401k Plan data: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN plan

RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN
Plan identification number	002

RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals.

401k Sponsoring company profile

RICHARD RUTHERFORD MD INC has sponsored the creation of one or more 401k plans.

Company Name: RICHARD RUTHERFORD MD INC

Employer identification number (EIN): 260293070

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 BRUCE MAROTTA 2022-10-18
002 2021-01-01 BRUCE MAROTTA 2022-10-18
002 2020-01-01 BRUCE MAROTTA 2021-10-15
002 2019-01-01 BRUCE MAROTTA 2020-10-15
002 2018-01-01 BRUCE MAROTTA 2019-10-21
002 2016-01-01 BRUCE MAROTTA 2017-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	BRUCE MAROTTA	2022-10-18
002	2021-01-01	BRUCE MAROTTA	2022-10-18
002	2020-01-01	BRUCE MAROTTA	2021-10-15
002	2019-01-01	BRUCE MAROTTA	2020-10-15
002	2018-01-01	BRUCE MAROTTA	2019-10-21
002	2016-01-01	BRUCE MAROTTA	2017-10-16

Plan Statistics for RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,630,690
Acturial value of plan assets 2021-12-31 1,630,690
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 740,516
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 740,516
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 740,516
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 157,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 165,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 165,709
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 165,709
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 180,000
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 161,905
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 106,033
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 161,905
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 928,909
Acturial value of plan assets 2020-12-31 928,909
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 606,055
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 757,568
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 757,568
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 137,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 145,237
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 145,237
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 145,237
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 180,000
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 165,053
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 178,891
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 7,550
Additional cash requirement 2020-12-31 7,550
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 165,053
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 846,274
Acturial value of plan assets 2019-12-31 846,274
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 322,723
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 537,870
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 537,870
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 137,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 145,092
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 145,092
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 145,092
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 150,000
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 137,861
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 148,344
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 137,861
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 579,739
Acturial value of plan assets 2018-12-31 579,739
Active participant vested funding target 2018-12-31 135,041
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 337,602
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 337,602
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 71,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 76,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 76,107
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 76,107
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 150,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 137,502
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 129,700
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 137,502
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2016: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 117,000
Acturial value of plan assets 2016-12-31 117,000
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 92,929
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 92,929
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 0
Total employer contributions 2016-12-31 110,000
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 99,731
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 86,068
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 61,997
Additional cash requirement 2016-12-31 61,997
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 99,731
Unpaid minimum required contributions for current year 2016-12-31 0

Measure	Date	Value
2021: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,630,690
Acturial value of plan assets	2021-12-31	1,630,690
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	740,516
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	740,516
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	740,516
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	157,503
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	165,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	165,709
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	165,709
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	180,000
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	161,905
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	106,033
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	161,905
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	928,909
Acturial value of plan assets	2020-12-31	928,909
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	606,055
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	757,568
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	757,568
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	137,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	145,237
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	145,237
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	145,237
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	180,000
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	165,053
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	178,891
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	7,550
Additional cash requirement	2020-12-31	7,550
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	165,053
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	846,274
Acturial value of plan assets	2019-12-31	846,274
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	322,723
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	537,870
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	537,870
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	137,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	145,092
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	145,092
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	145,092
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	150,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	137,861
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	148,344
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	137,861
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	579,739
Acturial value of plan assets	2018-12-31	579,739
Active participant vested funding target	2018-12-31	135,041
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	337,602
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	337,602
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	71,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	76,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	76,107
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	76,107
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	150,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	137,502
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	129,700
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	137,502
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2016: RICHARD RUTHERFORD, MD DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	117,000
Acturial value of plan assets	2016-12-31	117,000
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	92,929
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	92,929
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	0
Total employer contributions	2016-12-31	110,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	99,731
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	86,068
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	61,997
Additional cash requirement	2016-12-31	61,997
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	99,731
Unpaid minimum required contributions for current year	2016-12-31	0

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Company Name:	RICHARD RUTHERFORD MD INC
Employer identification number (EIN):	260293070
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)