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DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 401k Plan overview

Plan NameDAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN
Plan identification number 002

DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

DAVID G. MALONE, M.D., P.L.C has sponsored the creation of one or more 401k plans.

Company Name:DAVID G. MALONE, M.D., P.L.C
Employer identification number (EIN):201494483
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01GARY ROUSE2021-10-15
0022019-01-01GARY ROUSE2020-10-15
0022018-01-01GARY ROUSE2019-10-15
0022017-01-01
0022016-01-01GARY ROUSE2017-10-16
0022016-01-01
0022015-01-01GARY ROUSE2016-10-13
0022014-01-01GARY ROUSE2015-10-07
0022013-01-01GARY ROUSE2014-10-15

Plan Statistics for DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN

401k plan membership statisitcs for DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN

Measure Date Value
2019: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2019 401k membership
Market value of plan assets2019-12-31975,182
Acturial value of plan assets2019-12-31975,182
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3110,216
Active participant vested funding target2019-12-311,134,368
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,136,417
Total participant count2019-12-315
Total funding target for all participants2019-12-311,146,633
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3165,616
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3146,466
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3119,150
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3118,020
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-31155,482
Net shortfall amortization installment of oustanding balance2019-12-31189,471
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31191,002
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3118,020
Additional cash requirement2019-12-31172,982
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-31172,982
Unpaid minimum required contributions for all years2019-12-31172,982
2018: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2018 401k membership
Market value of plan assets2018-12-31867,449
Acturial value of plan assets2018-12-31867,449
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-319,730
Active participant vested funding target2018-12-31892,372
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31892,372
Total participant count2018-12-314
Total funding target for all participants2018-12-31902,102
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31231,443
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31169,248
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3162,195
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 year2018-12-3165,616
Total employer contributions2018-12-31165,000
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 date2018-12-31143,647
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 cost2018-12-31171,439
Net shortfall amortization installment of oustanding balance2018-12-31100,269
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31190,113
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3146,466
Additional cash requirement2018-12-31143,647
Contributions allocatedtoward minimum required contributions for current year2018-12-31143,647
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2017 401k membership
Market value of plan assets2017-12-31821,843
Acturial value of plan assets2017-12-31821,843
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-319,266
Active participant vested funding target2017-12-31634,300
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31636,211
Total participant count2017-12-315
Total funding target for all participants2017-12-31645,477
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31251,104
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3142,747
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31208,357
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31231,443
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31152,912
Net shortfall amortization installment of oustanding balance2017-12-3155,077
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31163,005
Prefunding balance elected to use to offset funding requirement2017-12-31163,005
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2016 401k membership
Market value of plan assets2016-12-31639,656
Acturial value of plan assets2016-12-31639,656
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-3133,104
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31442,473
Total participant count2016-12-314
Total funding target for all participants2016-12-31442,473
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31153,370
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31153,370
Present value of excess contributions2016-12-31109,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31116,169
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31116,169
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31251,104
Total employer contributions2016-12-31120,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31103,642
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31137,380
Net shortfall amortization installment of oustanding balance2016-12-3153,921
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31146,289
Prefunding balance elected to use to offset funding requirement2016-12-3142,647
Additional cash requirement2016-12-31103,642
Contributions allocatedtoward minimum required contributions for current year2016-12-31103,642
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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