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RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameRICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

RICHARD C. ROSENBERG, 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

RICHARD ROSENBERG MD INC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD ROSENBERG MD INC
Employer identification number (EIN):953729638
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-05-01
0032021-05-01
0032020-05-01
0032019-05-01
0032017-05-01
0032015-05-01
0032014-05-01
0032013-05-01RICHARD C. ROSENBERG, M.D.2015-02-13
0032012-05-01RICHARD C. ROSENBERG, M.D.2014-02-18
0032011-05-01RICHARD C. ROSENBERG, M.D.2013-02-15
0032010-05-01RICHARD C. ROSENBERG, M.D.2012-02-15

Plan Statistics for RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-0511
Total number of particpants at end of year2025-02-050
2023: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets2023-04-303,110,952
Acturial value of plan assets2023-04-303,110,952
Funding target for retired participants and beneficiaries receiving payment2023-04-300
Number of terminated vested participants2023-04-305
Fundng target for terminated vested participants2023-04-3076,224
Active participant vested funding target2023-04-302,478,669
Number of active participants2023-04-306
Total funding liabilities for active participants2023-04-302,479,119
Total participant count2023-04-3011
Total funding target for all participants2023-04-302,555,343
Balance at beginning of prior year after applicable adjustments2023-04-300
Prefunding balance at beginning of prior year after applicable adjustments2023-04-309,322
Carryover balanced portion elected for use to offset prior years funding requirement2023-04-300
Prefunding balanced used to offset prior years funding requirement2023-04-300
Amount remaining of carryover balance2023-04-300
Amount remaining of prefunding balance2023-04-309,322
Present value of excess contributions2023-04-30293,476
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-04-30293,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-04-300
Reductions in caryover balances due to elections or deemed elections2023-04-300
Reductions in prefunding balances due to elections or deemed elections2023-04-300
Balance of carryovers at beginning of current year2023-04-300
Balance of prefunding at beginning of current year2023-04-308,786
Total employer contributions2023-04-30197,836
Total employee contributions2023-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-04-300
Contributions made to avoid restrictions adjusted to valuation date2023-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-04-30191,566
Unpaid minimum required contributions for all prior years2023-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-04-300
Remaining amount of unpaid minimum required contributions2023-04-300
Minimum required contributions for current year target normal cost2023-04-30321,480
Net shortfall amortization installment of oustanding balance2023-04-300
Waiver amortization installment2023-04-300
Total funding amount beforereflecting carryover/prefunding balances2023-04-300
Carryover balance elected to use to offset funding requirement2023-04-300
Prefunding balance elected to use to offset funding requirement2023-04-300
Additional cash requirement2023-04-300
Contributions allocatedtoward minimum required contributions for current year2023-04-30191,566
Unpaid minimum required contributions for current year2023-04-300
Unpaid minimum required contributions for all years2023-04-300
2022: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-04-302,617,499
Acturial value of plan assets2022-04-302,617,499
Funding target for retired participants and beneficiaries receiving payment2022-04-300
Number of terminated vested participants2022-04-305
Fundng target for terminated vested participants2022-04-3010,755
Active participant vested funding target2022-04-302,004,965
Number of active participants2022-04-308
Total funding liabilities for active participants2022-04-302,005,368
Total participant count2022-04-3013
Total funding target for all participants2022-04-302,016,123
Balance at beginning of prior year after applicable adjustments2022-04-300
Prefunding balance at beginning of prior year after applicable adjustments2022-04-307,261
Carryover balanced portion elected for use to offset prior years funding requirement2022-04-300
Prefunding balanced used to offset prior years funding requirement2022-04-300
Amount remaining of carryover balance2022-04-300
Amount remaining of prefunding balance2022-04-307,261
Present value of excess contributions2022-04-30156,419
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-30156,419
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-300
Reductions in caryover balances due to elections or deemed elections2022-04-300
Reductions in prefunding balances due to elections or deemed elections2022-04-300
Balance of carryovers at beginning of current year2022-04-300
Balance of prefunding at beginning of current year2022-04-309,322
Total employer contributions2022-04-30295,000
Total employee contributions2022-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-300
Contributions made to avoid restrictions adjusted to valuation date2022-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-30293,476
Unpaid minimum required contributions for all prior years2022-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-300
Remaining amount of unpaid minimum required contributions2022-04-300
Minimum required contributions for current year target normal cost2022-04-30283,561
Net shortfall amortization installment of oustanding balance2022-04-300
Waiver amortization installment2022-04-300
Total funding amount beforereflecting carryover/prefunding balances2022-04-300
Carryover balance elected to use to offset funding requirement2022-04-300
Prefunding balance elected to use to offset funding requirement2022-04-300
Additional cash requirement2022-04-300
Contributions allocatedtoward minimum required contributions for current year2022-04-30293,476
Unpaid minimum required contributions for current year2022-04-300
Unpaid minimum required contributions for all years2022-04-300
2021: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-04-302,627,679
Acturial value of plan assets2021-04-302,627,679
Funding target for retired participants and beneficiaries receiving payment2021-04-300
Number of terminated vested participants2021-04-305
Fundng target for terminated vested participants2021-04-309,041
Active participant vested funding target2021-04-301,571,856
Number of active participants2021-04-308
Total funding liabilities for active participants2021-04-301,571,856
Total participant count2021-04-3013
Total funding target for all participants2021-04-301,580,897
Balance at beginning of prior year after applicable adjustments2021-04-300
Prefunding balance at beginning of prior year after applicable adjustments2021-04-307,387
Carryover balanced portion elected for use to offset prior years funding requirement2021-04-300
Prefunding balanced used to offset prior years funding requirement2021-04-300
Amount remaining of carryover balance2021-04-300
Amount remaining of prefunding balance2021-04-307,387
Present value of excess contributions2021-04-30181,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-30181,443
Reductions in caryover balances due to elections or deemed elections2021-04-300
Reductions in prefunding balances due to elections or deemed elections2021-04-300
Balance of carryovers at beginning of current year2021-04-300
Balance of prefunding at beginning of current year2021-04-307,261
Total employer contributions2021-04-30150,000
Total employee contributions2021-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-300
Contributions made to avoid restrictions adjusted to valuation date2021-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-30156,419
Unpaid minimum required contributions for all prior years2021-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-04-300
Remaining amount of unpaid minimum required contributions2021-04-300
Minimum required contributions for current year target normal cost2021-04-30255,361
Net shortfall amortization installment of oustanding balance2021-04-300
Waiver amortization installment2021-04-300
Total funding amount beforereflecting carryover/prefunding balances2021-04-300
Carryover balance elected to use to offset funding requirement2021-04-300
Prefunding balance elected to use to offset funding requirement2021-04-300
Additional cash requirement2021-04-300
Contributions allocatedtoward minimum required contributions for current year2021-04-30156,419
Unpaid minimum required contributions for current year2021-04-300
Unpaid minimum required contributions for all years2021-04-300
2020: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-04-303,986,249
Acturial value of plan assets2020-04-303,986,249
Funding target for retired participants and beneficiaries receiving payment2020-04-300
Number of terminated vested participants2020-04-305
Fundng target for terminated vested participants2020-04-308,717
Active participant vested funding target2020-04-303,796,068
Number of active participants2020-04-307
Total funding liabilities for active participants2020-04-303,796,068
Total participant count2020-04-3012
Total funding target for all participants2020-04-303,804,785
Balance at beginning of prior year after applicable adjustments2020-04-300
Prefunding balance at beginning of prior year after applicable adjustments2020-04-306,982
Carryover balanced portion elected for use to offset prior years funding requirement2020-04-300
Prefunding balanced used to offset prior years funding requirement2020-04-300
Amount remaining of carryover balance2020-04-300
Amount remaining of prefunding balance2020-04-306,982
Present value of excess contributions2020-04-30241,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-04-30241,803
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-04-300
Reductions in caryover balances due to elections or deemed elections2020-04-300
Reductions in prefunding balances due to elections or deemed elections2020-04-300
Balance of carryovers at beginning of current year2020-04-300
Balance of prefunding at beginning of current year2020-04-307,387
Total employer contributions2020-04-30315,000
Total employee contributions2020-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-04-300
Contributions made to avoid restrictions adjusted to valuation date2020-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-04-30305,153
Unpaid minimum required contributions for all prior years2020-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-04-300
Remaining amount of unpaid minimum required contributions2020-04-300
Minimum required contributions for current year target normal cost2020-04-30297,448
Net shortfall amortization installment of oustanding balance2020-04-300
Waiver amortization installment2020-04-300
Total funding amount beforereflecting carryover/prefunding balances2020-04-30123,710
Carryover balance elected to use to offset funding requirement2020-04-300
Prefunding balance elected to use to offset funding requirement2020-04-300
Additional cash requirement2020-04-30123,710
Contributions allocatedtoward minimum required contributions for current year2020-04-30305,153
Unpaid minimum required contributions for current year2020-04-300
Unpaid minimum required contributions for all years2020-04-300
2019: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-04-304,018,694
Acturial value of plan assets2019-04-304,018,694
Funding target for retired participants and beneficiaries receiving payment2019-04-300
Number of terminated vested participants2019-04-304
Fundng target for terminated vested participants2019-04-307,894
Active participant vested funding target2019-04-303,539,021
Number of active participants2019-04-308
Total funding liabilities for active participants2019-04-303,539,021
Total participant count2019-04-3012
Total funding target for all participants2019-04-303,546,915
Balance at beginning of prior year after applicable adjustments2019-04-300
Prefunding balance at beginning of prior year after applicable adjustments2019-04-306,565
Carryover balanced portion elected for use to offset prior years funding requirement2019-04-300
Prefunding balanced used to offset prior years funding requirement2019-04-300
Amount remaining of carryover balance2019-04-300
Amount remaining of prefunding balance2019-04-306,565
Present value of excess contributions2019-04-30402,159
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-04-30402,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-04-300
Reductions in caryover balances due to elections or deemed elections2019-04-300
Reductions in prefunding balances due to elections or deemed elections2019-04-300
Balance of carryovers at beginning of current year2019-04-300
Balance of prefunding at beginning of current year2019-04-306,982
Total employer contributions2019-04-30250,000
Total employee contributions2019-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-04-300
Contributions made to avoid restrictions adjusted to valuation date2019-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-04-30241,803
Unpaid minimum required contributions for all prior years2019-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-04-300
Remaining amount of unpaid minimum required contributions2019-04-300
Minimum required contributions for current year target normal cost2019-04-30268,301
Net shortfall amortization installment of oustanding balance2019-04-300
Waiver amortization installment2019-04-300
Total funding amount beforereflecting carryover/prefunding balances2019-04-300
Carryover balance elected to use to offset funding requirement2019-04-300
Prefunding balance elected to use to offset funding requirement2019-04-300
Additional cash requirement2019-04-300
Contributions allocatedtoward minimum required contributions for current year2019-04-30241,803
Unpaid minimum required contributions for current year2019-04-300
Unpaid minimum required contributions for all years2019-04-300
2018: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-04-303,393,698
Acturial value of plan assets2018-04-303,393,698
Funding target for retired participants and beneficiaries receiving payment2018-04-300
Number of terminated vested participants2018-04-305
Fundng target for terminated vested participants2018-04-3024,352
Active participant vested funding target2018-04-303,154,246
Number of active participants2018-04-307
Total funding liabilities for active participants2018-04-303,154,246
Total participant count2018-04-3012
Total funding target for all participants2018-04-303,178,598
Balance at beginning of prior year after applicable adjustments2018-04-300
Prefunding balance at beginning of prior year after applicable adjustments2018-04-305,993
Carryover balanced portion elected for use to offset prior years funding requirement2018-04-300
Prefunding balanced used to offset prior years funding requirement2018-04-300
Amount remaining of carryover balance2018-04-300
Amount remaining of prefunding balance2018-04-305,993
Present value of excess contributions2018-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-04-300
Balance of carryovers at beginning of current year2018-04-300
Balance of prefunding at beginning of current year2018-04-306,565
Total employer contributions2018-04-30422,684
Total employee contributions2018-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-04-300
Contributions made to avoid restrictions adjusted to valuation date2018-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-04-30422,545
Unpaid minimum required contributions for all prior years2018-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-04-300
Remaining amount of unpaid minimum required contributions2018-04-300
Minimum required contributions for current year target normal cost2018-04-30228,574
Net shortfall amortization installment of oustanding balance2018-04-300
Waiver amortization installment2018-04-300
Total funding amount beforereflecting carryover/prefunding balances2018-04-3020,386
Carryover balance elected to use to offset funding requirement2018-04-300
Prefunding balance elected to use to offset funding requirement2018-04-300
Additional cash requirement2018-04-3020,386
Contributions allocatedtoward minimum required contributions for current year2018-04-30422,545
Unpaid minimum required contributions for current year2018-04-300
Unpaid minimum required contributions for all years2018-04-300
2017: RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-04-303,199,125
Acturial value of plan assets2017-04-303,199,125
Funding target for retired participants and beneficiaries receiving payment2017-04-300
Number of terminated vested participants2017-04-306
Fundng target for terminated vested participants2017-04-3028,323
Active participant vested funding target2017-04-302,954,499
Number of active participants2017-04-307
Total funding liabilities for active participants2017-04-302,954,788
Total participant count2017-04-3013
Total funding target for all participants2017-04-302,983,111
Balance at beginning of prior year after applicable adjustments2017-04-300
Prefunding balance at beginning of prior year after applicable adjustments2017-04-306,137
Carryover balanced portion elected for use to offset prior years funding requirement2017-04-300
Prefunding balanced used to offset prior years funding requirement2017-04-300
Amount remaining of carryover balance2017-04-300
Amount remaining of prefunding balance2017-04-306,137
Present value of excess contributions2017-04-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-04-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-04-300
Reductions in caryover balances due to elections or deemed elections2017-04-300
Reductions in prefunding balances due to elections or deemed elections2017-04-300
Balance of carryovers at beginning of current year2017-04-300
Balance of prefunding at beginning of current year2017-04-305,993
Total employer contributions2017-04-300
Total employee contributions2017-04-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-04-300
Contributions made to avoid restrictions adjusted to valuation date2017-04-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-04-300
Unpaid minimum required contributions for all prior years2017-04-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-04-300
Remaining amount of unpaid minimum required contributions2017-04-300
Minimum required contributions for current year target normal cost2017-04-30207,670
Net shortfall amortization installment of oustanding balance2017-04-300
Waiver amortization installment2017-04-300
Waived amount of outstanding balance2017-04-300
Total funding amount beforereflecting carryover/prefunding balances2017-04-300
Carryover balance elected to use to offset funding requirement2017-04-300
Prefunding balance elected to use to offset funding requirement2017-04-300
Additional cash requirement2017-04-300
Contributions allocatedtoward minimum required contributions for current year2017-04-300
Unpaid minimum required contributions for current year2017-04-300
Unpaid minimum required contributions for all years2017-04-300

Financial Data on RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2025 : RICHARD C. ROSENBERG, M. D., INC. DEFINED BENEFIT PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-050
Total liabilities as of the end of the plan year2025-02-050
Total liabilities as of the beginning of the plan year2025-02-050
Total expenses incurred by plan in this plan year2025-02-053302551
Net assets as of the end of the plan year2025-02-050
Total assets as of the beginning of the plan year2025-02-053200262
Participant contributions to plan in this plan year2025-02-050
Other expenses paid from plan in this plan year2025-02-050
Other contributions to plan in this plan year2025-02-050
Other income to plan in this plan year2025-02-05102289
Plan net income in this plan year2025-02-05-3200262
Net assets as of the end of the plan year2025-02-050
Net assets as of the beginning of the plan year2025-02-053200262
Employer contributions to plan in this plan year2025-02-050
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-0517563

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