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DANIEL C. KUO, MD. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDANIEL C. KUO, MD. DEFINED BENEFIT PLAN
Plan identification number 001

DANIEL C. KUO, MD. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

MAPLE OB/GYN, PC. has sponsored the creation of one or more 401k plans.

Company Name:MAPLE OB/GYN, PC.
Employer identification number (EIN):202160607
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL C. KUO, MD. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DANIEL C KUO2021-10-15 DANIEL C KUO2021-10-15
0012019-01-01DANIEL C KUO2020-10-15 DANIEL C KUO2020-10-15
0012018-01-01DANIEL KUO2019-10-04 DANIEL KUO2019-10-04
0012017-01-01DANIEL C. KUO2018-06-29 DANIEL C. KUO2018-06-29
0012016-01-01DANIEL C. KUO2018-06-29 DANIEL C. KUO2018-06-29
0012015-01-01DANIEL C. KUO, MD2016-10-15 DANIEL C. KUO, MD2016-10-15
0012014-01-01DANIEL C. KUO. MD2015-10-13
0012013-01-01DANIEL C. KUO, MD2014-12-03
0012012-01-01DANIEL C. KUO, MD.2013-10-08
0012011-01-01DANIEL C. KUO, MD.2012-10-10
0012010-01-01DANIEL C. KUO, MD2011-10-05 DANIEL C. KUO, MD.2011-10-05

Plan Statistics for DANIEL C. KUO, MD. DEFINED BENEFIT PLAN

401k plan membership statisitcs for DANIEL C. KUO, MD. DEFINED BENEFIT PLAN

Measure Date Value
2020: DANIEL C. KUO, MD. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-315,816,995
Acturial value of plan assets2020-12-315,816,995
Funding target for retired participants and beneficiaries receiving payment2020-12-313,366,873
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-31110,412
Active participant vested funding target2020-12-310
Number of active participants2020-12-310
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-317
Total funding target for all participants2020-12-313,477,285
Balance at beginning of prior year after applicable adjustments2020-12-3110,151
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31822,787
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 balance2020-12-3110,151
Amount remaining of prefunding balance2020-12-31822,787
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3111,142
Balance of prefunding at beginning of current year2020-12-31903,091
Total employer contributions2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DANIEL C. KUO, MD. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-315,511,006
Acturial value of plan assets2019-12-315,511,006
Funding target for retired participants and beneficiaries receiving payment2019-12-311,955,532
Number of terminated vested participants2019-12-316
Fundng target for terminated vested participants2019-12-311,568,583
Active participant vested funding target2019-12-310
Number of active participants2019-12-310
Total funding liabilities for active participants2019-12-310
Total participant count2019-12-317
Total funding target for all participants2019-12-313,524,115
Balance at beginning of prior year after applicable adjustments2019-12-3110,740
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31870,490
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 balance2019-12-3110,740
Amount remaining of prefunding balance2019-12-31870,490
Present value of excess contributions2019-12-31197,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31208,002
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 year2019-12-3110,151
Balance of prefunding at beginning of current year2019-12-31822,787
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DANIEL C. KUO, MD. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-316,331,548
Acturial value of plan assets2018-12-316,331,548
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-315
Fundng target for terminated vested participants2018-12-311,586,223
Active participant vested funding target2018-12-311,840,559
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,842,041
Total participant count2018-12-317
Total funding target for all participants2018-12-313,428,264
Balance at beginning of prior year after applicable adjustments2018-12-3110,958
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31888,164
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 balance2018-12-3110,958
Amount remaining of prefunding balance2018-12-31888,164
Present value of excess contributions2018-12-31299,949
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31316,926
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 year2018-12-3110,740
Balance of prefunding at beginning of current year2018-12-31870,490
Total employer contributions2018-12-31215,572
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 date2018-12-31197,214
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 cost2018-12-31921
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31197,214
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DANIEL C. KUO, MD. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-316,331,809
Acturial value of plan assets2017-12-316,331,809
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-311,529,771
Active participant vested funding target2017-12-311,788,328
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,788,328
Total participant count2017-12-317
Total funding target for all participants2017-12-313,318,099
Balance at beginning of prior year after applicable adjustments2017-12-3110,790
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31874,521
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3110,790
Amount remaining of prefunding balance2017-12-31874,521
Present value of excess contributions2017-12-31281,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31298,352
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 year2017-12-3110,958
Balance of prefunding at beginning of current year2017-12-31888,164
Total employer contributions2017-12-31320,000
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 date2017-12-31299,949
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 cost2017-12-31786
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31299,949
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DANIEL C. KUO, MD. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-315,937,916
Acturial value of plan assets2016-12-315,937,916
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-311,532,092
Active participant vested funding target2016-12-311,816,754
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,816,754
Total participant count2016-12-317
Total funding target for all participants2016-12-313,348,846
Balance at beginning of prior year after applicable adjustments2016-12-3110,670
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31864,835
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 balance2016-12-3110,670
Amount remaining of prefunding balance2016-12-31864,835
Present value of excess contributions2016-12-31298,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31316,204
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-3110,790
Balance of prefunding at beginning of current year2016-12-31874,521
Total employer contributions2016-12-31310,316
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 date2016-12-31281,836
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 cost2016-12-3159
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31281,836
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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