401k Plan data: OCAMG DEFINED BENEFIT PENSION PLAN plan

OCAMG DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	OCAMG DEFINED BENEFIT PENSION PLAN
Plan identification number	001

OCAMG DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

ROBERT J. MARTIN, JR., M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J. MARTIN, JR., M.D., INC.

Employer identification number (EIN): 770405006

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

Additional information about ROBERT J. MARTIN, JR., M.D., INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1995-06-20

Company Identification Number: C1943194

Legal Registered Office Address: 169 La Crescenta Drive

Camarillo
United States of America (USA)
93010-8409

More information about ROBERT J. MARTIN, JR., M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCAMG DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2020-10-14
001 2018-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2019-10-15
001 2017-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2018-10-15
001 2016-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2017-10-15
001 2015-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2016-10-17
001 2014-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2015-10-15
001 2013-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2014-10-15
001 2012-01-01 DAVID A. PECKHAM, FOR SBPC, INC. 2013-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2020-10-14
001	2018-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2019-10-15
001	2017-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2018-10-15
001	2016-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2017-10-15
001	2015-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2016-10-17
001	2014-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2015-10-15
001	2013-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2014-10-15
001	2012-01-01	DAVID A. PECKHAM, FOR SBPC, INC.	2013-10-15

Plan Statistics for OCAMG DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for OCAMG DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: OCAMG DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,703,486
Acturial value of plan assets 2018-12-31 2,703,486
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 240,713
Active participant vested funding target 2018-12-31 2,593,145
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 2,593,145
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 2,833,858
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 2018-12-31 104,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 111,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 451,645
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 2018-12-31 424,407
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 2018-12-31 385,977
Net shortfall amortization installment of oustanding balance 2018-12-31 130,373
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 407,260
Additional cash requirement 2018-12-31 407,260
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 424,407
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: OCAMG DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,247,258
Acturial value of plan assets 2017-12-31 2,247,258
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 218,306
Active participant vested funding target 2017-12-31 1,955,109
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 1,955,109
Total participant count 2017-12-31 16
Total funding target for all participants 2017-12-31 2,173,415
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 28,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 30,045
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 387,108
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 2017-12-31 369,558
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 2017-12-31 338,506
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 264,663
Additional cash requirement 2017-12-31 264,663
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 369,558
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: OCAMG DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,730,555
Acturial value of plan assets 2016-12-31 1,730,555
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 12
Active participant vested funding target 2016-12-31 1,651,849
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 1,651,849
Total participant count 2016-12-31 16
Total funding target for all participants 2016-12-31 1,651,861
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 2016-12-31 213,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 226,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 392,108
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 2016-12-31 371,330
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 2016-12-31 421,728
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 343,034
Additional cash requirement 2016-12-31 343,034
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 371,330
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: OCAMG DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,703,486
Acturial value of plan assets	2018-12-31	2,703,486
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	240,713
Active participant vested funding target	2018-12-31	2,593,145
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	2,593,145
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	2,833,858
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	104,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	111,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	451,645
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	424,407
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	385,977
Net shortfall amortization installment of oustanding balance	2018-12-31	130,373
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	407,260
Additional cash requirement	2018-12-31	407,260
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	424,407
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: OCAMG DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,247,258
Acturial value of plan assets	2017-12-31	2,247,258
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	218,306
Active participant vested funding target	2017-12-31	1,955,109
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	1,955,109
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	2,173,415
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	28,296
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	30,045
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	387,108
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	369,558
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	338,506
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	264,663
Additional cash requirement	2017-12-31	264,663
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	369,558
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: OCAMG DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,730,555
Acturial value of plan assets	2016-12-31	1,730,555
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	12
Active participant vested funding target	2016-12-31	1,651,849
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	1,651,849
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	1,651,861
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	213,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	226,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	392,108
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	371,330
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	421,728
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	343,034
Additional cash requirement	2016-12-31	343,034
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	371,330
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:	ROBERT J. MARTIN, JR., M.D., INC.
Employer identification number (EIN):	770405006
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1995-06-20
Company Identification Number:	C1943194
Legal Registered Office Address:	169 La Crescenta Drive Camarillo United States of America (USA) 93010-8409