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THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameTHE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN
Plan identification number 002

THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • 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).

401k Sponsoring company profile

JOHN R. KINGSLEY, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN R. KINGSLEY, M.D., P.C.
Employer identification number (EIN):010640132
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01ZEKE ELDRIDGE2018-10-08 ZEKE ELDRIDGE2018-10-08
0022017-01-01ZEKE ELDRIDGE2018-10-08 ZEKE ELDRIDGE2018-10-08
0022016-01-01ZEKE ELDRIDGE2017-10-09 ZEKE ELDRIDGE2017-10-09
0022015-01-01ZEKE ELDRIDGE2016-10-12 ZEKE ELDRIDGE2016-10-12
0022014-01-01ZEKE ELDRIDGE2015-10-09 ZEKE ELDRIDGE2015-10-09
0022013-01-01ZEKE ELDRIDGE2014-10-07
0022012-01-01ZEKE ELDRIDGE2013-08-06
0022011-01-01ZEKE ELDRIDGE

Plan Statistics for THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN

Measure Date Value
2011: THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0113
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN

Measure Date Value
2011 : THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$288,405
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$288,405
Total plan assets at beginning of year2011-12-31$0
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$0
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$288,405
Net plan assets at end of year (total assets less liabilities)2011-12-31$288,405
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$288,405
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN

2011: THE JOHN R. KINGSLEY, M.D., P.C. CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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