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COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCOTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN
Plan identification number 003

COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

COTTONWOOD OB/GYN has sponsored the creation of one or more 401k plans.

Company Name:COTTONWOOD OB/GYN
Employer identification number (EIN):870374206
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01STEPHEN R. TERRY, M.D.2016-07-18
0032014-01-01STEPHEN R. TERRY, M.D.2015-10-09
0032013-01-01STEPHEN R. TERRY, M.D.2014-06-20

Plan Statistics for COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-07-31417,560
Acturial value of plan assets2019-07-31417,560
Funding target for retired participants and beneficiaries receiving payment2019-07-310
Number of terminated vested participants2019-07-312
Fundng target for terminated vested participants2019-07-31320
Active participant vested funding target2019-07-31442,020
Number of active participants2019-07-3114
Total funding liabilities for active participants2019-07-31455,270
Total participant count2019-07-3116
Total funding target for all participants2019-07-31455,590
Balance at beginning of prior year after applicable adjustments2019-07-310
Prefunding balance at beginning of prior year after applicable adjustments2019-07-316,337
Carryover balanced portion elected for use to offset prior years funding requirement2019-07-310
Prefunding balanced used to offset prior years funding requirement2019-07-310
Amount remaining of carryover balance2019-07-310
Amount remaining of prefunding balance2019-07-316,337
Present value of excess contributions2019-07-318,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-07-319,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-07-319,379
Reductions in caryover balances due to elections or deemed elections2019-07-310
Reductions in prefunding balances due to elections or deemed elections2019-07-310
Balance of carryovers at beginning of current year2019-07-310
Balance of prefunding at beginning of current year2019-07-3115,401
Total employer contributions2019-07-310
Total employee contributions2019-07-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-07-310
Contributions made to avoid restrictions adjusted to valuation date2019-07-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-07-310
Unpaid minimum required contributions for all prior years2019-07-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-07-310
Remaining amount of unpaid minimum required contributions2019-07-310
Minimum required contributions for current year target normal cost2019-07-310
Net shortfall amortization installment of oustanding balance2019-07-3153,431
Total funding amount beforereflecting carryover/prefunding balances2019-07-315,064
Carryover balance elected to use to offset funding requirement2019-07-310
Prefunding balance elected to use to offset funding requirement2019-07-315,064
Additional cash requirement2019-07-310
Contributions allocatedtoward minimum required contributions for current year2019-07-310
Unpaid minimum required contributions for current year2019-07-310
Unpaid minimum required contributions for all years2019-07-310
2018: COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31442,777
Acturial value of plan assets2018-12-31442,777
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-318
Fundng target for terminated vested participants2018-12-318,015
Active participant vested funding target2018-12-31412,821
Number of active participants2018-12-3114
Total funding liabilities for active participants2018-12-31428,425
Total participant count2018-12-3122
Total funding target for all participants2018-12-31436,440
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3124,086
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-316,715
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3117,371
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3112,511
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-316,337
Total employer contributions2018-12-3118,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-318,876
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-318,876
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31331,491
Acturial value of plan assets2017-12-31331,491
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-317
Fundng target for terminated vested participants2017-12-316,342
Active participant vested funding target2017-12-31291,305
Number of active participants2017-12-3115
Total funding liabilities for active participants2017-12-31301,062
Total participant count2017-12-3122
Total funding target for all participants2017-12-31307,404
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3139,280
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-312,325
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3136,955
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-3115,607
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3124,086
Total employer contributions2017-12-3181,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3178,086
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3184,802
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3184,801
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-316,715
Additional cash requirement2017-12-3178,086
Contributions allocatedtoward minimum required contributions for current year2017-12-3178,086
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: COTTONWOOD OB/GYN DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31234,842
Acturial value of plan assets2016-12-31234,842
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-313,565
Active participant vested funding target2016-12-31200,777
Number of active participants2016-12-3114
Total funding liabilities for active participants2016-12-31205,820
Total participant count2016-12-3117
Total funding target for all participants2016-12-31209,385
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3118,379
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3118,379
Present value of excess contributions2016-12-3119,737
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3120,982
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3120,982
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3139,280
Total employer contributions2016-12-3177,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3174,322
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3174,363
Net shortfall amortization installment of oustanding balance2016-12-3113,823
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3176,647
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-312,325
Additional cash requirement2016-12-3174,322
Contributions allocatedtoward minimum required contributions for current year2016-12-3174,322
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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