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JAMES A. SCHMIDT, M.D. PENSION PLAN 401k Plan overview

Plan NameJAMES A. SCHMIDT, M.D. PENSION PLAN
Plan identification number 001

JAMES A. SCHMIDT, M.D. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

JAMES A. SCHMIDT, M.D. has sponsored the creation of one or more 401k plans.

Company Name:JAMES A. SCHMIDT, M.D.
Employer identification number (EIN):330185126
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. SCHMIDT, M.D. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES A. SCHMIDT2023-10-13
0012021-01-01JAMES A. SCHMIDT2022-10-13
0012020-01-01JAMES A. SCHMIDT2021-09-27
0012019-01-01JAMES A. SCHMIDT2020-10-12
0012019-01-01JAMES A. SCHMIDT2021-06-04
0012018-01-01JAMES A. SCHMIDT2019-10-11
0012017-01-01JAMES A. SCHMIDT2018-10-10
0012016-01-01JAMES A. SCHMIDT2018-01-18
0012015-01-01JAMES A. SCHMIDT2018-01-18
0012014-01-01JAMES A. SCHMIDT2015-10-15
0012013-01-01JAMES A. SCHMIDT2014-10-02
0012011-01-01JAMES A. SCHMIDT2012-10-08
0012010-01-01JAMES A. SCHMIDT2011-10-10
0012009-01-01JAMES A. SCHMIDT JAMES A. SCHMIDT2010-10-14

Plan Statistics for JAMES A. SCHMIDT, M.D. PENSION PLAN

401k plan membership statisitcs for JAMES A. SCHMIDT, M.D. PENSION PLAN

Measure Date Value
2022: JAMES A. SCHMIDT, M.D. PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,722,111
Acturial value of plan assets2022-12-312,722,111
Funding target for retired participants and beneficiaries receiving payment2022-12-31224,218
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-31258,800
Active participant vested funding target2022-12-312,053,925
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-312,053,925
Total participant count2022-12-3119
Total funding target for all participants2022-12-312,536,943
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31146,725
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31146,725
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31143,644
Total employer contributions2022-12-310
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 date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
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 cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: JAMES A. SCHMIDT, M.D. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,790,140
Acturial value of plan assets2021-12-312,790,140
Funding target for retired participants and beneficiaries receiving payment2021-12-31230,061
Number of terminated vested participants2021-12-318
Fundng target for terminated vested participants2021-12-31175,495
Active participant vested funding target2021-12-312,111,962
Number of active participants2021-12-319
Total funding liabilities for active participants2021-12-312,142,548
Total participant count2021-12-3118
Total funding target for all participants2021-12-312,548,104
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,304
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 balance2021-12-312,304
Present value of excess contributions2021-12-31136,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31144,324
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31144,324
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31146,725
Total employer contributions2021-12-310
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 date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: JAMES A. SCHMIDT, M.D. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,552,845
Acturial value of plan assets2020-12-312,552,845
Funding target for retired participants and beneficiaries receiving payment2020-12-31227,351
Number of terminated vested participants2020-12-318
Fundng target for terminated vested participants2020-12-31159,237
Active participant vested funding target2020-12-312,049,771
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-312,074,072
Total participant count2020-12-3116
Total funding target for all participants2020-12-312,460,660
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,733
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,733
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-312,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,304
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,304
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 year2020-12-312,304
Total employer contributions2020-12-31150,000
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 date2020-12-31136,451
Unpaid minimum required contributions for all prior years2020-12-310
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 cost2020-12-3137,908
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31136,451
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JAMES A. SCHMIDT, M.D. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,097,537
Acturial value of plan assets2019-12-312,097,537
Funding target for retired participants and beneficiaries receiving payment2019-12-31283,873
Number of terminated vested participants2019-12-317
Fundng target for terminated vested participants2019-12-31132,488
Active participant vested funding target2019-12-312,121,816
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-312,144,289
Total participant count2019-12-3116
Total funding target for all participants2019-12-312,560,650
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31376
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 balance2019-12-31376
Present value of excess contributions2019-12-311,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,383
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-311,383
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 year2019-12-311,733
Total employer contributions2019-12-31130,000
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 date2019-12-31116,301
Unpaid minimum required contributions for all prior years2019-12-310
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 cost2019-12-3129,622
Net shortfall amortization installment of oustanding balance2019-12-31464,846
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31127,230
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,733
Additional cash requirement2019-12-31125,497
Contributions allocatedtoward minimum required contributions for current year2019-12-31116,301
Unpaid minimum required contributions for current year2019-12-319,196
Unpaid minimum required contributions for all years2019-12-319,196
2018: JAMES A. SCHMIDT, M.D. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,143,299
Acturial value of plan assets2018-12-312,143,299
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-31119,438
Active participant vested funding target2018-12-312,191,169
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-312,206,657
Total participant count2018-12-3116
Total funding target for all participants2018-12-312,326,095
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31223
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31223
Present value of excess contributions2018-12-31120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31127
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31127
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 year2018-12-31376
Total employer contributions2018-12-3186,500
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 date2018-12-3175,837
Unpaid minimum required contributions for all prior years2018-12-310
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 cost2018-12-3129,305
Net shortfall amortization installment of oustanding balance2018-12-31183,172
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3174,529
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3174,529
Contributions allocatedtoward minimum required contributions for current year2018-12-3175,837
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JAMES A. SCHMIDT, M.D. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,686,447
Acturial value of plan assets2017-12-311,686,447
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-31120,157
Active participant vested funding target2017-12-311,795,199
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-311,800,434
Total participant count2017-12-3114
Total funding target for all participants2017-12-311,920,591
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 contributions2017-12-31210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31223
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 year2017-12-31223
Total employer contributions2017-12-31283,730
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 date2017-12-31249,325
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 cost2017-12-31201,676
Net shortfall amortization installment of oustanding balance2017-12-31234,367
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31249,205
Additional cash requirement2017-12-31249,205
Contributions allocatedtoward minimum required contributions for current year2017-12-31249,325
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES A. SCHMIDT, M.D. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,312,003
Acturial value of plan assets2016-12-311,312,003
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-3176,887
Active participant vested funding target2016-12-311,557,566
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-311,606,782
Total participant count2016-12-3114
Total funding target for all participants2016-12-311,683,669
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3138,484
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3138,484
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 contributions2016-12-31359,184
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-31119,907
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31190,134
Unpaid minimum required contributions for all prior years2016-12-31119,907
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-31119,907
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31126,973
Net shortfall amortization installment of oustanding balance2016-12-31371,666
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31189,924
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31189,924
Contributions allocatedtoward minimum required contributions for current year2016-12-31190,134
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: JAMES A. SCHMIDT, M.D. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for JAMES A. SCHMIDT, M.D. PENSION PLAN

2009: JAMES A. SCHMIDT, M.D. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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