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JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameJAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 002

JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST Benefits

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

JAMES S. ALBERTOLI, MD, FACS, LLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES S. ALBERTOLI, MD, FACS, LLC
Employer identification number (EIN):208281911
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01JAMES ALBERTOLI2021-09-27
0022019-01-01JAMES ALBERTOLI2020-10-02
0022018-01-01JAMES ALBERTOLI2019-09-30
0022017-01-01JAMES ALBERTOLI2018-10-10
0022016-01-01JAMES ALBERTOLI2017-10-05
0022015-01-01JAMES ALBERTOLI2017-10-05
0022015-01-01JAMES ALBERTOLI2016-10-09
0022014-01-01JAMES ALBERTOLI2017-01-23
0022014-01-01JAMES ALBERTOLI2015-10-13
0022013-01-01JAMES ALBERTOLI2014-10-13
0022012-01-01JAMES ALBERTOLI2013-10-07
0022011-01-01JAMES ALBERTOLI2012-10-04
0022010-01-01JAMES ALBERTOLI2011-10-14

Plan Statistics for JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2020: JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-312,270,069
Acturial value of plan assets2020-12-312,270,069
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,468,742
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-311,468,742
Total participant count2020-12-315
Total funding target for all participants2020-12-311,468,742
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31100,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31100,775
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 year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
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: JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-312,456,401
Acturial value of plan assets2019-12-312,456,401
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-31219,220
Active participant vested funding target2019-12-311,355,794
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,355,794
Total participant count2019-12-317
Total funding target for all participants2019-12-311,575,014
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31234,829
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31247,721
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 year2019-12-310
Total employer contributions2019-12-31100,000
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 date2019-12-31100,775
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 cost2019-12-31144,830
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31100,775
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-311,926,712
Acturial value of plan assets2018-12-311,926,712
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31218,954
Active participant vested funding target2018-12-311,122,275
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,122,275
Total participant count2018-12-316
Total funding target for all participants2018-12-311,341,229
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31247,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31247,981
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 year2018-12-310
Total employer contributions2018-12-31250,000
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 date2018-12-31247,768
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 cost2018-12-31110,219
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31247,768
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,723,972
Acturial value of plan assets2017-12-311,723,972
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-312,072
Active participant vested funding target2017-12-311,060,356
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,060,356
Total participant count2017-12-315
Total funding target for all participants2017-12-311,062,428
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31244,729
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31244,729
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 year2017-12-310
Total employer contributions2017-12-31250,000
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 date2017-12-31247,981
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 cost2017-12-31201,693
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 year2017-12-31247,981
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES S. ALBERTOLI, MD, FACS, LLC DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,342,517
Acturial value of plan assets2016-12-311,342,517
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,846
Active participant vested funding target2016-12-31861,800
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31861,800
Total participant count2016-12-315
Total funding target for all participants2016-12-31863,646
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-31256,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31256,347
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31250,000
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 date2016-12-31244,729
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 cost2016-12-31119,832
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 year2016-12-31244,729
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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