401k Plan data: RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN plan

RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN
Plan identification number	001

RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

RICHARD A. BARTLETT, MD, P.C. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD A. BARTLETT, MD, P.C.

Employer identification number (EIN): 201481417

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 RICHARD A. BARTLETT, M.D. 2018-10-05
001 2016-01-01 RICHARD A. BARTLETT, M.D. 2017-10-03
001 2015-01-01 RICHARD A. BARTLETT, M.D. 2016-10-15
001 2014-01-01 RICHARD A. BARTLETT, M.D. 2015-08-02
001 2013-01-01 RICHARD A. BARTLETT, M.D. 2014-08-26
001 2012-01-01 RICHARD A. BARTLETT, M.D. 2014-08-26
001 2011-01-01 RICHARD A. BARTLETT, M.D. 2012-10-04
001 2010-01-01 RICHARD A. BARTLETT, MD 2011-07-25 RICHARD A. BARTLETT, MD 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	RICHARD A. BARTLETT, M.D.	2018-10-05
001	2016-01-01	RICHARD A. BARTLETT, M.D.	2017-10-03
001	2015-01-01	RICHARD A. BARTLETT, M.D.	2016-10-15
001	2014-01-01	RICHARD A. BARTLETT, M.D.	2015-08-02
001	2013-01-01	RICHARD A. BARTLETT, M.D.	2014-08-26
001	2012-01-01	RICHARD A. BARTLETT, M.D.	2014-08-26
001	2011-01-01	RICHARD A. BARTLETT, M.D.	2012-10-04
001	2010-01-01	RICHARD A. BARTLETT, MD	2011-07-25	RICHARD A. BARTLETT, MD	2011-07-25

Plan Statistics for RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN

401k plan membership statisitcs for RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN

Measure Date Value
2017: RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2017 401k membership
Market value of plan assets 2017-12-31 911,951
Acturial value of plan assets 2017-12-31 911,951
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 36,204
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 725,114
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 725,114
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 761,318
Balance at beginning of prior year after applicable adjustments 2017-12-31 19
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 177,086
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 19
Amount remaining of prefunding balance 2017-12-31 177,086
Present value of excess contributions 2017-12-31 94,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 100,434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 100,434
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 20
Balance of prefunding at beginning of current year 2017-12-31 287,968
Total employer contributions 2017-12-31 0
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 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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2016 401k membership
Market value of plan assets 2016-12-31 769,008
Acturial value of plan assets 2016-12-31 769,008
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 36,127
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 670,356
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 670,356
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 706,483
Balance at beginning of prior year after applicable adjustments 2016-12-31 20
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 77,296
Amount remaining of carryover balance 2016-12-31 20
Amount remaining of prefunding balance 2016-12-31 77,296
Present value of excess contributions 2016-12-31 96,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 102,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 102,241
Balance of carryovers at beginning of current year 2016-12-31 19
Balance of prefunding at beginning of current year 2016-12-31 177,086
Total employer contributions 2016-12-31 100,000
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 94,696
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 94,696
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
2017: RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2017 401k membership
Market value of plan assets	2017-12-31	911,951
Acturial value of plan assets	2017-12-31	911,951
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	36,204
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	725,114
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	725,114
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	761,318
Balance at beginning of prior year after applicable adjustments	2017-12-31	19
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	177,086
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	19
Amount remaining of prefunding balance	2017-12-31	177,086
Present value of excess contributions	2017-12-31	94,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	100,434
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	100,434
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	20
Balance of prefunding at beginning of current year	2017-12-31	287,968
Total employer contributions	2017-12-31	0
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	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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RICHARD A. BARTLETT, MD, P.C. 401(K) SAVINGS PLAN 2016 401k membership
Market value of plan assets	2016-12-31	769,008
Acturial value of plan assets	2016-12-31	769,008
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	36,127
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	670,356
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	670,356
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	706,483
Balance at beginning of prior year after applicable adjustments	2016-12-31	20
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	77,296
Amount remaining of carryover balance	2016-12-31	20
Amount remaining of prefunding balance	2016-12-31	77,296
Present value of excess contributions	2016-12-31	96,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	102,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	102,241
Balance of carryovers at beginning of current year	2016-12-31	19
Balance of prefunding at beginning of current year	2016-12-31	177,086
Total employer contributions	2016-12-31	100,000
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	94,696
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	94,696
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RICHARD A. BARTLETT, MD, P.C.
Employer identification number (EIN):	201481417
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)