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SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN Benefits

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

SHARON K. ZHENG, M.D. has sponsored the creation of one or more 401k plans.

Company Name:SHARON K. ZHENG, M.D.
Employer identification number (EIN):562396894
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01FLORENCE THWE2019-07-09 FLORENCE THWE2019-07-09
0012017-01-01FLORENCE THWE2018-08-03 FLORENCE THWE2018-08-03
0012016-01-01FLORENCE THWE2017-05-19 FLORENCE THWE2017-05-19
0012015-01-01PYONE THWE2016-05-26 PYONE THWE2016-05-26
0012014-01-01PYONE THWE2015-08-12 PYONE THWE2015-08-12
0012013-01-01PYONE THWE2014-09-30 PYONE THWE2014-09-30
0012012-01-01PYONE THWE2013-10-10 PYONE THWE2013-10-10
0012011-01-01PYONE THWE2012-10-09 PYONE THWE2012-10-09
0012010-01-01PYONE THWE2011-07-16 PYONE THWE2011-07-16

Plan Statistics for SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,628,597
Acturial value of plan assets2021-12-311,628,597
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,583,434
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,583,434
Total participant count2021-12-312
Total funding target for all participants2021-12-311,583,434
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3149,537
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 balance2021-12-3149,537
Present value of excess contributions2021-12-311,111
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3154,164
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
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 date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-3120,206
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 year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,454,453
Acturial value of plan assets2020-12-311,454,453
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,464,918
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,464,918
Total participant count2020-12-312
Total funding target for all participants2020-12-311,464,918
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3143,916
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3143,916
Present value of excess contributions2020-12-313,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-313,553
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3149,537
Total employer contributions2020-12-3140,300
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 date2020-12-3136,776
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-3115,337
Net shortfall amortization installment of oustanding balance2020-12-3160,002
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3135,665
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3135,665
Contributions allocatedtoward minimum required contributions for current year2020-12-3136,776
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,230,319
Acturial value of plan assets2019-12-311,230,319
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,420,953
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,420,953
Total participant count2019-12-312
Total funding target for all participants2019-12-311,420,953
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3169,744
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3169,744
Present value of excess contributions2019-12-315,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-316,225
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 elections2019-12-3122,418
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3143,916
Total employer contributions2019-12-3169,500
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 date2019-12-3162,726
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-3116,520
Net shortfall amortization installment of oustanding balance2019-12-31234,550
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3159,538
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3159,538
Contributions allocatedtoward minimum required contributions for current year2019-12-3162,726
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,238,379
Acturial value of plan assets2018-12-311,238,379
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,321,638
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,321,638
Total participant count2018-12-312
Total funding target for all participants2018-12-311,321,638
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3166,423
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3166,423
Present value of excess contributions2018-12-3115,022
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3115,808
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3169,744
Total employer contributions2018-12-3152,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3147,912
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-3115,390
Net shortfall amortization installment of oustanding balance2018-12-31153,003
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3142,013
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3142,013
Contributions allocatedtoward minimum required contributions for current year2018-12-3147,912
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,091,266
Acturial value of plan assets2017-12-311,091,266
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 target2017-12-311,106,775
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,106,775
Total participant count2017-12-312
Total funding target for all participants2017-12-311,106,775
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3165,922
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3165,922
Present value of excess contributions2017-12-3142,407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3144,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3166,423
Total employer contributions2017-12-3145,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3142,141
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 cost2017-12-3113,665
Net shortfall amortization installment of oustanding balance2017-12-3181,932
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3127,119
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3127,119
Contributions allocatedtoward minimum required contributions for current year2017-12-3142,141
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SHARON K. ZHENG, M.D. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31984,937
Acturial value of plan assets2016-12-31984,937
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-312,802
Active participant vested funding target2016-12-31830,412
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31830,412
Total participant count2016-12-313
Total funding target for all participants2016-12-31833,214
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3167,405
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3167,405
Present value of excess contributions2016-12-3156,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3159,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3165,922
Total employer contributions2016-12-3180,000
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 date2016-12-3174,106
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 cost2016-12-31117,500
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 balances2016-12-3131,699
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3131,699
Contributions allocatedtoward minimum required contributions for current year2016-12-3174,106
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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