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PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NamePAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

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

PAUL D. WAGNER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:PAUL D. WAGNER, M.D., INC.
Employer identification number (EIN):330691796
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PAUL WAGNER2024-09-27 PAUL WAGNER2024-09-27
0022022-01-01PAUL D. WAGNER2023-10-12
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01

Plan Statistics for PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,384,843
Acturial value of plan assets2022-12-312,384,843
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3111
Fundng target for terminated vested participants2022-12-3133,728
Active participant vested funding target2022-12-312,071,387
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-312,071,387
Total participant count2022-12-3113
Total funding target for all participants2022-12-312,105,115
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 contributions2022-12-31196,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31196,233
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 contributions2022-12-31380,388
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 date2022-12-31375,935
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 cost2022-12-31314,546
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3134,818
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3134,818
Contributions allocatedtoward minimum required contributions for current year2022-12-31375,935
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,291,379
Acturial value of plan assets2021-12-312,291,379
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-31828
Active participant vested funding target2021-12-311,719,992
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-311,720,349
Total participant count2021-12-3110
Total funding target for all participants2021-12-311,721,177
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 contributions2021-12-31217,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31217,150
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 contributions2021-12-31202,704
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 date2021-12-31196,233
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 cost2021-12-31290,350
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 year2021-12-31196,233
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,920,943
Acturial value of plan assets2020-12-311,920,943
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3110
Fundng target for terminated vested participants2020-12-3116,816
Active participant vested funding target2020-12-311,463,574
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-311,466,117
Total participant count2020-12-3117
Total funding target for all participants2020-12-311,482,933
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 contributions2020-12-31162,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31162,295
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 contributions2020-12-31224,267
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 date2020-12-31217,150
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 cost2020-12-31299,056
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31217,150
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,352,911
Acturial value of plan assets2019-12-311,352,911
Funding target for retired participants and beneficiaries receiving payment2019-12-318,590
Number of terminated vested participants2019-12-317
Fundng target for terminated vested participants2019-12-3115,670
Active participant vested funding target2019-12-311,149,131
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,151,591
Total participant count2019-12-3115
Total funding target for all participants2019-12-311,175,851
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 contributions2019-12-3163,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3163,786
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 contributions2019-12-31285,718
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 date2019-12-31277,789
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 cost2019-12-31292,554
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31115,494
Additional cash requirement2019-12-31115,494
Contributions allocatedtoward minimum required contributions for current year2019-12-31277,789
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31696,298
Acturial value of plan assets2018-12-31696,298
Funding target for retired participants and beneficiaries receiving payment2018-12-318,741
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-318,119
Active participant vested funding target2018-12-31754,936
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31756,493
Total participant count2018-12-3112
Total funding target for all participants2018-12-31773,353
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 contributions2018-12-313,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,218
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 contributions2018-12-31420,000
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 date2018-12-31412,125
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 cost2018-12-31335,760
Net shortfall amortization installment of oustanding balance2018-12-3177,055
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31348,339
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31348,339
Contributions allocatedtoward minimum required contributions for current year2018-12-31412,125
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31527,049
Acturial value of plan assets2017-12-31527,049
Funding target for retired participants and beneficiaries receiving payment2017-12-318,463
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-311,716
Active participant vested funding target2017-12-31477,459
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-31477,459
Total participant count2017-12-3110
Total funding target for all participants2017-12-31487,638
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 contributions2017-12-3137,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3137,842
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 contributions2017-12-31219,966
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 date2017-12-31215,825
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 cost2017-12-31252,018
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31212,607
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31212,607
Contributions allocatedtoward minimum required contributions for current year2017-12-31215,825
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PAUL D. WAGNER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31239,500
Acturial value of plan assets2016-12-31239,500
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31163
Active participant vested funding target2016-12-31227,662
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31228,879
Total participant count2016-12-318
Total funding target for all participants2016-12-31229,042
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 contributions2016-12-310
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 contributions2016-12-31269,000
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 date2016-12-31263,778
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 cost2016-12-31236,394
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31225,936
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31225,936
Contributions allocatedtoward minimum required contributions for current year2016-12-31263,778
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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