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WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN 401k Plan overview

Plan NameWILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN
Plan identification number 001

WILLIAM H. KAPLAN, MD DEFINED BENEFIT 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

WILLIAM H. KAPLAN, MD has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM H. KAPLAN, MD
Employer identification number (EIN):133334664
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-31
0012020-12-31
0012019-12-31WILLIAM H KAPLAN2021-07-29
0012018-12-31WILLIAM2020-09-23
0012017-12-31WILLIAM2019-07-23
0012015-12-31WILLIAM H KAPLAN MD2017-10-10
0012014-12-31WILLIAM H KAPLAN MD2016-10-11

Plan Statistics for WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN

401k plan membership statisitcs for WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN

Measure Date Value
2022: WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-301,241,199
Acturial value of plan assets2022-12-301,241,199
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-300
Fundng target for terminated vested participants2022-12-300
Active participant vested funding target2022-12-30991,855
Number of active participants2022-12-302
Total funding liabilities for active participants2022-12-30991,855
Total participant count2022-12-302
Total funding target for all participants2022-12-30991,855
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-300
Present value of excess contributions2022-12-30351,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-30371,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-300
Total employer contributions2022-12-30145,440
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-30136,151
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-305,382
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-300
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Additional cash requirement2022-12-300
Contributions allocatedtoward minimum required contributions for current year2022-12-30136,151
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-30887,401
Acturial value of plan assets2021-12-30887,401
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-300
Fundng target for terminated vested participants2021-12-300
Active participant vested funding target2021-12-30842,858
Number of active participants2021-12-302
Total funding liabilities for active participants2021-12-30845,915
Total participant count2021-12-302
Total funding target for all participants2021-12-30845,915
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-304,655
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-304,655
Present value of excess contributions2021-12-30114,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-30120,687
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-304,893
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-300
Total employer contributions2021-12-30374,497
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-30351,421
Liquidity shortfalls end of Q12021-12-300
Liquidity shortfalls end of Q22021-12-300
Liquidity shortfalls end of Q32021-12-300
Liquidity shortfalls end of Q42021-12-300
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-303,958
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-30351,421
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-30638,947
Acturial value of plan assets2020-12-30638,947
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-300
Fundng target for terminated vested participants2020-12-300
Active participant vested funding target2020-12-30638,732
Number of active participants2020-12-302
Total funding liabilities for active participants2020-12-30667,569
Total participant count2020-12-302
Total funding target for all participants2020-12-30667,569
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-304,741
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-304,741
Present value of excess contributions2020-12-303,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-303,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-304,655
Total employer contributions2020-12-30280,000
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30257,264
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-30135,967
Net shortfall amortization installment of oustanding balance2020-12-3033,277
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-30142,619
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-300
Additional cash requirement2020-12-30142,619
Contributions allocatedtoward minimum required contributions for current year2020-12-30257,264
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-30520,404
Acturial value of plan assets2019-12-30520,404
Funding target for retired participants and beneficiaries receiving payment2019-12-300
Number of terminated vested participants2019-12-300
Fundng target for terminated vested participants2019-12-300
Active participant vested funding target2019-12-30333,018
Number of active participants2019-12-302
Total funding liabilities for active participants2019-12-30579,807
Total participant count2019-12-302
Total funding target for all participants2019-12-30579,807
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-308,328
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-303,305
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-305,023
Present value of excess contributions2019-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-304,741
Total employer contributions2019-12-30173,816
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30163,352
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-30149,880
Net shortfall amortization installment of oustanding balance2019-12-3064,144
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-30160,351
Carryover balance elected to use to offset funding requirement2019-12-300
Prefunding balance elected to use to offset funding requirement2019-12-300
Additional cash requirement2019-12-30160,351
Contributions allocatedtoward minimum required contributions for current year2019-12-30163,352
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: WILLIAM H. KAPLAN, MD DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-30454,401
Acturial value of plan assets2018-12-30454,401
Funding target for retired participants and beneficiaries receiving payment2018-12-300
Number of terminated vested participants2018-12-300
Fundng target for terminated vested participants2018-12-300
Active participant vested funding target2018-12-30155,233
Number of active participants2018-12-302
Total funding liabilities for active participants2018-12-30429,032
Total participant count2018-12-302
Total funding target for all participants2018-12-30429,032
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-308,748
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-308,748
Present value of excess contributions2018-12-3040,760
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3043,002
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-308,328
Total employer contributions2018-12-30120,862
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30110,783
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-30131,129
Net shortfall amortization installment of oustanding balance2018-12-300
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-30114,088
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-303,305
Additional cash requirement2018-12-30110,783
Contributions allocatedtoward minimum required contributions for current year2018-12-30110,783
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300

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