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ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

ROBERT D. LEHMAN, JR., M.D., P.C. 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

ROBERT D. LEHMAN, JR., M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT D. LEHMAN, JR., M.D., P.C.
Employer identification number (EIN):232362737
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-06-01
0032021-06-01
0032020-06-01
0032019-06-01
0032018-06-01
0032017-06-01
0032016-06-01
0032015-06-01IAN HARING2017-03-08
0032014-06-01IAN HARING2016-03-15
0032013-06-01IAN HARING2015-03-13 IAN HARING2015-03-13

Plan Statistics for ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets2023-05-311,011,588
Acturial value of plan assets2023-05-311,011,588
Funding target for retired participants and beneficiaries receiving payment2023-05-310
Number of terminated vested participants2023-05-311
Fundng target for terminated vested participants2023-05-319,841
Active participant vested funding target2023-05-311,234,159
Number of active participants2023-05-313
Total funding liabilities for active participants2023-05-311,234,159
Total participant count2023-05-314
Total funding target for all participants2023-05-311,244,000
Balance at beginning of prior year after applicable adjustments2023-05-310
Prefunding balance at beginning of prior year after applicable adjustments2023-05-3115,958
Carryover balanced portion elected for use to offset prior years funding requirement2023-05-310
Prefunding balanced used to offset prior years funding requirement2023-05-317,167
Amount remaining of carryover balance2023-05-310
Amount remaining of prefunding balance2023-05-318,791
Present value of excess contributions2023-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-05-310
Reductions in caryover balances due to elections or deemed elections2023-05-310
Reductions in prefunding balances due to elections or deemed elections2023-05-310
Balance of carryovers at beginning of current year2023-05-310
Balance of prefunding at beginning of current year2023-05-318,166
Total employer contributions2023-05-3156,000
Total employee contributions2023-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-05-310
Contributions made to avoid restrictions adjusted to valuation date2023-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-05-3153,604
Liquidity shortfalls end of Q12023-05-310
Liquidity shortfalls end of Q22023-05-310
Liquidity shortfalls end of Q32023-05-310
Liquidity shortfalls end of Q42023-05-310
Unpaid minimum required contributions for all prior years2023-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-05-310
Remaining amount of unpaid minimum required contributions2023-05-310
Minimum required contributions for current year target normal cost2023-05-3137,186
Net shortfall amortization installment of oustanding balance2023-05-31241,006
Waiver amortization installment2023-05-310
Total funding amount beforereflecting carryover/prefunding balances2023-05-3160,130
Carryover balance elected to use to offset funding requirement2023-05-310
Prefunding balance elected to use to offset funding requirement2023-05-316,526
Additional cash requirement2023-05-3153,604
Contributions allocatedtoward minimum required contributions for current year2023-05-3153,604
Unpaid minimum required contributions for current year2023-05-310
Unpaid minimum required contributions for all years2023-05-310
2022: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-05-31972,578
Acturial value of plan assets2022-05-31972,578
Funding target for retired participants and beneficiaries receiving payment2022-05-310
Number of terminated vested participants2022-05-311
Fundng target for terminated vested participants2022-05-319,180
Active participant vested funding target2022-05-311,104,698
Number of active participants2022-05-313
Total funding liabilities for active participants2022-05-311,104,698
Total participant count2022-05-314
Total funding target for all participants2022-05-311,113,878
Balance at beginning of prior year after applicable adjustments2022-05-310
Prefunding balance at beginning of prior year after applicable adjustments2022-05-3135,395
Carryover balanced portion elected for use to offset prior years funding requirement2022-05-310
Prefunding balanced used to offset prior years funding requirement2022-05-3120,496
Amount remaining of carryover balance2022-05-310
Amount remaining of prefunding balance2022-05-3114,899
Present value of excess contributions2022-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-05-310
Reductions in caryover balances due to elections or deemed elections2022-05-310
Reductions in prefunding balances due to elections or deemed elections2022-05-310
Balance of carryovers at beginning of current year2022-05-310
Balance of prefunding at beginning of current year2022-05-3115,958
Total employer contributions2022-05-3158,000
Total employee contributions2022-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-05-310
Contributions made to avoid restrictions adjusted to valuation date2022-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-05-3156,311
Liquidity shortfalls end of Q12022-05-310
Liquidity shortfalls end of Q22022-05-310
Liquidity shortfalls end of Q32022-05-310
Liquidity shortfalls end of Q42022-05-310
Unpaid minimum required contributions for all prior years2022-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-05-310
Remaining amount of unpaid minimum required contributions2022-05-310
Minimum required contributions for current year target normal cost2022-05-3149,123
Net shortfall amortization installment of oustanding balance2022-05-31158,121
Waiver amortization installment2022-05-310
Total funding amount beforereflecting carryover/prefunding balances2022-05-3163,866
Carryover balance elected to use to offset funding requirement2022-05-310
Prefunding balance elected to use to offset funding requirement2022-05-317,555
Additional cash requirement2022-05-3156,311
Contributions allocatedtoward minimum required contributions for current year2022-05-3156,311
Unpaid minimum required contributions for current year2022-05-310
Unpaid minimum required contributions for all years2022-05-310
2021: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-05-31985,921
Acturial value of plan assets2021-05-31985,921
Funding target for retired participants and beneficiaries receiving payment2021-05-310
Number of terminated vested participants2021-05-310
Fundng target for terminated vested participants2021-05-310
Active participant vested funding target2021-05-311,015,587
Number of active participants2021-05-313
Total funding liabilities for active participants2021-05-311,015,587
Total participant count2021-05-313
Total funding target for all participants2021-05-311,015,587
Balance at beginning of prior year after applicable adjustments2021-05-310
Prefunding balance at beginning of prior year after applicable adjustments2021-05-3147,153
Carryover balanced portion elected for use to offset prior years funding requirement2021-05-310
Prefunding balanced used to offset prior years funding requirement2021-05-3112,455
Amount remaining of carryover balance2021-05-310
Amount remaining of prefunding balance2021-05-3134,698
Present value of excess contributions2021-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-05-310
Reductions in caryover balances due to elections or deemed elections2021-05-310
Reductions in prefunding balances due to elections or deemed elections2021-05-310
Balance of carryovers at beginning of current year2021-05-310
Balance of prefunding at beginning of current year2021-05-3135,395
Total employer contributions2021-05-3160,030
Total employee contributions2021-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-05-310
Contributions made to avoid restrictions adjusted to valuation date2021-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-05-3157,943
Liquidity shortfalls end of Q12021-05-310
Liquidity shortfalls end of Q22021-05-310
Liquidity shortfalls end of Q32021-05-310
Liquidity shortfalls end of Q42021-05-310
Unpaid minimum required contributions for all prior years2021-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-05-310
Remaining amount of unpaid minimum required contributions2021-05-310
Minimum required contributions for current year target normal cost2021-05-3161,552
Net shortfall amortization installment of oustanding balance2021-05-3166,894
Waiver amortization installment2021-05-310
Total funding amount beforereflecting carryover/prefunding balances2021-05-3179,168
Carryover balance elected to use to offset funding requirement2021-05-310
Prefunding balance elected to use to offset funding requirement2021-05-3121,225
Additional cash requirement2021-05-3157,943
Contributions allocatedtoward minimum required contributions for current year2021-05-3157,943
Unpaid minimum required contributions for current year2021-05-310
Unpaid minimum required contributions for all years2021-05-310
2020: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-05-31840,233
Acturial value of plan assets2020-05-31840,233
Funding target for retired participants and beneficiaries receiving payment2020-05-310
Number of terminated vested participants2020-05-310
Fundng target for terminated vested participants2020-05-310
Active participant vested funding target2020-05-31880,230
Number of active participants2020-05-313
Total funding liabilities for active participants2020-05-31880,230
Total participant count2020-05-313
Total funding target for all participants2020-05-31880,230
Balance at beginning of prior year after applicable adjustments2020-05-310
Prefunding balance at beginning of prior year after applicable adjustments2020-05-3110,903
Carryover balanced portion elected for use to offset prior years funding requirement2020-05-310
Prefunding balanced used to offset prior years funding requirement2020-05-310
Amount remaining of carryover balance2020-05-310
Amount remaining of prefunding balance2020-05-3110,903
Present value of excess contributions2020-05-3135,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-05-3135,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-05-3135,707
Reductions in caryover balances due to elections or deemed elections2020-05-310
Reductions in prefunding balances due to elections or deemed elections2020-05-310
Balance of carryovers at beginning of current year2020-05-310
Balance of prefunding at beginning of current year2020-05-3147,153
Total employer contributions2020-05-3180,720
Total employee contributions2020-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-05-310
Contributions made to avoid restrictions adjusted to valuation date2020-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-05-3179,213
Liquidity shortfalls end of Q12020-05-310
Liquidity shortfalls end of Q22020-05-310
Liquidity shortfalls end of Q32020-05-310
Liquidity shortfalls end of Q42020-05-310
Unpaid minimum required contributions for all prior years2020-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-05-310
Remaining amount of unpaid minimum required contributions2020-05-310
Minimum required contributions for current year target normal cost2020-05-3173,500
Net shortfall amortization installment of oustanding balance2020-05-3189,668
Waiver amortization installment2020-05-310
Total funding amount beforereflecting carryover/prefunding balances2020-05-3192,320
Carryover balance elected to use to offset funding requirement2020-05-310
Prefunding balance elected to use to offset funding requirement2020-05-3113,107
Additional cash requirement2020-05-3179,213
Contributions allocatedtoward minimum required contributions for current year2020-05-3179,213
Unpaid minimum required contributions for current year2020-05-310
Unpaid minimum required contributions for all years2020-05-310
2019: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-05-31687,368
Acturial value of plan assets2019-05-31687,368
Funding target for retired participants and beneficiaries receiving payment2019-05-310
Number of terminated vested participants2019-05-310
Fundng target for terminated vested participants2019-05-310
Active participant vested funding target2019-05-31739,048
Number of active participants2019-05-313
Total funding liabilities for active participants2019-05-31739,048
Total participant count2019-05-313
Total funding target for all participants2019-05-31739,048
Balance at beginning of prior year after applicable adjustments2019-05-310
Prefunding balance at beginning of prior year after applicable adjustments2019-05-3119,575
Carryover balanced portion elected for use to offset prior years funding requirement2019-05-310
Prefunding balanced used to offset prior years funding requirement2019-05-319,222
Amount remaining of carryover balance2019-05-310
Amount remaining of prefunding balance2019-05-3110,353
Present value of excess contributions2019-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-05-310
Reductions in caryover balances due to elections or deemed elections2019-05-310
Reductions in prefunding balances due to elections or deemed elections2019-05-310
Balance of carryovers at beginning of current year2019-05-310
Balance of prefunding at beginning of current year2019-05-3110,903
Total employer contributions2019-05-31136,907
Total employee contributions2019-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-05-310
Contributions made to avoid restrictions adjusted to valuation date2019-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-05-31133,916
Liquidity shortfalls end of Q12019-05-310
Liquidity shortfalls end of Q22019-05-310
Liquidity shortfalls end of Q32019-05-310
Liquidity shortfalls end of Q42019-05-310
Unpaid minimum required contributions for all prior years2019-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-05-310
Remaining amount of unpaid minimum required contributions2019-05-310
Minimum required contributions for current year target normal cost2019-05-3185,368
Net shortfall amortization installment of oustanding balance2019-05-3163,186
Waiver amortization installment2019-05-310
Total funding amount beforereflecting carryover/prefunding balances2019-05-3198,209
Carryover balance elected to use to offset funding requirement2019-05-310
Prefunding balance elected to use to offset funding requirement2019-05-310
Additional cash requirement2019-05-3198,209
Contributions allocatedtoward minimum required contributions for current year2019-05-31133,916
Unpaid minimum required contributions for current year2019-05-310
Unpaid minimum required contributions for all years2019-05-310
2018: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-05-31515,623
Acturial value of plan assets2018-05-31515,623
Funding target for retired participants and beneficiaries receiving payment2018-05-310
Number of terminated vested participants2018-05-310
Fundng target for terminated vested participants2018-05-310
Active participant vested funding target2018-05-31542,244
Number of active participants2018-05-314
Total funding liabilities for active participants2018-05-31542,244
Total participant count2018-05-314
Total funding target for all participants2018-05-31542,244
Balance at beginning of prior year after applicable adjustments2018-05-310
Prefunding balance at beginning of prior year after applicable adjustments2018-05-3120,885
Carryover balanced portion elected for use to offset prior years funding requirement2018-05-310
Prefunding balanced used to offset prior years funding requirement2018-05-311,607
Amount remaining of carryover balance2018-05-310
Amount remaining of prefunding balance2018-05-3119,278
Present value of excess contributions2018-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-05-310
Reductions in caryover balances due to elections or deemed elections2018-05-310
Reductions in prefunding balances due to elections or deemed elections2018-05-310
Balance of carryovers at beginning of current year2018-05-310
Balance of prefunding at beginning of current year2018-05-3119,575
Total employer contributions2018-05-31141,609
Total employee contributions2018-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-05-310
Contributions made to avoid restrictions adjusted to valuation date2018-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-05-31134,918
Liquidity shortfalls end of Q12018-05-310
Liquidity shortfalls end of Q22018-05-310
Liquidity shortfalls end of Q32018-05-310
Liquidity shortfalls end of Q42018-05-310
Unpaid minimum required contributions for all prior years2018-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-05-310
Remaining amount of unpaid minimum required contributions2018-05-310
Minimum required contributions for current year target normal cost2018-05-31135,562
Net shortfall amortization installment of oustanding balance2018-05-3147,316
Waiver amortization installment2018-05-310
Total funding amount beforereflecting carryover/prefunding balances2018-05-31144,668
Prefunding balance elected to use to offset funding requirement2018-05-319,750
Additional cash requirement2018-05-31134,918
Contributions allocatedtoward minimum required contributions for current year2018-05-31134,918
Unpaid minimum required contributions for current year2018-05-310
Unpaid minimum required contributions for all years2018-05-310
2017: ROBERT D. LEHMAN, JR., M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-05-31356,135
Acturial value of plan assets2017-05-31356,135
Funding target for retired participants and beneficiaries receiving payment2017-05-310
Number of terminated vested participants2017-05-310
Fundng target for terminated vested participants2017-05-310
Active participant vested funding target2017-05-31375,559
Number of active participants2017-05-314
Total funding liabilities for active participants2017-05-31375,559
Total participant count2017-05-314
Total funding target for all participants2017-05-31375,559
Balance at beginning of prior year after applicable adjustments2017-05-310
Prefunding balance at beginning of prior year after applicable adjustments2017-05-3130,102
Prefunding balanced used to offset prior years funding requirement2017-05-319,284
Amount remaining of carryover balance2017-05-310
Amount remaining of prefunding balance2017-05-3120,818
Present value of excess contributions2017-05-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-05-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-05-310
Reductions in caryover balances due to elections or deemed elections2017-05-310
Reductions in prefunding balances due to elections or deemed elections2017-05-310
Balance of carryovers at beginning of current year2017-05-310
Balance of prefunding at beginning of current year2017-05-3120,885
Total employer contributions2017-05-31134,864
Total employee contributions2017-05-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-05-310
Contributions made to avoid restrictions adjusted to valuation date2017-05-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-05-31130,797
Unpaid minimum required contributions for all prior years2017-05-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-05-310
Remaining amount of unpaid minimum required contributions2017-05-310
Minimum required contributions for current year target normal cost2017-05-31125,186
Net shortfall amortization installment of oustanding balance2017-05-3141,547
Waiver amortization installment2017-05-310
Total funding amount beforereflecting carryover/prefunding balances2017-05-31132,499
Carryover balance elected to use to offset funding requirement2017-05-310
Prefunding balance elected to use to offset funding requirement2017-05-311,702
Additional cash requirement2017-05-31130,797
Contributions allocatedtoward minimum required contributions for current year2017-05-31130,797
Unpaid minimum required contributions for current year2017-05-310
Unpaid minimum required contributions for all years2017-05-310

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