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JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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

JAMES R. ZIEGENBEIN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. ZIEGENBEIN, M.D., INC.
Employer identification number (EIN):752992815
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JAMES R. ZIEGENBEIN, M.D.2023-10-16
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JAMES ZIEGENBEIN JAMES ZIEGENBEIN2018-10-03
0032016-01-01JAMES ZIEGENBEIN JAMES ZIEGENBEIN2017-09-28
0032015-01-01JAMES ZIEGENBEIN JAMES ZIEGENBEIN2016-10-14
0032014-01-01JAMES ZIEGENBEIN JAMES ZIEGENBEIN2015-10-13
0032013-01-01JAMES ZIEGENBEIN JAMES ZIEGENBEIN2014-10-15
0032012-01-01RENEE SMITH2013-10-15 RENEE SMITH2013-10-15

Plan Statistics for JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,514,376
Acturial value of plan assets2022-12-311,514,376
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-311,678,708
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,678,708
Total participant count2022-12-312
Total funding target for all participants2022-12-311,678,708
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,457
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 balance2022-12-311,457
Present value of excess contributions2022-12-316,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-316,339
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-311,837
Total employer contributions2022-12-3126,283
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 date2022-12-3123,519
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 cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-31166,169
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3118,722
Additional cash requirement2022-12-3118,722
Contributions allocatedtoward minimum required contributions for current year2022-12-3123,519
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,168,049
Acturial value of plan assets2021-12-311,168,049
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 target2021-12-311,560,333
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,560,333
Total participant count2021-12-312
Total funding target for all participants2021-12-311,560,333
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,429
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 balance2021-12-311,429
Present value of excess contributions2021-12-3110,850
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3111,453
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 elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,457
Total employer contributions2021-12-3150,000
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 date2021-12-3144,247
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31393,741
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3138,233
Additional cash requirement2021-12-3138,233
Contributions allocatedtoward minimum required contributions for current year2021-12-3144,247
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,097,232
Acturial value of plan assets2020-12-311,097,232
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 target2020-12-311,456,561
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,456,561
Total participant count2020-12-312
Total funding target for all participants2020-12-311,456,561
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,838
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 balance2020-12-311,838
Present value of excess contributions2020-12-317,342
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-317,734
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 year2020-12-311,429
Total employer contributions2020-12-3150,000
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 date2020-12-3144,720
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31360,758
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3133,870
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3133,870
Contributions allocatedtoward minimum required contributions for current year2020-12-3144,720
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,269,955
Acturial value of plan assets2019-12-311,269,955
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 target2019-12-311,399,488
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,399,488
Total participant count2019-12-312
Total funding target for all participants2019-12-311,399,488
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,467
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 balance2019-12-311,467
Present value of excess contributions2019-12-3135,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3137,980
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 year2019-12-311,838
Total employer contributions2019-12-3150,009
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 date2019-12-3144,860
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31131,371
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3137,724
Additional cash requirement2019-12-3137,724
Contributions allocatedtoward minimum required contributions for current year2019-12-3144,860
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31940,449
Acturial value of plan assets2018-12-31940,449
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 target2018-12-311,228,863
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,228,863
Total participant count2018-12-312
Total funding target for all participants2018-12-311,228,863
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,551
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 balance2018-12-311,551
Present value of excess contributions2018-12-3114,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3115,681
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 year2018-12-311,467
Total employer contributions2018-12-31104,437
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 date2018-12-3193,538
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31289,881
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3157,548
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3157,548
Contributions allocatedtoward minimum required contributions for current year2018-12-3193,538
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31881,918
Acturial value of plan assets2017-12-31881,918
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 target2017-12-311,100,458
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,100,458
Total participant count2017-12-312
Total funding target for all participants2017-12-311,100,458
Balance at beginning of prior year after applicable adjustments2017-12-31131
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3116,806
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 balance2017-12-31131
Amount remaining of prefunding balance2017-12-3116,806
Present value of excess contributions2017-12-3142,370
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3144,878
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 elections2017-12-31133
Reductions in prefunding balances due to elections or deemed elections2017-12-3115,517
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,551
Total employer contributions2017-12-31100,000
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 date2017-12-3188,170
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31220,091
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3173,336
Additional cash requirement2017-12-3173,336
Contributions allocatedtoward minimum required contributions for current year2017-12-3188,170
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31738,583
Acturial value of plan assets2016-12-31738,583
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 target2016-12-311,018,732
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,018,732
Total participant count2016-12-312
Total funding target for all participants2016-12-311,018,732
Balance at beginning of prior year after applicable adjustments2016-12-31144
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3118,474
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 balance2016-12-31144
Amount remaining of prefunding balance2016-12-3118,474
Present value of excess contributions2016-12-31464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31492
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 year2016-12-31131
Balance of prefunding at beginning of current year2016-12-3116,806
Total employer contributions2016-12-31135,000
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 date2016-12-31119,632
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31297,086
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3177,262
Additional cash requirement2016-12-3177,262
Contributions allocatedtoward minimum required contributions for current year2016-12-31119,632
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-113,814
Expenses. Total of all expenses incurred2022-12-31$172,335
Benefits paid (including direct rollovers)2022-12-31$157,700
Total plan assets at end of year2022-12-31$1,230,045
Total plan assets at beginning of year2022-12-31$1,516,194
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-140,097
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-286,149
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,230,045
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,516,194
Assets. Value of real-estate (other than employer real property)2022-12-31$28,736
Total contributions received or receivable from employer(s)2022-12-31$26,283
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$14,635
2021 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total income from all sources2021-12-31$346,293
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$1,516,197
Total plan assets at beginning of year2021-12-31$1,169,904
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$296,293
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$346,293
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,516,197
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,169,904
Assets. Value of real-estate (other than employer real property)2021-12-31$545,902
Total contributions received or receivable from employer(s)2021-12-31$50,000
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$69,024
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$1,337,302
Total plan assets at beginning of year2020-12-31$1,268,278
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$19,024
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$69,024
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,337,302
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,268,278
Assets. Value of real-estate (other than employer real property)2020-12-31$448,400
Total contributions received or receivable from employer(s)2020-12-31$50,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$-5,339
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,268,278
Total plan assets at beginning of year2019-12-31$1,273,617
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$-55,348
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-5,339
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,268,278
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,273,617
Assets. Value of real-estate (other than employer real property)2019-12-31$448,400
Total contributions received or receivable from employer(s)2019-12-31$50,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$329,348
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,273,617
Total plan assets at beginning of year2018-12-31$944,269
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$224,911
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$329,348
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,273,617
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$944,269
Assets. Value of real-estate (other than employer real property)2018-12-31$317,564
Total contributions received or receivable from employer(s)2018-12-31$104,437
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$66,100
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$944,269
Total plan assets at beginning of year2017-12-31$878,169
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-33,900
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$66,100
Net plan assets at end of year (total assets less liabilities)2017-12-31$944,269
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$878,169
Assets. Value of real-estate (other than employer real property)2017-12-31$317,564
Total contributions received or receivable from employer(s)2017-12-31$100,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$136,781
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$878,169
Total plan assets at beginning of year2016-12-31$741,388
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,781
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$136,781
Net plan assets at end of year (total assets less liabilities)2016-12-31$878,169
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$741,388
Assets. Value of real-estate (other than employer real property)2016-12-31$398,700
Total contributions received or receivable from employer(s)2016-12-31$135,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-101,634
Expenses. Total of all expenses incurred2015-12-31$5,069
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$620,096
Total plan assets at beginning of year2015-12-31$726,799
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$5,069
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-183,478
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-106,703
Net plan assets at end of year (total assets less liabilities)2015-12-31$620,096
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$726,799
Assets. Value of real-estate (other than employer real property)2015-12-31$261,200
Total contributions received or receivable from employer(s)2015-12-31$81,844
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$67,667
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$726,799
Total plan assets at beginning of year2014-12-31$659,132
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-2,333
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$67,667
Net plan assets at end of year (total assets less liabilities)2014-12-31$726,799
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$659,132
Assets. Value of real-estate (other than employer real property)2014-12-31$439,600
Total contributions received or receivable from employer(s)2014-12-31$70,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$-100,591
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$600,070
Total plan assets at beginning of year2013-12-31$700,661
Value of fidelity bond covering the plan2013-12-31$80,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-184,591
Net income (gross income less expenses)2013-12-31$-100,591
Net plan assets at end of year (total assets less liabilities)2013-12-31$600,070
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$700,661
Assets. Value of real-estate (other than employer real property)2013-12-31$375,400
Total contributions received or receivable from employer(s)2013-12-31$84,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN

2022: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES R. ZIEGENBEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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