401k Plan data: THOMAS CAMPION, M.D. CASH BALANCE PLAN plan

THOMAS CAMPION, M.D. CASH BALANCE PLAN 401k Plan overview

Plan Name	THOMAS CAMPION, M.D. CASH BALANCE PLAN
Plan identification number	003

THOMAS CAMPION, M.D. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

THOMAS CAMPION, M.D. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS CAMPION, M.D.

Employer identification number (EIN): 222619518

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS CAMPION, M.D. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 THOMAS CAMPION 2019-06-19
003 2018-01-01 THOMAS CAMPION 2019-06-19
003 2017-01-01 THOMAS CAMPION 2018-07-10
003 2016-01-01 THOMAS CAMPION 2017-05-08
003 2015-01-01 THOMAS CAMPION 2016-05-06
003 2014-01-01 THOMAS CAMPION 2015-05-21
003 2013-01-01 THOMAS CAMPION 2014-06-19
003 2012-01-01 THOMAS CAMPION 2013-08-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	THOMAS CAMPION	2019-06-19
003	2018-01-01	THOMAS CAMPION	2019-06-19
003	2017-01-01	THOMAS CAMPION	2018-07-10
003	2016-01-01	THOMAS CAMPION	2017-05-08
003	2015-01-01	THOMAS CAMPION	2016-05-06
003	2014-01-01	THOMAS CAMPION	2015-05-21
003	2013-01-01	THOMAS CAMPION	2014-06-19
003	2012-01-01	THOMAS CAMPION	2013-08-27

Plan Statistics for THOMAS CAMPION, M.D. CASH BALANCE PLAN

401k plan membership statisitcs for THOMAS CAMPION, M.D. CASH BALANCE PLAN

Measure Date Value
2018: THOMAS CAMPION, M.D. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,813,271
Acturial value of plan assets 2018-12-31 1,813,271
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,511,875
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,511,875
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,511,875
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 55,643
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 55,643
Present value of excess contributions 2018-12-31 51,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 53,693
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 53,693
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 118,406
Total employer contributions 2018-12-31 100,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 96,588
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 236,228
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 53,238
Additional cash requirement 2018-12-31 53,238
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 96,588
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THOMAS CAMPION, M.D. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,362,757
Acturial value of plan assets 2017-12-31 1,362,757
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
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 1,242,981
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,242,981
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,242,981
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 34,224
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 0
Amount remaining of prefunding balance 2017-12-31 34,224
Present value of excess contributions 2017-12-31 17,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 18,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 18,164
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 0
Balance of prefunding at beginning of current year 2017-12-31 55,643
Total employer contributions 2017-12-31 225,000
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 2017-12-31 216,349
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 2017-12-31 229,022
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 2017-12-31 164,889
Additional cash requirement 2017-12-31 164,889
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 216,349
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THOMAS CAMPION, M.D. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,015,315
Acturial value of plan assets 2016-12-31 1,015,315
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 981,091
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 981,091
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 981,091
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 27,671
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 27,671
Present value of excess contributions 2016-12-31 50,396
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 52,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 7,245
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 34,224
Total employer contributions 2016-12-31 250,000
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 2016-12-31 238,970
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 2016-12-31 221,606
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 221,606
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 221,606
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 238,970
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
2018: THOMAS CAMPION, M.D. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,813,271
Acturial value of plan assets	2018-12-31	1,813,271
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,511,875
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,511,875
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,511,875
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	55,643
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	55,643
Present value of excess contributions	2018-12-31	51,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	53,693
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	53,693
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	118,406
Total employer contributions	2018-12-31	100,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	96,588
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	236,228
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	53,238
Additional cash requirement	2018-12-31	53,238
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	96,588
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THOMAS CAMPION, M.D. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,362,757
Acturial value of plan assets	2017-12-31	1,362,757
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
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	1,242,981
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,242,981
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,242,981
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	34,224
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	0
Amount remaining of prefunding balance	2017-12-31	34,224
Present value of excess contributions	2017-12-31	17,364
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	18,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	18,164
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	0
Balance of prefunding at beginning of current year	2017-12-31	55,643
Total employer contributions	2017-12-31	225,000
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	216,349
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	229,022
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	164,889
Additional cash requirement	2017-12-31	164,889
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	216,349
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THOMAS CAMPION, M.D. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,015,315
Acturial value of plan assets	2016-12-31	1,015,315
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
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	981,091
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	981,091
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	981,091
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	27,671
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	27,671
Present value of excess contributions	2016-12-31	50,396
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	52,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	7,245
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	34,224
Total employer contributions	2016-12-31	250,000
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	238,970
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	221,606
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	221,606
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	221,606
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	238,970
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THOMAS CAMPION, M.D.
Employer identification number (EIN):	222619518
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)