JAMES P. BARTEK, M.D., P.L. PENSION PLAN 401k Plan overview

JAMES P. BARTEK, M.D., P.L. PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	JAMES P. BARTEK, M.D., P.L.
Employer identification number (EIN):	510502626
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about JAMES P. BARTEK, M.D., P.L.

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2004-03-22
Company Identification Number:	L04000022121
Legal Registered Office Address:	200 SOUTH ORANGE AVENUE SARASOTA 34236

More information about JAMES P. BARTEK, M.D., P.L.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	JAMES P. BARTEK, M.D.	2023-02-01
002	2020-01-01	JAMES P. BARTEK, M.D.	2021-10-13
002	2019-01-01	JAMES P. BARTEK, M.D.	2020-10-12
002	2018-01-01	JAMES P. BARTEK, M.D.	2019-10-11
002	2017-01-01	JAMES P. BARTEK, M.D.	2018-10-15
002	2016-01-01	JAMES P. BARTEK, M.D.	2017-10-10
002	2015-01-01	JAMES P. BARTEK, M.D.	2016-10-16
002	2014-01-01	JAMES P. BARTEK, M.D.	2015-10-15
002	2013-01-01	JAMES P. BARTEK, M.D.	2014-10-14
002	2012-01-01	JAMES P. BARTEK, M.D.	2013-10-15
002	2011-01-01	JAMES P. BARTEK, M.D.	2013-07-22
002	2010-01-01	JAMES P. BARTEK, M.D.	2013-07-22

Plan Statistics for JAMES P. BARTEK, M.D., P.L. PENSION PLAN

Measure	Date	Value
2020: JAMES P. BARTEK, M.D., P.L. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,399,453
Acturial value of plan assets	2020-12-31	2,399,453
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,504,622
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	2,504,622
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	2,504,622
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	182
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	192
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	22,945
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	21,826
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	105,169
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	8,041
Additional cash requirement	2020-12-31	8,041
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	21,826
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JAMES P. BARTEK, M.D., P.L. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,968,372
Acturial value of plan assets	2019-12-31	1,968,372
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	2,310,101
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	2,310,101
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	2,310,101
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	62
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	66
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	63,477
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	57,790
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	341,729
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	57,608
Additional cash requirement	2019-12-31	57,608
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	57,790
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES P. BARTEK, M.D., P.L. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,113,802
Acturial value of plan assets	2018-12-31	2,113,802
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	2,120,393
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	2,120,393
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	2,120,393
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
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	155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	164
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	3,065
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	2,739
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	6,591
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	2,677
Additional cash requirement	2018-12-31	2,677
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,739
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JAMES P. BARTEK, M.D., P.L. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,834,561
Acturial value of plan assets	2017-12-31	1,834,561
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	1,857,353
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,857,353
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	1,857,353
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	84,718
Prefunding balanced used to offset prior years funding requirement	2017-12-31	84,718
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	73,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	77,885
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	10,625
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	10,038
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	5,158
Net shortfall amortization installment of oustanding balance	2017-12-31	22,792
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	9,883
Additional cash requirement	2017-12-31	9,883
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	10,038
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JAMES P. BARTEK, M.D., P.L. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,528,089
Acturial value of plan assets	2016-12-31	1,528,089
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	1,493,923
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,493,923
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,493,923
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	88,074
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	88,074
Present value of excess contributions	2016-12-31	161,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	172,290
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	84,718
Total employer contributions	2016-12-31	178,941
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	165,330
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	168,441
Net shortfall amortization installment of oustanding balance	2016-12-31	50,552
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	176,793
Prefunding balance elected to use to offset funding requirement	2016-12-31	84,718
Additional cash requirement	2016-12-31	92,075
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	165,330
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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