EHRLICH MANAGEMENT CORP DBP 401k Plan overview

EHRLICH MANAGEMENT CORP DBP Benefits

401k Sponsoring company profile

Company Name:	EHRLICH MANAGEMENT CORPORATION
Employer identification number (EIN):	561619266
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about EHRLICH MANAGEMENT CORPORATION

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C2957503

More information about EHRLICH MANAGEMENT CORPORATION

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	BRUCE MAROTTA	2020-10-14
002	2018-01-01	BRUCE MAROTTA	2019-10-14
002	2017-01-01	BRUCE MAROTTA	2018-10-15
002	2016-01-01	BRUCE MAROTTA	2017-10-13
002	2015-01-01
002	2014-01-01
002	2013-01-01	MARTIN EHRLICH	2014-10-15

Plan Statistics for EHRLICH MANAGEMENT CORP DBP

Measure	Date	Value
2019: EHRLICH MANAGEMENT CORP DBP 2019 401k membership
Market value of plan assets	2019-12-31	1,014,165
Acturial value of plan assets	2019-12-31	1,014,165
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,496,393
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,496,393
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,496,393
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	91,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	96,752
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	96,752
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	96,752
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	240,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	219,729
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	482,228
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	92,323
Additional cash requirement	2019-12-31	92,323
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	219,729
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EHRLICH MANAGEMENT CORP DBP 2018 401k membership
Market value of plan assets	2018-12-31	983,422
Acturial value of plan assets	2018-12-31	983,422
Active participant vested funding target	2018-12-31	1,287,700
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,287,700
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,287,700
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	43,900
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	46,411
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	46,411
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	46,411
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	100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	91,681
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	91,681
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EHRLICH MANAGEMENT CORP DBP 2017 401k membership
Market value of plan assets	2017-12-31	836,720
Acturial value of plan assets	2017-12-31	836,720
Active participant vested funding target	2017-12-31	1,134,169
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,134,169
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,134,169
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	3,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	4,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	4,107
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	4,107
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	100,000
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	93,614
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	297,449
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	49,714
Additional cash requirement	2017-12-31	49,714
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	93,614
Unpaid minimum required contributions for current year	2017-12-31	0
2016: EHRLICH MANAGEMENT CORP DBP 2016 401k membership
Market value of plan assets	2016-12-31	673,736
Acturial value of plan assets	2016-12-31	673,736
Active participant vested funding target	2016-12-31	690,421
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	690,421
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	690,421
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	2,931
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	3,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	3,110
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	3,110
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	100,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	93,400
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	86,303
Net shortfall amortization installment of oustanding balance	2016-12-31	16,685
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	89,522
Additional cash requirement	2016-12-31	89,522
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	93,400
Unpaid minimum required contributions for current year	2016-12-31	0

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