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JOHN A. MITAMURA, M.D. CASH BALANCE PLAN 401k Plan overview

Plan NameJOHN A. MITAMURA, M.D. CASH BALANCE PLAN
Plan identification number 002

JOHN A. MITAMURA, M.D. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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.
  • 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).
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

JOHN A. MITAMURA, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. MITAMURA, M.D.
Employer identification number (EIN):133535026
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. MITAMURA, M.D. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JOHN A. MITAMURA
0022023-01-01
0022023-01-01JOHN A. MITAMURA
0022022-01-01JOHN A. MITAMURA2023-09-11
0022021-01-01JOHN A. MITAMURA2022-09-22
0022020-01-01JOHN A. MITAMURA2021-10-08
0022019-01-01JOHN A. MITAMURA2020-10-06
0022018-01-01JOHN A. MITAMURA2019-09-23
0022017-01-01JOHN A. MITAMURA2018-10-13
0022016-01-01JOHN A. MITAMURA2017-10-09
0022015-01-01JOHN A. MITAMURA2016-10-11
0022014-01-01JOHN A. MITAMURA2015-10-09
0022013-01-01JOHN A. MITAMURA2014-10-10

Financial Data on JOHN A. MITAMURA, M.D. CASH BALANCE PLAN

Measure Date Value
2023 : JOHN A. MITAMURA, M.D. CASH BALANCE PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$271,207
Expenses. Total of all expenses incurred2023-12-31$19,167
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$1,720,609
Total plan assets at beginning of year2023-12-31$1,468,569
Total contributions received or receivable from participants2023-12-31$0
Other income received2023-12-31$271,207
Net income (gross income less expenses)2023-12-31$252,040
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,720,609
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,468,569
Assets. Value of real-estate (other than employer real property)2023-12-31$518,000
Total contributions received or receivable from employer(s)2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$19,167
2022 : JOHN A. MITAMURA, M.D. CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-220
Total liabilities as of the beginning of the plan year2022-09-220
Total expenses incurred by plan in this plan year2022-09-2216294
Net assets as of the end of the plan year2022-09-221837125
Total assets as of the beginning of the plan year2022-09-221537642
Value of plan covered by a fidelity bond2022-09-22120000
Participant contributions to plan in this plan year2022-09-220
Other income to plan in this plan year2022-09-22315777
Plan net income in this plan year2022-09-22299483
Net assets as of the end of the plan year2022-09-221837125
Net assets as of the beginning of the plan year2022-09-221537642
Employer contributions to plan in this plan year2022-09-220
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2216294

Form 5500 Responses for JOHN A. MITAMURA, M.D. CASH BALANCE PLAN

2023: JOHN A. MITAMURA, M.D. CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes

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