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JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameJEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

JEFFREY L. ROCKMORE, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L. ROCKMORE, M.D., P.C.
Employer identification number (EIN):223802377
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JEFFREY L. ROCKMORE, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2001-05-29
Company Identification Number: 2643779
Legal Registered Office Address: 15 OLD LOUDON ROAD
Albany
LATHAM
United States of America (USA)
12110

More information about JEFFREY L. ROCKMORE, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JEFFREY L ROCKMORE MD2023-09-13
0022021-01-01JEFFREY L ROCKMORE, MD2022-09-20 JEFFREY L ROCKMORE, MD2022-09-20
0022020-01-01JEFFREY L ROCKMORE2021-08-12 JEFFREY L ROCKMORE2021-08-12
0022019-01-01JEFFREY L ROCKMORE2020-10-10 JEFFREY L ROCKMORE2020-10-10

Plan Statistics for JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2022: JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-31434,866
Acturial value of plan assets2022-12-31434,866
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-31424,291
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-31424,291
Total participant count2022-12-318
Total funding target for all participants2022-12-31424,291
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3149,517
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3149,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31128,705
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 date2022-12-31126,252
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 cost2022-12-31130,097
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31119,522
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31119,522
Contributions allocatedtoward minimum required contributions for current year2022-12-31126,252
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-31288,196
Acturial value of plan assets2021-12-31288,196
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 target2021-12-31271,339
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-31271,339
Total participant count2021-12-317
Total funding target for all participants2021-12-31271,339
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 contributions2021-12-3113,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3113,611
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 contributions2021-12-31161,027
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 date2021-12-31159,567
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 cost2021-12-31126,907
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31110,050
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31110,050
Contributions allocatedtoward minimum required contributions for current year2021-12-31159,567
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-31131,002
Acturial value of plan assets2020-12-31131,002
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 target2020-12-310
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-31130,491
Total participant count2020-12-316
Total funding target for all participants2020-12-31130,491
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 contributions2020-12-31190
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31190
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 contributions2020-12-31138,500
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 date2020-12-31137,192
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 cost2020-12-31124,092
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31123,581
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31123,581
Contributions allocatedtoward minimum required contributions for current year2020-12-31137,192
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JEFFREY L. ROCKMORE, M.D., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-310
Acturial value of plan assets2019-12-310
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 target2019-12-310
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-317
Total funding target for all participants2019-12-310
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 contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 contributions2019-12-31131,000
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 date2019-12-31126,270
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 cost2019-12-31126,080
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31126,080
Additional cash requirement2019-12-31126,080
Contributions allocatedtoward minimum required contributions for current year2019-12-31126,270
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

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