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Plan Name | SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | SEAN S. BAHRI, M.D., INC. |
Employer identification number (EIN): | 330731445 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SEAN S. BAHRI, M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1996-11-13 |
Company Identification Number: | C1904804 |
Legal Registered Office Address: |
1401 Avocado Ave Ste 903 Newport Beach United States of America (USA) 92660 |
More information about SEAN S. BAHRI, M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | JOHN O'NEILL, JR. | 2023-08-31 | ||
003 | 2021-01-01 | JOHN O'NEILL, JR. | 2022-09-15 | ||
003 | 2020-01-01 | JOHN O'NEILL, JR. | 2021-09-23 | ||
003 | 2019-01-01 | JOHN O'NEILL, JR. | 2020-10-08 | ||
003 | 2018-01-01 | SEAN S BAHRI | 2019-10-05 | SEAN S BAHRI | 2019-10-05 |
003 | 2017-01-01 | SEAN S BAHRI | 2018-07-26 | SEAN S BAHRI | 2018-07-26 |
003 | 2016-01-01 | SEAN S BAHRI | 2017-10-04 | SEAN S BAHRI | 2017-10-04 |
003 | 2015-01-01 | SEAN S BAHRI | 2016-08-25 | SEAN S BAHRI | 2016-08-25 |
003 | 2014-01-01 | SEAN BAHRI | 2015-10-07 | SEAN BAHRI | 2015-10-07 |
Measure | Date | Value |
---|---|---|
2022: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,877,811 |
Acturial value of plan assets | 2022-12-31 | 2,877,811 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 12 |
Fundng target for terminated vested participants | 2022-12-31 | 36,746 |
Active participant vested funding target | 2022-12-31 | 2,906,259 |
Number of active participants | 2022-12-31 | 3 |
Total funding liabilities for active participants | 2022-12-31 | 2,906,259 |
Total participant count | 2022-12-31 | 15 |
Total funding target for all participants | 2022-12-31 | 2,943,005 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 212,565 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 212,565 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 309,775 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 303,329 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 292,463 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 65,195 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 298,488 |
Additional cash requirement | 2022-12-31 | 298,488 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 303,329 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,834,539 |
Acturial value of plan assets | 2021-12-31 | 2,834,539 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 10 |
Fundng target for terminated vested participants | 2021-12-31 | 11,155 |
Active participant vested funding target | 2021-12-31 | 2,569,557 |
Number of active participants | 2021-12-31 | 5 |
Total funding liabilities for active participants | 2021-12-31 | 2,569,557 |
Total participant count | 2021-12-31 | 15 |
Total funding target for all participants | 2021-12-31 | 2,580,712 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 121,578 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 121,578 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 300,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 289,011 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 330,273 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 76,446 |
Additional cash requirement | 2021-12-31 | 76,446 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 289,011 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 2,244,340 |
Acturial value of plan assets | 2020-12-31 | 2,244,340 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 9 |
Fundng target for terminated vested participants | 2020-12-31 | 9,986 |
Active participant vested funding target | 2020-12-31 | 2,081,014 |
Number of active participants | 2020-12-31 | 3 |
Total funding liabilities for active participants | 2020-12-31 | 2,084,004 |
Total participant count | 2020-12-31 | 12 |
Total funding target for all participants | 2020-12-31 | 2,093,990 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2020-12-31 | 103,221 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 103,221 |
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 | 0 |
Total employer contributions | 2020-12-31 | 300,000 |
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 | 288,594 |
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 | 317,366 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 167,016 |
Additional cash requirement | 2020-12-31 | 167,016 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 288,594 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,820,111 |
Acturial value of plan assets | 2019-12-31 | 1,820,111 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 5 |
Fundng target for terminated vested participants | 2019-12-31 | 8,742 |
Active participant vested funding target | 2019-12-31 | 1,705,649 |
Number of active participants | 2019-12-31 | 5 |
Total funding liabilities for active participants | 2019-12-31 | 1,710,133 |
Total participant count | 2019-12-31 | 10 |
Total funding target for all participants | 2019-12-31 | 1,718,875 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2019-12-31 | 112,737 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 112,737 |
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 | 0 |
Total employer contributions | 2019-12-31 | 330,000 |
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 | 309,701 |
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 | 305,716 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 204,480 |
Additional cash requirement | 2019-12-31 | 204,480 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 309,701 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,212,102 |
Acturial value of plan assets | 2018-12-31 | 1,212,102 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 3 |
Fundng target for terminated vested participants | 2018-12-31 | 6,004 |
Active participant vested funding target | 2018-12-31 | 1,342,560 |
Number of active participants | 2018-12-31 | 6 |
Total funding liabilities for active participants | 2018-12-31 | 1,346,666 |
Total participant count | 2018-12-31 | 9 |
Total funding target for all participants | 2018-12-31 | 1,352,670 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 2,610 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,610 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
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 | 0 |
Total employer contributions | 2018-12-31 | 446,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 425,212 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 | 289,385 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 140,568 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 312,475 |
Additional cash requirement | 2018-12-31 | 312,475 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 425,212 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,014,456 |
Acturial value of plan assets | 2017-12-31 | 1,014,456 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 4,481 |
Active participant vested funding target | 2017-12-31 | 811,855 |
Number of active participants | 2017-12-31 | 5 |
Total funding liabilities for active participants | 2017-12-31 | 1,017,314 |
Total participant count | 2017-12-31 | 7 |
Total funding target for all participants | 2017-12-31 | 1,021,795 |
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 | 16,447 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 16,447 |
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 | 275,269 |
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 | 268,081 |
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 | 264,266 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 7,339 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 265,471 |
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 | 265,471 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 268,081 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: SEAN S. BAHRI, M.D., INC. DEFINED BENEFIT PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 714,590 |
Acturial value of plan assets | 2016-12-31 | 714,590 |
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 | 405,493 |
Number of active participants | 2016-12-31 | 6 |
Total funding liabilities for active participants | 2016-12-31 | 675,822 |
Total participant count | 2016-12-31 | 6 |
Total funding target for all participants | 2016-12-31 | 675,822 |
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 |
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 | 0 |
Present value of excess contributions | 2016-12-31 | 37,181 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 37,181 |
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 | 0 |
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 | 220,000 |
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 | 212,852 |
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 | 235,173 |
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 | 196,405 |
Additional cash requirement | 2016-12-31 | 196,405 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 212,852 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |