?>
Logo

MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 401k Plan overview

Plan NameMARK D. HERRON, M. D., LLC CASH BALANCE PLAN
Plan identification number 002

MARK D. HERRON, M. D., LLC 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).

401k Sponsoring company profile

MARK D. HERRON, M.D., LLC has sponsored the creation of one or more 401k plans.

Company Name:MARK D. HERRON, M.D., LLC
Employer identification number (EIN):331114063
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. HERRON, M. D., LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01MARK HERRON2021-05-18 MARK HERRON2021-05-18
0022021-01-01MARK HERRON2021-05-18 MARK HERRON2021-05-18
0022020-01-01MARK HERRON2021-05-11 MARK HERRON2021-05-11
0022019-01-01MARK HERRON2020-08-21 MARK HERRON2020-08-21
0022018-01-01MARK HERRON2019-04-30 MARK HERRON2019-04-30
0022017-01-01MARK HERRON2018-06-29 MARK HERRON2018-06-29
0022016-01-01MARK HERRON2017-08-16 MARK HERRON2017-08-16
0022015-01-01MARK HERRON2016-09-11 MARK HERRON2016-09-11
0022014-01-01MARK HERRON2015-07-21 MARK HERRON2015-07-21
0022013-01-01MARK HERRON2014-07-01 MARK HERRON2014-07-01
0022012-01-01MARK D. HERRON, M.D.2013-07-24
0022011-01-01MARK HERRON2012-05-25
0022010-01-01MARK D. HERRON, MD2011-09-15

Plan Statistics for MARK D. HERRON, M. D., LLC CASH BALANCE PLAN

401k plan membership statisitcs for MARK D. HERRON, M. D., LLC CASH BALANCE PLAN

Measure Date Value
2021: MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-3123,221
Acturial value of plan assets2021-12-3123,221
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-3113,258
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-311
Total funding target for all participants2021-12-3113,258
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31418,367
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 balance2021-12-31418,367
Present value of excess contributions2021-12-3137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3137
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31472,708
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-3123,221
Acturial value of plan assets2020-12-3123,221
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3113,258
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-311
Total funding target for all participants2020-12-3113,258
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31418,367
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 balance2020-12-31418,367
Present value of excess contributions2020-12-3137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3137
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31472,708
Total employer contributions2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,009,943
Acturial value of plan assets2019-12-311,009,943
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-318
Fundng target for terminated vested participants2019-12-317,672
Active participant vested funding target2019-12-31638,423
Number of active participants2019-12-319
Total funding liabilities for active participants2019-12-31638,423
Total participant count2019-12-3117
Total funding target for all participants2019-12-31646,095
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31375,528
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 balance2019-12-31375,528
Present value of excess contributions2019-12-3158,435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3161,690
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3161,090
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 year2019-12-31418,367
Total employer contributions2019-12-3166,090
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 date2019-12-3166,127
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 cost2019-12-3166,090
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3166,090
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3166,090
Contributions allocatedtoward minimum required contributions for current year2019-12-3166,127
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31786,101
Acturial value of plan assets2018-12-31786,101
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-318
Fundng target for terminated vested participants2018-12-3114,930
Active participant vested funding target2018-12-31531,580
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-31531,580
Total participant count2018-12-3117
Total funding target for all participants2018-12-31546,510
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31287,628
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31287,628
Present value of excess contributions2018-12-3162,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3166,299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3166,299
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31375,528
Total employer contributions2018-12-31125,000
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 date2018-12-31125,761
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 cost2018-12-3161,287
Net shortfall amortization installment of oustanding balance2018-12-3138,678
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3167,326
Additional cash requirement2018-12-3167,326
Contributions allocatedtoward minimum required contributions for current year2018-12-31125,761
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31703,479
Acturial value of plan assets2017-12-31703,479
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3112
Fundng target for terminated vested participants2017-12-315,552
Active participant vested funding target2017-12-31438,554
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31438,554
Total participant count2017-12-3120
Total funding target for all participants2017-12-31444,106
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31216,720
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 balance2017-12-31216,720
Present value of excess contributions2017-12-3162,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3165,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3165,728
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 year2017-12-31287,628
Total employer contributions2017-12-31125,000
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 date2017-12-31127,091
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 cost2017-12-3156,209
Net shortfall amortization installment of oustanding balance2017-12-3150,828
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3164,403
Additional cash requirement2017-12-3164,403
Contributions allocatedtoward minimum required contributions for current year2017-12-31127,091
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MARK D. HERRON, M. D., LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31533,720
Acturial value of plan assets2016-12-31533,720
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3110
Fundng target for terminated vested participants2016-12-313,219
Active participant vested funding target2016-12-31348,134
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-31348,134
Total participant count2016-12-3119
Total funding target for all participants2016-12-31351,353
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31164,171
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31164,171
Present value of excess contributions2016-12-3151,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3155,323
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3155,323
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 year2016-12-31216,720
Total employer contributions2016-12-31125,000
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 date2016-12-31124,741
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 cost2016-12-3154,504
Net shortfall amortization installment of oustanding balance2016-12-3121,578
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3162,698
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3162,698
Contributions allocatedtoward minimum required contributions for current year2016-12-31124,741
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3