MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN 401k Plan overview

MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	MICHAEL H. FREEDLAND, MD, PC
Employer identification number (EIN):	383570443
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
002	2020-01-01	MICHAEL FREEDLAND	2020-09-29
002	2019-01-01	MICHAEL FREEDLAND	2020-09-29
002	2018-01-01	MICHAEL FREEDLAND	2019-10-09
002	2017-01-01	MICHAEL FREEDLAND	2018-09-20
002	2016-01-01	MICHAEL FREEDLAND	2017-10-11
002	2015-01-01	MICHAEL FREEDLAND	2016-10-04
002	2014-01-01	MICHAEL FREEDLAND	2015-10-06
002	2013-01-01	MICHAEL FREEDLAND	2014-10-13

Plan Statistics for MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN

Measure	Date	Value
2019: MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	626,158
Acturial value of plan assets	2019-12-31	626,158
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	596,137
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	596,137
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	596,137
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	0
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	0
Present value of excess contributions	2019-12-31	17,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	17,460
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	0
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	180,519
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	168,248
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	142,324
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	112,303
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	112,303
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	168,248
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	386,197
Acturial value of plan assets	2018-12-31	386,197
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	406,243
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	415,166
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	415,166
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	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	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	123,291
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	123,291
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	0
Total employer contributions	2018-12-31	187,000
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	180,087
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	157,898
Net shortfall amortization installment of oustanding balance	2018-12-31	28,969
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	162,627
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	162,627
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	180,087
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	678,563
Acturial value of plan assets	2017-12-31	678,563
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	599,608
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	606,094
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	606,094
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	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	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	77,351
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	77,351
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	0
Total employer contributions	2017-12-31	195,000
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	191,855
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	141,033
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	68,564
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	68,564
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	191,855
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MICHAEL H. FREEDLAND, MD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	450,647
Acturial value of plan assets	2016-12-31	450,647
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	425,442
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	429,686
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	429,686
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	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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	36,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	36,781
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	198,819
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	191,844
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	135,454
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	114,493
Additional cash requirement	2016-12-31	114,493
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	191,844
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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