401k Plan data: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN plan

MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN
Plan identification number	004

MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

GASTROENTEROLOGY SPECIALISTS OF BIRMINGHAM, PC has sponsored the creation of one or more 401k plans.

Company Name: GASTROENTEROLOGY SPECIALISTS OF BIRMINGHAM, PC

Employer identification number (EIN): 630754030

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2016-08-01 ROHIT MALIK
004 2015-08-01 ROHIT MALIK
004 2014-08-01 ROHIT MALIK
004 2013-08-01 ROHIT MALIK
004 2012-08-01 ROHIT MALIK
004 2011-08-01 ROHIT MALIK
004 2010-08-01 ROHIT MALIK
004 2009-08-01 ROHIT MALIK

Plan id#	Filing Submission Date	Name of Administrator
004	2016-08-01	ROHIT MALIK
004	2015-08-01	ROHIT MALIK
004	2014-08-01	ROHIT MALIK
004	2013-08-01	ROHIT MALIK
004	2012-08-01	ROHIT MALIK
004	2011-08-01	ROHIT MALIK
004	2010-08-01	ROHIT MALIK
004	2009-08-01	ROHIT MALIK

Plan Statistics for MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN

Measure Date Value
2016: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 0
Total of all active and inactive participants 2016-08-01 0
Total participants 2016-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-08-01 0
2015: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 15
Number of other retired or separated participants entitled to future benefits 2015-08-01 1
Total of all active and inactive participants 2015-08-01 16
Total participants 2015-08-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-08-01 0
2014: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 16
Number of other retired or separated participants entitled to future benefits 2014-08-01 1
Total of all active and inactive participants 2014-08-01 17
Total participants 2014-08-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2013: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 16
Number of other retired or separated participants entitled to future benefits 2013-08-01 1
Total of all active and inactive participants 2013-08-01 17
Total participants 2013-08-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-08-01 0
2012: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 13
Number of other retired or separated participants entitled to future benefits 2012-08-01 2
Total of all active and inactive participants 2012-08-01 15
Total participants 2012-08-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 10
Number of other retired or separated participants entitled to future benefits 2011-08-01 5
Total of all active and inactive participants 2011-08-01 15
Total participants 2011-08-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 0
2010: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 10
Number of other retired or separated participants entitled to future benefits 2010-08-01 2
Total of all active and inactive participants 2010-08-01 12
Total participants 2010-08-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 0
2009: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 12
Number of other retired or separated participants entitled to future benefits 2009-08-01 1
Total of all active and inactive participants 2009-08-01 13
Total participants 2009-08-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2016: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	0
Total of all active and inactive participants	2016-08-01	0
Total participants	2016-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-08-01	0
2015: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	15
Number of other retired or separated participants entitled to future benefits	2015-08-01	1
Total of all active and inactive participants	2015-08-01	16
Total participants	2015-08-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-08-01	0
2014: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	16
Number of other retired or separated participants entitled to future benefits	2014-08-01	1
Total of all active and inactive participants	2014-08-01	17
Total participants	2014-08-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2013: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	16
Number of other retired or separated participants entitled to future benefits	2013-08-01	1
Total of all active and inactive participants	2013-08-01	17
Total participants	2013-08-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-08-01	0
2012: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	13
Number of other retired or separated participants entitled to future benefits	2012-08-01	2
Total of all active and inactive participants	2012-08-01	15
Total participants	2012-08-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	10
Number of other retired or separated participants entitled to future benefits	2011-08-01	5
Total of all active and inactive participants	2011-08-01	15
Total participants	2011-08-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	0
2010: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	10
Number of other retired or separated participants entitled to future benefits	2010-08-01	2
Total of all active and inactive participants	2010-08-01	12
Total participants	2010-08-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	0
2009: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	12
Number of other retired or separated participants entitled to future benefits	2009-08-01	1
Total of all active and inactive participants	2009-08-01	13
Total participants	2009-08-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN

Measure	Date	Value
2016 : MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-06	$3
Expenses. Total of all expenses incurred	2016-12-06	$1,317,078
Benefits paid (including direct rollovers)	2016-12-06	$1,312,065
Total plan assets at end of year	2016-12-06	$0
Total plan assets at beginning of year	2016-12-06	$1,317,075
Value of fidelity bond covering the plan	2016-12-06	$250,000
Other income received	2016-12-06	$3
Net income (gross income less expenses)	2016-12-06	$-1,317,075
Net plan assets at end of year (total assets less liabilities)	2016-12-06	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-06	$1,317,075
Total contributions received or receivable from employer(s)	2016-12-06	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-06	$5,013
Total income from all sources	2016-07-31	$314,047
Total plan assets at end of year	2016-07-31	$1,317,075
Total plan assets at beginning of year	2016-07-31	$1,003,028
Value of fidelity bond covering the plan	2016-07-31	$250,000
Other income received	2016-07-31	$5,932
Net income (gross income less expenses)	2016-07-31	$314,047
Net plan assets at end of year (total assets less liabilities)	2016-07-31	$1,317,075
Net plan assets at beginning of year (total assets less liabilities)	2016-07-31	$1,003,028
Total contributions received or receivable from employer(s)	2016-07-31	$308,115
2015 : MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-07-31	$114,819
Expenses. Total of all expenses incurred	2015-07-31	$16,674
Benefits paid (including direct rollovers)	2015-07-31	$16,567
Total plan assets at end of year	2015-07-31	$1,003,028
Total plan assets at beginning of year	2015-07-31	$904,883
Value of fidelity bond covering the plan	2015-07-31	$250,000
Other income received	2015-07-31	$4,819
Net income (gross income less expenses)	2015-07-31	$98,145
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$1,003,028
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$904,883
Total contributions received or receivable from employer(s)	2015-07-31	$110,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-07-31	$107
2014 : MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-07-31	$1,896
Total income from all sources	2014-07-31	$122,736
Expenses. Total of all expenses incurred	2014-07-31	$12
Total plan assets at end of year	2014-07-31	$904,883
Total plan assets at beginning of year	2014-07-31	$784,055
Value of fidelity bond covering the plan	2014-07-31	$250,000
Other income received	2014-07-31	$22,736
Net income (gross income less expenses)	2014-07-31	$122,724
Net plan assets at end of year (total assets less liabilities)	2014-07-31	$904,883
Net plan assets at beginning of year (total assets less liabilities)	2014-07-31	$782,159
Total contributions received or receivable from employer(s)	2014-07-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-07-31	$12
2013 : MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-07-31	$1,896
Total plan liabilities at beginning of year	2013-07-31	$1,896
Total income from all sources	2013-07-31	$90,921
Expenses. Total of all expenses incurred	2013-07-31	$10,218
Benefits paid (including direct rollovers)	2013-07-31	$10,206
Total plan assets at end of year	2013-07-31	$784,055
Total plan assets at beginning of year	2013-07-31	$703,352
Value of fidelity bond covering the plan	2013-07-31	$250,000
Other income received	2013-07-31	$-4,079
Net income (gross income less expenses)	2013-07-31	$80,703
Net plan assets at end of year (total assets less liabilities)	2013-07-31	$782,159
Net plan assets at beginning of year (total assets less liabilities)	2013-07-31	$701,456
Total contributions received or receivable from employer(s)	2013-07-31	$95,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-07-31	$12
2012 : MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-07-31	$1,896
Total income from all sources	2012-07-31	$112,257
Expenses. Total of all expenses incurred	2012-07-31	$9,597
Benefits paid (including direct rollovers)	2012-07-31	$9,583
Total plan assets at end of year	2012-07-31	$703,352
Total plan assets at beginning of year	2012-07-31	$598,796
Value of fidelity bond covering the plan	2012-07-31	$250,000
Other income received	2012-07-31	$22,257
Net income (gross income less expenses)	2012-07-31	$102,660
Net plan assets at end of year (total assets less liabilities)	2012-07-31	$701,456
Net plan assets at beginning of year (total assets less liabilities)	2012-07-31	$598,796
Total contributions received or receivable from employer(s)	2012-07-31	$90,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-07-31	$14
2011 : MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2011 401k financial data
Total income from all sources	2011-07-31	$91,753
Expenses. Total of all expenses incurred	2011-07-31	$95
Total plan assets at end of year	2011-07-31	$598,796
Total plan assets at beginning of year	2011-07-31	$507,138
Value of fidelity bond covering the plan	2011-07-31	$250,000
Other income received	2011-07-31	$23,753
Net income (gross income less expenses)	2011-07-31	$91,658
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$598,796
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$507,138
Total contributions received or receivable from employer(s)	2011-07-31	$68,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-07-31	$95

Form 5500 Responses for MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN

2016: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	This submission is the final filing	Yes
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-08-01	Plan funding arrangement – Trust	Yes
2016-08-01	Plan benefit arrangement - Trust	Yes
2015: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Plan funding arrangement – Trust	Yes
2015-08-01	Plan benefit arrangement - Trust	Yes
2014: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement - Trust	Yes
2013: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Plan funding arrangement – Trust	Yes
2013-08-01	Plan benefit arrangement - Trust	Yes
2012: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2010: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement - Trust	Yes
2009: MALIK & MEHRA, MD, PC CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	This submission is the final filing	No
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GASTROENTEROLOGY SPECIALISTS OF BIRMINGHAM, PC
Employer identification number (EIN):	630754030
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)