LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	LEE D MENDIOLA MD PC
Employer identification number (EIN):	770545189
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2013-01-01
002	2012-01-01	LEE D MENDIOLA	2013-05-15	LEE D MENDIOLA	2013-05-15
002	2011-01-01	PENSION FILERS	2012-03-08

Plan Statistics for LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-05-31	1,144,545
Acturial value of plan assets	2019-05-31	1,144,545
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	1
Fundng target for terminated vested participants	2019-05-31	255
Active participant vested funding target	2019-05-31	1,013,636
Number of active participants	2019-05-31	11
Total funding liabilities for active participants	2019-05-31	1,013,636
Total participant count	2019-05-31	12
Total funding target for all participants	2019-05-31	1,013,891
Balance at beginning of prior year after applicable adjustments	2019-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	0
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	16,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	16,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	0
Balance of prefunding at beginning of current year	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	0
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	0
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	921,031
Acturial value of plan assets	2018-12-31	921,031
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	172
Active participant vested funding target	2018-12-31	819,837
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	824,684
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	824,856
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	52,623
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	52,623
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	76,400
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	75,719
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	155,183
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	59,008
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	59,008
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	75,719
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	958,297
Acturial value of plan assets	2017-12-31	958,297
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	613,285
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	621,608
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	621,608
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	78,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	78,768
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	50,000
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	52,623
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	121,581
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	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	52,623
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LEE D MENDIOLA MD PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	660,888
Acturial value of plan assets	2016-12-31	660,888
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	469,075
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	470,094
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	470,094
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	186,082
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	186,082
Present value of excess contributions	2016-12-31	40,188
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	40,188
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	180,406
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	75,000
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	78,768
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	115,358
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	78,768
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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