401k Plan data: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN plan

MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN
Plan identification number	001

MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MISSOURI STATE MEDICAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: MISSOURI STATE MEDICAL ASSOCIATION

Employer identification number (EIN): 430631112

NAIC Classification: 541910
NAIC Description: Marketing Research and Public Opinion Polling

Additional information about MISSOURI STATE MEDICAL ASSOCIATION

Jurisdiction of Incorporation: Missouri Secretary of State

Incorporation Date:

Company Identification Number: B00002879

More information about MISSOURI STATE MEDICAL ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JEFF HOWELL 2024-10-02 JEFF HOWELL 2024-10-02
001 2022-01-01 JEFF HOWELL 2023-07-08 JEFF HOWELL 2023-07-08
001 2021-01-01 JEFF HOWELL 2022-04-21 JEFF HOWELL 2022-04-21
001 2020-01-01 JEFF HOWELL 2021-10-12 JEFF HOWELL 2021-10-12
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ANDREW ROCHMAN 2013-07-03
001 2011-04-01 ANDREW ROCHMAN 2012-09-29
001 2010-04-01 ANDREW ROCHMAN 2012-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JEFF HOWELL	2024-10-02	JEFF HOWELL	2024-10-02
001	2022-01-01	JEFF HOWELL	2023-07-08	JEFF HOWELL	2023-07-08
001	2021-01-01	JEFF HOWELL	2022-04-21	JEFF HOWELL	2022-04-21
001	2020-01-01	JEFF HOWELL	2021-10-12	JEFF HOWELL	2021-10-12
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ANDREW ROCHMAN	2013-07-03
001	2011-04-01	ANDREW ROCHMAN	2012-09-29
001	2010-04-01	ANDREW ROCHMAN	2012-09-29

Plan Statistics for MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-24 14
Total number of particpants at end of year 2025-09-24 11
2024: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-02 15
Total number of particpants at end of year 2024-10-02 14
2022: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,520,690
Acturial value of plan assets 2022-12-31 6,520,690
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,980,800
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 2,021,900
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 2,177,486
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 4,158,286
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 144,584
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 144,584
Present value of excess contributions 2022-12-31 1,058,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,118,811
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 160,850
Total employer contributions 2022-12-31 60,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 58,395
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 248,915
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 58,395
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,966,506
Acturial value of plan assets 2021-12-31 6,966,506
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,139,706
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 1,287,923
Active participant vested funding target 2021-12-31 1,674,356
Number of active participants 2021-12-31 12
Total funding liabilities for active participants 2021-12-31 1,798,859
Total participant count 2021-12-31 20
Total funding target for all participants 2021-12-31 5,226,488
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 132,719
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 132,719
Present value of excess contributions 2021-12-31 1,612,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,701,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 144,584
Total employer contributions 2021-12-31 1,085,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,058,478
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 191,763
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,058,478
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,742,908
Acturial value of plan assets 2020-12-31 4,742,908
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,237,531
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 2,487,120
Number of active participants 2020-12-31 16
Total funding liabilities for active participants 2020-12-31 2,612,085
Total participant count 2020-12-31 21
Total funding target for all participants 2020-12-31 4,849,616
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 63,769
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 63,769
Present value of excess contributions 2020-12-31 52,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 55,909
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 55,909
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 132,719
Total employer contributions 2020-12-31 2,048,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 1,949,540
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 276,495
Net shortfall amortization installment of oustanding balance 2020-12-31 236,427
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 337,097
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 337,097
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,949,540
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,735,646
Acturial value of plan assets 2019-12-31 3,735,646
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,260,447
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 2,095,068
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 2,206,652
Total participant count 2019-12-31 22
Total funding target for all participants 2019-12-31 4,467,099
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 61,435
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 61,435
Present value of excess contributions 2019-12-31 6,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 6,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 6,413
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 63,769
Total employer contributions 2019-12-31 448,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 429,214
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 241,838
Net shortfall amortization installment of oustanding balance 2019-12-31 795,222
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 376,315
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 376,315
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 429,214
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,036,018
Acturial value of plan assets 2018-12-31 4,036,018
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,280,136
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,713,194
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 1,788,063
Total participant count 2018-12-31 20
Total funding target for all participants 2018-12-31 4,068,199
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 91,008
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 37,075
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 53,933
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 61,435
Total employer contributions 2018-12-31 195,500
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 2018-12-31 189,818
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 165,551
Net shortfall amortization installment of oustanding balance 2018-12-31 93,616
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 183,761
Additional cash requirement 2018-12-31 183,761
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 189,818
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,476,289
Acturial value of plan assets 2017-12-31 3,476,289
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,454,003
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,081,983
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,081,983
Total participant count 2017-12-31 20
Total funding target for all participants 2017-12-31 3,535,986
Balance at beginning of prior year after applicable adjustments 2017-12-31 116,945
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 105,176
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 116,945
Prefunding balanced used to offset prior years funding requirement 2017-12-31 19,700
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 85,476
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 91,008
Total employer contributions 2017-12-31 189,000
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 2017-12-31 183,994
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 196,321
Net shortfall amortization installment of oustanding balance 2017-12-31 150,705
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 221,069
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 37,075
Additional cash requirement 2017-12-31 183,994
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 183,994
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,284,293
Acturial value of plan assets 2016-12-31 3,284,293
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 598,210
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,523,295
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 2,559,496
Total participant count 2016-12-31 20
Total funding target for all participants 2016-12-31 3,157,706
Balance at beginning of prior year after applicable adjustments 2016-12-31 202,688
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 103,480
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 87,629
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 115,059
Amount remaining of prefunding balance 2016-12-31 103,480
Present value of excess contributions 2016-12-31 76,461
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 77,714
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 2016-12-31 116,945
Balance of prefunding at beginning of current year 2016-12-31 105,176
Total employer contributions 2016-12-31 77,500
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 73,811
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 2016-12-31 210,456
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 2016-12-31 210,456
Carryover balance elected to use to offset funding requirement 2016-12-31 116,945
Prefunding balance elected to use to offset funding requirement 2016-12-31 19,700
Additional cash requirement 2016-12-31 73,811
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 73,811
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-24	14
Total number of particpants at end of year	2025-09-24	11
2024: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-02	15
Total number of particpants at end of year	2024-10-02	14
2022: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,520,690
Acturial value of plan assets	2022-12-31	6,520,690
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,980,800
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	2,021,900
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	2,177,486
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	4,158,286
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	144,584
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	144,584
Present value of excess contributions	2022-12-31	1,058,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,118,811
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	160,850
Total employer contributions	2022-12-31	60,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	58,395
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	248,915
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	58,395
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,966,506
Acturial value of plan assets	2021-12-31	6,966,506
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,139,706
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	1,287,923
Active participant vested funding target	2021-12-31	1,674,356
Number of active participants	2021-12-31	12
Total funding liabilities for active participants	2021-12-31	1,798,859
Total participant count	2021-12-31	20
Total funding target for all participants	2021-12-31	5,226,488
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	132,719
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	132,719
Present value of excess contributions	2021-12-31	1,612,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,701,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	144,584
Total employer contributions	2021-12-31	1,085,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,058,478
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	191,763
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,058,478
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,742,908
Acturial value of plan assets	2020-12-31	4,742,908
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,237,531
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	2,487,120
Number of active participants	2020-12-31	16
Total funding liabilities for active participants	2020-12-31	2,612,085
Total participant count	2020-12-31	21
Total funding target for all participants	2020-12-31	4,849,616
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	63,769
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	63,769
Present value of excess contributions	2020-12-31	52,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	55,909
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	55,909
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	132,719
Total employer contributions	2020-12-31	2,048,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	1,949,540
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	276,495
Net shortfall amortization installment of oustanding balance	2020-12-31	236,427
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	337,097
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	337,097
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,949,540
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,735,646
Acturial value of plan assets	2019-12-31	3,735,646
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,260,447
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	2,095,068
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	2,206,652
Total participant count	2019-12-31	22
Total funding target for all participants	2019-12-31	4,467,099
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	61,435
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	61,435
Present value of excess contributions	2019-12-31	6,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	6,413
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	6,413
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	63,769
Total employer contributions	2019-12-31	448,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	429,214
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	241,838
Net shortfall amortization installment of oustanding balance	2019-12-31	795,222
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	376,315
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	376,315
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	429,214
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,036,018
Acturial value of plan assets	2018-12-31	4,036,018
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,280,136
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,713,194
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	1,788,063
Total participant count	2018-12-31	20
Total funding target for all participants	2018-12-31	4,068,199
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	91,008
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	37,075
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	53,933
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	61,435
Total employer contributions	2018-12-31	195,500
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	189,818
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	165,551
Net shortfall amortization installment of oustanding balance	2018-12-31	93,616
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	183,761
Additional cash requirement	2018-12-31	183,761
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	189,818
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,476,289
Acturial value of plan assets	2017-12-31	3,476,289
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,454,003
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,081,983
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,081,983
Total participant count	2017-12-31	20
Total funding target for all participants	2017-12-31	3,535,986
Balance at beginning of prior year after applicable adjustments	2017-12-31	116,945
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	105,176
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	116,945
Prefunding balanced used to offset prior years funding requirement	2017-12-31	19,700
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	85,476
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	91,008
Total employer contributions	2017-12-31	189,000
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	183,994
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	196,321
Net shortfall amortization installment of oustanding balance	2017-12-31	150,705
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	221,069
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	37,075
Additional cash requirement	2017-12-31	183,994
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	183,994
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,284,293
Acturial value of plan assets	2016-12-31	3,284,293
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	598,210
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,523,295
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	2,559,496
Total participant count	2016-12-31	20
Total funding target for all participants	2016-12-31	3,157,706
Balance at beginning of prior year after applicable adjustments	2016-12-31	202,688
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	103,480
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	87,629
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	115,059
Amount remaining of prefunding balance	2016-12-31	103,480
Present value of excess contributions	2016-12-31	76,461
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	77,714
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	116,945
Balance of prefunding at beginning of current year	2016-12-31	105,176
Total employer contributions	2016-12-31	77,500
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	73,811
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	210,456
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	210,456
Carryover balance elected to use to offset funding requirement	2016-12-31	116,945
Prefunding balance elected to use to offset funding requirement	2016-12-31	19,700
Additional cash requirement	2016-12-31	73,811
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	73,811
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-24	937611
Net assets as of the end of the plan year	2025-09-24	5045379
Total assets as of the beginning of the plan year	2025-09-24	5754691
Value of plan covered by a fidelity bond	2025-09-24	151807
Other income to plan in this plan year	2025-09-24	228299
Plan net income in this plan year	2025-09-24	-709312
Net assets as of the end of the plan year	2025-09-24	5045379
Net assets as of the beginning of the plan year	2025-09-24	5754691
2024 : MISSOURI STATE MEDICAL ASSOCIATION DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-02	233043
Net assets as of the end of the plan year	2024-10-02	5754691
Total assets as of the beginning of the plan year	2024-10-02	5569313
Value of plan covered by a fidelity bond	2024-10-02	151807
Other income to plan in this plan year	2024-10-02	408421
Plan net income in this plan year	2024-10-02	185378
Net assets as of the end of the plan year	2024-10-02	5754691
Net assets as of the beginning of the plan year	2024-10-02	5569313
Employer contributions to plan in this plan year	2024-10-02	10000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-02	27967

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Company Name:	MISSOURI STATE MEDICAL ASSOCIATION
Employer identification number (EIN):	430631112
NAIC Classification:	541910
NAIC Description:	Marketing Research and Public Opinion Polling

Jurisdiction of Incorporation:	Missouri Secretary of State
Incorporation Date:
Company Identification Number:	B00002879