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JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameJEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN
Plan identification number 002

JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

JEFFREY S. FRIELING, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY S. FRIELING, M.D., P.C.
Employer identification number (EIN):113416432
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JEFFREY S. FRIELING, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1998-01-05
Company Identification Number: 2214122
Legal Registered Office Address: 2001 GROVE ST
Kings
WANTAGH
United States of America (USA)
11793

More information about JEFFREY S. FRIELING, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JEFFREY S. FRIELING MD2024-08-20
0022022-01-01JEFFREY S. FRIELING MD2023-08-04
0022021-01-01JEFFREY S. FRIELING MD2022-07-12
0022020-01-01
0022019-01-01
0022018-01-01

Plan Statistics for JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,217,105
Acturial value of plan assets2022-12-311,217,105
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-312,555
Active participant vested funding target2022-12-311,040,183
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-311,040,183
Total participant count2022-12-315
Total funding target for all participants2022-12-311,042,738
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3144,817
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3116,789
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3128,028
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3131,363
Total employer contributions2022-12-31223,065
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31210,532
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31266,078
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31123,074
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31123,074
Contributions allocatedtoward minimum required contributions for current year2022-12-31210,532
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31825,974
Acturial value of plan assets2021-12-31825,974
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-31898
Active participant vested funding target2021-12-31780,259
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-31780,259
Total participant count2021-12-316
Total funding target for all participants2021-12-31781,157
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,347
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,347
Present value of excess contributions2021-12-3155,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3157,313
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3157,313
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-3116,233
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3144,817
Total employer contributions2021-12-31276,133
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31264,062
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31280,851
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31280,851
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3116,789
Additional cash requirement2021-12-31264,062
Contributions allocatedtoward minimum required contributions for current year2021-12-31264,062
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31540,682
Acturial value of plan assets2020-12-31540,682
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31661
Active participant vested funding target2020-12-31484,340
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-31484,340
Total participant count2020-12-315
Total funding target for all participants2020-12-31485,001
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3166
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3166
Present value of excess contributions2020-12-313,277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-313,277
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-313,277
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,347
Total employer contributions2020-12-31287,365
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31285,314
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31282,396
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31230,195
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31230,195
Contributions allocatedtoward minimum required contributions for current year2020-12-31285,314
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31219,409
Acturial value of plan assets2019-12-31219,409
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3164
Active participant vested funding target2019-12-31216,914
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-31216,914
Total participant count2019-12-316
Total funding target for all participants2019-12-31216,978
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3166
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3166
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3166
Total employer contributions2019-12-31249,961
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31248,105
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31247,190
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31244,828
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31244,828
Contributions allocatedtoward minimum required contributions for current year2019-12-31248,105
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-310
Acturial value of plan assets2018-12-310
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-315
Total funding target for all participants2018-12-310
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31210,269
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 date2018-12-31208,659
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 cost2018-12-31208,593
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31208,593
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31208,593
Contributions allocatedtoward minimum required contributions for current year2018-12-31208,659
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310

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