DANIEL RICHMAN, MD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL RICHMAN, MD CASH BALANCE PLAN
Measure | Date | Value |
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2021: DANIEL RICHMAN, MD CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-09-30 | 3,102,721 |
Acturial value of plan assets | 2021-09-30 | 3,102,721 |
Funding target for retired participants and beneficiaries receiving payment | 2021-09-30 | 0 |
Number of terminated vested participants | 2021-09-30 | 1 |
Fundng target for terminated vested participants | 2021-09-30 | 36,163 |
Active participant vested funding target | 2021-09-30 | 2,752,758 |
Number of active participants | 2021-09-30 | 4 |
Total funding liabilities for active participants | 2021-09-30 | 2,752,758 |
Total participant count | 2021-09-30 | 5 |
Total funding target for all participants | 2021-09-30 | 2,788,921 |
Balance at beginning of prior year after applicable adjustments | 2021-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-09-30 | 90,537 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-09-30 | 89,938 |
Amount remaining of carryover balance | 2021-09-30 | 0 |
Amount remaining of prefunding balance | 2021-09-30 | 599 |
Present value of excess contributions | 2021-09-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-09-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-09-30 | 0 |
Balance of carryovers at beginning of current year | 2021-09-30 | 0 |
Balance of prefunding at beginning of current year | 2021-09-30 | 640 |
Total employer contributions | 2021-09-30 | 9,807 |
Total employee contributions | 2021-09-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-09-30 | 9,735 |
Liquidity shortfalls end of Q1 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2021-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2021-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2021-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-09-30 | 154,917 |
Net shortfall amortization installment of oustanding balance | 2021-09-30 | 0 |
Waiver amortization installment | 2021-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-09-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-09-30 | 0 |
Additional cash requirement | 2021-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-09-30 | 9,735 |
Unpaid minimum required contributions for current year | 2021-09-30 | 0 |
Unpaid minimum required contributions for all years | 2021-09-30 | 0 |
2020: DANIEL RICHMAN, MD CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 2,714,725 |
Acturial value of plan assets | 2020-12-31 | 2,714,725 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 2 |
Fundng target for terminated vested participants | 2020-12-31 | 56,376 |
Active participant vested funding target | 2020-12-31 | 2,492,634 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 2,492,634 |
Total participant count | 2020-12-31 | 5 |
Total funding target for all participants | 2020-12-31 | 2,549,010 |
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 | 159,863 |
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 | 88,095 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 71,768 |
Present value of excess contributions | 2020-12-31 | 5,505 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,506 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 5,506 |
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 | 90,537 |
Total employer contributions | 2020-12-31 | 97,600 |
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 | 95,053 |
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 | 260,140 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 189,263 |
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 | 94,210 |
Additional cash requirement | 2020-12-31 | 95,053 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 95,053 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: DANIEL RICHMAN, MD CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 2,391,631 |
Acturial value of plan assets | 2019-12-31 | 2,391,631 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 33,651 |
Active participant vested funding target | 2019-12-31 | 2,169,835 |
Number of active participants | 2019-12-31 | 4 |
Total funding liabilities for active participants | 2019-12-31 | 2,169,835 |
Total participant count | 2019-12-31 | 5 |
Total funding target for all participants | 2019-12-31 | 2,203,486 |
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 | 214,840 |
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 | 38,818 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 176,022 |
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 | 159,863 |
Total employer contributions | 2019-12-31 | 175,205 |
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 | 165,379 |
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 | 273,530 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 251,307 |
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 | 85,928 |
Additional cash requirement | 2019-12-31 | 165,379 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 165,379 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: DANIEL RICHMAN, MD CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,722,158 |
Acturial value of plan assets | 2018-12-31 | 1,722,158 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 21,586 |
Active participant vested funding target | 2018-12-31 | 1,806,380 |
Number of active participants | 2018-12-31 | 4 |
Total funding liabilities for active participants | 2018-12-31 | 1,806,380 |
Total participant count | 2018-12-31 | 5 |
Total funding target for all participants | 2018-12-31 | 1,827,966 |
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 | 235,814 |
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 | 40,718 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 195,096 |
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 | 214,840 |
Total employer contributions | 2018-12-31 | 325,000 |
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 | 305,699 |
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 | 283,627 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 329,153 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 346,054 |
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 | 40,355 |
Additional cash requirement | 2018-12-31 | 305,699 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 305,699 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: DANIEL RICHMAN, MD CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,606,779 |
Acturial value of plan assets | 2017-12-31 | 1,606,779 |
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 | 1,462,420 |
Number of active participants | 2017-12-31 | 5 |
Total funding liabilities for active participants | 2017-12-31 | 1,462,420 |
Total participant count | 2017-12-31 | 5 |
Total funding target for all participants | 2017-12-31 | 1,462,420 |
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 | 171,171 |
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 | 171,171 |
Present value of excess contributions | 2017-12-31 | 49,151 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 49,159 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 49,159 |
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 | 235,814 |
Total employer contributions | 2017-12-31 | 272,696 |
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 | 260,191 |
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 | 280,427 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 101,284 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 302,606 |
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 | 42,415 |
Additional cash requirement | 2017-12-31 | 260,191 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 260,191 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: DANIEL RICHMAN, MD CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,328,278 |
Acturial value of plan assets | 2016-12-31 | 1,328,278 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 44,018 |
Active participant vested funding target | 2016-12-31 | 1,188,131 |
Number of active participants | 2016-12-31 | 5 |
Total funding liabilities for active participants | 2016-12-31 | 1,188,131 |
Total participant count | 2016-12-31 | 7 |
Total funding target for all participants | 2016-12-31 | 1,232,149 |
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 | 123,071 |
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 | 123,071 |
Present value of excess contributions | 2016-12-31 | 55,032 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 55,041 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 55,041 |
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 | 171,171 |
Total employer contributions | 2016-12-31 | 200,000 |
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 | 187,735 |
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 | 115,660 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 122,502 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 138,584 |
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 | 138,584 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 187,735 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |