401k Plan data: KEVIN H. MULLARKY, M.D. PENSION PLAN plan

KEVIN H. MULLARKY, M.D. PENSION PLAN 401k Plan overview

Plan Name	KEVIN H. MULLARKY, M.D. PENSION PLAN
Plan identification number	002

KEVIN H. MULLARKY, M.D. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KEVIN H. MULLARKY, M.D. has sponsored the creation of one or more 401k plans.

Company Name: KEVIN H. MULLARKY, M.D.

Employer identification number (EIN): 010521670

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN H. MULLARKY, M.D. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 KEVIN MULLARKY 2017-09-08 KEVIN MULLARKY 2017-09-08
002 2016-01-01 KEVIN MULLARKY 2017-09-09 KEVIN MULLARKY 2017-09-09
002 2015-01-01 KEVIN MULLARKY 2016-10-10 KEVIN MULLARKY 2016-10-10
002 2014-01-01 KEVIN MULLARKY 2015-09-13
002 2013-01-01 KEVIN MULLARKY 2014-10-03
002 2012-01-01 KEVIN MULLARKY 2013-10-02
002 2011-01-01 KEVIN MULLARKY 2012-08-31
002 2010-01-01 PAMELA HARDING 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	KEVIN MULLARKY	2017-09-08	KEVIN MULLARKY	2017-09-08
002	2016-01-01	KEVIN MULLARKY	2017-09-09	KEVIN MULLARKY	2017-09-09
002	2015-01-01	KEVIN MULLARKY	2016-10-10	KEVIN MULLARKY	2016-10-10
002	2014-01-01	KEVIN MULLARKY	2015-09-13
002	2013-01-01	KEVIN MULLARKY	2014-10-03
002	2012-01-01	KEVIN MULLARKY	2013-10-02
002	2011-01-01	KEVIN MULLARKY	2012-08-31
002	2010-01-01	PAMELA HARDING	2011-07-28

Plan Statistics for KEVIN H. MULLARKY, M.D. PENSION PLAN

401k plan membership statisitcs for KEVIN H. MULLARKY, M.D. PENSION PLAN

Measure Date Value
2017: KEVIN H. MULLARKY, M.D. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-07-05 2,600,612
Acturial value of plan assets 2017-07-05 2,600,612
Funding target for retired participants and beneficiaries receiving payment 2017-07-05 0
Number of terminated vested participants 2017-07-05 0
Fundng target for terminated vested participants 2017-07-05 0
Active participant vested funding target 2017-07-05 2,301,036
Number of active participants 2017-07-05 3
Total funding liabilities for active participants 2017-07-05 2,301,036
Total participant count 2017-07-05 3
Total funding target for all participants 2017-07-05 2,301,036
Balance at beginning of prior year after applicable adjustments 2017-07-05 3,448
Prefunding balance at beginning of prior year after applicable adjustments 2017-07-05 243,078
Carryover balanced portion elected for use to offset prior years funding requirement 2017-07-05 0
Prefunding balanced used to offset prior years funding requirement 2017-07-05 0
Amount remaining of carryover balance 2017-07-05 3,448
Amount remaining of prefunding balance 2017-07-05 243,078
Present value of excess contributions 2017-07-05 66,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-07-05 70,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-07-05 0
Reductions in caryover balances due to elections or deemed elections 2017-07-05 0
Reductions in prefunding balances due to elections or deemed elections 2017-07-05 0
Balance of carryovers at beginning of current year 2017-07-05 3,678
Balance of prefunding at beginning of current year 2017-07-05 259,316
Contributions allocated toward unpaid minimum require contributions from prior years 2017-07-05 0
Contributions made to avoid restrictions adjusted to valuation date 2017-07-05 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-07-05 0
Unpaid minimum required contributions for all prior years 2017-07-05 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-07-05 0
Remaining amount of unpaid minimum required contributions 2017-07-05 0
Minimum required contributions for current year target normal cost 2017-07-05 0
Net shortfall amortization installment of oustanding balance 2017-07-05 0
Waiver amortization installment 2017-07-05 0
Waived amount of outstanding balance 2017-07-05 0
Total funding amount beforereflecting carryover/prefunding balances 2017-07-05 0
Carryover balance elected to use to offset funding requirement 2017-07-05 0
Prefunding balance elected to use to offset funding requirement 2017-07-05 0
Additional cash requirement 2017-07-05 0
Contributions allocatedtoward minimum required contributions for current year 2017-07-05 0
Unpaid minimum required contributions for current year 2017-07-05 0
Unpaid minimum required contributions for all years 2017-07-05 0
2016: KEVIN H. MULLARKY, M.D. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,361,879
Acturial value of plan assets 2016-12-31 2,361,879
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,975,732
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,975,732
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 1,975,732
Balance at beginning of prior year after applicable adjustments 2016-12-31 3,518
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 248,013
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 3,518
Amount remaining of prefunding balance 2016-12-31 248,013
Present value of excess contributions 2016-12-31 97,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 103,729
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 3,448
Balance of prefunding at beginning of current year 2016-12-31 243,078
Total employer contributions 2016-12-31 78,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 73,127
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 146,416
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 6,795
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 6,795
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 73,127
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: KEVIN H. MULLARKY, M.D. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-07-05	2,600,612
Acturial value of plan assets	2017-07-05	2,600,612
Funding target for retired participants and beneficiaries receiving payment	2017-07-05	0
Number of terminated vested participants	2017-07-05	0
Fundng target for terminated vested participants	2017-07-05	0
Active participant vested funding target	2017-07-05	2,301,036
Number of active participants	2017-07-05	3
Total funding liabilities for active participants	2017-07-05	2,301,036
Total participant count	2017-07-05	3
Total funding target for all participants	2017-07-05	2,301,036
Balance at beginning of prior year after applicable adjustments	2017-07-05	3,448
Prefunding balance at beginning of prior year after applicable adjustments	2017-07-05	243,078
Carryover balanced portion elected for use to offset prior years funding requirement	2017-07-05	0
Prefunding balanced used to offset prior years funding requirement	2017-07-05	0
Amount remaining of carryover balance	2017-07-05	3,448
Amount remaining of prefunding balance	2017-07-05	243,078
Present value of excess contributions	2017-07-05	66,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-07-05	70,338
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-07-05	0
Reductions in caryover balances due to elections or deemed elections	2017-07-05	0
Reductions in prefunding balances due to elections or deemed elections	2017-07-05	0
Balance of carryovers at beginning of current year	2017-07-05	3,678
Balance of prefunding at beginning of current year	2017-07-05	259,316
Contributions allocated toward unpaid minimum require contributions from prior years	2017-07-05	0
Contributions made to avoid restrictions adjusted to valuation date	2017-07-05	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-07-05	0
Unpaid minimum required contributions for all prior years	2017-07-05	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-07-05	0
Remaining amount of unpaid minimum required contributions	2017-07-05	0
Minimum required contributions for current year target normal cost	2017-07-05	0
Net shortfall amortization installment of oustanding balance	2017-07-05	0
Waiver amortization installment	2017-07-05	0
Waived amount of outstanding balance	2017-07-05	0
Total funding amount beforereflecting carryover/prefunding balances	2017-07-05	0
Carryover balance elected to use to offset funding requirement	2017-07-05	0
Prefunding balance elected to use to offset funding requirement	2017-07-05	0
Additional cash requirement	2017-07-05	0
Contributions allocatedtoward minimum required contributions for current year	2017-07-05	0
Unpaid minimum required contributions for current year	2017-07-05	0
Unpaid minimum required contributions for all years	2017-07-05	0
2016: KEVIN H. MULLARKY, M.D. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,361,879
Acturial value of plan assets	2016-12-31	2,361,879
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,975,732
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,975,732
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,975,732
Balance at beginning of prior year after applicable adjustments	2016-12-31	3,518
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	248,013
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	3,518
Amount remaining of prefunding balance	2016-12-31	248,013
Present value of excess contributions	2016-12-31	97,609
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	103,729
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	3,448
Balance of prefunding at beginning of current year	2016-12-31	243,078
Total employer contributions	2016-12-31	78,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	73,127
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	146,416
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	6,795
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	6,795
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	73,127
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	KEVIN H. MULLARKY, M.D.
Employer identification number (EIN):	010521670
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)