ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN 401k Plan overview

ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	GREG E. SHARON, M.D., SC DBA ASTHMA AND ALLERGY CENTER
Employer identification number (EIN):	363765151
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	SHARI SHARON	2019-11-08	SHARI SHARON	2019-11-08
002	2018-01-01	SHARI SHARON	2019-10-07	SHARI SHARON	2019-10-07
002	2017-01-01	SHARI SHARON	2018-10-09	SHARI SHARON	2018-10-09
002	2016-01-01	SHARI SHARON	2017-10-05	SHARI SHARON	2017-10-05
002	2015-01-01	SHARI SHARON	2016-09-20	SHARI SHARON	2016-09-20
002	2014-01-01	SHARI SHARON	2015-07-16	SHARI SHARON	2015-07-16
002	2013-01-01	SHARI SHARON	2014-07-08
002	2012-01-01	SHARI SHARON	2013-06-14
002	2011-01-01	SHARI SHARON	2012-07-26
002	2010-01-01	SHARI SHARON	2011-06-29

Plan Statistics for ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN

Measure	Date	Value
2019: ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-05-29	1,945,311
Acturial value of plan assets	2019-05-29	1,945,311
Funding target for retired participants and beneficiaries receiving payment	2019-05-29	0
Number of terminated vested participants	2019-05-29	1
Fundng target for terminated vested participants	2019-05-29	694
Active participant vested funding target	2019-05-29	1,600,889
Number of active participants	2019-05-29	8
Total funding liabilities for active participants	2019-05-29	1,600,889
Total participant count	2019-05-29	9
Total funding target for all participants	2019-05-29	1,601,583
Balance at beginning of prior year after applicable adjustments	2019-05-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-29	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-29	0
Prefunding balanced used to offset prior years funding requirement	2019-05-29	0
Amount remaining of carryover balance	2019-05-29	0
Amount remaining of prefunding balance	2019-05-29	0
Present value of excess contributions	2019-05-29	540,942
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-29	571,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-29	0
Reductions in caryover balances due to elections or deemed elections	2019-05-29	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-29	0
Balance of carryovers at beginning of current year	2019-05-29	0
Balance of prefunding at beginning of current year	2019-05-29	0
Total employer contributions	2019-05-29	0
Total employee contributions	2019-05-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-29	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-29	0
Unpaid minimum required contributions for all prior years	2019-05-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-29	0
Remaining amount of unpaid minimum required contributions	2019-05-29	0
Minimum required contributions for current year target normal cost	2019-05-29	0
Net shortfall amortization installment of oustanding balance	2019-05-29	0
Waiver amortization installment	2019-05-29	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-29	0
Carryover balance elected to use to offset funding requirement	2019-05-29	0
Prefunding balance elected to use to offset funding requirement	2019-05-29	0
Additional cash requirement	2019-05-29	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-29	0
Unpaid minimum required contributions for current year	2019-05-29	0
Unpaid minimum required contributions for all years	2019-05-29	0
2018: ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,515,653
Acturial value of plan assets	2018-12-31	1,515,653
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	479
Active participant vested funding target	2018-12-31	1,492,581
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,492,581
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,493,060
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
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	98,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	104,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
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	579,386
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	540,942
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
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	540,942
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,289,760
Acturial value of plan assets	2017-12-31	1,289,760
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	3,891
Active participant vested funding target	2017-12-31	1,318,864
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,321,059
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,324,950
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	0
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	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Total employer contributions	2017-12-31	112,540
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	104,434
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	35,190
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	5,779
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	5,779
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	104,434
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ASTHMA & ALLERGY CENTER DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,081,396
Acturial value of plan assets	2016-12-31	1,081,396
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	1,043,593
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,048,880
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,048,880
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	0
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	0
Present value of excess contributions	2016-12-31	145,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	154,331
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	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	143,787
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	133,782
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	166,298
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	133,782
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	133,782
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	133,782
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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