401k Plan data: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN plan

JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

JOHN GURLEY, M.D., P.C. 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

JOHN GURLEY, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JOHN GURLEY, M.D., P.C.

Employer identification number (EIN): 043126076

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 DR. JOHN GURLEY 2020-08-17
002 2018-01-01 DR. JOHN GURLEY 2019-09-09
002 2017-01-01 DR. JOHN GURLEY 2018-09-27
002 2016-01-01 DR. JOHN GURLEY 2017-10-12
002 2015-01-01 DR. JOHN GURLEY 2017-10-12
002 2015-01-01 DR. JOHN GURLEY 2016-10-03
002 2014-01-01 JOHN GURLEY 2015-08-17 JOHN GURLEY 2015-08-17
002 2013-01-01 JOHN GURLEY 2014-08-19 JOHN GURLEY 2014-08-19
002 2012-01-01 JOHN GURLEY 2013-10-15 JOHN GURLEY 2013-10-15
002 2011-01-01 JOHN GURLEY 2012-09-04 JOHN GURLEY 2012-09-04
002 2010-01-01 JOHN GURLEY 2011-09-07 JOHN GURLEY 2011-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	DR. JOHN GURLEY	2020-08-17
002	2018-01-01	DR. JOHN GURLEY	2019-09-09
002	2017-01-01	DR. JOHN GURLEY	2018-09-27
002	2016-01-01	DR. JOHN GURLEY	2017-10-12
002	2015-01-01	DR. JOHN GURLEY	2017-10-12
002	2015-01-01	DR. JOHN GURLEY	2016-10-03
002	2014-01-01	JOHN GURLEY	2015-08-17	JOHN GURLEY	2015-08-17
002	2013-01-01	JOHN GURLEY	2014-08-19	JOHN GURLEY	2014-08-19
002	2012-01-01	JOHN GURLEY	2013-10-15	JOHN GURLEY	2013-10-15
002	2011-01-01	JOHN GURLEY	2012-09-04	JOHN GURLEY	2012-09-04
002	2010-01-01	JOHN GURLEY	2011-09-07	JOHN GURLEY	2011-09-07

Plan Statistics for JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,796,743
Acturial value of plan assets 2018-12-31 2,796,743
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 11,646
Active participant vested funding target 2018-12-31 3,105,375
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 3,105,375
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 3,117,021
Balance at beginning of prior year after applicable adjustments 2018-12-31 140,932
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 2018-12-31 140,932
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 103,050
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 109,151
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 2018-12-31 142,341
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 394,058
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 2018-12-31 368,116
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 28,412
Net shortfall amortization installment of oustanding balance 2018-12-31 462,619
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 120,625
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 2018-12-31 120,625
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 368,116
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,455,471
Acturial value of plan assets 2017-12-31 2,455,471
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 9,856
Active participant vested funding target 2017-12-31 2,717,817
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 2,717,817
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 2,727,673
Balance at beginning of prior year after applicable adjustments 2017-12-31 130,227
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 2017-12-31 130,227
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 8,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 8,661
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 2017-12-31 140,932
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 221,153
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 2017-12-31 206,936
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 28,695
Net shortfall amortization installment of oustanding balance 2017-12-31 413,134
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 103,886
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 2017-12-31 103,886
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 206,936
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,069,059
Acturial value of plan assets 2016-12-31 2,069,059
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 3,832
Active participant vested funding target 2016-12-31 2,313,217
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 2,313,217
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 2,317,049
Balance at beginning of prior year after applicable adjustments 2016-12-31 153,880
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 17,431
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 136,449
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 130,227
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 221,153
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 2016-12-31 201,114
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 2016-12-31 130,463
Net shortfall amortization installment of oustanding balance 2016-12-31 378,217
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 192,953
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 192,953
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 201,114
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: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,796,743
Acturial value of plan assets	2018-12-31	2,796,743
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	11,646
Active participant vested funding target	2018-12-31	3,105,375
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	3,105,375
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	3,117,021
Balance at beginning of prior year after applicable adjustments	2018-12-31	140,932
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	140,932
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	103,050
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	109,151
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	142,341
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	394,058
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	368,116
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	28,412
Net shortfall amortization installment of oustanding balance	2018-12-31	462,619
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	120,625
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	120,625
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	368,116
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,455,471
Acturial value of plan assets	2017-12-31	2,455,471
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	9,856
Active participant vested funding target	2017-12-31	2,717,817
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	2,717,817
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	2,727,673
Balance at beginning of prior year after applicable adjustments	2017-12-31	130,227
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	130,227
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	8,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	8,661
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	140,932
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	221,153
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	206,936
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	28,695
Net shortfall amortization installment of oustanding balance	2017-12-31	413,134
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	103,886
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	103,886
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	206,936
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOHN GURLEY, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,069,059
Acturial value of plan assets	2016-12-31	2,069,059
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,832
Active participant vested funding target	2016-12-31	2,313,217
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	2,313,217
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	2,317,049
Balance at beginning of prior year after applicable adjustments	2016-12-31	153,880
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	17,431
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	136,449
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	130,227
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	221,153
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	201,114
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	130,463
Net shortfall amortization installment of oustanding balance	2016-12-31	378,217
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	192,953
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	192,953
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	201,114
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:	JOHN GURLEY, M.D., P.C.
Employer identification number (EIN):	043126076
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)