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NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameNORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN
Plan identification number 003

NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A.
Employer identification number (EIN):221915071
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01DUNCAN CARPENTER2021-09-30 DUNCAN CARPENTER2021-09-30
0032019-01-01DUNCAN CARPENTER2020-10-08 DUNCAN CARPENTER2020-10-08
0032018-01-01DUNCAN CARPENTER2019-10-10 DUNCAN CARPENTER2019-10-10
0032017-01-01DUNCAN CARPENTER2018-09-26 DUNCAN CARPENTER2018-09-26
0032016-01-01DUNCAN CARPENTER2017-10-11 DUNCAN CARPENTER2017-10-11
0032015-01-01DUNCAN CARPENTER2016-09-27 DUNCAN CARPENTER2016-09-27
0032014-01-01DUNCAN CARPENTER2015-10-14 DUNCAN CARPENTER2015-10-14
0032013-01-01DUNCAN CARPENTER2014-10-02 DUNCAN CARPENTER2014-10-02
0032012-01-01DUNCAN CARPENTER2013-09-27 DUNCAN CARPENTER2013-09-27
0032011-01-01DUNCAN CARPENTER2012-08-15 DUNCAN CARPENTER2012-08-15
0032010-01-01DUNCAN CARPENTER2011-10-11 DUNCAN CARPENTER2011-10-11

Plan Statistics for NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN

Measure Date Value
2022: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-311,505,326
Acturial value of plan assets2022-12-311,505,326
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-3117,186
Active participant vested funding target2022-12-311,464,487
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-311,464,487
Total participant count2022-12-316
Total funding target for all participants2022-12-311,481,673
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3139,944
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3142,085
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3122,523
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3121,152
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3123,127
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3121,152
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-311,315,485
Acturial value of plan assets2021-12-311,315,485
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-3115,699
Active participant vested funding target2021-12-311,258,368
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-311,258,368
Total participant count2021-12-316
Total funding target for all participants2021-12-311,274,067
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3143,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3145,502
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3168,319
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3163,959
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3165,433
Total funding amount beforereflecting carryover/prefunding balances2021-12-3124,015
Additional cash requirement2021-12-3124,015
Contributions allocatedtoward minimum required contributions for current year2021-12-3163,959
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-311,141,177
Acturial value of plan assets2020-12-311,141,177
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3114,586
Active participant vested funding target2020-12-311,083,606
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-311,084,382
Total participant count2020-12-317
Total funding target for all participants2020-12-311,098,968
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 contributions2020-12-3136,408
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3137,948
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 contributions2020-12-3167,662
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 date2020-12-3163,419
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 cost2020-12-3162,396
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3120,187
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3120,187
Contributions allocatedtoward minimum required contributions for current year2020-12-3163,419
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31949,260
Acturial value of plan assets2019-12-31949,260
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3112,827
Active participant vested funding target2019-12-31899,639
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-31900,235
Total participant count2019-12-317
Total funding target for all participants2019-12-31913,062
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 contributions2019-12-3136,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3137,844
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 year2019-12-310
Total employer contributions2019-12-3166,462
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 date2019-12-3163,024
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 cost2019-12-3162,814
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3126,616
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3126,616
Contributions allocatedtoward minimum required contributions for current year2019-12-3163,024
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31890,457
Acturial value of plan assets2018-12-31890,457
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-3112,947
Active participant vested funding target2018-12-31842,543
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31842,857
Total participant count2018-12-317
Total funding target for all participants2018-12-31855,804
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 contributions2018-12-3160,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3164,360
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 contributions2018-12-3166,606
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 date2018-12-3163,148
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 cost2018-12-3161,535
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3126,882
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3126,882
Contributions allocatedtoward minimum required contributions for current year2018-12-3163,148
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31759,925
Acturial value of plan assets2017-12-31759,925
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-3111,873
Active participant vested funding target2017-12-31659,863
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-31659,863
Total participant count2017-12-316
Total funding target for all participants2017-12-31671,736
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 contributions2017-12-3158,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3162,479
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 contributions2017-12-3165,266
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 date2017-12-3160,849
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 cost2017-12-3155,178
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 year2017-12-3160,849
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: NORTH JERSEY NEUROSURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31659,831
Acturial value of plan assets2016-12-31659,831
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3111,419
Active participant vested funding target2016-12-31573,808
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31573,808
Total participant count2016-12-316
Total funding target for all participants2016-12-31585,227
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 contributions2016-12-3151,411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3154,573
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3163,499
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 date2016-12-3158,965
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 cost2016-12-3153,620
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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 year2016-12-3158,965
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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