401k Plan data: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN plan

V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 401k Plan overview

Plan Name	V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN
Plan identification number	001

V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN Benefits

401k Plan Type	Defined 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

V. R. KUCHIPUDI, M.D., S.C. has sponsored the creation of one or more 401k plans.

Company Name: V. R. KUCHIPUDI, M.D., S.C.

Employer identification number (EIN): 363046082

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 CHARLES MCKENZIE 2017-08-15 CHARLES MCKENZIE 2017-08-15
001 2015-01-01 DEBI BERG
001 2014-01-01
001 2013-01-01 DEBI BERG
001 2012-01-01 DEBI BERG
001 2011-01-01 CHARLES MCKENZIE
001 2010-01-01 CHARLES MCKENZIE
001 2009-01-01 CHARLES MCKENZIE
001 2009-01-01 CHARLES MCKENZIE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	CHARLES MCKENZIE	2017-08-15	CHARLES MCKENZIE	2017-08-15
001	2015-01-01	DEBI BERG
001	2014-01-01
001	2013-01-01	DEBI BERG
001	2012-01-01	DEBI BERG
001	2011-01-01	CHARLES MCKENZIE
001	2010-01-01	CHARLES MCKENZIE
001	2009-01-01	CHARLES MCKENZIE
001	2009-01-01	CHARLES MCKENZIE

Plan Statistics for V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN

401k plan membership statisitcs for V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN

Measure Date Value
2016: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,362,941
Acturial value of plan assets 2016-12-31 3,362,941
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,532,631
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 2,532,631
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 2,532,631
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 457,787
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 2016-12-31 457,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 479,669
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 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 2016-12-31 239,287
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2015: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
2014: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
2013: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
2012: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
2011: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
2010: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,362,941
Acturial value of plan assets	2016-12-31	3,362,941
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,532,631
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	2,532,631
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	2,532,631
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	457,787
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	457,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	479,669
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	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	239,287
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2015: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
2014: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
2013: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
2012: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
2011: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
2010: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN

Measure	Date	Value
2015 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2015 401k financial data
Total plan assets at end of year	2015-12-31	$4,342,625
Total plan assets at beginning of year	2015-12-31	$4,342,625
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,342,625
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,342,625
2014 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$233,273
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,342,625
Total plan assets at beginning of year	2014-12-31	$4,109,352
Other income received	2014-12-31	$233,273
Net income (gross income less expenses)	2014-12-31	$233,273
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,342,625
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,109,352
2013 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$679,820
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$4,109,352
Total plan assets at beginning of year	2013-12-31	$3,429,532
Other income received	2013-12-31	$679,820
Net income (gross income less expenses)	2013-12-31	$679,820
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,109,352
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,429,532
2012 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$629,293
Total plan assets at end of year	2012-12-31	$3,429,532
Total plan assets at beginning of year	2012-12-31	$2,800,239
Other income received	2012-12-31	$229,293
Net income (gross income less expenses)	2012-12-31	$629,293
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,429,532
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,800,239
Total contributions received or receivable from employer(s)	2012-12-31	$400,000
2011 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$448,413
Total plan assets at end of year	2011-12-31	$2,800,239
Total plan assets at beginning of year	2011-12-31	$2,351,826
Other income received	2011-12-31	$48,413
Net income (gross income less expenses)	2011-12-31	$448,413
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,800,239
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,351,826
Total contributions received or receivable from employer(s)	2011-12-31	$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$538,268
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,351,826
Total plan assets at beginning of year	2010-12-31	$1,813,558
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$238,268
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$538,268
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,351,826
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,813,558
Total contributions received or receivable from employer(s)	2010-12-31	$300,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN

2015: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: V. R. KUCHIPUDI, M.D., S.C., PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	V. R. KUCHIPUDI, M.D., S.C.
Employer identification number (EIN):	363046082
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)