401k Plan data: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN plan

KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 401k Plan overview

Plan Name	KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN
Plan identification number	003

KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 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).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

KEITH JORGENSEN, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: KEITH JORGENSEN, M.D., P.A.

Employer identification number (EIN): 020404462

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 KEITH JORGENSEN 2023-10-16
003 2021-01-01 KEITH JORGENSEN 2022-10-17
003 2020-01-01 KEITH JORGENSEN 2021-10-07
003 2019-01-01 KEITH JORGENSEN 2020-09-30
003 2018-01-01 KEITH JORGENSEN 2019-10-06
003 2017-01-01 KEITH JORGENSEN 2018-10-06
003 2016-01-01 KEITH JORGENSEN 2017-10-12
003 2015-01-01 KEITH JORGENSEN 2016-10-13
003 2014-01-01 KEITH JORGENSEN 2015-10-07
003 2013-01-01 KEITH JORGENSEN 2014-10-15
003 2012-01-01 KEITH JORGENSEN 2013-10-14
003 2011-01-01 KEITH JORGENSEN 2012-10-09
003 2010-01-01 KEITH JORGENSEN 2011-09-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	KEITH JORGENSEN	2023-10-16
003	2021-01-01	KEITH JORGENSEN	2022-10-17
003	2020-01-01	KEITH JORGENSEN	2021-10-07
003	2019-01-01	KEITH JORGENSEN	2020-09-30
003	2018-01-01	KEITH JORGENSEN	2019-10-06
003	2017-01-01	KEITH JORGENSEN	2018-10-06
003	2016-01-01	KEITH JORGENSEN	2017-10-12
003	2015-01-01	KEITH JORGENSEN	2016-10-13
003	2014-01-01	KEITH JORGENSEN	2015-10-07
003	2013-01-01	KEITH JORGENSEN	2014-10-15
003	2012-01-01	KEITH JORGENSEN	2013-10-14
003	2011-01-01	KEITH JORGENSEN	2012-10-09
003	2010-01-01	KEITH JORGENSEN	2011-09-06

Plan Statistics for KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN

401k plan membership statisitcs for KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN

Measure Date Value
2022: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,937,626
Acturial value of plan assets 2022-12-31 1,937,626
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,526,035
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 1,526,035
Total participant count 2022-12-31 1
Total funding target for all participants 2022-12-31 1,526,035
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 10,692
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 6,414
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 4,278
Present value of excess contributions 2022-12-31 746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 781
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 5,474
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 6,100
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,786,811
Acturial value of plan assets 2021-12-31 1,786,811
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,792,490
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 1,792,490
Total participant count 2021-12-31 1
Total funding target for all participants 2021-12-31 1,792,490
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 25,531
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 15,395
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 10,136
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 10,692
Total employer contributions 2021-12-31 801
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 746
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 4,927
Net shortfall amortization installment of oustanding balance 2021-12-31 15,944
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 6,414
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 6,414
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 746
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,704,320
Acturial value of plan assets 2020-12-31 1,704,320
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,732,056
Number of active participants 2020-12-31 14
Total funding liabilities for active participants 2020-12-31 1,732,056
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 1,732,056
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 85,679
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 63,089
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 22,590
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 25,531
Total employer contributions 2020-12-31 1,808
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 1,656
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 4,708
Net shortfall amortization installment of oustanding balance 2020-12-31 53,267
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 17,051
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 15,395
Additional cash requirement 2020-12-31 1,656
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,656
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,463,781
Acturial value of plan assets 2019-12-31 1,463,781
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,569,581
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 1,569,581
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 1,569,581
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 1,226
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,226
Present value of excess contributions 2019-12-31 81,316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 84,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 84,504
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 85,679
Total employer contributions 2019-12-31 85,966
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 80,785
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 2019-12-31 112,761
Net shortfall amortization installment of oustanding balance 2019-12-31 191,479
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 143,874
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 63,089
Additional cash requirement 2019-12-31 80,785
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 80,785
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,495,319
Acturial value of plan assets 2018-12-31 1,495,319
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,391,883
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 1,391,883
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 1,391,883
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 55,497
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 54,418
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,079
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 1,226
Total employer contributions 2018-12-31 95,220
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 88,906
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 2018-12-31 109,800
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 7,590
Additional cash requirement 2018-12-31 7,590
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 88,906
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,207,847
Acturial value of plan assets 2017-12-31 1,207,847
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,238,972
Number of active participants 2017-12-31 14
Total funding liabilities for active participants 2017-12-31 1,238,972
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 1,238,972
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 45,530
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 45,530
Present value of excess contributions 2017-12-31 7,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 7,941
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 7,941
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 55,497
Total employer contributions 2017-12-31 75,220
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 66,418
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 2017-12-31 106,078
Net shortfall amortization installment of oustanding balance 2017-12-31 86,622
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 120,836
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 54,418
Additional cash requirement 2017-12-31 66,418
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 66,418
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,115,090
Acturial value of plan assets 2016-12-31 1,115,090
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,075,664
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 1,075,664
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,075,664
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 108,736
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 63,433
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 45,303
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 45,530
Total employer contributions 2016-12-31 124,625
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 2016-12-31 111,890
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 2016-12-31 102,926
Net shortfall amortization installment of oustanding balance 2016-12-31 6,104
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 104,286
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 2016-12-31 104,286
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 111,890
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
2022: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,937,626
Acturial value of plan assets	2022-12-31	1,937,626
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,526,035
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	1,526,035
Total participant count	2022-12-31	1
Total funding target for all participants	2022-12-31	1,526,035
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	10,692
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	6,414
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	4,278
Present value of excess contributions	2022-12-31	746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	781
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	5,474
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	6,100
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,786,811
Acturial value of plan assets	2021-12-31	1,786,811
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,792,490
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	1,792,490
Total participant count	2021-12-31	1
Total funding target for all participants	2021-12-31	1,792,490
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	25,531
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	15,395
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	10,136
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	10,692
Total employer contributions	2021-12-31	801
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	746
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	4,927
Net shortfall amortization installment of oustanding balance	2021-12-31	15,944
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	6,414
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	6,414
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	746
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,704,320
Acturial value of plan assets	2020-12-31	1,704,320
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,732,056
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	1,732,056
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	1,732,056
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	85,679
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	63,089
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	22,590
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	25,531
Total employer contributions	2020-12-31	1,808
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	1,656
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	4,708
Net shortfall amortization installment of oustanding balance	2020-12-31	53,267
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	17,051
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	15,395
Additional cash requirement	2020-12-31	1,656
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,656
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,463,781
Acturial value of plan assets	2019-12-31	1,463,781
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,569,581
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	1,569,581
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	1,569,581
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	1,226
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,226
Present value of excess contributions	2019-12-31	81,316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	84,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	84,504
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	85,679
Total employer contributions	2019-12-31	85,966
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	80,785
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	112,761
Net shortfall amortization installment of oustanding balance	2019-12-31	191,479
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	143,874
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	63,089
Additional cash requirement	2019-12-31	80,785
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	80,785
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,495,319
Acturial value of plan assets	2018-12-31	1,495,319
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,391,883
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	1,391,883
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	1,391,883
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	55,497
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	54,418
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,079
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	1,226
Total employer contributions	2018-12-31	95,220
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	88,906
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	109,800
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	7,590
Additional cash requirement	2018-12-31	7,590
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	88,906
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,207,847
Acturial value of plan assets	2017-12-31	1,207,847
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,238,972
Number of active participants	2017-12-31	14
Total funding liabilities for active participants	2017-12-31	1,238,972
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	1,238,972
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	45,530
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	45,530
Present value of excess contributions	2017-12-31	7,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	7,941
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	7,941
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	55,497
Total employer contributions	2017-12-31	75,220
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	66,418
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	106,078
Net shortfall amortization installment of oustanding balance	2017-12-31	86,622
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	120,836
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	54,418
Additional cash requirement	2017-12-31	66,418
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	66,418
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KEITH D. JORGENSEN, M.D., P.A. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,115,090
Acturial value of plan assets	2016-12-31	1,115,090
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,075,664
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	1,075,664
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,075,664
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	108,736
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	63,433
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	45,303
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	45,530
Total employer contributions	2016-12-31	124,625
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	111,890
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	102,926
Net shortfall amortization installment of oustanding balance	2016-12-31	6,104
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	104,286
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	104,286
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	111,890
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

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

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	KEITH JORGENSEN, M.D., P.A.
Employer identification number (EIN):	020404462
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)