401k Plan data: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN plan

DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined 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

DR. AIZIK L. WOLF, P.A. has sponsored the creation of one or more 401k plans.

Company Name: DR. AIZIK L. WOLF, P.A.

Employer identification number (EIN): 650624296

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

Additional information about DR. AIZIK L. WOLF, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1995-11-13

Company Identification Number: P95000086896

Legal Registered Office Address: 121 ALHAMBRA PLAZA

MIAMI

33134

More information about DR. AIZIK L. WOLF, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 AIZIK WOLF 2019-04-25
001 2017-01-01 AIZIK WOLF 2018-09-17
001 2016-01-01 AIZIK WOLF 2017-04-27
001 2015-01-01 AIZIK WOLF 2016-07-26
001 2014-01-01 AIZIK WOLF 2015-10-01
001 2013-01-01 AIZIK WOLF 2014-09-30
001 2012-01-01 AIZIK WOLF 2013-05-21
001 2011-01-01 AIZIK WOLF 2012-09-18
001 2010-01-01 AIZIK WOLF 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	AIZIK WOLF	2019-04-25
001	2017-01-01	AIZIK WOLF	2018-09-17
001	2016-01-01	AIZIK WOLF	2017-04-27
001	2015-01-01	AIZIK WOLF	2016-07-26
001	2014-01-01	AIZIK WOLF	2015-10-01
001	2013-01-01	AIZIK WOLF	2014-09-30
001	2012-01-01	AIZIK WOLF	2013-05-21
001	2011-01-01	AIZIK WOLF	2012-09-18
001	2010-01-01	AIZIK WOLF	2011-07-11

Plan Statistics for DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,905,695
Acturial value of plan assets 2018-12-31 2,905,695
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 221,828
Active participant vested funding target 2018-12-31 2,562,132
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 2,562,132
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 2,783,960
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 673,574
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 64,062
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 609,512
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 16,073
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 678,527
Total employer contributions 2018-12-31 160,000
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 2018-12-31 153,692
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 2018-12-31 147,815
Net shortfall amortization installment of oustanding balance 2018-12-31 556,792
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 243,339
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 89,647
Additional cash requirement 2018-12-31 153,692
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 153,692
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,685,118
Acturial value of plan assets 2017-12-31 2,685,118
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 280,530
Active participant vested funding target 2017-12-31 1,969,332
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 1,969,332
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 2,249,862
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 527,029
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 527,029
Present value of excess contributions 2017-12-31 94,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 100,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 100,166
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 673,574
Total employer contributions 2017-12-31 0
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 0
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 24,927
Net shortfall amortization installment of oustanding balance 2017-12-31 238,318
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 64,062
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 64,062
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,356,934
Acturial value of plan assets 2016-12-31 2,356,934
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 259,644
Active participant vested funding target 2016-12-31 1,792,423
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 1,792,423
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 2,052,067
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 555,077
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 9,837
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 545,240
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 527,029
Total employer contributions 2016-12-31 125,000
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 2016-12-31 117,422
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 22,979
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 22,979
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 22,979
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 117,422
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,905,695
Acturial value of plan assets	2018-12-31	2,905,695
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	221,828
Active participant vested funding target	2018-12-31	2,562,132
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	2,562,132
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	2,783,960
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	673,574
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	64,062
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	609,512
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	16,073
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	678,527
Total employer contributions	2018-12-31	160,000
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	153,692
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	147,815
Net shortfall amortization installment of oustanding balance	2018-12-31	556,792
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	243,339
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	89,647
Additional cash requirement	2018-12-31	153,692
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	153,692
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,685,118
Acturial value of plan assets	2017-12-31	2,685,118
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	280,530
Active participant vested funding target	2017-12-31	1,969,332
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	1,969,332
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	2,249,862
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	527,029
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	527,029
Present value of excess contributions	2017-12-31	94,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	100,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	100,166
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	673,574
Total employer contributions	2017-12-31	0
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	0
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	24,927
Net shortfall amortization installment of oustanding balance	2017-12-31	238,318
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	64,062
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	64,062
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DR. AIZIK L. WOLF, P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,356,934
Acturial value of plan assets	2016-12-31	2,356,934
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	259,644
Active participant vested funding target	2016-12-31	1,792,423
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	1,792,423
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	2,052,067
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	555,077
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	9,837
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	545,240
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	527,029
Total employer contributions	2016-12-31	125,000
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	117,422
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	22,979
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	22,979
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	22,979
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	117,422
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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Company Name:	DR. AIZIK L. WOLF, P.A.
Employer identification number (EIN):	650624296
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1995-11-13
Company Identification Number:	P95000086896
Legal Registered Office Address:	121 ALHAMBRA PLAZA MIAMI 33134