401k Plan data: MICHAEL KOEGEL DEFINED BENEFIT PLAN plan

MICHAEL KOEGEL DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MICHAEL KOEGEL DEFINED BENEFIT PLAN
Plan identification number	002

MICHAEL KOEGEL DEFINED BENEFIT PLAN Benefits

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

401k Sponsoring company profile

MICHAEL KOEGEL has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL KOEGEL

Employer identification number (EIN): 113069433

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL KOEGEL DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 MICHAEL KOEGEL, M.D 2013-10-05
002 2011-01-01 MICHAEL KOEGEL, M.D. 2012-10-15
002 2010-01-01 MICHAEL KOEGEL

Plan Statistics for MICHAEL KOEGEL DEFINED BENEFIT PLAN

401k plan membership statisitcs for MICHAEL KOEGEL DEFINED BENEFIT PLAN

Measure Date Value
2018: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 923,720
Acturial value of plan assets 2018-12-31 923,720
Active participant vested funding target 2018-12-31 833,516
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 833,516
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 833,516
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 33,937
Amount remaining of prefunding balance 2018-12-31 33,937
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 39,564
2017: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 792,367
Acturial value of plan assets 2017-12-31 792,367
Active participant vested funding target 2017-12-31 742,286
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 742,286
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 742,286
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 31,869
Amount remaining of prefunding balance 2017-12-31 31,869
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 33,937
2016: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 744,105
Acturial value of plan assets 2016-12-31 744,105
Active participant vested funding target 2016-12-31 674,904
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 674,904
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 674,904
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 28,737
Amount remaining of prefunding balance 2016-12-31 28,737
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 31,869
2010: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4

Measure	Date	Value
2018: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	923,720
Acturial value of plan assets	2018-12-31	923,720
Active participant vested funding target	2018-12-31	833,516
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	833,516
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	833,516
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	33,937
Amount remaining of prefunding balance	2018-12-31	33,937
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	39,564
2017: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	792,367
Acturial value of plan assets	2017-12-31	792,367
Active participant vested funding target	2017-12-31	742,286
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	742,286
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	742,286
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	31,869
Amount remaining of prefunding balance	2017-12-31	31,869
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	33,937
2016: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	744,105
Acturial value of plan assets	2016-12-31	744,105
Active participant vested funding target	2016-12-31	674,904
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	674,904
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	674,904
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	28,737
Amount remaining of prefunding balance	2016-12-31	28,737
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	31,869
2010: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4

Financial Data on MICHAEL KOEGEL DEFINED BENEFIT PLAN

Measure	Date	Value
2010 : MICHAEL KOEGEL DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$4,759
Total plan assets at end of year	2010-12-31	$248,454
Total plan assets at beginning of year	2010-12-31	$243,695
Other income received	2010-12-31	$4,759
Net income (gross income less expenses)	2010-12-31	$4,759
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$248,454
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$243,695

Form 5500 Responses for MICHAEL KOEGEL DEFINED BENEFIT PLAN

2010: MICHAEL KOEGEL DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL KOEGEL
Employer identification number (EIN):	113069433
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	MICHAEL KOEGEL, M.D	2013-10-05
002	2011-01-01	MICHAEL KOEGEL, M.D.	2012-10-15
002	2010-01-01	MICHAEL KOEGEL