401k Plan data: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN plan

CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN
Plan identification number	002

CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT 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. Life insurance

401k Sponsoring company profile

CBCI MEDICAL GROUP, PLLC has sponsored the creation of one or more 401k plans.

Company Name: CBCI MEDICAL GROUP, PLLC

Employer identification number (EIN): 273102598

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

Additional information about CBCI MEDICAL GROUP, PLLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2010-05-24

Company Identification Number: 20101297723

Legal Registered Office Address: 10303 E Dry Creek Rd Ste 400

Englewood
United States of America (USA)
80112

More information about CBCI MEDICAL GROUP, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 MARK BRUNVAND 2016-10-11
002 2014-01-01 MARK BRUNVAND 2015-10-13
002 2013-01-01 PETER MCSWEENEY 2014-10-15
002 2012-01-01 PETER MCSWEENEY 2013-10-08
002 2011-01-01 PETER MCSWEENEY
002 2010-01-01 PETER MCSWEENEY 2011-09-15

Plan Statistics for CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-08-31 12,017,570
Acturial value of plan assets 2021-08-31 12,017,570
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 0
Number of terminated vested participants 2021-08-31 1
Fundng target for terminated vested participants 2021-08-31 12,694
Active participant vested funding target 2021-08-31 7,777,111
Number of active participants 2021-08-31 30
Total funding liabilities for active participants 2021-08-31 7,809,854
Total participant count 2021-08-31 31
Total funding target for all participants 2021-08-31 7,822,548
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 600,639
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 600,639
Present value of excess contributions 2021-08-31 1,513,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 1,595,237
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 622,923
Total employer contributions 2021-08-31 41,705
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 43,275
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 1,015
Net shortfall amortization installment of oustanding balance 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 0
Additional cash requirement 2021-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 43,275
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 10,504,038
Acturial value of plan assets 2020-12-31 10,504,038
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 13,086
Active participant vested funding target 2020-12-31 7,656,097
Number of active participants 2020-12-31 28
Total funding liabilities for active participants 2020-12-31 7,676,423
Total participant count 2020-12-31 29
Total funding target for all participants 2020-12-31 7,689,509
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 549,131
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 549,131
Present value of excess contributions 2020-12-31 1,258,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,258,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 600,639
Total employer contributions 2020-12-31 1,485,797
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 1,513,220
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 485,310
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,513,220
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 8,878,692
Acturial value of plan assets 2019-12-31 8,878,692
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 11,966
Active participant vested funding target 2019-12-31 7,067,309
Number of active participants 2019-12-31 26
Total funding liabilities for active participants 2019-12-31 7,084,801
Total participant count 2019-12-31 27
Total funding target for all participants 2019-12-31 7,096,767
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 590,273
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 590,273
Present value of excess contributions 2019-12-31 1,141,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,141,638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 549,131
Total employer contributions 2019-12-31 1,232,928
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,258,389
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 82,596
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,258,389
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 6,752,727
Acturial value of plan assets 2018-12-31 6,752,727
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 10,135
Active participant vested funding target 2018-12-31 6,250,520
Number of active participants 2018-12-31 21
Total funding liabilities for active participants 2018-12-31 6,260,499
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 6,270,634
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 538,374
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 538,374
Present value of excess contributions 2018-12-31 1,347,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,347,128
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 590,273
Total employer contributions 2018-12-31 1,321,328
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 1,349,536
Unpaid minimum required contributions for all prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 207,898
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 207,898
Additional cash requirement 2018-12-31 207,898
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,349,536
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 7,481,429
Acturial value of plan assets 2017-12-31 7,481,429
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 1,138,449
Active participant vested funding target 2017-12-31 3,930,184
Number of active participants 2017-12-31 20
Total funding liabilities for active participants 2017-12-31 4,002,967
Total participant count 2017-12-31 24
Total funding target for all participants 2017-12-31 5,141,416
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 523,049
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 523,049
Present value of excess contributions 2017-12-31 1,163,702
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,163,702
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 2017-12-31 538,374
Total employer contributions 2017-12-31 1,331,777
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 1,358,764
Unpaid minimum required contributions for all 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 1,781,403
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 11,636
Additional cash requirement 2017-12-31 11,636
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,358,764
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,643,351
Acturial value of plan assets 2016-12-31 5,643,351
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 51,567
Active participant vested funding target 2016-12-31 3,766,178
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 3,863,509
Total participant count 2016-12-31 22
Total funding target for all participants 2016-12-31 3,915,076
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 577,508
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 577,508
Present value of excess contributions 2016-12-31 1,298,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,298,823
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 0
Balance of prefunding at beginning of current year 2016-12-31 523,049
Total employer contributions 2016-12-31 1,130,595
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 1,163,702
Unpaid minimum required contributions for all 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 2016-12-31 887,751
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,163,702
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12

Measure	Date	Value
2021: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-08-31	12,017,570
Acturial value of plan assets	2021-08-31	12,017,570
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	0
Number of terminated vested participants	2021-08-31	1
Fundng target for terminated vested participants	2021-08-31	12,694
Active participant vested funding target	2021-08-31	7,777,111
Number of active participants	2021-08-31	30
Total funding liabilities for active participants	2021-08-31	7,809,854
Total participant count	2021-08-31	31
Total funding target for all participants	2021-08-31	7,822,548
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	600,639
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	600,639
Present value of excess contributions	2021-08-31	1,513,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	1,595,237
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	622,923
Total employer contributions	2021-08-31	41,705
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	43,275
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	1,015
Net shortfall amortization installment of oustanding balance	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	0
Additional cash requirement	2021-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	43,275
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	10,504,038
Acturial value of plan assets	2020-12-31	10,504,038
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	13,086
Active participant vested funding target	2020-12-31	7,656,097
Number of active participants	2020-12-31	28
Total funding liabilities for active participants	2020-12-31	7,676,423
Total participant count	2020-12-31	29
Total funding target for all participants	2020-12-31	7,689,509
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	549,131
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	549,131
Present value of excess contributions	2020-12-31	1,258,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,258,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	600,639
Total employer contributions	2020-12-31	1,485,797
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	1,513,220
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	485,310
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,513,220
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	8,878,692
Acturial value of plan assets	2019-12-31	8,878,692
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	11,966
Active participant vested funding target	2019-12-31	7,067,309
Number of active participants	2019-12-31	26
Total funding liabilities for active participants	2019-12-31	7,084,801
Total participant count	2019-12-31	27
Total funding target for all participants	2019-12-31	7,096,767
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	590,273
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	590,273
Present value of excess contributions	2019-12-31	1,141,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,141,638
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	549,131
Total employer contributions	2019-12-31	1,232,928
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,258,389
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	82,596
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,258,389
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	6,752,727
Acturial value of plan assets	2018-12-31	6,752,727
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	10,135
Active participant vested funding target	2018-12-31	6,250,520
Number of active participants	2018-12-31	21
Total funding liabilities for active participants	2018-12-31	6,260,499
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	6,270,634
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	538,374
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	538,374
Present value of excess contributions	2018-12-31	1,347,128
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,347,128
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	590,273
Total employer contributions	2018-12-31	1,321,328
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	1,349,536
Unpaid minimum required contributions for all prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	207,898
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	207,898
Additional cash requirement	2018-12-31	207,898
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,349,536
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	7,481,429
Acturial value of plan assets	2017-12-31	7,481,429
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	1,138,449
Active participant vested funding target	2017-12-31	3,930,184
Number of active participants	2017-12-31	20
Total funding liabilities for active participants	2017-12-31	4,002,967
Total participant count	2017-12-31	24
Total funding target for all participants	2017-12-31	5,141,416
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	523,049
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	523,049
Present value of excess contributions	2017-12-31	1,163,702
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,163,702
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	538,374
Total employer contributions	2017-12-31	1,331,777
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	1,358,764
Unpaid minimum required contributions for all 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	1,781,403
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	11,636
Additional cash requirement	2017-12-31	11,636
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,358,764
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,643,351
Acturial value of plan assets	2016-12-31	5,643,351
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	51,567
Active participant vested funding target	2016-12-31	3,766,178
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	3,863,509
Total participant count	2016-12-31	22
Total funding target for all participants	2016-12-31	3,915,076
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	577,508
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	577,508
Present value of excess contributions	2016-12-31	1,298,823
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,298,823
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	0
Balance of prefunding at beginning of current year	2016-12-31	523,049
Total employer contributions	2016-12-31	1,130,595
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	1,163,702
Unpaid minimum required contributions for all 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	887,751
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,163,702
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12

Financial Data on CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$778,757
Expenses. Total of all expenses incurred	2011-12-31	$570
Total plan assets at end of year	2011-12-31	$1,068,370
Total plan assets at beginning of year	2011-12-31	$290,183
Other income received	2011-12-31	$-182,394
Net income (gross income less expenses)	2011-12-31	$778,187
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,068,370
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$290,183
Total contributions received or receivable from employer(s)	2011-12-31	$961,151
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$570

Form 5500 Responses for CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN

2011: CBCI MEDICAL GROUP, PLLC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

Policy instance

Number of Individuals Covered	5
Total amount of commissions paid to insurance broker	USD $511,858

Potentially related plans

CBCI MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLAN [EIN = 273610258]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CBCI MEDICAL GROUP, PLLC
Employer identification number (EIN):	273102598
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2010-05-24
Company Identification Number:	20101297723
Legal Registered Office Address:	10303 E Dry Creek Rd Ste 400 Englewood United States of America (USA) 80112

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	MARK BRUNVAND	2016-10-11
002	2014-01-01	MARK BRUNVAND	2015-10-13
002	2013-01-01	PETER MCSWEENEY	2014-10-15
002	2012-01-01	PETER MCSWEENEY	2013-10-08
002	2011-01-01	PETER MCSWEENEY
002	2010-01-01	PETER MCSWEENEY	2011-09-15