401k Plan data: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN plan

THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN
Plan identification number	001

THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined 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

THOMAS J. TSOU, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name: THOMAS J. TSOU, MD, INC.

Employer identification number (EIN): 330872922

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2014-01-01
001 2013-01-01

Plan Statistics for THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN

Measure Date Value
2018: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,106,310
Acturial value of plan assets 2018-12-31 2,106,310
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,978,056
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,978,056
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 1,978,056
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 45,250
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 45,250
Present value of excess contributions 2018-12-31 431,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 459,210
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 50,594
Total employer contributions 2018-12-31 424,810
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 399,986
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 6,520
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Waived amount of outstanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 399,986
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,899,542
Acturial value of plan assets 2017-12-31 1,899,542
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,849,327
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,850,131
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,850,131
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 44,078
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 44,078
Present value of excess contributions 2017-12-31 257,623
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 274,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 45,250
Total employer contributions 2017-12-31 470,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 432,374
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 5,271
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Waived amount of outstanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 1,110
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 1,110
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 432,374
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,626,615
Acturial value of plan assets 2016-12-31 1,626,615
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,735,724
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,736,438
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,736,438
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 96,624
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 96,624
Present value of excess contributions 2016-12-31 238,432
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 249,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 249,686
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 300,000
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 44,078
Total employer contributions 2016-12-31 336,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 304,311
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 6,322
Net shortfall amortization installment of oustanding balance 2016-12-31 153,900
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 47,048
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 47,048
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 304,311
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,106,310
Acturial value of plan assets	2018-12-31	2,106,310
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,978,056
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,978,056
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	1,978,056
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	45,250
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	45,250
Present value of excess contributions	2018-12-31	431,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	459,210
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	50,594
Total employer contributions	2018-12-31	424,810
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	399,986
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	6,520
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Waived amount of outstanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	399,986
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,899,542
Acturial value of plan assets	2017-12-31	1,899,542
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,849,327
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,850,131
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,850,131
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	44,078
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	44,078
Present value of excess contributions	2017-12-31	257,623
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	274,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	45,250
Total employer contributions	2017-12-31	470,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	432,374
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	5,271
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Waived amount of outstanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	1,110
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	1,110
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	432,374
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THOMAS J. TSOU, MD, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,626,615
Acturial value of plan assets	2016-12-31	1,626,615
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,735,724
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,736,438
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,736,438
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	96,624
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	96,624
Present value of excess contributions	2016-12-31	238,432
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	249,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	249,686
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	300,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	44,078
Total employer contributions	2016-12-31	336,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	304,311
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	6,322
Net shortfall amortization installment of oustanding balance	2016-12-31	153,900
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	47,048
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	47,048
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	304,311
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THOMAS J. TSOU, MD, INC.
Employer identification number (EIN):	330872922
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2014-01-01
001	2013-01-01