401k Plan data: UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST plan

UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST
Plan identification number	003

UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

UNIVERSITY PATHOLOGISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY PATHOLOGISTS, P.C.

Employer identification number (EIN): 363873990

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 ROBERT DE CRESCE, M.D. 2015-10-12
003 2013-01-01 ROBERT DE CRESCE, M.D. 2014-10-08
003 2012-01-01 ROBERT DE CRESCE, M.D. 2013-09-30
003 2011-01-01 ROBERT DE CRESCE, M.D. 2012-10-10
003 2010-01-01 ROBERT DE CRESCE, M.D. 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	ROBERT DE CRESCE, M.D.	2015-10-12
003	2013-01-01	ROBERT DE CRESCE, M.D.	2014-10-08
003	2012-01-01	ROBERT DE CRESCE, M.D.	2013-09-30
003	2011-01-01	ROBERT DE CRESCE, M.D.	2012-10-10
003	2010-01-01	ROBERT DE CRESCE, M.D.	2011-10-05

Plan Statistics for UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST

401k plan membership statisitcs for UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST

Measure Date Value
2016: UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 13,430,374
Acturial value of plan assets 2016-12-31 13,430,374
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 12,134,520
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 12,134,520
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 12,134,520
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 117,223
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 2016-12-31 117,223
Present value of excess contributions 2016-12-31 1,436,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,515,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 116,672
Total employer contributions 2016-12-31 1,197,000
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 1,113,878
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 1,120,881
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
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,113,878
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
2016: UNIVERSITY PATHOLOGISTS, P.C. RETIREMENT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	13,430,374
Acturial value of plan assets	2016-12-31	13,430,374
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	12,134,520
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	12,134,520
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	12,134,520
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	117,223
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	117,223
Present value of excess contributions	2016-12-31	1,436,244
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,515,812
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	116,672
Total employer contributions	2016-12-31	1,197,000
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	1,113,878
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	1,120,881
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
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,113,878
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:	UNIVERSITY PATHOLOGISTS, P.C.
Employer identification number (EIN):	363873990
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners