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DR. STEPHEN GOLLOMP CASH BALANCE PLAN 401k Plan overview

Plan NameDR. STEPHEN GOLLOMP CASH BALANCE PLAN
Plan identification number 002

DR. STEPHEN GOLLOMP 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).
  • 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

DR. STEPHEN GOLLOMP has sponsored the creation of one or more 401k plans.

Company Name:DR. STEPHEN GOLLOMP
Employer identification number (EIN):232253771
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. STEPHEN GOLLOMP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01STEPHEN GOLLOMP, M.D.2024-03-07
0022021-07-01STEPHEN GOLLOMP, M.D.2023-03-21
0022020-07-01STEPHEN GOLLOMP, M.D.2022-03-29
0022019-07-01STEPHEN GOLLOMP, M.D.2021-01-27
0022018-07-01STEPHEN GOLLOMP, M.D.2020-04-08
0022017-07-01STEPHEN GOLLOMP, M.D.2019-03-21
0022016-07-01STEPHEN GOLLOMP, M.D.2018-03-22
0022015-07-01STEPHEN GOLLOMP, M.D.2017-03-29
0022014-07-01
0022013-07-01
0022012-07-01STEPHEN GOLLOMP, M.D.2014-03-20 STEPHEN GOLLOMP, M.D.2014-03-20

Plan Statistics for DR. STEPHEN GOLLOMP CASH BALANCE PLAN

401k plan membership statisitcs for DR. STEPHEN GOLLOMP CASH BALANCE PLAN

Measure Date Value
2023: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2023 401k membership
Market value of plan assets2023-06-301,891,917
Acturial value of plan assets2023-06-301,891,917
Funding target for retired participants and beneficiaries receiving payment2023-06-300
Number of terminated vested participants2023-06-302
Fundng target for terminated vested participants2023-06-308,057
Active participant vested funding target2023-06-301,767,543
Number of active participants2023-06-303
Total funding liabilities for active participants2023-06-301,767,543
Total participant count2023-06-305
Total funding target for all participants2023-06-301,775,600
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-30527
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-30527
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-30130,836
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30125,875
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-30241,920
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-30125,603
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-30125,603
Contributions allocatedtoward minimum required contributions for current year2023-06-30125,875
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-06-301,543,722
Acturial value of plan assets2022-06-301,543,722
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-302
Fundng target for terminated vested participants2022-06-307,673
Active participant vested funding target2022-06-301,467,904
Number of active participants2022-06-302
Total funding liabilities for active participants2022-06-301,467,904
Total participant count2022-06-304
Total funding target for all participants2022-06-301,475,577
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-3024,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3024,975
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30153,666
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30147,380
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30214,998
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30146,853
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-30146,853
Contributions allocatedtoward minimum required contributions for current year2022-06-30147,380
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-06-301,947,923
Acturial value of plan assets2021-06-301,947,923
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-302
Fundng target for terminated vested participants2021-06-307,308
Active participant vested funding target2021-06-301,362,496
Number of active participants2021-06-302
Total funding liabilities for active participants2021-06-301,362,496
Total participant count2021-06-304
Total funding target for all participants2021-06-301,369,804
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30209,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30209,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3025,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3024,975
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3035,147
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-3024,975
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-06-301,510,197
Acturial value of plan assets2020-06-301,510,197
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-302
Fundng target for terminated vested participants2020-06-306,960
Active participant vested funding target2020-06-301,268,238
Number of active participants2020-06-302
Total funding liabilities for active participants2020-06-301,268,238
Total participant count2020-06-304
Total funding target for all participants2020-06-301,275,198
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30198,117
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30198,117
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30215,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30209,057
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3090,512
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30209,057
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-06-301,291,884
Acturial value of plan assets2019-06-301,291,884
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-303
Fundng target for terminated vested participants2019-06-3012,223
Active participant vested funding target2019-06-301,074,468
Number of active participants2019-06-302
Total funding liabilities for active participants2019-06-301,074,468
Total participant count2019-06-305
Total funding target for all participants2019-06-301,086,691
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30161,798
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30171,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30206,916
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30198,117
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30133,419
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Waived amount of outstanding balance2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-300
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-30198,117
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-06-301,106,018
Acturial value of plan assets2018-06-301,106,018
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-302
Fundng target for terminated vested participants2018-06-306,190
Active participant vested funding target2018-06-30805,878
Number of active participants2018-06-303
Total funding liabilities for active participants2018-06-30805,878
Total participant count2018-06-305
Total funding target for all participants2018-06-30812,068
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-30191,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-30203,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30168,276
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30161,798
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30222,494
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Waived amount of outstanding balance2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-30161,798
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: DR. STEPHEN GOLLOMP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-06-30883,463
Acturial value of plan assets2017-06-30883,463
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-302
Fundng target for terminated vested participants2017-06-305,873
Active participant vested funding target2017-06-30680,772
Number of active participants2017-06-303
Total funding liabilities for active participants2017-06-30680,772
Total participant count2017-06-305
Total funding target for all participants2017-06-30686,645
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-30165,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30173,564
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30199,347
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30191,653
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30145,165
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-30191,653
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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