DAVID E. BANK MD, PC PENSION PLAN 401k Plan overview

DAVID E. BANK MD, PC PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID E. BANK, M.D., P.C.
Employer identification number (EIN):	133910753
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about DAVID E. BANK, M.D., P.C.

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-11-19
Company Identification Number:	2085612
Legal Registered Office Address:	118 N BEDFORD RD Westchester MOUNT KISCO United States of America (USA) 10549

More information about DAVID E. BANK, M.D., P.C.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	DAVID E. BANK, M.D., TRUSTEE	2022-10-15	DAVID E. BANK, M.D., PRESIDENT	2022-10-15
002	2021-01-01	DAVID E. BANK, M.D., TRUSTEE	2022-10-15	DAVID E. BANK, M.D., PRESIDENT	2022-10-15
002	2020-01-01	DAVID E. BANK, M.D., TRUSTEE	2021-10-14	DAVID E. BANK, M.D., PRESIDENT	2021-10-14
002	2019-01-01	DAVID E. BANK, M.D., TRUSTEE	2020-10-13	DAVID E. BANK, M.D., PRESIDENT	2020-10-13

Plan Statistics for DAVID E. BANK MD, PC PENSION PLAN

Measure	Date	Value
2022: DAVID E. BANK MD, PC PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	344,550
Acturial value of plan assets	2022-12-31	344,550
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	2,245
Active participant vested funding target	2022-12-31	363,033
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	363,033
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	365,278
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	2,624
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	2,624
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	156,077
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	145,962
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	121,780
Net shortfall amortization installment of oustanding balance	2022-12-31	20,728
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	123,696
Additional cash requirement	2022-12-31	123,696
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	145,962
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DAVID E. BANK MD, PC PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	227,037
Acturial value of plan assets	2021-12-31	227,037
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	238,228
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	238,228
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	238,228
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	28,855
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	28,855
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	117,560
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	114,355
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	109,887
Net shortfall amortization installment of oustanding balance	2021-12-31	11,191
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	111,731
Additional cash requirement	2021-12-31	111,731
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	114,355
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DAVID E. BANK MD, PC PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	106,104
Acturial value of plan assets	2020-12-31	106,104
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	93,514
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	93,514
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	93,514
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	131
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	117,100
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	107,016
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	90,751
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	78,161
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	78,161
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	107,016
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DAVID E. BANK MD, PC PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	0
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	110,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	100,725
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	100,594
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	100,594
Additional cash requirement	2019-12-31	100,594
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	100,725
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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