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EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameEAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number 001

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

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

EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION
Employer identification number (EIN):330541978
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL LEITERMAN2024-09-05
0012022-01-01MICHAEL LEITERMAN2023-09-22
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01

Plan Statistics for EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,507,822
Acturial value of plan assets2022-12-312,507,822
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3135
Fundng target for terminated vested participants2022-12-3125,713
Active participant vested funding target2022-12-312,339,978
Number of active participants2022-12-3130
Total funding liabilities for active participants2022-12-312,452,913
Total participant count2022-12-3165
Total funding target for all participants2022-12-312,478,626
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
Present value of excess contributions2022-12-31627,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31627,965
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 year2022-12-310
Total employer contributions2022-12-31909,687
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 date2022-12-31889,408
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 cost2022-12-31711,525
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31682,329
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31682,329
Contributions allocatedtoward minimum required contributions for current year2022-12-31889,408
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,892,422
Acturial value of plan assets2021-12-311,892,422
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3136
Fundng target for terminated vested participants2021-12-3125,435
Active participant vested funding target2021-12-311,512,360
Number of active participants2021-12-3129
Total funding liabilities for active participants2021-12-311,514,239
Total participant count2021-12-3165
Total funding target for all participants2021-12-311,539,674
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Present value of excess contributions2021-12-31224,175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31224,175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-310
Total employer contributions2021-12-31894,630
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 date2021-12-31884,550
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 cost2021-12-31609,310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31256,562
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31256,562
Contributions allocatedtoward minimum required contributions for current year2021-12-31884,550
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,565,352
Acturial value of plan assets2020-12-311,565,352
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3125
Fundng target for terminated vested participants2020-12-318,241
Active participant vested funding target2020-12-311,133,583
Number of active participants2020-12-3132
Total funding liabilities for active participants2020-12-311,160,823
Total participant count2020-12-3157
Total funding target for all participants2020-12-311,169,064
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31321,947
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31321,947
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-310
Total employer contributions2020-12-31225,000
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 date2020-12-31224,175
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 cost2020-12-31275,154
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 year2020-12-31224,175
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,104,009
Acturial value of plan assets2019-12-311,104,009
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3120
Fundng target for terminated vested participants2019-12-316,333
Active participant vested funding target2019-12-31661,387
Number of active participants2019-12-3130
Total funding liabilities for active participants2019-12-31844,699
Total participant count2019-12-3150
Total funding target for all participants2019-12-31851,032
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-31201,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31201,418
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-310
Total employer contributions2019-12-31326,998
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 date2019-12-31326,748
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 cost2019-12-31258,444
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-315,467
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-315,467
Contributions allocatedtoward minimum required contributions for current year2019-12-31326,748
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31708,269
Acturial value of plan assets2018-12-31708,269
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3112
Fundng target for terminated vested participants2018-12-312,258
Active participant vested funding target2018-12-31328,080
Number of active participants2018-12-3126
Total funding liabilities for active participants2018-12-31547,038
Total participant count2018-12-3138
Total funding target for all participants2018-12-31549,296
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31253,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31253,214
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-310
Total employer contributions2018-12-31279,984
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 date2018-12-31280,091
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 cost2018-12-31237,774
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3178,801
Additional cash requirement2018-12-3178,801
Contributions allocatedtoward minimum required contributions for current year2018-12-31280,091
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31357,293
Acturial value of plan assets2017-12-31357,293
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-314
Fundng target for terminated vested participants2017-12-31159
Active participant vested funding target2017-12-31117,638
Number of active participants2017-12-3128
Total funding liabilities for active participants2017-12-31294,142
Total participant count2017-12-3132
Total funding target for all participants2017-12-31294,301
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 contributions2017-12-3125,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3125,817
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31336,000
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 date2017-12-31339,233
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31149,016
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3186,024
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3186,024
Contributions allocatedtoward minimum required contributions for current year2017-12-31339,233
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EAR, NOSE AND THROAT ASSOCIATES OF SAN DIEGO, A MEDICAL CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31157,860
Acturial value of plan assets2016-12-31157,860
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3162
Active participant vested funding target2016-12-3133,587
Number of active participants2016-12-3125
Total funding liabilities for active participants2016-12-31167,935
Total participant count2016-12-3126
Total funding target for all participants2016-12-31167,997
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-319,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-319,253
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 contributions2016-12-31196,050
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31196,794
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31169,302
Net shortfall amortization installment of oustanding balance2016-12-3110,137
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31170,977
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31170,977
Contributions allocatedtoward minimum required contributions for current year2016-12-31196,794
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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