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SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameSAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST
Plan identification number 002

SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

SAN JUAN MEDICAL CLINIC, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN JUAN MEDICAL CLINIC, INC.
Employer identification number (EIN):204284489
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ROMANY DEMIAN, M.D.2015-06-29
0022013-01-01ROMANY DEMIAN, M.D.2014-08-14
0022012-01-01ROMANY DEMIAN, M.D.2013-10-07

Plan Statistics for SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-311,298,561
Acturial value of plan assets2022-12-311,298,561
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3129
Active participant vested funding target2022-12-311,421,561
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-311,421,692
Total participant count2022-12-315
Total funding target for all participants2022-12-311,421,721
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31244,300
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,249
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31243,051
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31297,373
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31180,400
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31178,959
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31115,416
Net shortfall amortization installment of oustanding balance2022-12-31123,160
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31126,797
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31126,797
Contributions allocatedtoward minimum required contributions for current year2022-12-31178,959
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-311,655,012
Acturial value of plan assets2021-12-311,655,012
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31860,960
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-31861,086
Total participant count2021-12-315
Total funding target for all participants2021-12-31861,086
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31231,385
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31231,385
Present value of excess contributions2021-12-3199,236
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3199,236
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3199,236
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-31157,611
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31244,300
Total employer contributions2021-12-31115,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31114,191
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31653,400
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31115,500
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,309
Additional cash requirement2021-12-31114,191
Contributions allocatedtoward minimum required contributions for current year2021-12-31114,191
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-311,255,422
Acturial value of plan assets2020-12-311,255,422
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31755,793
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31755,945
Total participant count2020-12-313
Total funding target for all participants2020-12-31755,945
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3193,063
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3193,063
Present value of excess contributions2020-12-31113,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31113,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31113,781
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31231,385
Total employer contributions2020-12-31100,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3199,236
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3194,875
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3199,236
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-31849,588
Acturial value of plan assets2019-12-31849,588
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31619,330
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-31619,502
Total participant count2019-12-312
Total funding target for all participants2019-12-31619,502
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3147,623
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3147,623
Present value of excess contributions2019-12-3148,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3148,031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3148,031
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3193,063
Total employer contributions2019-12-31114,878
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31113,781
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3188,679
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31113,781
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-31540,807
Acturial value of plan assets2018-12-31540,807
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31485,224
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31485,330
Total participant count2018-12-312
Total funding target for all participants2018-12-31485,330
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3175,500
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3175,500
Present value of excess contributions2018-12-3152,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3152,991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3152,991
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3192,616
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3147,623
Total employer contributions2018-12-31136,017
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31134,847
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3192,003
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3186,816
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3186,816
Contributions allocatedtoward minimum required contributions for current year2018-12-31134,847
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-31445,084
Acturial value of plan assets2017-12-31445,084
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31337,630
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31337,630
Total participant count2017-12-312
Total funding target for all participants2017-12-31337,630
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3146,330
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3146,330
Present value of excess contributions2017-12-3129,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3129,063
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3129,063
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3175,500
Total employer contributions2017-12-31125,643
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31124,447
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3199,023
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3171,456
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3171,456
Contributions allocatedtoward minimum required contributions for current year2017-12-31124,447
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SAN JUAN MEDICAL CLINIC, INC. DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-31301,334
Acturial value of plan assets2016-12-31301,334
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-314,661
Active participant vested funding target2016-12-31228,056
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-31228,056
Total participant count2016-12-316
Total funding target for all participants2016-12-31232,717
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3174,504
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3174,504
Present value of excess contributions2016-12-3118,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3118,469
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3118,469
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3147,477
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3146,330
Total employer contributions2016-12-3193,146
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3190,855
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3181,262
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3161,792
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3161,792
Contributions allocatedtoward minimum required contributions for current year2016-12-3190,855
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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