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ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

ANTHONY E. READING, PH.D. 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

ANTHONY E. READING, PH.D. has sponsored the creation of one or more 401k plans.

Company Name:ANTHONY E. READING, PH.D.
Employer identification number (EIN):463014383
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01ANTHONY READING2021-10-12
0032019-01-01
0032018-01-01
0032017-01-01ANTHONY READING ANTHONY READING2018-10-15

Plan Statistics for ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,982,295
Acturial value of plan assets2020-12-311,982,295
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31465
Active participant vested funding target2020-12-311,347,673
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-311,347,673
Total participant count2020-12-314
Total funding target for all participants2020-12-311,348,138
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3196,675
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 balance2020-12-3196,675
Present value of excess contributions2020-12-31382,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31382,679
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31382,679
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 year2020-12-31512,185
Total employer contributions2020-12-31325,000
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 date2020-12-31312,727
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 cost2020-12-31337,847
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31244,762
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31244,762
Contributions allocatedtoward minimum required contributions for current year2020-12-31312,727
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,329,451
Acturial value of plan assets2019-12-311,329,451
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31949,213
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-31951,489
Total participant count2019-12-314
Total funding target for all participants2019-12-31951,489
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31125,000
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 balance2019-12-31125,000
Present value of excess contributions2019-12-31131,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31131,899
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 year2019-12-3196,675
Total employer contributions2019-12-31440,000
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 date2019-12-31425,684
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 cost2019-12-31320,261
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3143,005
Additional cash requirement2019-12-3143,005
Contributions allocatedtoward minimum required contributions for current year2019-12-31425,684
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31602,316
Acturial value of plan assets2018-12-31602,316
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31242,091
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31605,229
Total participant count2018-12-314
Total funding target for all participants2018-12-31605,229
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 contributions2018-12-31171,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31171,766
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31125,000
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 year2018-12-31125,000
Total employer contributions2018-12-31475,000
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 date2018-12-31457,402
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 cost2018-12-31303,493
Net shortfall amortization installment of oustanding balance2018-12-31134,826
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31325,503
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31325,503
Contributions allocatedtoward minimum required contributions for current year2018-12-31457,402
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31317,156
Acturial value of plan assets2017-12-31317,156
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 target2017-12-3156,298
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31281,488
Total participant count2017-12-313
Total funding target for all participants2017-12-31281,488
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 contributions2017-12-3128,782
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3128,782
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 contributions2017-12-31425,000
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 date2017-12-31418,858
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 cost2017-12-31282,760
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31247,092
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31247,092
Contributions allocatedtoward minimum required contributions for current year2017-12-31418,858
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018 : ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$335,160
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,077,316
Total plan assets at beginning of year2018-12-31$742,156
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-139,840
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$335,160
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,077,316
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$742,156
Total contributions received or receivable from employer(s)2018-12-31$475,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$447,156
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$742,156
Total plan assets at beginning of year2017-12-31$295,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$22,156
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$447,156
Net plan assets at end of year (total assets less liabilities)2017-12-31$742,156
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$295,000
Total contributions received or receivable from employer(s)2017-12-31$425,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN

2018: ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ANTHONY E. READING, PH.D. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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