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RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 401k Plan overview

Plan NameRADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN
Plan identification number 004

RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • 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

RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC has sponsored the creation of one or more 401k plans.

Company Name:RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC
Employer identification number (EIN):630574300
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042018-10-01
0042017-10-01ASHBY WATKINS
0042016-10-01ASHBY WATKINS
0042015-10-01ASHBY WATKINS
0042014-10-01ASHBY WATKINS
0042013-10-01ASHBY WATKINS
0042012-10-01ASHBY WATKINS
0042011-10-01ANTHONY NELSON
0042010-10-01ANTHONY NELSON
0042009-10-01ANTHONY NELSON

Plan Statistics for RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN

401k plan membership statisitcs for RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN

Measure Date Value
2018: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-0117
Total number of active participants reported on line 7a of the Form 55002018-10-010
Total of all active and inactive participants2018-10-010
Total participants2018-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
Market value of plan assets2018-09-306,992,866
Acturial value of plan assets2018-09-306,992,866
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-300
Fundng target for terminated vested participants2018-09-300
Active participant vested funding target2018-09-305,966,898
Number of active participants2018-09-3017
Total funding liabilities for active participants2018-09-305,966,898
Total participant count2018-09-3017
Total funding target for all participants2018-09-305,966,898
Present value of excess contributions2018-09-30365,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30386,167
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30381,080
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30372,226
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30325,329
Contributions allocatedtoward minimum required contributions for current year2018-09-30372,226
Unpaid minimum required contributions for current year2018-09-300
2017: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-0117
Total number of active participants reported on line 7a of the Form 55002017-10-0117
Total of all active and inactive participants2017-10-0117
Total participants2017-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
Market value of plan assets2017-09-306,200,326
Acturial value of plan assets2017-09-306,200,326
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-301
Fundng target for terminated vested participants2017-09-3021,202
Active participant vested funding target2017-09-305,254,692
Number of active participants2017-09-3017
Total funding liabilities for active participants2017-09-305,254,692
Total participant count2017-09-3018
Total funding target for all participants2017-09-305,275,894
Present value of excess contributions2017-09-30366,528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30388,923
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30375,233
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30365,170
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30312,872
Contributions allocatedtoward minimum required contributions for current year2017-09-30365,170
Unpaid minimum required contributions for current year2017-09-300
2016: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0118
Total number of active participants reported on line 7a of the Form 55002016-10-0117
Total of all active and inactive participants2016-10-0117
Total participants2016-10-0117
2015: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0117
Total number of active participants reported on line 7a of the Form 55002015-10-0118
Total of all active and inactive participants2015-10-0118
Total participants2015-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-0128
Total number of active participants reported on line 7a of the Form 55002014-10-0117
Total of all active and inactive participants2014-10-0117
Total participants2014-10-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-0128
Total number of active participants reported on line 7a of the Form 55002013-10-0118
Number of other retired or separated participants entitled to future benefits2013-10-0110
Total of all active and inactive participants2013-10-0128
Total participants2013-10-0128
2012: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0132
Total number of active participants reported on line 7a of the Form 55002012-10-0118
Number of other retired or separated participants entitled to future benefits2012-10-0110
Total of all active and inactive participants2012-10-0128
Total participants2012-10-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-0133
Total number of active participants reported on line 7a of the Form 55002011-10-0130
Number of other retired or separated participants entitled to future benefits2011-10-012
Total of all active and inactive participants2011-10-0132
Total participants2011-10-0132
2010: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0133
Total number of active participants reported on line 7a of the Form 55002010-10-0132
Number of other retired or separated participants entitled to future benefits2010-10-011
Total of all active and inactive participants2010-10-0133
Total participants2010-10-0133
2009: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0136
Total number of active participants reported on line 7a of the Form 55002009-10-0132
Number of other retired or separated participants entitled to future benefits2009-10-011
Total of all active and inactive participants2009-10-0133
Total participants2009-10-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN

Measure Date Value
2019 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan2019-07-31$-367,289
Total income from all sources2019-07-31$113,611
Expenses. Total of all expenses incurred2019-07-31$7,293,407
Benefits paid (including direct rollovers)2019-07-31$7,293,282
Total plan assets at end of year2019-07-31$0
Total plan assets at beginning of year2019-07-31$7,547,085
Value of fidelity bond covering the plan2019-07-31$500,000
Other income received2019-07-31$113,611
Net income (gross income less expenses)2019-07-31$-7,179,796
Net plan assets at end of year (total assets less liabilities)2019-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$7,547,085
Total contributions received or receivable from employer(s)2019-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$125
2018 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources2018-09-30$568,125
Expenses. Total of all expenses incurred2018-09-30$13,906
Total plan assets at end of year2018-09-30$7,547,085
Total plan assets at beginning of year2018-09-30$6,992,866
Value of fidelity bond covering the plan2018-09-30$500,000
Other income received2018-09-30$187,045
Net income (gross income less expenses)2018-09-30$554,219
Net plan assets at end of year (total assets less liabilities)2018-09-30$7,547,085
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$6,992,866
Total contributions received or receivable from employer(s)2018-09-30$381,080
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$13,906
2017 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources2017-09-30$814,278
Expenses. Total of all expenses incurred2017-09-30$21,739
Benefits paid (including direct rollovers)2017-09-30$21,739
Total plan assets at end of year2017-09-30$6,992,866
Total plan assets at beginning of year2017-09-30$6,200,327
Value of fidelity bond covering the plan2017-09-30$500,000
Other income received2017-09-30$439,045
Net income (gross income less expenses)2017-09-30$792,539
Net plan assets at end of year (total assets less liabilities)2017-09-30$6,992,866
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$6,200,327
Total contributions received or receivable from employer(s)2017-09-30$375,233
2016 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources2016-09-30$758,182
Expenses. Total of all expenses incurred2016-09-30$15,238
Total plan assets at end of year2016-09-30$6,200,327
Total plan assets at beginning of year2016-09-30$5,457,383
Value of fidelity bond covering the plan2016-09-30$500,000
Other income received2016-09-30$380,785
Net income (gross income less expenses)2016-09-30$742,944
Net plan assets at end of year (total assets less liabilities)2016-09-30$6,200,327
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$5,457,383
Total contributions received or receivable from employer(s)2016-09-30$377,397
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$15,238
2015 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources2015-09-30$315,461
Expenses. Total of all expenses incurred2015-09-30$913,838
Benefits paid (including direct rollovers)2015-09-30$897,951
Total plan assets at end of year2015-09-30$5,457,383
Total plan assets at beginning of year2015-09-30$6,055,760
Value of fidelity bond covering the plan2015-09-30$500,000
Other income received2015-09-30$-65,530
Net income (gross income less expenses)2015-09-30$-598,377
Net plan assets at end of year (total assets less liabilities)2015-09-30$5,457,383
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$6,055,760
Total contributions received or receivable from employer(s)2015-09-30$380,991
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$15,887
2014 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2014 401k financial data
Total income from all sources2014-09-30$810,582
Expenses. Total of all expenses incurred2014-09-30$805,266
Benefits paid (including direct rollovers)2014-09-30$789,745
Total plan assets at end of year2014-09-30$6,055,760
Total plan assets at beginning of year2014-09-30$6,050,444
Value of fidelity bond covering the plan2014-09-30$500,000
Other income received2014-09-30$359,613
Net income (gross income less expenses)2014-09-30$5,316
Net plan assets at end of year (total assets less liabilities)2014-09-30$6,055,760
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$6,050,444
Total contributions received or receivable from employer(s)2014-09-30$450,969
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$15,521
2013 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2013 401k financial data
Total income from all sources2013-09-30$676,639
Expenses. Total of all expenses incurred2013-09-30$1,111,889
Benefits paid (including direct rollovers)2013-09-30$1,096,406
Total plan assets at end of year2013-09-30$6,050,444
Total plan assets at beginning of year2013-09-30$6,485,694
Value of fidelity bond covering the plan2013-09-30$500,000
Other income received2013-09-30$180,270
Net income (gross income less expenses)2013-09-30$-435,250
Net plan assets at end of year (total assets less liabilities)2013-09-30$6,050,444
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$6,485,694
Total contributions received or receivable from employer(s)2013-09-30$496,369
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$15,483
2012 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2012 401k financial data
Total income from all sources2012-09-30$1,229,974
Expenses. Total of all expenses incurred2012-09-30$692,779
Benefits paid (including direct rollovers)2012-09-30$681,665
Total plan assets at end of year2012-09-30$6,485,694
Total plan assets at beginning of year2012-09-30$5,948,499
Value of fidelity bond covering the plan2012-09-30$500,000
Other income received2012-09-30$487,177
Net income (gross income less expenses)2012-09-30$537,195
Net plan assets at end of year (total assets less liabilities)2012-09-30$6,485,694
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$5,948,499
Total contributions received or receivable from employer(s)2012-09-30$742,797
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$11,114
2011 : RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2011 401k financial data
Total income from all sources2011-09-30$740,853
Expenses. Total of all expenses incurred2011-09-30$15,916
Benefits paid (including direct rollovers)2011-09-30$897
Total plan assets at end of year2011-09-30$5,948,499
Total plan assets at beginning of year2011-09-30$5,223,562
Value of fidelity bond covering the plan2011-09-30$500,000
Other income received2011-09-30$45,789
Net income (gross income less expenses)2011-09-30$724,937
Net plan assets at end of year (total assets less liabilities)2011-09-30$5,948,499
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$5,223,562
Total contributions received or receivable from employer(s)2011-09-30$695,064
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$15,019

Form 5500 Responses for RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN

2018: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01This submission is the final filingYes
2018-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: RADIOLOGY ASSOCIATES OF BIRMINGHAM, PC CASH BALANCE PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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