401k Plan data: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN plan

OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN
Plan identification number	004

OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C.

Employer identification number (EIN): 223446848

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01
004 2020-01-01
004 2019-01-01 KAREN KITZIS 2020-10-12 KAREN KITZIS 2020-10-12
004 2018-01-01
004 2017-01-01 KAREN KITZIS
004 2016-01-01 KAREN KITZIS
004 2015-01-01 KAREN KITZIS
004 2014-01-01 KAREN KITZIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2021-01-01
004	2020-01-01
004	2019-01-01	KAREN KITZIS	2020-10-12	KAREN KITZIS	2020-10-12
004	2018-01-01
004	2017-01-01	KAREN KITZIS
004	2016-01-01	KAREN KITZIS
004	2015-01-01	KAREN KITZIS
004	2014-01-01	KAREN KITZIS

Plan Statistics for OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN

Measure Date Value
2020: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,123,095
Acturial value of plan assets 2020-12-31 2,123,095
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 2,122
Active participant vested funding target 2020-12-31 2,007,241
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 2,007,241
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 2,009,363
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 9,870
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 9,870
Present value of excess contributions 2020-12-31 15,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 16,541
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 11,575
Total employer contributions 2020-12-31 0
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 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 0
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,468,721
Acturial value of plan assets 2019-12-31 1,468,721
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 2,077
Active participant vested funding target 2019-12-31 1,565,933
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 1,565,933
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 1,568,010
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 10,722
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 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 10,722
Present value of excess contributions 2019-12-31 34,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 35,929
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 9,870
Total employer contributions 2019-12-31 553,308
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 2019-12-31 511,061
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 2019-12-31 476,111
Net shortfall amortization installment of oustanding balance 2019-12-31 109,159
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 494,869
Additional cash requirement 2019-12-31 494,869
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 511,061
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,103,597
Acturial value of plan assets 2018-12-31 1,103,597
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 2018-12-31 574
Active participant vested funding target 2018-12-31 1,092,705
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,092,705
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,093,279
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 9,865
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 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 9,865
Present value of excess contributions 2018-12-31 11,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 11,717
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 10,722
Total employer contributions 2018-12-31 554,107
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 2018-12-31 504,826
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 2018-12-31 467,958
Net shortfall amortization installment of oustanding balance 2018-12-31 12,926
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 470,705
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 0
Additional cash requirement 2018-12-31 470,705
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 504,826
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 578,047
Acturial value of plan assets 2017-12-31 578,047
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 545
Active participant vested funding target 2017-12-31 580,767
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 582,575
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 583,120
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 4,619
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 4,619
Present value of excess contributions 2017-12-31 4,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 4,955
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 4,955
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 9,865
Total employer contributions 2017-12-31 500,000
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 2017-12-31 474,514
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 2017-12-31 460,665
Net shortfall amortization installment of oustanding balance 2017-12-31 14,938
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 463,412
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 0
Additional cash requirement 2017-12-31 463,412
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 474,514
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 421,807
Acturial value of plan assets 2016-12-31 421,807
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 518
Active participant vested funding target 2016-12-31 382,621
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 431,807
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 432,325
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 23
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 23
Present value of excess contributions 2016-12-31 4,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 4,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 4,597
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 4,619
Total employer contributions 2016-12-31 154,225
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 2016-12-31 145,881
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 2016-12-31 138,693
Net shortfall amortization installment of oustanding balance 2016-12-31 15,137
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 141,194
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 2016-12-31 141,194
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 145,881
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 12
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2020: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,123,095
Acturial value of plan assets	2020-12-31	2,123,095
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	2,122
Active participant vested funding target	2020-12-31	2,007,241
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	2,007,241
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	2,009,363
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	9,870
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	9,870
Present value of excess contributions	2020-12-31	15,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	16,541
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	11,575
Total employer contributions	2020-12-31	0
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	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	0
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,468,721
Acturial value of plan assets	2019-12-31	1,468,721
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	2,077
Active participant vested funding target	2019-12-31	1,565,933
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	1,565,933
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	1,568,010
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	10,722
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	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	10,722
Present value of excess contributions	2019-12-31	34,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	35,929
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	9,870
Total employer contributions	2019-12-31	553,308
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	511,061
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	476,111
Net shortfall amortization installment of oustanding balance	2019-12-31	109,159
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	494,869
Additional cash requirement	2019-12-31	494,869
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	511,061
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,103,597
Acturial value of plan assets	2018-12-31	1,103,597
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	574
Active participant vested funding target	2018-12-31	1,092,705
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,092,705
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,093,279
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	9,865
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	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	9,865
Present value of excess contributions	2018-12-31	11,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	11,717
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	10,722
Total employer contributions	2018-12-31	554,107
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	504,826
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	467,958
Net shortfall amortization installment of oustanding balance	2018-12-31	12,926
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	470,705
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	0
Additional cash requirement	2018-12-31	470,705
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	504,826
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	578,047
Acturial value of plan assets	2017-12-31	578,047
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	545
Active participant vested funding target	2017-12-31	580,767
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	582,575
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	583,120
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	4,619
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	4,619
Present value of excess contributions	2017-12-31	4,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,955
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	4,955
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	9,865
Total employer contributions	2017-12-31	500,000
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	474,514
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	460,665
Net shortfall amortization installment of oustanding balance	2017-12-31	14,938
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	463,412
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	0
Additional cash requirement	2017-12-31	463,412
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	474,514
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	421,807
Acturial value of plan assets	2016-12-31	421,807
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	518
Active participant vested funding target	2016-12-31	382,621
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	431,807
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	432,325
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	23
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	23
Present value of excess contributions	2016-12-31	4,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	4,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	4,597
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	4,619
Total employer contributions	2016-12-31	154,225
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	145,881
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	138,693
Net shortfall amortization installment of oustanding balance	2016-12-31	15,137
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	141,194
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	141,194
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	145,881
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	12
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN

Measure	Date	Value
2017 : OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$559,948
Expenses. Total of all expenses incurred	2017-12-31	$33,623
Benefits paid (including direct rollovers)	2017-12-31	$27,884
Total plan assets at end of year	2017-12-31	$1,104,372
Total plan assets at beginning of year	2017-12-31	$578,047
Value of fidelity bond covering the plan	2017-12-31	$400,000
Other income received	2017-12-31	$59,948
Net income (gross income less expenses)	2017-12-31	$526,325
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,104,372
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$578,047
Total contributions received or receivable from employer(s)	2017-12-31	$500,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,739
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$180,614
Expenses. Total of all expenses incurred	2016-12-31	$27,411
Benefits paid (including direct rollovers)	2016-12-31	$23,810
Total plan assets at end of year	2016-12-31	$578,047
Total plan assets at beginning of year	2016-12-31	$424,844
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$26,389
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$153,203
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$578,047
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$424,844
Total contributions received or receivable from employer(s)	2016-12-31	$154,225
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$139,467
Expenses. Total of all expenses incurred	2015-12-31	$21,876
Benefits paid (including direct rollovers)	2015-12-31	$19,870
Total plan assets at end of year	2015-12-31	$424,844
Total plan assets at beginning of year	2015-12-31	$307,253
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-13,712
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$117,591
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$424,844
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$307,253
Total contributions received or receivable from employer(s)	2015-12-31	$153,179
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,006
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$307,253
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$307,253
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$0
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$307,253
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$307,253
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$307,253
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN

2017: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OB-GYN ASSOCIATES OF NORTH JERSEY, P.C. CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OB-GYN ASSOCIATES OF NORTH JERSEY, P.C.
Employer identification number (EIN):	223446848
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)