AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS MD PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2017: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 2,157,093 |
| Acturial value of plan assets | 2017-12-31 | 2,157,093 |
| 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 | 1,866,338 |
| Number of active participants | 2017-12-31 | 1 |
| Total funding liabilities for active participants | 2017-12-31 | 1,866,338 |
| Total participant count | 2017-12-31 | 1 |
| Total funding target for all participants | 2017-12-31 | 1,866,338 |
| 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 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 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 | 85,533 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 85,533 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| 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 | 250,000 |
| 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 | 246,249 |
| 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 | 207,370 |
| 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 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 246,249 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| 2016: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 1,879,932 |
| Acturial value of plan assets | 2016-12-31 | 1,879,932 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 1 |
| Fundng target for terminated vested participants | 2016-12-31 | 100,898 |
| Active participant vested funding target | 2016-12-31 | 1,667,289 |
| Number of active participants | 2016-12-31 | 1 |
| Total funding liabilities for active participants | 2016-12-31 | 1,667,289 |
| Total participant count | 2016-12-31 | 2 |
| Total funding target for all participants | 2016-12-31 | 1,768,187 |
| 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 | 8,053 |
| 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 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 8,053 |
| Present value of excess contributions | 2016-12-31 | 124,211 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 124,211 |
| 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 | 7,886 |
| 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 | 200,000 |
| 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 | 199,542 |
| 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 | 225,754 |
| 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 | 114,009 |
| 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 | 114,009 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 199,542 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| 2014: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| 2011: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 1 |
| 2010: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $365,974 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $23,068 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,601,611 |
| Total plan assets at beginning of year | 2014-12-31 | $1,258,705 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $95,974 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $342,906 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,601,611 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,258,705 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $270,000 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $23,068 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $309,352 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,891 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $2,891 |
| Total plan assets at end of year | 2013-12-31 | $1,258,705 |
| Total plan assets at beginning of year | 2013-12-31 | $952,244 |
| Value of fidelity bond covering the plan | 2013-12-31 | $4,000,000 |
| Other income received | 2013-12-31 | $158,344 |
| Net income (gross income less expenses) | 2013-12-31 | $306,461 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,258,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $952,244 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $151,008 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $253,913 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $13,343 |
| Total plan assets at end of year | 2012-12-31 | $952,244 |
| Total plan assets at beginning of year | 2012-12-31 | $711,674 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $13,343 |
| Other income received | 2012-12-31 | $78,913 |
| Net income (gross income less expenses) | 2012-12-31 | $240,570 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $952,244 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $711,674 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $175,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $229,979 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,107 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,909 |
| Total plan assets at end of year | 2011-12-31 | $711,674 |
| Total plan assets at beginning of year | 2011-12-31 | $492,802 |
| Other income received | 2011-12-31 | $4,769 |
| Net income (gross income less expenses) | 2011-12-31 | $218,872 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $711,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $492,802 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $225,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,198 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $203,266 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $492,802 |
| Total plan assets at beginning of year | 2010-12-31 | $289,536 |
| Other income received | 2010-12-31 | $53,266 |
| Net income (gross income less expenses) | 2010-12-31 | $203,266 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $492,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $289,536 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $150,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : AMBULATORY ANESTHESIA SERVICES/HERBERT KLOSS, MD, PLLC 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 securities | 2009-12-31 | $0 |