401k Plan data: W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN plan

W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN
Plan identification number	003

W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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).

401k Sponsoring company profile

W.L. RUTLEDGE, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: W.L. RUTLEDGE, MD, PA

Employer identification number (EIN): 204330535

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 W.L. RUTLEDGE, M.D. 2015-07-16
003 2013-01-01 W.L. RUTLEDGE, M.D. 2014-10-14
003 2012-01-01 W.L. RUTLEDGE, M.D. 2013-10-15
003 2011-01-01 W.L. RUTLEDGE, M.D. 2012-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	W.L. RUTLEDGE, M.D.	2015-07-16
003	2013-01-01	W.L. RUTLEDGE, M.D.	2014-10-14
003	2012-01-01	W.L. RUTLEDGE, M.D.	2013-10-15
003	2011-01-01	W.L. RUTLEDGE, M.D.	2012-10-01

Plan Statistics for W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN

401k plan membership statisitcs for W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN

Measure Date Value
2017: W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 844,657
Acturial value of plan assets 2017-12-31 844,657
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 1,765
Active participant vested funding target 2017-12-31 853,684
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 853,684
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 855,449
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 37,720
Prefunding balanced used to offset prior years funding requirement 2017-12-31 35,828
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,892
Present value of excess contributions 2017-12-31 2,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,639
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 2,026
Total employer contributions 2017-12-31 20,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 19,688
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 620
Net shortfall amortization installment of oustanding balance 2017-12-31 12,818
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 2,283
Additional cash requirement 2017-12-31 2,283
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 19,688
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 741,957
Acturial value of plan assets 2016-12-31 741,957
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 2016-12-31 742,558
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 742,558
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 742,558
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 35,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 37,720
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 37,720
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 37,720
Total employer contributions 2016-12-31 62,000
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 59,079
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 86,069
Net shortfall amortization installment of oustanding balance 2016-12-31 38,321
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 92,401
Prefunding balance elected to use to offset funding requirement 2016-12-31 35,828
Additional cash requirement 2016-12-31 56,573
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 59,079
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: W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	844,657
Acturial value of plan assets	2017-12-31	844,657
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	1,765
Active participant vested funding target	2017-12-31	853,684
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	853,684
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	855,449
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	37,720
Prefunding balanced used to offset prior years funding requirement	2017-12-31	35,828
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,892
Present value of excess contributions	2017-12-31	2,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,639
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	2,026
Total employer contributions	2017-12-31	20,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	19,688
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	620
Net shortfall amortization installment of oustanding balance	2017-12-31	12,818
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	2,283
Additional cash requirement	2017-12-31	2,283
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	19,688
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: W.L. RUTLEDGE, MD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	741,957
Acturial value of plan assets	2016-12-31	741,957
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	742,558
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	742,558
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	742,558
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	35,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	37,720
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	37,720
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	37,720
Total employer contributions	2016-12-31	62,000
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	59,079
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	86,069
Net shortfall amortization installment of oustanding balance	2016-12-31	38,321
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	92,401
Prefunding balance elected to use to offset funding requirement	2016-12-31	35,828
Additional cash requirement	2016-12-31	56,573
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	59,079
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:	W.L. RUTLEDGE, MD, PA
Employer identification number (EIN):	204330535
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)