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JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJAMES LI, MD, PLLC DEFINED BENEFIT PLAN
Plan identification number 002

JAMES LI, MD, PLLC DEFINED BENEFIT PLAN Benefits

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

JAMES LI, MD, PLLC has sponsored the creation of one or more 401k plans.

Company Name:JAMES LI, MD, PLLC
Employer identification number (EIN):582667112
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JAMES LI, MD, PLLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2003-04-09
Company Identification Number: 2892767
Legal Registered Office Address: 128 MOTT ST
STE 608
NEW YORK
United States of America (USA)
10013

More information about JAMES LI, MD, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LI, MD, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01

Plan Statistics for JAMES LI, MD, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for JAMES LI, MD, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2017: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,353,684
Acturial value of plan assets2017-12-311,353,684
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,023
Active participant vested funding target2017-12-311,154,108
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-311,154,108
Total participant count2017-12-3110
Total funding target for all participants2017-12-311,155,131
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31260,232
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 balance2017-12-31260,232
Present value of excess contributions2017-12-315,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-315,888
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 year2017-12-31271,205
Total employer contributions2017-12-31127,640
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 date2017-12-31127,023
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31107,260
Net shortfall amortization installment of oustanding balance2017-12-3116,984
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31124,244
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31124,244
Contributions allocatedtoward minimum required contributions for current year2017-12-31127,023
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JAMES LI, MD, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,171,405
Acturial value of plan assets2016-12-311,171,405
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-316,739
Active participant vested funding target2016-12-31978,380
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-31978,380
Total participant count2016-12-319
Total funding target for all participants2016-12-31985,119
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31268,927
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 balance2016-12-31268,927
Present value of excess contributions2016-12-312,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,534
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 year2016-12-31260,232
Total employer contributions2016-12-31123,625
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 date2016-12-31122,181
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-3194,477
Net shortfall amortization installment of oustanding balance2016-12-3138,080
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31116,293
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31116,293
Contributions allocatedtoward minimum required contributions for current year2016-12-31122,181
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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