401k Plan data: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN plan

RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	RYAN J. BARRETT, DO, PC CASH BALANCE PLAN
Plan identification number	002

RYAN J. BARRETT, DO, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

RYAN J. BARRETT DO PC has sponsored the creation of one or more 401k plans.

Company Name: RYAN J. BARRETT DO PC

Employer identification number (EIN): 264595265

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RYAN J. BARRETT, DO, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01

Plan Statistics for RYAN J. BARRETT, DO, PC CASH BALANCE PLAN

401k plan membership statisitcs for RYAN J. BARRETT, DO, PC CASH BALANCE PLAN

Measure Date Value
2022: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 241,592
Acturial value of plan assets 2022-12-31 241,592
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 172,527
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 172,527
Total participant count 2022-12-31 1
Total funding target for all participants 2022-12-31 172,527
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 283,964
Acturial value of plan assets 2021-12-31 283,964
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 160,424
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 160,424
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 160,424
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 236,983
Acturial value of plan assets 2020-12-31 236,983
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 2020-12-31 149,458
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 149,458
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 149,458
Present value of excess contributions 2020-12-31 59,543
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 59,543
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 59,543
Balance of prefunding at beginning of current year 2020-12-31 59,543
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 107,831
Acturial value of plan assets 2019-12-31 107,831
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 1
Total funding liabilities for active participants 2019-12-31 73,431
Total participant count 2019-12-31 1
Total funding target for all participants 2019-12-31 73,431
Present value of excess contributions 2019-12-31 30,612
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 30,612
Total employer contributions 2019-12-31 100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 96,434
Minimum required contributions for current year target normal cost 2019-12-31 71,291
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 36,891
Additional cash requirement 2019-12-31 36,891
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 96,434
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	241,592
Acturial value of plan assets	2022-12-31	241,592
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	172,527
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	172,527
Total participant count	2022-12-31	1
Total funding target for all participants	2022-12-31	172,527
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	283,964
Acturial value of plan assets	2021-12-31	283,964
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	160,424
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	160,424
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	160,424
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	236,983
Acturial value of plan assets	2020-12-31	236,983
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	149,458
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	149,458
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	149,458
Present value of excess contributions	2020-12-31	59,543
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	59,543
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	59,543
Balance of prefunding at beginning of current year	2020-12-31	59,543
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	107,831
Acturial value of plan assets	2019-12-31	107,831
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	1
Total funding liabilities for active participants	2019-12-31	73,431
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	73,431
Present value of excess contributions	2019-12-31	30,612
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	30,612
Total employer contributions	2019-12-31	100,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	96,434
Minimum required contributions for current year target normal cost	2019-12-31	71,291
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	36,891
Additional cash requirement	2019-12-31	36,891
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	96,434
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on RYAN J. BARRETT, DO, PC CASH BALANCE PLAN

Measure	Date	Value
2022 : RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-42,372
Total plan assets at end of year	2022-12-31	$241,592
Total plan assets at beginning of year	2022-12-31	$283,964
Other income received	2022-12-31	$-42,372
Net income (gross income less expenses)	2022-12-31	$-42,372
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$241,592
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$283,964
2021 : RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$46,982
Total plan assets at end of year	2021-12-31	$283,964
Total plan assets at beginning of year	2021-12-31	$236,982
Value of fidelity bond covering the plan	2021-12-31	$50,000
Other income received	2021-12-31	$46,982
Net income (gross income less expenses)	2021-12-31	$46,982
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$283,964
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$236,982
2020 : RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$30,413
Expenses. Total of all expenses incurred	2020-12-31	$1,262
Total plan assets at end of year	2020-12-31	$236,982
Total plan assets at beginning of year	2020-12-31	$207,831
Value of fidelity bond covering the plan	2020-12-31	$50,000
Other income received	2020-12-31	$30,413
Net income (gross income less expenses)	2020-12-31	$29,151
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$236,982
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$207,831
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,262
2019 : RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$107,972
Expenses. Total of all expenses incurred	2019-12-31	$141
Total plan assets at end of year	2019-12-31	$207,831
Total plan assets at beginning of year	2019-12-31	$100,000
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$7,972
Net income (gross income less expenses)	2019-12-31	$107,831
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$207,831
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$100,000
Total contributions received or receivable from employer(s)	2019-12-31	$100,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$141

Form 5500 Responses for RYAN J. BARRETT, DO, PC CASH BALANCE PLAN

2022: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: RYAN J. BARRETT, DO, PC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RYAN J. BARRETT DO PC
Employer identification number (EIN):	264595265
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)