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JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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.
  • Life insurance

401k Sponsoring company profile

JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN T. ALEXANDER, II, M.D., INC. JOHN T. ALEXANDER, II, M.D., INC.
Employer identification number (EIN):953221617
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01JOHN T. ALEXANDER2016-10-03
0012014-01-01JOHN T. ALEXANDER2015-10-15
0012013-01-01JOHN T. ALEXANDER2014-10-15
0012012-01-01JOHN T. ALEXANDER2013-10-08
0012011-01-01JOHN T. ALEXANDER
0012010-01-01JOHN T. ALEXANDER2011-07-07

Plan Statistics for JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,159,193
Acturial value of plan assets2022-12-312,159,193
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-319
Fundng target for terminated vested participants2022-12-31121,854
Active participant vested funding target2022-12-311,470,604
Number of active participants2022-12-314
Total funding liabilities for active participants2022-12-311,473,153
Total participant count2022-12-3113
Total funding target for all participants2022-12-311,595,007
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3110,829
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 balance2022-12-3110,829
Present value of excess contributions2022-12-3196,361
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3196,361
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 year2022-12-3111,481
Total employer contributions2022-12-31362,950
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 date2022-12-31350,079
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 cost2022-12-3117,841
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31350,079
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,318,936
Acturial value of plan assets2021-12-312,318,936
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-319
Fundng target for terminated vested participants2021-12-31114,507
Active participant vested funding target2021-12-311,475,582
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-311,478,311
Total participant count2021-12-3115
Total funding target for all participants2021-12-311,592,818
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3110,222
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 balance2021-12-3110,222
Present value of excess contributions2021-12-31200,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31200,387
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 year2021-12-3110,829
Total employer contributions2021-12-31100,000
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 date2021-12-3196,361
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 cost2021-12-3123,442
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 year2021-12-3196,361
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,074,745
Acturial value of plan assets2020-12-312,074,745
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-318
Fundng target for terminated vested participants2020-12-31169,337
Active participant vested funding target2020-12-311,488,491
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-311,488,491
Total participant count2020-12-3114
Total funding target for all participants2020-12-311,657,828
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-319,625
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 balance2020-12-319,625
Present value of excess contributions2020-12-31196,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31196,679
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 year2020-12-3110,222
Total employer contributions2020-12-31208,832
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 date2020-12-31200,387
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 cost2020-12-3132,241
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31200,387
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,751,628
Acturial value of plan assets2019-12-311,751,625
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-316
Fundng target for terminated vested participants2019-12-31102,266
Active participant vested funding target2019-12-311,496,018
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,497,124
Total participant count2019-12-3111
Total funding target for all participants2019-12-311,599,390
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-319,765
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 balance2019-12-319,765
Present value of excess contributions2019-12-31157,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31157,851
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 year2019-12-319,625
Total employer contributions2019-12-31203,446
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 date2019-12-31196,679
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 cost2019-12-3116,699
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31196,679
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,444,306
Acturial value of plan assets2018-12-311,444,306
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-31100,436
Active participant vested funding target2018-12-311,434,252
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-311,435,446
Total participant count2018-12-3112
Total funding target for all participants2018-12-311,535,882
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-319,145
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 balance2018-12-319,145
Present value of excess contributions2018-12-3128,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3128,569
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 year2018-12-319,765
Total employer contributions2018-12-31198,660
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 date2018-12-31192,228
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 cost2018-12-3117,756
Net shortfall amortization installment of oustanding balance2018-12-31101,816
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3134,377
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3134,377
Contributions allocatedtoward minimum required contributions for current year2018-12-31192,228
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,434,775
Acturial value of plan assets2017-12-311,434,775
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-31101,959
Active participant vested funding target2017-12-311,174,240
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-311,174,899
Total participant count2017-12-3111
Total funding target for all participants2017-12-311,276,858
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31207,799
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31198,673
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-319,126
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-319,145
Total employer contributions2017-12-3140,000
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 date2017-12-3138,297
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 cost2017-12-31167,645
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-319,728
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-319,728
Contributions allocatedtoward minimum required contributions for current year2017-12-3138,297
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,321,785
Acturial value of plan assets2016-12-311,321,785
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31118,810
Active participant vested funding target2016-12-311,144,795
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-311,145,585
Total participant count2016-12-318
Total funding target for all participants2016-12-311,264,395
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31207,945
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 balance2016-12-31207,945
Present value of excess contributions2016-12-31441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31441
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 year2016-12-31207,799
Total employer contributions2016-12-3121,279
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 date2016-12-3120,702
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 cost2016-12-31186,162
Net shortfall amortization installment of oustanding balance2016-12-31160,737
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31229,249
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31208,547
Additional cash requirement2016-12-3120,702
Contributions allocatedtoward minimum required contributions for current year2016-12-3120,702
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2011: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$58,508
Expenses. Total of all expenses incurred2011-12-31$6,544
Benefits paid (including direct rollovers)2011-12-31$4,096
Total plan assets at end of year2011-12-31$623,584
Total plan assets at beginning of year2011-12-31$571,620
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$2,448
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-46,009
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$51,964
Net plan assets at end of year (total assets less liabilities)2011-12-31$623,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$571,620
Total contributions received or receivable from employer(s)2011-12-31$104,517
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN

2011: JOHN T. ALEXANDER, II, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered7
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,251
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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