401k Plan data: STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN plan

STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN 401k Plan overview

Plan Name	STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN
Plan identification number	001

STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN Benefits

401k Plan Type	Defined 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

STRATEGIC MEDICAL INITIATIVES LLC has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC MEDICAL INITIATIVES LLC

Employer identification number (EIN): 205718826

NAIC Classification: 519100

Additional information about STRATEGIC MEDICAL INITIATIVES LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4218244

More information about STRATEGIC MEDICAL INITIATIVES LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01
001 2016-01-01 JOHN CARPI 2017-08-10
001 2015-01-01 JOHN CARPI 2016-10-03
001 2014-01-01 JOHN CARPI 2015-09-28
001 2013-01-01 JOHN CARPI 2014-07-24
001 2012-01-01 JOHN CARPI 2013-09-26
001 2011-01-01 JOHN CARPI 2012-09-26
001 2010-01-01 JOHN CARPI 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01
001	2016-01-01	JOHN CARPI	2017-08-10
001	2015-01-01	JOHN CARPI	2016-10-03
001	2014-01-01	JOHN CARPI	2015-09-28
001	2013-01-01	JOHN CARPI	2014-07-24
001	2012-01-01	JOHN CARPI	2013-09-26
001	2011-01-01	JOHN CARPI	2012-09-26
001	2010-01-01	JOHN CARPI	2011-07-14

Plan Statistics for STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN

401k plan membership statisitcs for STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN

Measure Date Value
2017: STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,655,195
Acturial value of plan assets 2017-12-31 1,655,195
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,514,906
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 1,514,906
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 1,514,906
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 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 62,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 65,657
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
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 0
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 10,523
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,427,391
Acturial value of plan assets 2016-12-31 1,427,391
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 1,282,802
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 1,282,802
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 1,282,802
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 1,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,890
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 80,000
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 78,201
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 2016-12-31 160,349
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 15,760
Additional cash requirement 2016-12-31 15,760
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 78,201
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: STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,655,195
Acturial value of plan assets	2017-12-31	1,655,195
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,514,906
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	1,514,906
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	1,514,906
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	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	62,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	65,657
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
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	0
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	10,523
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: STRATEGIC MEDICAL INITIATIVES, LLC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,427,391
Acturial value of plan assets	2016-12-31	1,427,391
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	1,282,802
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	1,282,802
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	1,282,802
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	1,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,890
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	80,000
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	78,201
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	160,349
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	15,760
Additional cash requirement	2016-12-31	15,760
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	78,201
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:	STRATEGIC MEDICAL INITIATIVES LLC
Employer identification number (EIN):	205718826
NAIC Classification:	519100

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4218244