STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	KARL STEINBERG, M.D.
Employer identification number (EIN):	470929662
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01

Plan Statistics for STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-05-21	2,329,774
Acturial value of plan assets	2019-05-21	2,329,774
Funding target for retired participants and beneficiaries receiving payment	2019-05-21	0
Number of terminated vested participants	2019-05-21	0
Fundng target for terminated vested participants	2019-05-21	0
Active participant vested funding target	2019-05-21	2,126,208
Number of active participants	2019-05-21	2
Total funding liabilities for active participants	2019-05-21	2,134,305
Total participant count	2019-05-21	2
Total funding target for all participants	2019-05-21	2,134,305
Balance at beginning of prior year after applicable adjustments	2019-05-21	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-21	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-21	0
Prefunding balanced used to offset prior years funding requirement	2019-05-21	0
Amount remaining of carryover balance	2019-05-21	0
Amount remaining of prefunding balance	2019-05-21	0
Present value of excess contributions	2019-05-21	164,293
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-21	164,293
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-21	0
Reductions in caryover balances due to elections or deemed elections	2019-05-21	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-21	0
Balance of carryovers at beginning of current year	2019-05-21	0
Balance of prefunding at beginning of current year	2019-05-21	0
Total employer contributions	2019-05-21	87,500
Total employee contributions	2019-05-21	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-21	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-21	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-21	86,680
Unpaid minimum required contributions for all prior years	2019-05-21	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-21	0
Remaining amount of unpaid minimum required contributions	2019-05-21	0
Minimum required contributions for current year target normal cost	2019-05-21	0
Net shortfall amortization installment of oustanding balance	2019-05-21	0
Waiver amortization installment	2019-05-21	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-21	0
Carryover balance elected to use to offset funding requirement	2019-05-21	0
Prefunding balance elected to use to offset funding requirement	2019-05-21	0
Additional cash requirement	2019-05-21	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-21	86,680
Unpaid minimum required contributions for current year	2019-05-21	0
Unpaid minimum required contributions for all years	2019-05-21	0
2018: STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,165,479
Acturial value of plan assets	2018-12-31	2,165,479
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
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	2,048,142
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	2,064,323
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	2,064,323
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	0
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	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	190,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	190,906
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	0
Total employer contributions	2018-12-31	160,000
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	164,293
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	65,212
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	164,293
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,179,420
Acturial value of plan assets	2017-12-31	2,179,420
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
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	1,777,722
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,788,001
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,788,001
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	126,280
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	126,280
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	0
Total employer contributions	2017-12-31	185,000
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	190,906
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	188,179
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	190,906
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: STONE MOUNTAIN MEDICAL ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,776,388
Acturial value of plan assets	2016-12-31	1,776,388
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
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	1,688,284
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,688,284
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,688,284
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	257,744
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	257,744
Present value of excess contributions	2016-12-31	24,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	24,607
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	242,614
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	122,500
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	126,280
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	11,746
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	126,280
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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