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AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameAMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN
Plan identification number 001

AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS
Employer identification number (EIN):383700525
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NEIL GILBERT2024-06-29 NEIL GILBERT2024-06-29
0012022-01-01NEIL GILBERT2023-06-09 NEIL GILBERT2023-06-09
0012021-01-01NEIL GILBERT2022-07-07
0012020-01-01NEIL GILBERT2021-07-08
0012019-01-01NEIL J. GILBERT2020-07-08 NEIL J. GILBERT2020-07-08
0012018-01-01NEIL GILBERT2019-06-29 NEIL GILBERT2019-06-29
0012017-01-01NEIL GILBERT2018-07-09 NEIL GILBERT2018-07-09
0012017-01-01NEIL GILBERT2018-07-06 NEIL GILBERT2018-07-06
0012017-01-01NEIL GILBERT2019-05-08 NEIL GILBERT2019-05-08
0012016-01-01NEIL GILBERT2017-06-11 NEIL GILBERT2017-06-11
0012015-01-01NEIL GILBERT2016-07-21 NEIL GILBERT2016-07-21
0012014-01-01NEIL GILBERT2015-06-24 NEIL GILBERT2015-06-24
0012013-01-01NEIL GILBERT2014-06-13 NEIL GILBERT2014-06-13
0012012-01-01NEIL GILBERT2013-08-30 NEIL GILBERT2013-08-30

Plan Statistics for AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,857,235
Acturial value of plan assets2022-12-311,857,235
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-312,092,159
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-312,092,768
Total participant count2022-12-313
Total funding target for all participants2022-12-312,092,768
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3196,867
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3196,867
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31200,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31198,160
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31153,352
Net shortfall amortization installment of oustanding balance2022-12-31235,533
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31175,118
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31175,118
Contributions allocatedtoward minimum required contributions for current year2022-12-31198,160
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,434,319
Acturial value of plan assets2021-12-312,434,319
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3124
Active participant vested funding target2021-12-311,712,073
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-311,712,610
Total participant count2021-12-315
Total funding target for all participants2021-12-311,712,634
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31178,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31178,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3198,006
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3196,867
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31217,209
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3196,867
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,814,789
Acturial value of plan assets2020-12-311,814,789
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-311,373,471
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,373,936
Total participant count2020-12-314
Total funding target for all participants2020-12-311,373,936
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31181,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31181,261
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31180,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31178,286
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31231,976
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31178,286
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,343,543
Acturial value of plan assets2019-12-311,343,543
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3123
Active participant vested funding target2019-12-311,130,029
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,130,474
Total participant count2019-12-313
Total funding target for all participants2019-12-311,130,497
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3110,234
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3110,234
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31180,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31181,261
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31190,565
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31181,261
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31861,867
Acturial value of plan assets2018-12-31861,867
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-3110
Active participant vested funding target2018-12-31882,441
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-31883,183
Total participant count2018-12-313
Total funding target for all participants2018-12-31883,193
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3194,544
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3194,544
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31181,372
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31184,639
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31170,924
Net shortfall amortization installment of oustanding balance2018-12-3121,326
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31174,405
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31174,405
Contributions allocatedtoward minimum required contributions for current year2018-12-31184,639
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31749,907
Acturial value of plan assets2017-12-31749,907
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31681,577
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31681,876
Total participant count2017-12-312
Total funding target for all participants2017-12-31681,876
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3162,353
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3162,353
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31123,628
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31126,735
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31136,222
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3168,191
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3168,191
Contributions allocatedtoward minimum required contributions for current year2017-12-31126,735
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: AMERICAN INSTITUTE OF NEUROLOGICAL DISORDERS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31509,596
Acturial value of plan assets2016-12-31509,596
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31393,510
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31492,496
Total participant count2016-12-312
Total funding target for all participants2016-12-31492,496
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3132,020
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3132,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31165,135
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31168,179
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31122,926
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31105,826
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31105,826
Contributions allocatedtoward minimum required contributions for current year2016-12-31168,179
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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