401k Plan data: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN plan

NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN
Plan identification number	002

NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Plan covering Self-Employed individuals.
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

NORTH STREET FAMILY PRACTICE has sponsored the creation of one or more 401k plans.

Company Name: NORTH STREET FAMILY PRACTICE

Employer identification number (EIN): 421572402

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 CRAIG BOBSON 2013-10-09 CRAIG BOBSON 2013-10-09

Plan Statistics for NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-11-30 834,689
Acturial value of plan assets 2018-11-30 834,689
Funding target for retired participants and beneficiaries receiving payment 2018-11-30 0
Number of terminated vested participants 2018-11-30 0
Fundng target for terminated vested participants 2018-11-30 0
Active participant vested funding target 2018-11-30 920,340
Number of active participants 2018-11-30 9
Total funding liabilities for active participants 2018-11-30 920,340
Total participant count 2018-11-30 9
Total funding target for all participants 2018-11-30 920,340
Balance at beginning of prior year after applicable adjustments 2018-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-11-30 67,113
Carryover balanced portion elected for use to offset prior years funding requirement 2018-11-30 0
Prefunding balanced used to offset prior years funding requirement 2018-11-30 47,887
Amount remaining of carryover balance 2018-11-30 0
Amount remaining of prefunding balance 2018-11-30 19,226
Present value of excess contributions 2018-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-11-30 0
Reductions in caryover balances due to elections or deemed elections 2018-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-11-30 0
Balance of carryovers at beginning of current year 2018-11-30 0
Balance of prefunding at beginning of current year 2018-11-30 20,551
Contributions allocated toward unpaid minimum require contributions from prior years 2018-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-11-30 0
Liquidity shortfalls end of Q1 2018-11-30 0
Liquidity shortfalls end of Q2 2018-11-30 0
Liquidity shortfalls end of Q3 2018-11-30 0
Liquidity shortfalls end of Q4 2018-11-30 0
Unpaid minimum required contributions for all prior years 2018-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-11-30 0
Remaining amount of unpaid minimum required contributions 2018-11-30 0
Minimum required contributions for current year target normal cost 2018-11-30 0
Net shortfall amortization installment of oustanding balance 2018-11-30 107,207
Waiver amortization installment 2018-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-11-30 17,727
Carryover balance elected to use to offset funding requirement 2018-11-30 0
Prefunding balance elected to use to offset funding requirement 2018-11-30 17,727
Additional cash requirement 2018-11-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-11-30 0
Unpaid minimum required contributions for current year 2018-11-30 0
Unpaid minimum required contributions for all years 2018-11-30 0
2017: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 836,553
Acturial value of plan assets 2017-12-31 836,553
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 2017-12-31 735,262
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 735,262
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 735,262
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 100,250
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 34,569
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 65,681
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 67,113
Total employer contributions 2017-12-31 77,000
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 72,698
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 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 2017-12-31 152,458
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 2017-12-31 121,662
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 48,964
Additional cash requirement 2017-12-31 72,698
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 72,698
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 601,367
Acturial value of plan assets 2016-12-31 601,367
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 2016-12-31 550,589
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 550,651
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 550,651
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 87,743
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 87,743
Present value of excess contributions 2016-12-31 59,079
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 59,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 20,000
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 2016-12-31 100,250
Total employer contributions 2016-12-31 126,000
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 2016-12-31 120,987
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 147,154
Net shortfall amortization installment of oustanding balance 2016-12-31 54,607
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 156,176
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 35,189
Additional cash requirement 2016-12-31 120,987
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 120,987
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
2018: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-11-30	834,689
Acturial value of plan assets	2018-11-30	834,689
Funding target for retired participants and beneficiaries receiving payment	2018-11-30	0
Number of terminated vested participants	2018-11-30	0
Fundng target for terminated vested participants	2018-11-30	0
Active participant vested funding target	2018-11-30	920,340
Number of active participants	2018-11-30	9
Total funding liabilities for active participants	2018-11-30	920,340
Total participant count	2018-11-30	9
Total funding target for all participants	2018-11-30	920,340
Balance at beginning of prior year after applicable adjustments	2018-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-11-30	67,113
Carryover balanced portion elected for use to offset prior years funding requirement	2018-11-30	0
Prefunding balanced used to offset prior years funding requirement	2018-11-30	47,887
Amount remaining of carryover balance	2018-11-30	0
Amount remaining of prefunding balance	2018-11-30	19,226
Present value of excess contributions	2018-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-11-30	0
Reductions in caryover balances due to elections or deemed elections	2018-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-11-30	0
Balance of carryovers at beginning of current year	2018-11-30	0
Balance of prefunding at beginning of current year	2018-11-30	20,551
Contributions allocated toward unpaid minimum require contributions from prior years	2018-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-11-30	0
Liquidity shortfalls end of Q1	2018-11-30	0
Liquidity shortfalls end of Q2	2018-11-30	0
Liquidity shortfalls end of Q3	2018-11-30	0
Liquidity shortfalls end of Q4	2018-11-30	0
Unpaid minimum required contributions for all prior years	2018-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-11-30	0
Remaining amount of unpaid minimum required contributions	2018-11-30	0
Minimum required contributions for current year target normal cost	2018-11-30	0
Net shortfall amortization installment of oustanding balance	2018-11-30	107,207
Waiver amortization installment	2018-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-11-30	17,727
Carryover balance elected to use to offset funding requirement	2018-11-30	0
Prefunding balance elected to use to offset funding requirement	2018-11-30	17,727
Additional cash requirement	2018-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-11-30	0
Unpaid minimum required contributions for current year	2018-11-30	0
Unpaid minimum required contributions for all years	2018-11-30	0
2017: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	836,553
Acturial value of plan assets	2017-12-31	836,553
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	735,262
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	735,262
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	735,262
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	100,250
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	34,569
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	65,681
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	67,113
Total employer contributions	2017-12-31	77,000
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	72,698
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	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	152,458
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	121,662
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	48,964
Additional cash requirement	2017-12-31	72,698
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	72,698
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTH STREET FAMILY PRACTICE DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	601,367
Acturial value of plan assets	2016-12-31	601,367
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	550,589
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	550,651
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	550,651
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	87,743
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	87,743
Present value of excess contributions	2016-12-31	59,079
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	59,079
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	20,000
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	100,250
Total employer contributions	2016-12-31	126,000
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	120,987
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	147,154
Net shortfall amortization installment of oustanding balance	2016-12-31	54,607
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	156,176
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	35,189
Additional cash requirement	2016-12-31	120,987
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	120,987
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:	NORTH STREET FAMILY PRACTICE
Employer identification number (EIN):	421572402
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	CRAIG BOBSON	2013-10-09	CRAIG BOBSON	2013-10-09