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JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

JOHN H. WOLLNER, M.D. C/O CARNOW AND ASSOCIATES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:JOHN H. WOLLNER, M.D. C/O CARNOW AND ASSOCIATES, LTD.
Employer identification number (EIN):421283773
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 H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01JOHN WOLLNER MD2013-04-12 JOHN WOLLNER MD2013-04-12
0022011-01-01JOHN WOLLNER MD2012-04-20 JOHN WOLLNER MD2012-04-20
0022010-01-01JOHN WOLLNER2011-09-19 JOHN WOLLNER2011-09-19

Plan Statistics for JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-202,994,453
Acturial value of plan assets2020-12-202,994,453
Funding target for retired participants and beneficiaries receiving payment2020-12-200
Number of terminated vested participants2020-12-201
Fundng target for terminated vested participants2020-12-201,041
Active participant vested funding target2020-12-202,874,661
Number of active participants2020-12-205
Total funding liabilities for active participants2020-12-202,876,432
Total participant count2020-12-206
Total funding target for all participants2020-12-202,877,473
Balance at beginning of prior year after applicable adjustments2020-12-200
Prefunding balance at beginning of prior year after applicable adjustments2020-12-20201,555
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-200
Prefunding balanced used to offset prior years funding requirement2020-12-20140,536
Amount remaining of carryover balance2020-12-200
Amount remaining of prefunding balance2020-12-2061,019
Present value of excess contributions2020-12-200
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-200
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-200
Reductions in caryover balances due to elections or deemed elections2020-12-200
Reductions in prefunding balances due to elections or deemed elections2020-12-200
Balance of carryovers at beginning of current year2020-12-200
Balance of prefunding at beginning of current year2020-12-2067,121
Total employer contributions2020-12-200
Total employee contributions2020-12-200
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-200
Contributions made to avoid restrictions adjusted to valuation date2020-12-200
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-200
Unpaid minimum required contributions for all prior years2020-12-200
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-200
Remaining amount of unpaid minimum required contributions2020-12-200
Minimum required contributions for current year target normal cost2020-12-2057,109
Net shortfall amortization installment of oustanding balance2020-12-200
Waiver amortization installment2020-12-200
Total funding amount beforereflecting carryover/prefunding balances2020-12-207,250
Carryover balance elected to use to offset funding requirement2020-12-200
Prefunding balance elected to use to offset funding requirement2020-12-207,250
Additional cash requirement2020-12-200
Contributions allocatedtoward minimum required contributions for current year2020-12-200
Unpaid minimum required contributions for current year2020-12-200
Unpaid minimum required contributions for all years2020-12-200
2019: JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,991,137
Acturial value of plan assets2019-12-312,991,137
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-311,067
Active participant vested funding target2019-12-312,636,501
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-312,638,663
Total participant count2019-12-316
Total funding target for all participants2019-12-312,639,730
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,926
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 balance2019-12-312,926
Present value of excess contributions2019-12-31198,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31198,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31198,483
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 year2019-12-31201,555
Total employer contributions2019-12-31325,000
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 date2019-12-31321,562
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 cost2019-12-31287,705
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31146,661
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31146,661
Contributions allocatedtoward minimum required contributions for current year2019-12-31321,562
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,385,823
Acturial value of plan assets2018-12-312,385,823
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31777
Active participant vested funding target2018-12-311,973,484
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,975,210
Total participant count2018-12-316
Total funding target for all participants2018-12-311,975,987
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,760
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 balance2018-12-312,760
Present value of excess contributions2018-12-31297,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31297,297
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-312,926
Total employer contributions2018-12-31200,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31198,483
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 cost2018-12-31191,550
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31198,483
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,233,624
Acturial value of plan assets2017-12-312,233,624
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31673
Active participant vested funding target2017-12-311,298,194
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-311,298,194
Total participant count2017-12-316
Total funding target for all participants2017-12-311,298,867
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,629
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 balance2017-12-312,629
Present value of excess contributions2017-12-31193,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31193,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,760
Total employer contributions2017-12-31300,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31297,297
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 cost2017-12-31399,194
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31297,297
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN H. WOLLNER, M.D. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,815,478
Acturial value of plan assets2016-12-311,815,478
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31596
Active participant vested funding target2016-12-31956,980
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31956,980
Total participant count2016-12-315
Total funding target for all participants2016-12-31957,576
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,504
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-312,504
Present value of excess contributions2016-12-31295,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31295,603
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,629
Total employer contributions2016-12-31195,026
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 date2016-12-31193,389
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 cost2016-12-31179,645
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31193,389
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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