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DANIEL J. ROSEN MD PC PENSION PLAN 401k Plan overview

Plan NameDANIEL J. ROSEN MD PC PENSION PLAN
Plan identification number 001

DANIEL J. ROSEN MD PC PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • 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

DANIEL J. ROSEN MD PC has sponsored the creation of one or more 401k plans.

Company Name:DANIEL J. ROSEN MD PC
Employer identification number (EIN):454340229
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL J. ROSEN MD PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DANIEL J. ROSEN2023-10-16
0012021-01-01DANIEL J. ROSEN2022-10-17
0012020-01-01DANIEL J. ROSEN2021-10-12
0012019-01-01DANIEL J. ROSEN2020-10-15
0012018-01-01DANIEL J. ROSEN2019-10-14
0012017-01-01DANIEL J. ROSEN2018-10-12
0012016-01-01DANIEL J. ROSEN2017-10-13
0012016-01-01DANIEL J. ROSEN2018-10-12
0012015-01-01DANIEL J. ROSEN2016-10-17

Plan Statistics for DANIEL J. ROSEN MD PC PENSION PLAN

401k plan membership statisitcs for DANIEL J. ROSEN MD PC PENSION PLAN

Measure Date Value
2022: DANIEL J. ROSEN MD PC PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31521,281
Acturial value of plan assets2022-12-31521,281
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-311,467
Active participant vested funding target2022-12-31389,323
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-31389,323
Total participant count2022-12-314
Total funding target for all participants2022-12-31390,790
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3198,091
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3198,091
Present value of excess contributions2022-12-3135,135
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3137,025
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3137,025
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31137,529
Total employer contributions2022-12-3136,200
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3135,184
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,133
Net shortfall amortization installment of oustanding balance2022-12-317,038
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-314,783
Additional cash requirement2022-12-314,783
Contributions allocatedtoward minimum required contributions for current year2022-12-3135,184
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DANIEL J. ROSEN MD PC PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31476,806
Acturial value of plan assets2021-12-31476,806
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-311,357
Active participant vested funding target2021-12-31360,018
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-31360,018
Total participant count2021-12-314
Total funding target for all participants2021-12-31361,375
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3156,144
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3156,144
Present value of excess contributions2021-12-3117,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3117,957
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3117,957
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3198,091
Total employer contributions2021-12-3136,200
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3135,135
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3112,746
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3135,135
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DANIEL J. ROSEN MD PC PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31380,300
Acturial value of plan assets2020-12-31380,300
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-311,319
Active participant vested funding target2020-12-31340,041
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31340,041
Total participant count2020-12-314
Total funding target for all participants2020-12-31341,360
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3133,595
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3133,595
Present value of excess contributions2020-12-3113,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3114,382
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3114,382
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3156,144
Total employer contributions2020-12-3136,200
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3135,129
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3113,753
Net shortfall amortization installment of oustanding balance2020-12-3117,204
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3118,063
Additional cash requirement2020-12-3118,063
Contributions allocatedtoward minimum required contributions for current year2020-12-3135,129
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DANIEL J. ROSEN MD PC PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31308,753
Acturial value of plan assets2019-12-31308,753
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-311,224
Active participant vested funding target2019-12-31304,063
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31304,063
Total participant count2019-12-314
Total funding target for all participants2019-12-31305,287
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3137,049
Prefunding balanced used to offset prior years funding requirement2019-12-31401
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3136,648
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3133,595
Total employer contributions2019-12-3139,700
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 date2019-12-3138,481
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 cost2019-12-3119,138
Net shortfall amortization installment of oustanding balance2019-12-3130,129
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3124,831
Additional cash requirement2019-12-3124,831
Contributions allocatedtoward minimum required contributions for current year2019-12-3138,481
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DANIEL J. ROSEN MD PC PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31259,517
Acturial value of plan assets2018-12-31259,517
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-311,127
Active participant vested funding target2018-12-31262,441
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31262,441
Total participant count2018-12-314
Total funding target for all participants2018-12-31263,568
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3134,794
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3137,049
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3137,049
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3137,049
Total employer contributions2018-12-3166,200
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 date2018-12-3162,652
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 cost2018-12-3156,343
Net shortfall amortization installment of oustanding balance2018-12-3141,100
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3163,053
Prefunding balance elected to use to offset funding requirement2018-12-31401
Additional cash requirement2018-12-3162,652
Contributions allocatedtoward minimum required contributions for current year2018-12-3162,652
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DANIEL J. ROSEN MD PC PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31166,730
Acturial value of plan assets2017-12-31166,730
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31161,887
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31161,887
Total participant count2017-12-314
Total funding target for all participants2017-12-31161,887
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3134,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3137,132
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3137,132
Reductions in prefunding balances due to elections or deemed elections2017-12-3137,132
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31102,746
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 date2017-12-3194,588
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 cost2017-12-3164,637
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3159,794
Additional cash requirement2017-12-3159,794
Contributions allocatedtoward minimum required contributions for current year2017-12-3194,588
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DANIEL J. ROSEN MD PC PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31108,539
Acturial value of plan assets2016-12-31108,539
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-3185,711
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-3185,711
Total participant count2016-12-314
Total funding target for all participants2016-12-3185,711
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3151,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3155,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-3170,683
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 date2016-12-3167,927
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 cost2016-12-3147,140
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 balances2016-12-3124,312
Additional cash requirement2016-12-3124,312
Contributions allocatedtoward minimum required contributions for current year2016-12-3167,927
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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