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MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameMICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

MICHAEL W. MOATS, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL W. MOATS, M.D., INC.
Employer identification number (EIN):205259275
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID A. PECKHAM, FOR SBPC, INC.
0012016-01-01DAVID A. PECKHAM, FOR SBPC, INC.2017-10-16
0012015-01-01DAVID A. PECKHAM, FOR SBPC, INC.2016-10-17

Plan Statistics for MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,683,242
Acturial value of plan assets2022-12-311,683,242
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,979,205
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-312,979,205
Total participant count2022-12-316
Total funding target for all participants2022-12-312,979,205
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3172
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3176
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31129,197
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 date2022-12-31122,165
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 cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-311,295,963
Total funding amount beforereflecting carryover/prefunding balances2022-12-31119,762
Additional cash requirement2022-12-31119,762
Contributions allocatedtoward minimum required contributions for current year2022-12-31122,165
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,691,631
Acturial value of plan assets2021-12-311,691,631
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 target2021-12-312,641,671
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-312,641,671
Total participant count2021-12-316
Total funding target for all participants2021-12-312,641,671
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-3133,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3134,807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31168,000
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 date2021-12-31164,168
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31950,040
Total funding amount beforereflecting carryover/prefunding balances2021-12-31164,096
Additional cash requirement2021-12-31164,096
Contributions allocatedtoward minimum required contributions for current year2021-12-31164,168
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,583,912
Acturial value of plan assets2020-12-311,583,912
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 target2020-12-312,027,681
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-312,027,681
Total participant count2020-12-315
Total funding target for all participants2020-12-312,027,681
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-31226,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31238,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-3190,206
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 date2020-12-3190,317
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31353,452
Total funding amount beforereflecting carryover/prefunding balances2020-12-3157,249
Additional cash requirement2020-12-3157,249
Contributions allocatedtoward minimum required contributions for current year2020-12-3190,317
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,393,791
Acturial value of plan assets2019-12-311,393,791
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 target2019-12-31858,439
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,073,049
Total participant count2019-12-315
Total funding target for all participants2019-12-311,073,049
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-31281,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31296,482
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Total employer contributions2019-12-31231,780
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 date2019-12-31226,330
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 cost2019-12-31268,262
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31226,330
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,031,200
Acturial value of plan assets2018-12-311,031,200
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 target2018-12-31453,275
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-31755,459
Total participant count2018-12-315
Total funding target for all participants2018-12-31755,459
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-31349,884
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31369,408
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31291,491
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 date2018-12-31281,159
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 cost2018-12-31251,820
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31281,159
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31616,348
Acturial value of plan assets2017-12-31616,348
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 target2017-12-31180,432
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-31451,081
Total participant count2017-12-317
Total funding target for all participants2017-12-31451,081
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-31166,804
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31175,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31410,000
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 date2017-12-31410,158
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 cost2017-12-31225,541
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3160,274
Additional cash requirement2017-12-3160,274
Contributions allocatedtoward minimum required contributions for current year2017-12-31410,158
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31231,822
Acturial value of plan assets2016-12-31231,822
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-3142,972
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31214,858
Total participant count2016-12-317
Total funding target for all participants2016-12-31214,858
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3140,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3142,193
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31361,778
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 date2016-12-31364,697
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 cost2016-12-31214,857
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31197,893
Additional cash requirement2016-12-31197,893
Contributions allocatedtoward minimum required contributions for current year2016-12-31364,697
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$45,466
Expenses. Total of all expenses incurred2022-12-31$92,658
Benefits paid (including direct rollovers)2022-12-31$92,658
Total plan assets at end of year2022-12-31$1,812,439
Total plan assets at beginning of year2022-12-31$1,859,631
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$769,027
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-83,731
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-47,192
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,812,439
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,859,631
Total contributions received or receivable from employer(s)2022-12-31$129,197
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$9,795
Total income from all sources2021-12-31$268,809
Expenses. Total of all expenses incurred2021-12-31$83,407
Benefits paid (including direct rollovers)2021-12-31$74,988
Total plan assets at end of year2021-12-31$1,859,631
Total plan assets at beginning of year2021-12-31$1,684,024
Total contributions received or receivable from participants2021-12-31$0
Assets. Value of loans (other than to participants)2021-12-31$547,012
Expenses. Other expenses not covered elsewhere2021-12-31$8,419
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$100,809
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$185,402
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,859,631
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,674,229
Total contributions received or receivable from employer(s)2021-12-31$168,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$9,795
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$112,736
Expenses. Total of all expenses incurred2020-12-31$64,078
Benefits paid (including direct rollovers)2020-12-31$58,995
Total plan assets at end of year2020-12-31$1,684,024
Total plan assets at beginning of year2020-12-31$1,625,571
Total contributions received or receivable from participants2020-12-31$0
Assets. Value of loans (other than to participants)2020-12-31$421,326
Expenses. Other expenses not covered elsewhere2020-12-31$5,083
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$22,530
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$48,658
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,674,229
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,625,571
Total contributions received or receivable from employer(s)2020-12-31$90,206
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$308,244
Expenses. Total of all expenses incurred2019-12-31$5,364
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,625,571
Total plan assets at beginning of year2019-12-31$1,322,691
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$299,018
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$76,464
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$302,880
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,625,571
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,322,691
Total contributions received or receivable from employer(s)2019-12-31$231,780
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,364
2018 : MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$300,257
Expenses. Total of all expenses incurred2018-12-31$5,280
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,322,691
Total plan assets at beginning of year2018-12-31$1,027,714
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$174,279
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$8,766
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$294,977
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,322,691
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,027,714
Total contributions received or receivable from employer(s)2018-12-31$291,491
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,280
2017 : MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$431,028
Expenses. Total of all expenses incurred2017-12-31$2,588
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,027,714
Total plan assets at beginning of year2017-12-31$599,274
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$154,783
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$21,028
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$428,440
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,027,714
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$599,274
Total contributions received or receivable from employer(s)2017-12-31$410,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,588

Form 5500 Responses for MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN

2022: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL W. MOATS, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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