401k Plan data: LUIS ALVAREZ MD CASH BALANCE PLAN plan

LUIS ALVAREZ MD CASH BALANCE PLAN 401k Plan overview

Plan Name	LUIS ALVAREZ MD CASH BALANCE PLAN
Plan identification number	002

LUIS ALVAREZ MD CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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

LUIS E. ALVAREZ, MD, APMC has sponsored the creation of one or more 401k plans.

Company Name: LUIS E. ALVAREZ, MD, APMC

Employer identification number (EIN): 721444348

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUIS ALVAREZ MD CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
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
002 2014-01-01 LUIS ALVAREZ 2015-02-20
002 2013-01-01 LUIS ALVAREZ 2014-05-15

Plan Statistics for LUIS ALVAREZ MD CASH BALANCE PLAN

401k plan membership statisitcs for LUIS ALVAREZ MD CASH BALANCE PLAN

Measure Date Value
2025: LUIS ALVAREZ MD CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-18 20
Total number of particpants at end of year 2025-06-18 21
2024: LUIS ALVAREZ MD CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-24 20
Total number of particpants at end of year 2024-06-24 20
2022: LUIS ALVAREZ MD CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,656,227
Acturial value of plan assets 2022-12-31 1,656,227
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 8,112
Active participant vested funding target 2022-12-31 1,818,923
Number of active participants 2022-12-31 18
Total funding liabilities for active participants 2022-12-31 1,819,505
Total participant count 2022-12-31 20
Total funding target for all participants 2022-12-31 1,827,617
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 2022-12-31 173,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 181,970
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 2022-12-31 210,000
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 2022-12-31 208,759
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 2022-12-31 181,198
Net shortfall amortization installment of oustanding balance 2022-12-31 171,390
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 197,036
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 197,036
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 208,759
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LUIS ALVAREZ MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,870,070
Acturial value of plan assets 2021-12-31 1,870,070
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 7,387
Active participant vested funding target 2021-12-31 1,564,049
Number of active participants 2021-12-31 18
Total funding liabilities for active participants 2021-12-31 1,564,049
Total participant count 2021-12-31 20
Total funding target for all participants 2021-12-31 1,571,436
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 2021-12-31 133,374
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 133,374
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 2021-12-31 172,200
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 2021-12-31 173,520
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 2021-12-31 172,009
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 173,520
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LUIS ALVAREZ MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,522,924
Acturial value of plan assets 2020-12-31 1,522,924
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 6,386
Active participant vested funding target 2020-12-31 1,323,905
Number of active participants 2020-12-31 15
Total funding liabilities for active participants 2020-12-31 1,323,905
Total participant count 2020-12-31 17
Total funding target for all participants 2020-12-31 1,330,291
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 48,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 48,992
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 2020-12-31 130,000
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 2020-12-31 133,374
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 2020-12-31 168,647
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 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 2020-12-31 133,374
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LUIS ALVAREZ MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,153,358
Acturial value of plan assets 2019-12-31 1,153,358
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 3,436
Active participant vested funding target 2019-12-31 1,072,280
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,072,280
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 1,075,716
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 2019-12-31 226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 238
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 2019-12-31 128,000
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 2019-12-31 130,855
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 2019-12-31 159,506
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 81,863
Additional cash requirement 2019-12-31 81,863
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 130,855
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LUIS ALVAREZ MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 801,279
Acturial value of plan assets 2018-12-31 801,279
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 857,613
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 857,613
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 857,613
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 80,947
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 85,601
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 2018-12-31 160,000
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 2018-12-31 163,663
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 2018-12-31 154,240
Net shortfall amortization installment of oustanding balance 2018-12-31 56,334
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 163,437
Additional cash requirement 2018-12-31 163,437
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 163,663
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LUIS ALVAREZ MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 738,917
Acturial value of plan assets 2017-12-31 738,917
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 2,342
Active participant vested funding target 2017-12-31 653,421
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 653,421
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 655,763
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 18,685
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 18,685
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 2017-12-31 144,000
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 2017-12-31 147,886
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 2017-12-31 150,093
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 66,939
Additional cash requirement 2017-12-31 66,939
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 147,886
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LUIS ALVAREZ MD CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 486,329
Acturial value of plan assets 2016-12-31 486,329
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 2016-12-31 467,312
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 467,665
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 467,665
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 8,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 8,707
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 2016-12-31 144,000
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 2016-12-31 147,995
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 2016-12-31 147,974
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 2016-12-31 129,310
Additional cash requirement 2016-12-31 129,310
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 147,995
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
2025: LUIS ALVAREZ MD CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-18	20
Total number of particpants at end of year	2025-06-18	21
2024: LUIS ALVAREZ MD CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-24	20
Total number of particpants at end of year	2024-06-24	20
2022: LUIS ALVAREZ MD CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,656,227
Acturial value of plan assets	2022-12-31	1,656,227
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	8,112
Active participant vested funding target	2022-12-31	1,818,923
Number of active participants	2022-12-31	18
Total funding liabilities for active participants	2022-12-31	1,819,505
Total participant count	2022-12-31	20
Total funding target for all participants	2022-12-31	1,827,617
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	173,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	181,970
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	210,000
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	208,759
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	181,198
Net shortfall amortization installment of oustanding balance	2022-12-31	171,390
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	197,036
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	197,036
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	208,759
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LUIS ALVAREZ MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,870,070
Acturial value of plan assets	2021-12-31	1,870,070
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	7,387
Active participant vested funding target	2021-12-31	1,564,049
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	1,564,049
Total participant count	2021-12-31	20
Total funding target for all participants	2021-12-31	1,571,436
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	133,374
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	133,374
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	172,200
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	173,520
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	172,009
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	173,520
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LUIS ALVAREZ MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,522,924
Acturial value of plan assets	2020-12-31	1,522,924
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	6,386
Active participant vested funding target	2020-12-31	1,323,905
Number of active participants	2020-12-31	15
Total funding liabilities for active participants	2020-12-31	1,323,905
Total participant count	2020-12-31	17
Total funding target for all participants	2020-12-31	1,330,291
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	48,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	48,992
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	130,000
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	133,374
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	168,647
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	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	133,374
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LUIS ALVAREZ MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,153,358
Acturial value of plan assets	2019-12-31	1,153,358
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	3,436
Active participant vested funding target	2019-12-31	1,072,280
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,072,280
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	1,075,716
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	226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	238
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	128,000
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	130,855
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	159,506
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	81,863
Additional cash requirement	2019-12-31	81,863
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	130,855
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LUIS ALVAREZ MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	801,279
Acturial value of plan assets	2018-12-31	801,279
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	857,613
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	857,613
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	857,613
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	80,947
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	85,601
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	160,000
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	163,663
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	154,240
Net shortfall amortization installment of oustanding balance	2018-12-31	56,334
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	163,437
Additional cash requirement	2018-12-31	163,437
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	163,663
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LUIS ALVAREZ MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	738,917
Acturial value of plan assets	2017-12-31	738,917
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	2,342
Active participant vested funding target	2017-12-31	653,421
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	653,421
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	655,763
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	18,685
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	18,685
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	144,000
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	147,886
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	150,093
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	66,939
Additional cash requirement	2017-12-31	66,939
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	147,886
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LUIS ALVAREZ MD CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	486,329
Acturial value of plan assets	2016-12-31	486,329
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	467,312
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	467,665
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	467,665
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	8,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,707
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	144,000
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	147,995
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	147,974
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	129,310
Additional cash requirement	2016-12-31	129,310
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	147,995
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on LUIS ALVAREZ MD CASH BALANCE PLAN

Measure	Date	Value
2025 : LUIS ALVAREZ MD CASH BALANCE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-06-18	21136
Net assets as of the end of the plan year	2025-06-18	2433941
Total assets as of the beginning of the plan year	2025-06-18	2055337
Value of plan covered by a fidelity bond	2025-06-18	250000
Other expenses paid from plan in this plan year	2025-06-18	21136
Other income to plan in this plan year	2025-06-18	179740
Plan net income in this plan year	2025-06-18	378604
Net assets as of the end of the plan year	2025-06-18	2433941
Net assets as of the beginning of the plan year	2025-06-18	2055337
Employer contributions to plan in this plan year	2025-06-18	220000
2024 : LUIS ALVAREZ MD CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-06-24	17948
Net assets as of the end of the plan year	2024-06-24	2055337
Total assets as of the beginning of the plan year	2024-06-24	1656227
Value of plan covered by a fidelity bond	2024-06-24	250000
Other expenses paid from plan in this plan year	2024-06-24	17948
Other income to plan in this plan year	2024-06-24	207058
Plan net income in this plan year	2024-06-24	399110
Net assets as of the end of the plan year	2024-06-24	2055337
Net assets as of the beginning of the plan year	2024-06-24	1656227
Employer contributions to plan in this plan year	2024-06-24	210000

Potentially related plans

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:	LUIS E. ALVAREZ, MD, APMC
Employer identification number (EIN):	721444348
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
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
002	2014-01-01	LUIS ALVAREZ	2015-02-20
002	2013-01-01	LUIS ALVAREZ	2014-05-15