at 6%; with 100% employer match about $67,759 at 4% or $45,173 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-14$821,352$75,890$5,421iApproximate average salary by contribution assumption: employee only about $135,518 at 4% or $90,345 at 6%; with 50% employer match about $90,345 at 4% or $60,230 at 6%; with 100% employer match about $67,759 at 4% or $45,173 at 6%.
2009116$688,242$94,424$5,902iApproximate average salary by contribution assumption: employee only about $147,538 at 4% or $98,358 at 6%; with 50% employer match about $98,358 at 4% or $65,572 at 6%; with 100% employer match about $73,769 at 4% or $49,179 at 6%.
RETINA ASSOCIATES, PC 401(K) PLAN-16$688,242$94,424$5,902iApproximate average salary by contribution assumption: employee only about $147,538 at 4% or $98,358 at 6%; with 50% employer match about $98,358 at 4% or $65,572 at 6%; with 100% employer match about $73,769 at 4% or $49,179 at 6%.
200819$474,765$110,382$12,265iApproximate average salary by contribution assumption: employee only about $306,617 at 4% or $204,411 at 6%; with 50% employer match about $204,411 at 4% or $136,274 at 6%; with 100% employer match about $153,308 at 4% or $102,206 at 6%.
RETINA ASSOCIATES, PC 401K PLAN-9$474,765$110,382$12,265iApproximate average salary by contribution assumption: employee only about $306,617 at 4% or $204,411 at 6%; with 50% employer match about $204,411 at 4% or $136,274 at 6%; with 100% employer match about $153,308 at 4% or $102,206 at 6%.
2007110$649,037$67,378$6,738iApproximate average salary by contribution assumption: employee only about $168,445 at 4% or $112,297 at 6%; with 50% employer match about $112,297 at 4% or $74,864 at 6%; with 100% employer match about $84,223 at 4% or $56,148 at 6%.
RETINA ASSOCIATES, PC 401K PLAN-10$649,037$67,378$6,738iApproximate average salary by contribution assumption: employee only about $168,445 at 4% or $112,297 at 6%; with 50% employer match about $112,297 at 4% or $74,864 at 6%; with 100% employer match about $84,223 at 4% or $56,148 at 6%.
2006110$523,338$453,883$45,388iApproximate average salary by contribution assumption: employee only about $1,134,708 at 4% or $756,472 at 6%; with 50% employer match about $756,472 at 4% or $504,314 at 6%; with 100% employer match about $567,354 at 4% or $378,236 at 6%.
RETINA ASSOCIATES, PC 401K PLAN-10$523,338$453,883$45,388iApproximate average salary by contribution assumption: employee only about $1,134,708 at 4% or $756,472 at 6%; with 50% employer match about $756,472 at 4% or $504,314 at 6%; with 100% employer match about $567,354 at 4% or $378,236 at 6%.