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DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

DAVID M. O'NEIL, M.D., P.A. 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

DAVID M. O'NEIL, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. O'NEIL, M.D., P.A.
Employer identification number (EIN):521331293
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DR. DAVID M. O'NEIL2023-10-03
0022021-01-01DR. DAVID M. O'NEIL2023-07-27
0022020-01-01DR. DAVID M. O'NEIL2021-10-15
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01DAVID M. O'NEIL2016-10-13
0022014-01-01KRISSIE ENGLAND2015-10-14
0022013-01-01KRISSIE ENGLAND2015-10-14
0022012-01-01KRISSIE ENGLAND2015-10-14
0022011-01-01KRISSIE ENGLAND2015-10-14
0022010-01-01DAVID M. O'NEIL, M.D.2011-10-17

Plan Statistics for DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,973,441
Acturial value of plan assets2022-12-312,973,441
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3114
Fundng target for terminated vested participants2022-12-31252,885
Active participant vested funding target2022-12-311,929,343
Number of active participants2022-12-312
Total funding liabilities for active participants2022-12-311,929,343
Total participant count2022-12-3116
Total funding target for all participants2022-12-312,182,228
Balance at beginning of prior year after applicable adjustments2022-12-3121,888
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Amount remaining of carryover balance2022-12-3121,888
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available 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 year2022-12-3124,712
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 date2022-12-31183,742
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 cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31183,742
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,973,572
Acturial value of plan assets2021-12-312,973,572
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3114
Fundng target for terminated vested participants2021-12-31225,452
Active participant vested funding target2021-12-312,251,030
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-312,251,030
Total participant count2021-12-3116
Total funding target for all participants2021-12-312,476,482
Balance at beginning of prior year after applicable adjustments2021-12-3117,956
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 balance2021-12-3117,956
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31390,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31412,609
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 year2021-12-3121,888
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-313,209,801
Acturial value of plan assets2020-12-313,209,801
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3113
Fundng target for terminated vested participants2020-12-31179,805
Active participant vested funding target2020-12-312,577,915
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-312,577,915
Total participant count2020-12-3116
Total funding target for all participants2020-12-312,757,720
Balance at beginning of prior year after applicable adjustments2020-12-3116,279
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 balance2020-12-3116,279
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31261,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31275,797
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 year2020-12-3117,956
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31400,000
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 date2020-12-31390,137
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 cost2020-12-310
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 year2020-12-31390,137
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,841,087
Acturial value of plan assets2019-12-312,841,087
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3113
Fundng target for terminated vested participants2019-12-31176,662
Active participant vested funding target2019-12-312,699,225
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-312,699,225
Total participant count2019-12-3116
Total funding target for all participants2019-12-312,875,887
Balance at beginning of prior year after applicable adjustments2019-12-3118,457
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 balance2019-12-3118,457
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31120,743
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31127,649
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 year2019-12-3116,279
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31400,000
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 date2019-12-31372,965
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-3151,079
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3151,079
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3151,079
Contributions allocatedtoward minimum required contributions for current year2019-12-31372,965
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,893,985
Acturial value of plan assets2018-12-312,893,985
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3113
Fundng target for terminated vested participants2018-12-31157,961
Active participant vested funding target2018-12-312,728,654
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-312,728,654
Total participant count2018-12-3116
Total funding target for all participants2018-12-312,886,615
Balance at beginning of prior year after applicable adjustments2018-12-3118,285
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-3118,285
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31120,756
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31127,869
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 year2018-12-3118,457
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31300,000
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 date2018-12-31267,395
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31402,019
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31146,652
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31146,652
Contributions allocatedtoward minimum required contributions for current year2018-12-31267,395
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,271,102
Acturial value of plan assets2017-12-312,271,102
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3111
Fundng target for terminated vested participants2017-12-31115,011
Active participant vested funding target2017-12-312,666,774
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-312,666,774
Total participant count2017-12-3116
Total funding target for all participants2017-12-312,781,785
Balance at beginning of prior year after applicable adjustments2017-12-3120,423
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 balance2017-12-3120,423
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31173,722
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31184,284
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 year2017-12-3118,285
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31300,000
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 date2017-12-31267,408
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31528,968
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31146,652
Additional cash requirement2017-12-31146,652
Contributions allocatedtoward minimum required contributions for current year2017-12-31267,408
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DAVID M. O'NEIL, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,138,848
Acturial value of plan assets2016-12-312,138,848
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3110
Fundng target for terminated vested participants2016-12-3183,845
Active participant vested funding target2016-12-312,623,286
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-312,623,286
Total participant count2016-12-3116
Total funding target for all participants2016-12-312,707,131
Balance at beginning of prior year after applicable adjustments2016-12-3123,111
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 balance2016-12-3123,111
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31135,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31144,286
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 year2016-12-3120,423
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31350,000
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 date2016-12-31311,395
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31588,706
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31137,673
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31137,673
Contributions allocatedtoward minimum required contributions for current year2016-12-31311,395
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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