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JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

JEFFREY M. DAVIDSON, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY M. DAVIDSON, M.D.
Employer identification number (EIN):943150664
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01JEFFREY DAVIDSON2016-10-04
0022014-01-01JEFFREY DAVIDSON2015-10-07
0022013-01-01JEFFREY DAVIDSON2014-10-09
0022012-01-01JEFFREY DAVIDSON2013-10-05
0022011-01-01JEFFREY DAVIDSON2012-09-21
0022010-01-01JEFFREY DAVIDSON2011-10-05

Plan Statistics for JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-08-152,558,322
Acturial value of plan assets2020-08-152,558,322
Funding target for retired participants and beneficiaries receiving payment2020-08-150
Number of terminated vested participants2020-08-155
Fundng target for terminated vested participants2020-08-1582,803
Active participant vested funding target2020-08-152,677,277
Number of active participants2020-08-151
Total funding liabilities for active participants2020-08-152,677,277
Total participant count2020-08-156
Total funding target for all participants2020-08-152,760,080
Balance at beginning of prior year after applicable adjustments2020-08-150
Prefunding balance at beginning of prior year after applicable adjustments2020-08-1576
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-150
Prefunding balanced used to offset prior years funding requirement2020-08-150
Amount remaining of carryover balance2020-08-150
Amount remaining of prefunding balance2020-08-1576
Present value of excess contributions2020-08-15130,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-15130,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-1567,000
Reductions in caryover balances due to elections or deemed elections2020-08-150
Reductions in prefunding balances due to elections or deemed elections2020-08-150
Balance of carryovers at beginning of current year2020-08-150
Balance of prefunding at beginning of current year2020-08-1567,084
Total employer contributions2020-08-1575,000
Total employee contributions2020-08-150
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-150
Contributions made to avoid restrictions adjusted to valuation date2020-08-150
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-1573,504
Liquidity shortfalls end of Q12020-08-150
Liquidity shortfalls end of Q22020-08-150
Liquidity shortfalls end of Q32020-08-150
Liquidity shortfalls end of Q42020-08-150
Unpaid minimum required contributions for all prior years2020-08-150
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-150
Remaining amount of unpaid minimum required contributions2020-08-150
Minimum required contributions for current year target normal cost2020-08-150
Net shortfall amortization installment of oustanding balance2020-08-15270,993
Waiver amortization installment2020-08-150
Total funding amount beforereflecting carryover/prefunding balances2020-08-1531,843
Carryover balance elected to use to offset funding requirement2020-08-150
Prefunding balance elected to use to offset funding requirement2020-08-150
Additional cash requirement2020-08-1531,843
Contributions allocatedtoward minimum required contributions for current year2020-08-1573,504
Unpaid minimum required contributions for current year2020-08-150
Unpaid minimum required contributions for all years2020-08-150
2019: JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,318,673
Acturial value of plan assets2019-12-312,318,673
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-3170,787
Active participant vested funding target2019-12-312,372,622
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-312,372,622
Total participant count2019-12-316
Total funding target for all participants2019-12-312,443,409
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31189
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31108
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3181
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 year2019-12-3176
Total employer contributions2019-12-31295,000
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 date2019-12-31283,000
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 cost2019-12-31128,159
Net shortfall amortization installment of oustanding balance2019-12-31124,816
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31152,522
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31152,522
Contributions allocatedtoward minimum required contributions for current year2019-12-31283,000
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,823,714
Acturial value of plan assets2018-12-311,823,714
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-312,857
Active participant vested funding target2018-12-312,031,007
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-312,031,007
Total participant count2018-12-315
Total funding target for all participants2018-12-312,033,864
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31174
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 balance2018-12-31174
Present value of excess contributions2018-12-31235
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31235
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 year2018-12-31189
Total employer contributions2018-12-31301,635
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 date2018-12-31290,402
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 cost2018-12-31256,176
Net shortfall amortization installment of oustanding balance2018-12-31210,350
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31290,516
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31114
Additional cash requirement2018-12-31290,402
Contributions allocatedtoward minimum required contributions for current year2018-12-31290,402
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,704,968
Acturial value of plan assets2017-12-311,704,968
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3186
Active participant vested funding target2017-12-311,676,985
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,677,340
Total participant count2017-12-315
Total funding target for all participants2017-12-311,677,426
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31162
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 balance2017-12-31162
Present value of excess contributions2017-12-313,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,854
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 year2017-12-31174
Total employer contributions2017-12-31231,497
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 date2017-12-31214,919
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 cost2017-12-31242,043
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31214,684
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31214,684
Contributions allocatedtoward minimum required contributions for current year2017-12-31214,919
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JEFFREY M. DAVIDSON, M.D. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,325,738
Acturial value of plan assets2016-12-311,325,738
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31151
Active participant vested funding target2016-12-311,367,944
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-311,360,350
Total participant count2016-12-317
Total funding target for all participants2016-12-311,360,501
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3161,478
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3161,317
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31161
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31162
Total employer contributions2016-12-31257,805
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 date2016-12-31242,867
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 cost2016-12-31230,652
Net shortfall amortization installment of oustanding balance2016-12-3142,933
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31239,124
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31239,124
Contributions allocatedtoward minimum required contributions for current year2016-12-31242,867
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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