401k Plan data: JAMES P. ANDERSON, MD CASH BALANCE PLAN plan

JAMES P. ANDERSON, MD CASH BALANCE PLAN 401k Plan overview

Plan Name	JAMES P. ANDERSON, MD CASH BALANCE PLAN
Plan identification number	002

JAMES P. ANDERSON, MD CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES P. ANDERSON, MD ANDERSON, MD has sponsored the creation of one or more 401k plans.

Company Name: JAMES P. ANDERSON, MD ANDERSON, MD

Employer identification number (EIN): 541019965

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P. ANDERSON, MD CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JAMES P. ANDERSON 2024-06-05
002 2022-01-01 JAMES P. ANDERSON 2023-09-06
002 2021-01-01 JAMES P. ANDERSON 2022-10-11
002 2020-01-01 JAMES P. ANDERSON, MD 2021-10-15 JAMES P. ANDERSON, MD 2021-10-15
002 2019-01-01 JAMES P. ANDERSON, MD 2020-10-15 JAMES P. ANDERSON, MD 2020-10-15
002 2018-01-01 JAMES P. ANDERSON, MD 2019-10-10
002 2017-01-01 JAMES P. ANDERSON, MD 2018-10-15 JAMES P. ANDERSON, MD 2018-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAMES P. ANDERSON	2024-06-05
002	2022-01-01	JAMES P. ANDERSON	2023-09-06
002	2021-01-01	JAMES P. ANDERSON	2022-10-11
002	2020-01-01	JAMES P. ANDERSON, MD	2021-10-15	JAMES P. ANDERSON, MD	2021-10-15
002	2019-01-01	JAMES P. ANDERSON, MD	2020-10-15	JAMES P. ANDERSON, MD	2020-10-15
002	2018-01-01	JAMES P. ANDERSON, MD	2019-10-10
002	2017-01-01	JAMES P. ANDERSON, MD	2018-10-15	JAMES P. ANDERSON, MD	2018-10-15

Plan Statistics for JAMES P. ANDERSON, MD CASH BALANCE PLAN

401k plan membership statisitcs for JAMES P. ANDERSON, MD CASH BALANCE PLAN

Measure Date Value
2022: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 279,356
Acturial value of plan assets 2022-12-31 279,356
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 6,207
Active participant vested funding target 2022-12-31 100,038
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 100,038
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 106,245
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 500,077
Acturial value of plan assets 2021-12-31 500,077
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 5,284
Active participant vested funding target 2021-12-31 192,575
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 192,575
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 197,859
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 549,790
Acturial value of plan assets 2020-12-31 549,790
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 2,153
Active participant vested funding target 2020-12-31 311,717
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 312,148
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 314,301
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 340,417
Acturial value of plan assets 2019-12-31 340,417
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 2019-12-31 295,233
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 295,233
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 295,233
Minimum required contributions for current year target normal cost 2019-12-31 7,123
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 248,285
Acturial value of plan assets 2018-12-31 248,285
Active participant vested funding target 2018-12-31 277,663
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 277,663
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 277,663
Present value of excess contributions 2018-12-31 22,444
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 22,444
Total employer contributions 2018-12-31 12,084
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 11,611
Minimum required contributions for current year target normal cost 2018-12-31 6,815
Net shortfall amortization installment of oustanding balance 2018-12-31 29,378
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 11,611
Additional cash requirement 2018-12-31 11,611
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 11,611
2017: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
Number of active participants 2017-12-31 8
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 0
Total employer contributions 2017-12-31 268,610
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 258,327
Minimum required contributions for current year target normal cost 2017-12-31 235,883
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 235,883
Additional cash requirement 2017-12-31 235,883
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 258,327
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2022: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	279,356
Acturial value of plan assets	2022-12-31	279,356
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	6,207
Active participant vested funding target	2022-12-31	100,038
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	100,038
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	106,245
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	500,077
Acturial value of plan assets	2021-12-31	500,077
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	5,284
Active participant vested funding target	2021-12-31	192,575
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	192,575
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	197,859
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	549,790
Acturial value of plan assets	2020-12-31	549,790
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	2,153
Active participant vested funding target	2020-12-31	311,717
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	312,148
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	314,301
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	340,417
Acturial value of plan assets	2019-12-31	340,417
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	295,233
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	295,233
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	295,233
Minimum required contributions for current year target normal cost	2019-12-31	7,123
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	248,285
Acturial value of plan assets	2018-12-31	248,285
Active participant vested funding target	2018-12-31	277,663
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	277,663
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	277,663
Present value of excess contributions	2018-12-31	22,444
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	22,444
Total employer contributions	2018-12-31	12,084
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	11,611
Minimum required contributions for current year target normal cost	2018-12-31	6,815
Net shortfall amortization installment of oustanding balance	2018-12-31	29,378
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	11,611
Additional cash requirement	2018-12-31	11,611
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	11,611
2017: JAMES P. ANDERSON, MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
Number of active participants	2017-12-31	8
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	0
Total employer contributions	2017-12-31	268,610
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	258,327
Minimum required contributions for current year target normal cost	2017-12-31	235,883
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	235,883
Additional cash requirement	2017-12-31	235,883
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	258,327
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	JAMES P. ANDERSON, MD ANDERSON, MD
Employer identification number (EIN):	541019965
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)