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STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSTEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

STEPHEN K. KWAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN K. KWAN, M.D., INC.
Employer identification number (EIN):953793200
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ALICE KWAN2023-05-03
0012021-01-01ALICE KWAN2022-04-12
0012020-01-01ALICE KWAN2021-08-27
0012019-01-01ALICE KWAN2020-10-05
0012018-01-01ALICE KWAN2019-08-30
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ALICE KWAN
0012011-01-01CYNTHIA FRANCISCO
0012009-01-01CYNTHIA FRANCISCO

Plan Statistics for STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-314,449,272
Acturial value of plan assets2022-12-314,449,272
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 target2022-12-312,567,499
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-312,567,499
Total participant count2022-12-313
Total funding target for all participants2022-12-312,567,499
Balance at beginning of prior year after applicable adjustments2022-12-3131
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31832,589
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 balance2022-12-3131
Amount remaining of prefunding balance2022-12-31832,589
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-3135
Balance of prefunding at beginning of current year2022-12-31935,164
Total employer contributions2022-12-310
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 date2022-12-310
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 cost2022-12-312,372
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 year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
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 participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-314,923,293
Acturial value of plan assets2021-12-314,923,293
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 target2021-12-312,661,252
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-312,661,252
Total participant count2021-12-313
Total funding target for all participants2021-12-312,661,252
Balance at beginning of prior year after applicable adjustments2021-12-3131
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31830,761
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 balance2021-12-3131
Amount remaining of prefunding balance2021-12-31830,761
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-3131
Balance of prefunding at beginning of current year2021-12-31832,589
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-311,891
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 year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013
Total number of active participants reported on line 7a of the Form 55002021-01-013
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 participants2021-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-314,703,426
Acturial value of plan assets2020-12-314,703,426
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 target2020-12-312,758,302
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-312,758,302
Total participant count2020-12-313
Total funding target for all participants2020-12-312,758,302
Balance at beginning of prior year after applicable adjustments2020-12-3125
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31678,006
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 balance2020-12-3125
Amount remaining of prefunding balance2020-12-31678,006
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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
Balance of carryovers at beginning of current year2020-12-3131
Balance of prefunding at beginning of current year2020-12-31830,761
Total employer contributions2020-12-310
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 date2020-12-310
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 cost2020-12-311,726
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 year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
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 participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-314,992,723
Acturial value of plan assets2019-12-314,992,723
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 target2019-12-312,854,037
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-312,854,037
Total participant count2019-12-313
Total funding target for all participants2019-12-312,854,037
Balance at beginning of prior year after applicable adjustments2019-12-3124
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31642,477
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 balance2019-12-3124
Amount remaining of prefunding balance2019-12-31642,477
Present value of excess contributions2019-12-3135,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3135,529
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 year2019-12-3125
Balance of prefunding at beginning of current year2019-12-31678,006
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-313,373
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 year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
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 participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-314,396,196
Acturial value of plan assets2018-12-314,396,196
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3119,442
Active participant vested funding target2018-12-312,949,732
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-312,949,732
Total participant count2018-12-316
Total funding target for all participants2018-12-312,969,174
Balance at beginning of prior year after applicable adjustments2018-12-3122
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31579,696
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 balance2018-12-3122
Amount remaining of prefunding balance2018-12-31579,696
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-3124
Balance of prefunding at beginning of current year2018-12-31642,477
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-316,149
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,466,722
Acturial value of plan assets2017-12-314,466,722
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-319,448
Active participant vested funding target2017-12-313,005,501
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-313,005,501
Total participant count2017-12-316
Total funding target for all participants2017-12-313,014,949
Balance at beginning of prior year after applicable adjustments2017-12-3121
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31543,448
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 balance2017-12-3121
Amount remaining of prefunding balance2017-12-31543,448
Balance of carryovers at beginning of current year2017-12-3122
Balance of prefunding at beginning of current year2017-12-31579,696
Total employer contributions2017-12-310
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 date2017-12-310
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 cost2017-12-3144,735
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,241,246
Acturial value of plan assets2016-12-314,241,246
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-318,567
Active participant vested funding target2016-12-313,035,642
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-313,035,642
Total participant count2016-12-316
Total funding target for all participants2016-12-313,044,209
Balance at beginning of prior year after applicable adjustments2016-12-3119
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31495,169
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 balance2016-12-3119
Amount remaining of prefunding balance2016-12-31495,169
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 year2016-12-3121
Balance of prefunding at beginning of current year2016-12-31543,448
Total employer contributions2016-12-310
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 date2016-12-310
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 cost2016-12-3155,714
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022 : STEPHEN K. KWAN, 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$0
Total income from all sources2022-12-31$-201,374
Expenses. Total of all expenses incurred2022-12-31$272,647
Benefits paid (including direct rollovers)2022-12-31$231,667
Total plan assets at end of year2022-12-31$4,449,272
Total plan assets at beginning of year2022-12-31$4,923,293
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-201,374
Net income (gross income less expenses)2022-12-31$-474,021
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,449,272
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,923,293
Assets. Value of real-estate (other than employer real property)2022-12-31$2,800,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$40,980
2021 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$572,360
Expenses. Total of all expenses incurred2021-12-31$352,493
Benefits paid (including direct rollovers)2021-12-31$300,001
Total plan assets at end of year2021-12-31$4,923,293
Total plan assets at beginning of year2021-12-31$4,703,426
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$572,360
Net income (gross income less expenses)2021-12-31$219,867
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,923,293
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,703,426
Assets. Value of real-estate (other than employer real property)2021-12-31$3,000,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$52,492
2020 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$54,601
Expenses. Total of all expenses incurred2020-12-31$343,898
Benefits paid (including direct rollovers)2020-12-31$300,001
Total plan assets at end of year2020-12-31$4,703,426
Total plan assets at beginning of year2020-12-31$4,992,723
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$54,601
Net income (gross income less expenses)2020-12-31$-289,297
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,703,426
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,992,723
Assets. Value of real-estate (other than employer real property)2020-12-31$2,820,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$43,897
2019 : STEPHEN K. KWAN, 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$1,029,012
Expenses. Total of all expenses incurred2019-12-31$432,485
Benefits paid (including direct rollovers)2019-12-31$387,489
Total plan assets at end of year2019-12-31$4,992,723
Total plan assets at beginning of year2019-12-31$4,396,196
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$40,922
Other income received2019-12-31$1,029,012
Net income (gross income less expenses)2019-12-31$596,527
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,992,723
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,396,196
Assets. Value of real-estate (other than employer real property)2019-12-31$2,800,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,074
2018 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
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$232,574
Expenses. Total of all expenses incurred2018-12-31$303,100
Benefits paid (including direct rollovers)2018-12-31$300,000
Total plan assets at end of year2018-12-31$4,396,196
Total plan assets at beginning of year2018-12-31$4,466,722
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$232,574
Net income (gross income less expenses)2018-12-31$-70,526
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,396,196
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,466,722
Assets. Value of real-estate (other than employer real property)2018-12-31$2,300,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : STEPHEN K. KWAN, 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$463,544
Expenses. Total of all expenses incurred2017-12-31$238,068
Benefits paid (including direct rollovers)2017-12-31$231,667
Total plan assets at end of year2017-12-31$4,466,722
Total plan assets at beginning of year2017-12-31$4,241,246
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$463,544
Net income (gross income less expenses)2017-12-31$225,476
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,466,722
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,241,246
Assets. Value of real-estate (other than employer real property)2017-12-31$1,970,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,401
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : STEPHEN K. KWAN, 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$284,272
Expenses. Total of all expenses incurred2016-12-31$233,436
Benefits paid (including direct rollovers)2016-12-31$227,616
Total plan assets at end of year2016-12-31$4,241,246
Total plan assets at beginning of year2016-12-31$4,190,410
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$284,272
Net income (gross income less expenses)2016-12-31$50,836
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,241,246
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$4,190,410
Assets. Value of real-estate (other than employer real property)2016-12-31$1,800,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$381,227
Expenses. Total of all expenses incurred2015-12-31$9,101
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$4,190,410
Total plan assets at beginning of year2015-12-31$3,818,284
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$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$381,227
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$372,126
Net plan assets at end of year (total assets less liabilities)2015-12-31$4,190,410
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,818,284
Assets. Value of real-estate (other than employer real property)2015-12-31$1,700,000
Total contributions received or receivable from employer(s)2015-12-31$0
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$9,101
2014 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$277,578
Expenses. Total of all expenses incurred2014-12-31$6,473
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,818,284
Total plan assets at beginning of year2014-12-31$3,547,179
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$500,000
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$277,578
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$271,105
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,818,284
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,547,179
Assets. Value of real-estate (other than employer real property)2014-12-31$1,500,000
Total contributions received or receivable from employer(s)2014-12-31$0
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$6,473
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$446,270
Expenses. Total of all expenses incurred2013-12-31$3,761
Total plan assets at end of year2013-12-31$3,547,179
Total plan assets at beginning of year2013-12-31$3,104,670
Value of fidelity bond covering the plan2013-12-31$500,000
Assets. Value of loans (other than to participants)2013-12-31$500,000
Other income received2013-12-31$446,270
Net income (gross income less expenses)2013-12-31$442,509
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,547,179
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,104,670
Assets. Value of real-estate (other than employer real property)2013-12-31$1,500,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$310,377
Expenses. Total of all expenses incurred2012-12-31$75
Total plan assets at end of year2012-12-31$3,104,670
Total plan assets at beginning of year2012-12-31$2,794,368
Value of fidelity bond covering the plan2012-12-31$500,000
Assets. Value of loans (other than to participants)2012-12-31$500,000
Other income received2012-12-31$310,377
Net income (gross income less expenses)2012-12-31$310,302
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,104,670
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,794,368
Assets. Value of real-estate (other than employer real property)2012-12-31$1,350,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : STEPHEN K. KWAN, 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$176,156
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,794,368
Total plan assets at beginning of year2011-12-31$2,618,212
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Assets. Value of loans (other than to participants)2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-23,844
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$176,156
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,794,368
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,618,212
Assets. Value of real-estate (other than employer real property)2011-12-31$1,300,000
Total contributions received or receivable from employer(s)2011-12-31$200,000
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
2010 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$376,587
Expenses. Total of all expenses incurred2010-12-31$200
Total plan assets at end of year2010-12-31$2,618,212
Total plan assets at beginning of year2010-12-31$2,241,825
Value of fidelity bond covering the plan2010-12-31$500,000
Assets. Value of loans (other than to participants)2010-12-31$500,000
Other income received2010-12-31$194,587
Net income (gross income less expenses)2010-12-31$376,387
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,618,212
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,241,825
Assets. Value of real-estate (other than employer real property)2010-12-31$1,350,000
Total contributions received or receivable from employer(s)2010-12-31$182,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN

2022: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STEPHEN K. KWAN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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