?>
Logo

EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005 401k Plan overview

Plan NameEMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005
Plan identification number 005

EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005 Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA has sponsored the creation of one or more 401k plans.

Company Name:EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA
Employer identification number (EIN):391248103
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052019-01-01GRANT MOEHRING2020-07-27 GRANT MOEHRING2020-07-27
0052018-01-01GRANT MOEHRING2019-09-27
0052017-01-01GRANT MOEHRING2018-10-12 GRANT MOEHRING2018-10-12
0052016-01-01GRANT MOEHRING2017-10-06
0052015-01-01GRANT MOEHRING2016-10-11
0052014-01-01VERONIQUE R. SWOFFORD2015-09-25
0052013-01-01VERONIQUE R. SWOFFORD2014-08-04 TIMOTHY HELZ2014-08-06
0052012-01-01VERONIQUE R. SWOFFORD2013-09-03 TIMOTHY HELZ2013-09-03
0052011-01-01VERONIQUE SWOFFORD2012-08-08 TIMOTHY HELZ2012-08-13
0052010-01-01VERONIQUE SWOFFORD2011-09-27 TIMOTHY HELZ2011-09-28

Plan Statistics for EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005

401k plan membership statisitcs for EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005

Measure Date Value
2019: EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005 2019 401k membership
Market value of plan assets2019-12-316,425,567
Acturial value of plan assets2019-12-316,425,567
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-311,657,457
Active participant vested funding target2019-12-314,032,255
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-314,032,255
Total participant count2019-12-3128
Total funding target for all participants2019-12-315,689,712
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,529,929
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 balance2019-12-311,529,929
Present value of excess contributions2019-12-3154,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3157,621
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3157,621
Reductions in caryover balances due to elections or deemed elections2019-12-310
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 year2019-12-311,584,184
Total employer contributions2019-12-31142,373
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 date2019-12-31135,374
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 cost2019-12-319,206
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-319,206
Additional cash requirement2019-12-319,206
Contributions allocatedtoward minimum required contributions for current year2019-12-31135,374
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005 2018 401k membership
Market value of plan assets2018-12-315,881,282
Acturial value of plan assets2018-12-315,881,282
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-311,548,908
Active participant vested funding target2018-12-313,595,105
Number of active participants2018-12-3126
Total funding liabilities for active participants2018-12-313,595,105
Total participant count2018-12-3128
Total funding target for all participants2018-12-315,144,013
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,319,555
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,319,555
Present value of excess contributions2018-12-31135,977
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31144,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31144,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,529,929
Total employer contributions2018-12-31545,083
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 date2018-12-31537,868
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 cost2018-12-31480,247
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31480,247
Additional cash requirement2018-12-31480,247
Contributions allocatedtoward minimum required contributions for current year2018-12-31537,868
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005 2017 401k membership
Market value of plan assets2017-12-315,303,218
Acturial value of plan assets2017-12-315,303,218
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3165,505
Active participant vested funding target2017-12-314,006,411
Number of active participants2017-12-3123
Total funding liabilities for active participants2017-12-314,006,411
Total participant count2017-12-3125
Total funding target for all participants2017-12-314,071,916
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,172,868
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 balance2017-12-311,172,868
Present value of excess contributions2017-12-31102,808
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31109,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31109,038
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,319,555
Total employer contributions2017-12-31769,089
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 date2017-12-31762,777
Unpaid minimum required contributions for all prior years2017-12-310
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 cost2017-12-31618,777
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31618,777
Additional cash requirement2017-12-31618,777
Contributions allocatedtoward minimum required contributions for current year2017-12-31762,777
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EMERGENCY MEDICAL ASSOCIATES OF WAUKESHA CASH BALANCE PLAN #005 2016 401k membership
Market value of plan assets2016-12-314,436,545
Acturial value of plan assets2016-12-314,436,545
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3135,817
Active participant vested funding target2016-12-313,325,149
Number of active participants2016-12-3122
Total funding liabilities for active participants2016-12-313,325,149
Total participant count2016-12-3123
Total funding target for all participants2016-12-313,360,966
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,390,730
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31219,151
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,171,579
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,172,868
Total employer contributions2016-12-31630,260
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 date2016-12-31612,161
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
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 cost2016-12-31503,123
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31503,123
Additional cash requirement2016-12-31503,123
Contributions allocatedtoward minimum required contributions for current year2016-12-31612,161
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