401k Plan data: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN plan

INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN
Plan identification number	002

INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE has sponsored the creation of one or more 401k plans.

Company Name: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE

Employer identification number (EIN): 450927704

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-09 3
Total number of particpants at end of year 2025-10-09 0
2024: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-04 3
Total number of particpants at end of year 2024-10-04 3
2022: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-23 3
Total number of particpants at end of year 2022-09-23 3
2021: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,185,572
Acturial value of plan assets 2021-12-31 1,185,572
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 1,138,931
Active participant vested funding target 2021-12-31 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 1,138,931
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 0
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 0
Present value of excess contributions 2021-12-31 15
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 15
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 0
Total employer contributions 2021-12-31 0
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 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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 967,281
Acturial value of plan assets 2020-12-31 967,281
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 2020-12-31 910,248
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 910,248
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 910,248
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 0
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 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding 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 0
Total employer contributions 2020-12-31 98,824
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 95,136
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 2020-12-31 152,154
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 95,121
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 95,121
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 95,136
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 974,215
Acturial value of plan assets 2019-12-31 974,215
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 2019-12-31 714,338
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 714,338
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 714,338
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 0
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 0
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Total employer contributions 2019-12-31 0
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 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 2019-12-31 147,536
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2025: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-09	3
Total number of particpants at end of year	2025-10-09	0
2024: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-04	3
Total number of particpants at end of year	2024-10-04	3
2022: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-23	3
Total number of particpants at end of year	2022-09-23	3
2021: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,185,572
Acturial value of plan assets	2021-12-31	1,185,572
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	1,138,931
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	1,138,931
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	0
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	0
Present value of excess contributions	2021-12-31	15
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	15
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	0
Total employer contributions	2021-12-31	0
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	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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	967,281
Acturial value of plan assets	2020-12-31	967,281
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	910,248
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	910,248
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	910,248
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	0
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	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding 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	0
Total employer contributions	2020-12-31	98,824
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	95,136
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	152,154
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	95,121
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	95,121
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	95,136
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	974,215
Acturial value of plan assets	2019-12-31	974,215
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	714,338
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	714,338
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	714,338
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	0
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	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Total employer contributions	2019-12-31	0
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	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	147,536
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

Financial Data on INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2025 : INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-10-09	0
Total expenses incurred by plan in this plan year	2025-10-09	120616
Net assets as of the end of the plan year	2025-10-09	0
Total assets as of the beginning of the plan year	2025-10-09	46552
Value of plan covered by a fidelity bond	2025-10-09	4700
Other income to plan in this plan year	2025-10-09	74064
Plan net income in this plan year	2025-10-09	-46552
Net assets as of the end of the plan year	2025-10-09	0
Net assets as of the beginning of the plan year	2025-10-09	46552
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-09	50
2024 : INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-04	136129
Net assets as of the end of the plan year	2024-10-04	46552
Total assets as of the beginning of the plan year	2024-10-04	135907
Value of plan covered by a fidelity bond	2024-10-04	47000
Other income to plan in this plan year	2024-10-04	46774
Plan net income in this plan year	2024-10-04	-89355
Net assets as of the end of the plan year	2024-10-04	46552
Net assets as of the beginning of the plan year	2024-10-04	135907
2022 : INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-23	0
Net assets as of the end of the plan year	2022-09-23	1185572
Total assets as of the beginning of the plan year	2022-09-23	1066105
Value of plan covered by a fidelity bond	2022-09-23	120000
Other income to plan in this plan year	2022-09-23	119467
Plan net income in this plan year	2022-09-23	119467
Net assets as of the end of the plan year	2022-09-23	1185572
Net assets as of the beginning of the plan year	2022-09-23	1066105
Employer contributions to plan in this plan year	2022-09-23	0

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Company Name:	INTERNAL MEDICINE & CARDIOLOGY OF NORTH SHORE
Employer identification number (EIN):	450927704
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01