JOHN V KELLY MD PC CASH BALANCE PLAN 401k Plan overview

JOHN V KELLY MD PC CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	JOHN V KELLY MD PC
Employer identification number (EIN):	223409898
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01

Plan Statistics for JOHN V KELLY MD PC CASH BALANCE PLAN

Measure	Date	Value
2022: JOHN V KELLY MD PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	171,087
Acturial value of plan assets	2022-12-31	171,087
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	2,739
Active participant vested funding target	2022-12-31	201,021
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	201,021
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	203,760
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	860
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	860
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	41,668
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	39,099
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	34,172
Net shortfall amortization installment of oustanding balance	2022-12-31	32,673
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	37,191
Additional cash requirement	2022-12-31	37,191
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	39,099
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOHN V KELLY MD PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	126,085
Acturial value of plan assets	2021-12-31	126,085
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	1,933
Active participant vested funding target	2021-12-31	160,592
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	160,592
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	162,525
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	704
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	42,868
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	40,099
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	31,865
Net shortfall amortization installment of oustanding balance	2021-12-31	36,440
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	39,239
Additional cash requirement	2021-12-31	39,239
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	40,099
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHN V KELLY MD PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	90,027
Acturial value of plan assets	2020-12-31	90,027
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	129,002
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	129,002
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	129,002
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	57
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	57
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	35,610
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	34,812
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	27,171
Net shortfall amortization installment of oustanding balance	2020-12-31	38,975
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	34,108
Additional cash requirement	2020-12-31	34,108
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	34,812
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHN V KELLY MD PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	50,137
Acturial value of plan assets	2019-12-31	50,137
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	75,691
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	75,691
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	3,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,378
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	49,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	48,041
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	43,788
Net shortfall amortization installment of oustanding balance	2019-12-31	25,824
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	47,984
Additional cash requirement	2019-12-31	47,984
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	48,041
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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