401k Plan data: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN plan

JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION 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).
Money purchase (other than target benefit)

401k Sponsoring company profile

JOHN L. ZINKEL, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN L. ZINKEL, M.D., P.C.

Employer identification number (EIN): 383129804

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2019-01-01
003 2018-01-01
003 2018-01-01
003 2017-01-01 JOHN L. ZINKEL
003 2016-01-01 JOHN L. ZINKEL
003 2015-01-01 JOHN L. ZINKEL
003 2014-01-01 JOHN L. ZINKEL
003 2014-01-01 JOHN L. ZINKEL
003 2013-01-01 JOHN L. ZINKEL
003 2012-01-01 JOHN L. ZINKEL
003 2011-01-01 JOHN L. ZINKEL

Plan Statistics for JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,105,174
Acturial value of plan assets 2021-12-31 1,105,174
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 18,689
Active participant vested funding target 2021-12-31 908,968
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 908,968
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 927,657
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 37,738
Amount remaining of prefunding balance 2021-12-31 37,738
Balance of prefunding at beginning of current year 2021-12-31 43,414
Minimum required contributions for current year target normal cost 2021-12-31 49,635
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,038,010
Acturial value of plan assets 2020-12-31 1,038,010
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 861,081
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 861,081
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 861,081
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 49,048
Prefunding balanced used to offset prior years funding requirement 2020-12-31 13,716
Amount remaining of prefunding balance 2020-12-31 35,332
Balance of prefunding at beginning of current year 2020-12-31 37,738
Minimum required contributions for current year target normal cost 2020-12-31 49,440
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 902,342
Acturial value of plan assets 2019-12-31 902,342
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 811,139
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 811,139
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 811,139
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 91,874
Prefunding balanced used to offset prior years funding requirement 2019-12-31 40,201
Amount remaining of prefunding balance 2019-12-31 51,673
Balance of prefunding at beginning of current year 2019-12-31 49,048
Minimum required contributions for current year target normal cost 2019-12-31 53,208
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 13,716
Prefunding balance elected to use to offset funding requirement 2019-12-31 13,716
Additional cash requirement 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 769,179
Acturial value of plan assets 2018-12-31 769,179
Active participant vested funding target 2018-12-31 767,130
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 767,130
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 767,130
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 65,189
Amount remaining of prefunding balance 2018-12-31 65,189
Present value of excess contributions 2018-12-31 19,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 19,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 19,775
Balance of prefunding at beginning of current year 2018-12-31 91,874
Total employer contributions 2018-12-31 26,193
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 24,866
Minimum required contributions for current year target normal cost 2018-12-31 45,423
Net shortfall amortization installment of oustanding balance 2018-12-31 94,988
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 65,067
Prefunding balance elected to use to offset funding requirement 2018-12-31 40,201
Additional cash requirement 2018-12-31 24,866
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 24,866
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 779,810
Acturial value of plan assets 2017-12-31 779,810
Active participant vested funding target 2017-12-31 743,635
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 743,635
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 743,635
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 74,205
Prefunding balanced used to offset prior years funding requirement 2017-12-31 12,031
Amount remaining of prefunding balance 2017-12-31 62,174
Balance of prefunding at beginning of current year 2017-12-31 65,189
Total employer contributions 2017-12-31 29,481
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 28,072
Net shortfall amortization installment of oustanding balance 2017-12-31 32,802
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 8,297
Additional cash requirement 2017-12-31 8,297
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 28,072
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 612,960
Acturial value of plan assets 2016-12-31 612,960
Active participant vested funding target 2016-12-31 596,173
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 596,173
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 596,173
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 96,315
Prefunding balanced used to offset prior years funding requirement 2016-12-31 20,942
Amount remaining of prefunding balance 2016-12-31 75,373
Balance of prefunding at beginning of current year 2016-12-31 74,205
Total employer contributions 2016-12-31 95,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 90,542
Minimum required contributions for current year target normal cost 2016-12-31 90,906
Net shortfall amortization installment of oustanding balance 2016-12-31 61,877
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 102,573
Prefunding balance elected to use to offset funding requirement 2016-12-31 12,031
Additional cash requirement 2016-12-31 90,542
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 90,542
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 5
Number of participants with account balances 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,105,174
Acturial value of plan assets	2021-12-31	1,105,174
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	18,689
Active participant vested funding target	2021-12-31	908,968
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	908,968
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	927,657
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	37,738
Amount remaining of prefunding balance	2021-12-31	37,738
Balance of prefunding at beginning of current year	2021-12-31	43,414
Minimum required contributions for current year target normal cost	2021-12-31	49,635
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,038,010
Acturial value of plan assets	2020-12-31	1,038,010
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	861,081
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	861,081
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	861,081
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	49,048
Prefunding balanced used to offset prior years funding requirement	2020-12-31	13,716
Amount remaining of prefunding balance	2020-12-31	35,332
Balance of prefunding at beginning of current year	2020-12-31	37,738
Minimum required contributions for current year target normal cost	2020-12-31	49,440
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	902,342
Acturial value of plan assets	2019-12-31	902,342
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	811,139
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	811,139
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	811,139
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	91,874
Prefunding balanced used to offset prior years funding requirement	2019-12-31	40,201
Amount remaining of prefunding balance	2019-12-31	51,673
Balance of prefunding at beginning of current year	2019-12-31	49,048
Minimum required contributions for current year target normal cost	2019-12-31	53,208
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	13,716
Prefunding balance elected to use to offset funding requirement	2019-12-31	13,716
Additional cash requirement	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	769,179
Acturial value of plan assets	2018-12-31	769,179
Active participant vested funding target	2018-12-31	767,130
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	767,130
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	767,130
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	65,189
Amount remaining of prefunding balance	2018-12-31	65,189
Present value of excess contributions	2018-12-31	19,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	19,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	19,775
Balance of prefunding at beginning of current year	2018-12-31	91,874
Total employer contributions	2018-12-31	26,193
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	24,866
Minimum required contributions for current year target normal cost	2018-12-31	45,423
Net shortfall amortization installment of oustanding balance	2018-12-31	94,988
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	65,067
Prefunding balance elected to use to offset funding requirement	2018-12-31	40,201
Additional cash requirement	2018-12-31	24,866
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	24,866
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	779,810
Acturial value of plan assets	2017-12-31	779,810
Active participant vested funding target	2017-12-31	743,635
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	743,635
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	743,635
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	74,205
Prefunding balanced used to offset prior years funding requirement	2017-12-31	12,031
Amount remaining of prefunding balance	2017-12-31	62,174
Balance of prefunding at beginning of current year	2017-12-31	65,189
Total employer contributions	2017-12-31	29,481
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	28,072
Net shortfall amortization installment of oustanding balance	2017-12-31	32,802
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	8,297
Additional cash requirement	2017-12-31	8,297
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	28,072
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	612,960
Acturial value of plan assets	2016-12-31	612,960
Active participant vested funding target	2016-12-31	596,173
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	596,173
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	596,173
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	96,315
Prefunding balanced used to offset prior years funding requirement	2016-12-31	20,942
Amount remaining of prefunding balance	2016-12-31	75,373
Balance of prefunding at beginning of current year	2016-12-31	74,205
Total employer contributions	2016-12-31	95,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	90,542
Minimum required contributions for current year target normal cost	2016-12-31	90,906
Net shortfall amortization installment of oustanding balance	2016-12-31	61,877
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	102,573
Prefunding balance elected to use to offset funding requirement	2016-12-31	12,031
Additional cash requirement	2016-12-31	90,542
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	90,542
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	5
Number of participants with account balances	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$-942,107
Total income from all sources	2022-12-31	$-157,244
Expenses. Total of all expenses incurred	2022-12-31	$5,823
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$1,105,174
Value of fidelity bond covering the plan	2022-12-31	$100,000
Other income received	2022-12-31	$-157,244
Net income (gross income less expenses)	2022-12-31	$-163,067
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,105,174
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5,823
2021 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$75,336
Expenses. Total of all expenses incurred	2021-12-31	$8,172
Total plan assets at end of year	2021-12-31	$1,105,174
Total plan assets at beginning of year	2021-12-31	$1,038,010
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$75,336
Net income (gross income less expenses)	2021-12-31	$67,164
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,105,174
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,038,010
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,172
2020 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$141,602
Expenses. Total of all expenses incurred	2020-12-31	$5,934
Total plan assets at end of year	2020-12-31	$1,038,010
Total plan assets at beginning of year	2020-12-31	$902,342
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$141,602
Net income (gross income less expenses)	2020-12-31	$135,668
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,038,010
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$902,342
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,934
2019 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$112,501
Expenses. Total of all expenses incurred	2019-12-31	$5,531
Total plan assets at end of year	2019-12-31	$902,342
Total plan assets at beginning of year	2019-12-31	$795,372
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$112,501
Net income (gross income less expenses)	2019-12-31	$106,970
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$902,342
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$795,372
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$5,531
2018 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-8,584
Expenses. Total of all expenses incurred	2018-12-31	$5,335
Total plan assets at end of year	2018-12-31	$795,372
Total plan assets at beginning of year	2018-12-31	$809,291
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-34,777
Net income (gross income less expenses)	2018-12-31	$-13,919
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$795,372
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$809,291
Total contributions received or receivable from employer(s)	2018-12-31	$26,193
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,335
2017 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$105,578
Expenses. Total of all expenses incurred	2017-12-31	$4,247
Total plan assets at end of year	2017-12-31	$809,291
Total plan assets at beginning of year	2017-12-31	$707,960
Value of fidelity bond covering the plan	2017-12-31	$80,000
Other income received	2017-12-31	$76,097
Net income (gross income less expenses)	2017-12-31	$101,331
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$809,291
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$707,960
Total contributions received or receivable from employer(s)	2017-12-31	$29,481
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$4,247
2016 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$124,764
Expenses. Total of all expenses incurred	2016-12-31	$15,589
Benefits paid (including direct rollovers)	2016-12-31	$12,561
Total plan assets at end of year	2016-12-31	$707,960
Total plan assets at beginning of year	2016-12-31	$598,785
Value of fidelity bond covering the plan	2016-12-31	$80,000
Other income received	2016-12-31	$29,764
Net income (gross income less expenses)	2016-12-31	$109,175
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$707,960
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$598,785
Total contributions received or receivable from employer(s)	2016-12-31	$95,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,028
2015 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$88,172
Expenses. Total of all expenses incurred	2015-12-31	$2,971
Total plan assets at end of year	2015-12-31	$598,785
Total plan assets at beginning of year	2015-12-31	$513,584
Value of fidelity bond covering the plan	2015-12-31	$90,000
Other income received	2015-12-31	$-4,976
Net income (gross income less expenses)	2015-12-31	$85,201
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$598,785
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$513,584
Total contributions received or receivable from employer(s)	2015-12-31	$93,148
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,971
2014 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$68,044
Expenses. Total of all expenses incurred	2014-12-31	$2,769
Total plan assets at end of year	2014-12-31	$513,584
Total plan assets at beginning of year	2014-12-31	$448,309
Value of fidelity bond covering the plan	2014-12-31	$90,000
Other income received	2014-12-31	$28,044
Net income (gross income less expenses)	2014-12-31	$65,275
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$513,584
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$448,309
Total contributions received or receivable from employer(s)	2014-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,769
2013 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$118,833
Expenses. Total of all expenses incurred	2013-12-31	$2,056
Total plan assets at end of year	2013-12-31	$448,309
Total plan assets at beginning of year	2013-12-31	$331,532
Value of fidelity bond covering the plan	2013-12-31	$90,000
Other income received	2013-12-31	$38,833
Net income (gross income less expenses)	2013-12-31	$116,777
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$448,309
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$331,532
Total contributions received or receivable from employer(s)	2013-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,056
2012 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$115,840
Expenses. Total of all expenses incurred	2012-12-31	$985
Total plan assets at end of year	2012-12-31	$331,532
Total plan assets at beginning of year	2012-12-31	$216,677
Value of fidelity bond covering the plan	2012-12-31	$90,000
Other income received	2012-12-31	$14,745
Net income (gross income less expenses)	2012-12-31	$114,855
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$331,532
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$216,677
Total contributions received or receivable from employer(s)	2012-12-31	$101,095
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$985
2011 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$138,127
Expenses. Total of all expenses incurred	2011-12-31	$424
Total plan assets at end of year	2011-12-31	$216,677
Total plan assets at beginning of year	2011-12-31	$78,974
Value of fidelity bond covering the plan	2011-12-31	$150,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$7
Other income received	2011-12-31	$-3,873
Net income (gross income less expenses)	2011-12-31	$137,703
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$216,677
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$78,974
Total contributions received or receivable from employer(s)	2011-12-31	$142,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$417
2010 : JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$78,974
Total plan assets at end of year	2010-12-31	$78,974
Value of fidelity bond covering the plan	2010-12-31	$150,000
Net income (gross income less expenses)	2010-12-31	$78,974
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$78,974
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$78,974

Form 5500 Responses for JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN

2022: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN L. ZINKEL, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	JOHN L. ZINKEL, M.D., P.C.
Employer identification number (EIN):	383129804
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)