PHILIP A. LOBO, M.D., S.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

PHILIP A. LOBO, M.D., S.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	PHILIP A. LOBO, M.D., S.C.
Employer identification number (EIN):	363261049
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except 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
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01

Plan Statistics for PHILIP A. LOBO, M.D., S.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: PHILIP A. LOBO, M.D., S.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,002,029
Acturial value of plan assets	2019-12-31	3,002,029
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,947,063
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	2,947,063
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	2,947,063
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	67,367
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	67,367
Present value of excess contributions	2019-12-31	90,312
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	90,312
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	72,110
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	250,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	256,273
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	213,014
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	158,048
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	158,048
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	256,273
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PHILIP A. LOBO, M.D., S.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,614,582
Acturial value of plan assets	2018-12-31	2,614,582
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	2,472,292
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	2,472,292
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	2,472,292
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	68,686
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	68,686
Present value of excess contributions	2018-12-31	38,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	38,420
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	67,367
Total employer contributions	2018-12-31	190,000
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	196,548
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	181,159
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	106,236
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	106,236
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	196,548
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PHILIP A. LOBO, M.D., S.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,455,791
Acturial value of plan assets	2017-12-31	2,455,791
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	2,325,898
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	2,325,898
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	2,325,898
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	62,911
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	62,911
Present value of excess contributions	2017-12-31	24,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	24,877
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	68,686
Total employer contributions	2017-12-31	210,000
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	215,767
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	238,554
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	177,347
Additional cash requirement	2017-12-31	177,347
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	215,767
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

Potentially related plans

• PHILIP A. ROTH, JR, MD, PC PROFIT SHARING PLAN [EIN = 631096374]
• PHILIP A. NAECKER CONSULT S/W ENGS 401(K) P/S PLAN [EIN = 954138313]
• PHILIP A. VANCE, M.D. PROFIT SHARING PLAN [EIN = 911294453]
• PHILIP A. WALLER, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 760645491]
• PHILIP A. PHILBIN, DDS AND ORAANN REINHEIMER, DMD, MS, PA RATE GROUP PROFIT SHARING PLAN [EIN = 522031865]
• PHILIP A. GREENBERG, P.C. PENSION PLAN [EIN = 134155586]
• PHILIP A. LISK, D.D.S., PA 401(K) PROFIT SHARING PLAN [EIN = 200654673]
• PHILIP A. MOORE M.D. INC. 401(K) PLAN [EIN = 262241721]
• PHILIP A. STITT AGENCIES, INC. PROFIT SHARING PLAN [EIN = 941095433]
• PHILIP A. REALE, PLLC. 401(K) PROFIT SHARING PLAN [EIN = 208637643]
• PHILIP A. SHUCET, LLC 401(K) PROFIT SHARING PLAN [EIN = 263871176]
• PHILIP A. BONGIORNO SELF-EMPLOYED RETIREMENT PLAN [EIN = 113031527]
• PHILIP A. CAPORUSSO, DMD, PC 401K P/S PLAN [EIN = 061435167]
• PHILIP A. RICH, M.D., LTD. PROFIT SHARING PLAN [EIN = 880384848]
• PHILIP A. ROTH, JR., MD, PC CASH BALANCE PLAN [EIN = 631096374]
• PHILIP A. MORMANN PROFIT SHARING PLAN [EIN = 363594111]
• PHILIP A. LEONE, DDS, INC. 401(K) PROFIT SHARING PLAN [EIN = 412116865]
• PHILIP A. WALLER, M.D., P.A. PENSION PLAN AND TRUST [EIN = 760645491]
• PHILIP A. SHUCET, LLC CASH BALANCE DEFINED BENEFIT PLAN [EIN = 263871176]
• PHILIP A. STITT AGENCIES, INC. MONEY PURCHASE PENSION PLAN [EIN = 941095433]
• PHILIP A. PINE DDS, PA [EIN = 592665788]
• PHILIP A. LISCIA CPA PC RETIREMENT PLAN [EIN = 464248548]
• PHILIP A. PENEPENT 401(K) PROFIT SHARING PLAN [EIN = 161201400]
• PHILIP A. FISHMAN DEFINED BENEFIT PLAN [EIN = 223297124]
• PHILIP A. GELACEK, M.D., P.C. PROFIT SHARING PLAN [EIN = 251405511]
• PHILIP A. METSON KEOGH PLAN [EIN = 954055435]
• PHILIP A. BAUMANN, P.A. CASH BALANCE PLAN [EIN = 010719486]
• PHILIP A. BEWLEY 401(K) PROFIT SHARING PLAN [EIN = 942267693]
• PHILIP A. TOOMEY, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN [EIN = 208114530]
• PHILIP A. MAGID, DDS, PC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 061031820]
• PHILIP A. SWIANTEK, MD, PC MONEY PURCHASE PENSION PLAN & TRUST [EIN = 161116156]
• PHILIP A. ROBINSON, MD 401(K) PLAN [EIN = 330783137]
• PHILIP A. GROSSI, M.D. 401(K) PLAN & TRUST [EIN = 204117238]
• PHILIP A. GROSSI, M.D. DEFINED BENEFIT PLAN & TRUST [EIN = 204117238]
• PHILIP A. BATSON, D.D.S., LLC 401(K) P/S PLAN [EIN = 471057097]
• PHILIP A. ROBINSON, M.D., F.I.D.S.A. DEFINED BENEFIT PENSION PLAN [EIN = 330783137]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping