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JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 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

JAMES P. ANTHONY, M.D. FACS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES P. ANTHONY, M.D. FACS, INC.
Employer identification number (EIN):205847886
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P. ANTHONY M.D. FACS, 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
0012020-01-01JAMES P ANTHONY2021-09-20
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01JAMES P. ANTHONY MD2014-10-09
0012012-01-01JAMES P. ANTHONY MD2013-10-09
0012011-01-01JAMES P. ANTHONY MD2012-10-04
0012010-01-01JAMES P. ANTHONY MD2011-10-13
0012007-01-01JAMES P. ANTHONY MD

Plan Statistics for JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,083,017
Acturial value of plan assets2021-12-312,080,007
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-311,522,967
Active participant vested funding target2021-12-31271,707
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-31272,841
Total participant count2021-12-314
Total funding target for all participants2021-12-311,795,808
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31223,191
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 balance2021-12-31223,191
Present value of excess contributions2021-12-3192,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3196,990
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3196,990
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 year2021-12-31337,188
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-3118,012
Net shortfall amortization installment of oustanding balance2021-12-3152,989
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3126,745
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3126,745
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,121,853
Acturial value of plan assets2020-12-312,118,297
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-311,632,324
Active participant vested funding target2020-12-31214,166
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-31214,166
Total participant count2020-12-315
Total funding target for all participants2020-12-311,846,490
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31125,781
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 balance2020-12-31125,781
Present value of excess contributions2020-12-3167,631
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3174,959
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3171,310
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 year2020-12-31223,191
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 date2020-12-3192,108
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-3115,687
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3192,108
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,688,749
Acturial value of plan assets2019-12-311,686,112
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3149,628
Active participant vested funding target2019-12-311,564,548
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,564,548
Total participant count2019-12-314
Total funding target for all participants2019-12-311,614,176
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3131,290
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 balance2019-12-3131,290
Present value of excess contributions2019-12-3192,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3197,363
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3197,363
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 year2019-12-31125,781
Total employer contributions2019-12-31100,000
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 date2019-12-3191,468
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 cost2019-12-3115,088
Net shortfall amortization installment of oustanding balance2019-12-3153,845
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3123,837
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3123,837
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3191,468
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,771,286
Acturial value of plan assets2018-12-311,768,251
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-314,926
Active participant vested funding target2018-12-311,498,359
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-311,498,359
Total participant count2018-12-314
Total funding target for all participants2018-12-311,503,285
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3132
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 balance2018-12-3132
Present value of excess contributions2018-12-3129,686
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3131,257
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3131,253
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3131,290
Total employer contributions2018-12-31100,000
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 date2018-12-3192,174
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-3118,900
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3192,174
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,300,338
Acturial value of plan assets2017-12-311,297,604
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-314,521
Active participant vested funding target2017-12-311,409,685
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,409,685
Total participant count2017-12-314
Total funding target for all participants2017-12-311,414,206
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31198
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31169
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3129
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313
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 year2017-12-3132
Total employer contributions2017-12-31100,000
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 date2017-12-3190,039
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-3115,038
Net shortfall amortization installment of oustanding balance2017-12-31116,633
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3160,353
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3132
Additional cash requirement2017-12-3160,321
Contributions allocatedtoward minimum required contributions for current year2017-12-3190,039
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,133,654
Acturial value of plan assets2016-12-311,133,654
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-314,140
Active participant vested funding target2016-12-311,334,327
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,334,327
Total participant count2016-12-314
Total funding target for all participants2016-12-311,338,467
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-317
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 balance2016-12-317
Present value of excess contributions2016-12-31181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31191
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31191
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 year2016-12-31198
Total employer contributions2016-12-3176,860
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 date2016-12-3168,597
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-3113,554
Net shortfall amortization installment of oustanding balance2016-12-31205,011
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3168,766
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31198
Additional cash requirement2016-12-3168,568
Contributions allocatedtoward minimum required contributions for current year2016-12-3168,597
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2007: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-015
Number of participants with account balances2007-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2007 : JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2007 401k financial data
Total income from all sources2007-12-31$95,072
Expenses. Total of all expenses incurred2007-12-31$6,201
Total plan assets at end of year2007-12-31$828,646
Total plan assets at beginning of year2007-12-31$739,775
Value of fidelity bond covering the plan2007-12-31$50,000
Expenses. Other expenses not covered elsewhere2007-12-31$6,201
Other income received2007-12-31$45,072
Net income (gross income less expenses)2007-12-31$88,871
Net plan assets at end of year (total assets less liabilities)2007-12-31$828,646
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$739,775
Assets. Value of participant loans2007-12-31$47,284
Total contributions received or receivable from employer(s)2007-12-31$50,000

Form 5500 Responses for JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN

2007: JAMES P. ANTHONY M.D. FACS, INC. DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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