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ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN
Plan identification number 002

ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANTHONY L JORDAN HEALTH CENTER INC has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY L JORDAN HEALTH CENTER INC
Employer identification number (EIN):160977295
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JONATHAN CLUNE2023-10-16
0022021-01-01JONATHAN CLUNE2022-10-12
0022020-01-01JONATHAN CLUNE2021-10-11
0022019-01-01JONATHAN CLUNE2020-10-14
0022018-01-01JONATHAN CLUNE2019-10-14
0022017-01-01JONATHAN CLUNE2018-10-12
0022016-01-01JONATHAN CLUNE2017-10-13
0022015-01-01JONATHAN CLUNE2016-10-14
0022014-01-01JONATHAN CLUNE2015-10-08
0022014-01-01JONATHAN CLUNE2015-10-07
0022013-01-01JONATHAN CLUNE2014-10-13
0022012-01-01KIMIO RAMADHAN2013-07-29
0022011-01-01KIMIO RAMADHAN2012-10-12
0022010-01-01KIMIO RAMADHAN2012-10-12
0022008-01-01KIMIO RAMADHAN

Plan Statistics for ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN

Measure Date Value
2022: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,494,928
Acturial value of plan assets2022-12-312,494,928
Funding target for retired participants and beneficiaries receiving payment2022-12-31138,740
Number of terminated vested participants2022-12-3126
Fundng target for terminated vested participants2022-12-31510,175
Active participant vested funding target2022-12-311,599,441
Number of active participants2022-12-3151
Total funding liabilities for active participants2022-12-311,629,641
Total participant count2022-12-3180
Total funding target for all participants2022-12-312,278,556
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
Present value of excess contributions2022-12-31142,566
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31150,721
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 year2022-12-310
Total employer contributions2022-12-31140,832
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 date2022-12-31131,912
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 cost2022-12-3191,802
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 year2022-12-31131,912
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,287,772
Acturial value of plan assets2021-12-312,287,772
Funding target for retired participants and beneficiaries receiving payment2021-12-31142,138
Number of terminated vested participants2021-12-3125
Fundng target for terminated vested participants2021-12-31471,473
Active participant vested funding target2021-12-311,426,170
Number of active participants2021-12-3150
Total funding liabilities for active participants2021-12-311,450,759
Total participant count2021-12-3178
Total funding target for all participants2021-12-312,064,370
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-31130,682
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31137,948
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 year2021-12-310
Total employer contributions2021-12-31152,569
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 date2021-12-31142,566
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 cost2021-12-31129,845
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 year2021-12-31142,566
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,007,672
Acturial value of plan assets2020-12-312,007,672
Funding target for retired participants and beneficiaries receiving payment2020-12-31149,938
Number of terminated vested participants2020-12-3125
Fundng target for terminated vested participants2020-12-31456,521
Active participant vested funding target2020-12-311,260,590
Number of active participants2020-12-3154
Total funding liabilities for active participants2020-12-311,321,188
Total participant count2020-12-3182
Total funding target for all participants2020-12-311,927,647
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-3127,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3128,639
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 year2020-12-310
Total employer contributions2020-12-31170,172
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 date2020-12-31160,278
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 cost2020-12-31109,621
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3129,596
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3129,596
Contributions allocatedtoward minimum required contributions for current year2020-12-31160,278
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,787,365
Acturial value of plan assets2019-12-311,787,365
Funding target for retired participants and beneficiaries receiving payment2019-12-31153,054
Number of terminated vested participants2019-12-3124
Fundng target for terminated vested participants2019-12-31418,334
Active participant vested funding target2019-12-311,170,958
Number of active participants2019-12-3167
Total funding liabilities for active participants2019-12-311,222,666
Total participant count2019-12-3194
Total funding target for all participants2019-12-311,794,054
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31139,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31147,871
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 year2019-12-310
Total employer contributions2019-12-31140,832
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 date2019-12-31131,534
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 cost2019-12-31103,360
Net shortfall amortization installment of oustanding balance2019-12-316,689
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31104,447
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31104,447
Contributions allocatedtoward minimum required contributions for current year2019-12-31131,534
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,096,273
Acturial value of plan assets2018-12-312,096,273
Funding target for retired participants and beneficiaries receiving payment2018-12-31150,129
Number of terminated vested participants2018-12-3123
Fundng target for terminated vested participants2018-12-31369,408
Active participant vested funding target2018-12-311,259,296
Number of active participants2018-12-3172
Total funding liabilities for active participants2018-12-311,319,618
Total participant count2018-12-3198
Total funding target for all participants2018-12-311,839,155
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31248,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31263,639
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31149,634
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 date2018-12-31139,633
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 cost2018-12-31113,674
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31139,633
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,714,971
Acturial value of plan assets2017-12-311,714,971
Funding target for retired participants and beneficiaries receiving payment2017-12-31151,728
Number of terminated vested participants2017-12-3122
Fundng target for terminated vested participants2017-12-31304,231
Active participant vested funding target2017-12-311,064,415
Number of active participants2017-12-3172
Total funding liabilities for active participants2017-12-311,121,451
Total participant count2017-12-3197
Total funding target for all participants2017-12-311,577,410
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31147,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31157,284
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 year2017-12-310
Total employer contributions2017-12-31261,126
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 date2017-12-31248,505
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 cost2017-12-31104,001
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31248,505
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,550,352
Acturial value of plan assets2016-12-311,550,352
Funding target for retired participants and beneficiaries receiving payment2016-12-31153,144
Number of terminated vested participants2016-12-3121
Fundng target for terminated vested participants2016-12-31279,017
Active participant vested funding target2016-12-31893,240
Number of active participants2016-12-3179
Total funding liabilities for active participants2016-12-31967,575
Total participant count2016-12-31103
Total funding target for all participants2016-12-311,399,736
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-31147,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31157,408
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 year2016-12-310
Total employer contributions2016-12-31152,568
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 date2016-12-31147,962
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 cost2016-12-3195,743
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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 year2016-12-31147,962
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2008: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0173
Total number of active participants reported on line 7a of the Form 55002008-01-0148
Number of retired or separated participants receiving benefits2008-01-012
Number of other retired or separated participants entitled to future benefits2008-01-0122
Total of all active and inactive participants2008-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-013

Financial Data on ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN

Measure Date Value
2008 : ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2008 401k financial data
Total income from all sources2008-12-31$-117,418
Expenses. Total of all expenses incurred2008-12-31$155,288
Benefits paid (including direct rollovers)2008-12-31$143,925
Total plan assets at end of year2008-12-31$1,014,271
Total plan assets at beginning of year2008-12-31$1,286,977
Value of fidelity bond covering the plan2008-12-31$300,000
Expenses. Other expenses not covered elsewhere2008-12-31$11,363
Other income received2008-12-31$-272,920
Net income (gross income less expenses)2008-12-31$-272,706
Net plan assets at end of year (total assets less liabilities)2008-12-31$1,014,271
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,286,977
Total contributions received or receivable from employer(s)2008-12-31$155,502

Form 5500 Responses for ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN

2008: ANTHONY L JORDAN HEALTH CORPORATION EMPLOYEES' PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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