JEFFREY L. HALBRECHT, M.D. DEFINED BENEFIT PLAN & TRUST 401k Plan overview

JEFFREY L. HALBRECHT, M.D. DEFINED BENEFIT PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	JEFFREY L. HALBRECHT, M.D., P.C.
Employer identification number (EIN):	943236497
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
004	2018-01-01	JEFFREY HALBRECHT	2019-02-28	JEFFREY HALBRECHT	2019-02-28
004	2017-01-01	JEFFREY HALBRECHT	2018-10-08	JEFFREY HALBRECHT	2018-10-08
004	2016-01-01	JEFFREY HALBRECHT	2017-10-06	JEFFREY HALBRECHT	2017-10-06
004	2015-01-01	JEFFREY HALBRECHT	2016-09-03	JEFFREY HALBRECHT	2016-09-03
004	2014-01-01	JEFFREY HALBRECHT	2015-10-09	JEFFREY HALBRECHT	2015-10-09
004	2013-01-01	JEFFREY HALBRECHT	2014-10-02	JEFFREY HALBRECHT	2014-10-02
004	2012-01-01	JEFFREY HALBRECHT	2013-10-01
004	2011-01-01	JEFFREY HALBRECHT	2012-07-12
004	2010-01-01	JEFFREY HALBRECHT	2011-10-13

Plan Statistics for JEFFREY L. HALBRECHT, M.D. DEFINED BENEFIT PLAN & TRUST

Measure	Date	Value
2017: JEFFREY L. HALBRECHT, M.D. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-03-10	2,336,143
Acturial value of plan assets	2017-03-10	2,336,143
Funding target for retired participants and beneficiaries receiving payment	2017-03-10	0
Number of terminated vested participants	2017-03-10	6
Fundng target for terminated vested participants	2017-03-10	11,836
Active participant vested funding target	2017-03-10	2,114,873
Number of active participants	2017-03-10	1
Total funding liabilities for active participants	2017-03-10	2,114,873
Total participant count	2017-03-10	7
Total funding target for all participants	2017-03-10	2,126,709
Balance at beginning of prior year after applicable adjustments	2017-03-10	42
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-10	428,519
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-10	0
Prefunding balanced used to offset prior years funding requirement	2017-03-10	0
Amount remaining of carryover balance	2017-03-10	42
Amount remaining of prefunding balance	2017-03-10	428,519
Present value of excess contributions	2017-03-10	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-10	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-10	0
Reductions in caryover balances due to elections or deemed elections	2017-03-10	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-10	0
Balance of carryovers at beginning of current year	2017-03-10	45
Balance of prefunding at beginning of current year	2017-03-10	462,886
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-10	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-10	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-10	0
Liquidity shortfalls end of Q1	2017-03-10	0
Liquidity shortfalls end of Q2	2017-03-10	0
Liquidity shortfalls end of Q3	2017-03-10	0
Liquidity shortfalls end of Q4	2017-03-10	0
Unpaid minimum required contributions for all prior years	2017-03-10	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-10	0
Remaining amount of unpaid minimum required contributions	2017-03-10	0
Minimum required contributions for current year target normal cost	2017-03-10	0
Net shortfall amortization installment of oustanding balance	2017-03-10	0
Waiver amortization installment	2017-03-10	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-10	0
Carryover balance elected to use to offset funding requirement	2017-03-10	0
Prefunding balance elected to use to offset funding requirement	2017-03-10	0
Additional cash requirement	2017-03-10	0
Contributions allocatedtoward minimum required contributions for current year	2017-03-10	0
Unpaid minimum required contributions for current year	2017-03-10	0
Unpaid minimum required contributions for all years	2017-03-10	0
2016: JEFFREY L. HALBRECHT, M.D. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,298,985
Acturial value of plan assets	2016-12-31	2,298,985
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	5,542
Active participant vested funding target	2016-12-31	1,985,197
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	1,985,197
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,990,739
Balance at beginning of prior year after applicable adjustments	2016-12-31	42
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	431,307
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	42
Amount remaining of prefunding balance	2016-12-31	431,307
Present value of excess contributions	2016-12-31	28,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	28,573
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	2,000
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	0
Balance of carryovers at beginning of current year	2016-12-31	42
Balance of prefunding at beginning of current year	2016-12-31	428,519
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	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	0
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
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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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