ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN 401k Plan overview

ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	ROBERT OBLATH, M.D.
Employer identification number (EIN):	342054262
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT W. OBLATH, M.D.	2015-09-17
001	2013-01-01	ROBERT W. OBLATH, M.D.	2014-10-10	ROBERT W. OBLATH, M.D.	2014-10-10
001	2012-01-01	ROBERT W. OBLATH, M.D.	2013-10-04	ROBERT W. OBLATH, M.D.	2013-10-04
001	2011-01-01	ROBERT W. OBLATH, M.D.	2012-09-27	ROBERT W. OBLATH, M.D.	2012-09-27
001	2010-01-01	ROBERT W. OBLATH, M.D.	2011-09-14	ROBERT W. OBLATH, M.D.	2011-09-14

Plan Statistics for ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-06-30	1,071,513
Acturial value of plan assets	2019-06-30	1,071,513
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	448,904
Number of terminated vested participants	2019-06-30	2
Fundng target for terminated vested participants	2019-06-30	170,757
Active participant vested funding target	2019-06-30	0
Number of active participants	2019-06-30	0
Total funding liabilities for active participants	2019-06-30	0
Total participant count	2019-06-30	4
Total funding target for all participants	2019-06-30	619,661
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Present value of excess contributions	2019-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Total employer contributions	2019-06-30	0
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	0
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	0
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Additional cash requirement	2019-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,071,513
Acturial value of plan assets	2018-12-31	1,071,513
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	433,757
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	166,195
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	599,952
Balance at beginning of prior year after applicable adjustments	2018-12-31	39,268
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	39,268
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	48,040
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,160,792
Acturial value of plan assets	2017-12-31	1,160,792
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	604,472
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	604,472
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	604,472
Balance at beginning of prior year after applicable adjustments	2017-12-31	34,967
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
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	34,967
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	28,804
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	28,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	39,268
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBERT W. OBLATH, M.D., APC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	922,783
Acturial value of plan assets	2016-12-31	922,783
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	575,238
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	575,238
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	575,238
Balance at beginning of prior year after applicable adjustments	2016-12-31	34,887
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	34,887
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	28,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	28,837
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	34,967
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	30,000
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	28,804
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	28,804
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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• ROBERT W. BAIRD & CO., INC. INCOME INDEMNITY PLAN [EIN = 396037917]
• ROBERT W. LITTLE INSURANCE AGENCY, INC. RETIREMENT PLAN THREE [EIN = 953745657]
• ROBERT W. HAAG, D.D.S., P.L.L.C. PROFIT SHARING PLAN [EIN = 382764498]
• ROBERT W. MOSER DDS PC 401K PROFIT SHARING PLAN [EIN = 930896918]
• ROBERT W. BAIRD & CO., INC. LIFE INSURANCE PLAN [EIN = 396037917]
• ROBERT W. YARRA 401(K) PROFIT SHARING PLAN [EIN = 010671417]
• ROBERT W. SADOWSKI PLLC 401K PLAN [EIN = 462108326]
• ROBERT W. HASTINGS, II, A.A.L., A.L.C. PROFIT SHARING PLAN [EIN = 990320446]
• ROBERT W. KIDD, III, DMD, PA PROFIT SHARING PLAN [EIN = 510112064]
• ROBERT W. LATER, M.D., P.C. PROFIT SHARING PLAN [EIN = 870438159]
• ROBERT W. HEPLER, DDS, INC. 401(K) PROFIT SHARING PLAN [EIN = 341026443]
• ROBERT W. LIPPENCOTT, INC. 401(K) RETIREMENT PLAN [EIN = 060847797]
• ROBERT W. BENNETT CPA PC 401(K) PLAN [EIN = 710974872]
• ROBERT W. ELLIS, CPA 401(K) PLAN [EIN = 621584226]
• ROBERT W.E. FRY, M.D., INC. 401(K) AND PROFIT SHARING PLAN [EIN = 830680830]
• ROBERT W. HEPLER, D.D.S., INC. CASH BALANCE PLAN [EIN = 341026443]
• ROBERT W. RANDO, D.D.S., P.C. 401(K) PROFIT SHARING PLAN [EIN = 383521110]
• ROBERT W. RACHLIN, D.M.D. DEFINED BENEFIT PENSION PLAN [EIN = 132364655]
• ROBERT W. NEWTON, D.D.S., P.C. PROFIT SHARING PLAN AND TRUST [EIN = 431113375]
• ROBERT W. WYMAN, O.D. PROFIT SHARING PLAN [EIN = 020443258]
• ROBERT W. BARRETT, D.D.S., INC. PROFIT SHARING PLAN [EIN = 952704950]
• ROBERT W. WOOD PROFESSIONAL CORPORATION CASH BALANCE DEFINED BENEFIT PLAN [EIN = 943179495]
• ROBERT W. HOLLIN LAND PLANNING, INC PROFIT SHARING PLAN [EIN = 751054729]
• ROBERT W. COWDEN, JR. , MD DEFINED BENEFIT PENSION PLAN [EIN = 621089562]
• ROBERT W. GARGONE & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN [EIN = 221980739]
• ROBERT W. EISFELDER, A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN [EIN = 953871671]
• ROBERT W. DEUTSCH FOUNDATION 403(B) RETIREMENT PLAN [EIN = 521758252]
• ROBERT W. YARRA CASH BALANCE PLAN [EIN = 770485986]
• ROBERT W. NUNN, DDS 401(K) PLAN [EIN = 431485031]
• ROBERT W. BAIRD & CO., INC. HEALTH AND WELFARE BENEFIT PLAN [EIN = 396037917]
• ROBERT W. TILLISON, JR. CPA, PA 401(K) PLAN [EIN = 570875193]
• ROBERT W. SPEIRS PLUMBING INC. 401(K) PLAN [EIN = 870359665]
• ROBERT W. QUINLAN 401(K) PLAN [EIN = 204631459]
• ROBERT W. JACKSON PROFIT SHARING PLAN [EIN = 271273367]

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