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CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameCENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN
Plan identification number 002

CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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

CENTER FOR FUNCTIONAL INTEGRATIV has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR FUNCTIONAL INTEGRATIV
Employer identification number (EIN):262118916
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01MARK HOLTHOUSE2021-05-25
0022019-01-01MARK HOLTHOUSE2020-10-05
0022018-01-01MARK HOLTHOUSE2019-10-14
0022017-01-01MARK HOLTHOUSE2018-10-09
0022016-01-01MARK HOLTHOUSE2017-09-19
0022015-01-01MARK HOLTHOUSE2016-10-07
0022014-01-01MARK HOLTHOUSE2015-10-12
0022013-01-01MARK HOLTHOUSE2014-10-13
0022012-01-01MARK HOLTHOUSE2013-10-08 MARK HOLTHOUSE2013-10-08

Plan Statistics for CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN

401k plan membership statisitcs for CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN

Measure Date Value
2019: CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-11-30350,597
Acturial value of plan assets2019-11-30350,597
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-3010
Fundng target for terminated vested participants2019-11-30320,385
Active participant vested funding target2019-11-3010,284
Number of active participants2019-11-301
Total funding liabilities for active participants2019-11-3010,284
Total participant count2019-11-3011
Total funding target for all participants2019-11-30330,669
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-300
Present value of excess contributions2019-11-3021,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-3021,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-300
Total employer contributions2019-11-300
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-300
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31256,448
Acturial value of plan assets2018-12-31256,448
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3111,753
Active participant vested funding target2018-12-31250,988
Number of active participants2018-12-3110
Total funding liabilities for active participants2018-12-31252,003
Total participant count2018-12-3112
Total funding target for all participants2018-12-31263,756
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3116,115
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3116,115
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3168,209
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3165,749
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3142,637
Net shortfall amortization installment of oustanding balance2018-12-317,308
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3143,830
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3143,830
Contributions allocatedtoward minimum required contributions for current year2018-12-3165,749
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31223,359
Acturial value of plan assets2017-12-31223,359
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-313,229
Active participant vested funding target2017-12-31204,686
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31204,686
Total participant count2017-12-3111
Total funding target for all participants2017-12-31207,915
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3118,042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3118,042
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3140,411
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3138,856
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3138,185
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3122,741
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3122,741
Contributions allocatedtoward minimum required contributions for current year2017-12-3138,856
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: CENTER FOR FUNCTIONAL & INTEGRATIVE MEDICINE, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31181,639
Acturial value of plan assets2016-12-31181,639
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3111,753
Active participant vested funding target2016-12-31157,670
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31157,670
Total participant count2016-12-318
Total funding target for all participants2016-12-31169,423
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3120,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3120,053
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3141,800
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3140,626
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3134,800
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3122,584
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3122,584
Contributions allocatedtoward minimum required contributions for current year2016-12-3140,626
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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