401k Plan data: COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN plan

COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN
Plan identification number	002

COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

COASTAL CAROLINA NEONATOLOGY, PLLC . has sponsored the creation of one or more 401k plans.

Company Name: COASTAL CAROLINA NEONATOLOGY, PLLC .

Employer identification number (EIN): 263938210

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01 JUDY RICHARDSON 2017-07-10
002 2015-01-01 JUDY RICHARDSON 2016-10-16
002 2014-01-01 JUDY RICHARDSON 2015-10-14
002 2013-01-01 JUDY KING 2014-10-15
002 2012-01-01 JUDY KING 2013-10-15
002 2011-01-01 JUDY KING 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01	JUDY RICHARDSON	2017-07-10
002	2015-01-01	JUDY RICHARDSON	2016-10-16
002	2014-01-01	JUDY RICHARDSON	2015-10-14
002	2013-01-01	JUDY KING	2014-10-15
002	2012-01-01	JUDY KING	2013-10-15
002	2011-01-01	JUDY KING	2012-10-15

Plan Statistics for COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN

Measure Date Value
2017: COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,061,742
Acturial value of plan assets 2017-12-31 2,061,742
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 16,831
Active participant vested funding target 2017-12-31 1,901,958
Number of active participants 2017-12-31 40
Total funding liabilities for active participants 2017-12-31 1,910,118
Total participant count 2017-12-31 43
Total funding target for all participants 2017-12-31 1,926,949
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 272,777
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 2017-12-31 272,777
Present value of excess contributions 2017-12-31 168,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 178,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 178,709
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 466,871
Total employer contributions 2017-12-31 23,810
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 22,857
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 316,877
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 10,906
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 10,906
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 22,857
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,726,932
Acturial value of plan assets 2016-12-31 1,726,932
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 6,624
Active participant vested funding target 2016-12-31 1,760,354
Number of active participants 2016-12-31 44
Total funding liabilities for active participants 2016-12-31 1,811,069
Total participant count 2016-12-31 45
Total funding target for all participants 2016-12-31 1,817,693
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 274,371
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 2016-12-31 274,371
Present value of excess contributions 2016-12-31 56,856
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 60,228
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 60,228
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 53,673
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 272,777
Total employer contributions 2016-12-31 248,807
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 2016-12-31 234,268
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 363,538
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 65,436
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 65,436
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 234,268
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,061,742
Acturial value of plan assets	2017-12-31	2,061,742
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	16,831
Active participant vested funding target	2017-12-31	1,901,958
Number of active participants	2017-12-31	40
Total funding liabilities for active participants	2017-12-31	1,910,118
Total participant count	2017-12-31	43
Total funding target for all participants	2017-12-31	1,926,949
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	272,777
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	272,777
Present value of excess contributions	2017-12-31	168,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	178,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	178,709
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	466,871
Total employer contributions	2017-12-31	23,810
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	22,857
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	316,877
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	10,906
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	10,906
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	22,857
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: COASTAL CAROLINA NEONATOLOGY, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,726,932
Acturial value of plan assets	2016-12-31	1,726,932
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	6,624
Active participant vested funding target	2016-12-31	1,760,354
Number of active participants	2016-12-31	44
Total funding liabilities for active participants	2016-12-31	1,811,069
Total participant count	2016-12-31	45
Total funding target for all participants	2016-12-31	1,817,693
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	274,371
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	274,371
Present value of excess contributions	2016-12-31	56,856
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	60,228
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	60,228
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	53,673
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	272,777
Total employer contributions	2016-12-31	248,807
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	234,268
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	363,538
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	65,436
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	65,436
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	234,268
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	COASTAL CAROLINA NEONATOLOGY, PLLC .
Employer identification number (EIN):	263938210
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)