GEM STATE DERMATOLOGY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEM STATE DERMATOLOGY CASH BALANCE PLAN
Measure | Date | Value |
---|
2020: GEM STATE DERMATOLOGY CASH BALANCE PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GEM STATE DERMATOLOGY CASH BALANCE PLAN 2019 401k membership |
---|
Market value of plan assets | 2019-12-30 | 824,699 |
Acturial value of plan assets | 2019-12-30 | 824,699 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-30 | 0 |
Number of terminated vested participants | 2019-12-30 | 2 |
Fundng target for terminated vested participants | 2019-12-30 | 1,735 |
Active participant vested funding target | 2019-12-30 | 754,234 |
Number of active participants | 2019-12-30 | 11 |
Total funding liabilities for active participants | 2019-12-30 | 755,047 |
Total participant count | 2019-12-30 | 13 |
Total funding target for all participants | 2019-12-30 | 756,782 |
Balance at beginning of prior year after applicable adjustments | 2019-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-30 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-30 | 0 |
Amount remaining of carryover balance | 2019-12-30 | 0 |
Amount remaining of prefunding balance | 2019-12-30 | 0 |
Present value of excess contributions | 2019-12-30 | 58,673 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-30 | 58,673 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-30 | 0 |
Balance of carryovers at beginning of current year | 2019-12-30 | 0 |
Balance of prefunding at beginning of current year | 2019-12-30 | 0 |
Total employer contributions | 2019-12-30 | 143,230 |
Total employee contributions | 2019-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-30 | 140,558 |
Liquidity shortfalls end of Q1 | 2019-12-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-30 | 172,629 |
Net shortfall amortization installment of oustanding balance | 2019-12-30 | 0 |
Waiver amortization installment | 2019-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-30 | 104,712 |
Carryover balance elected to use to offset funding requirement | 2019-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-30 | 0 |
Additional cash requirement | 2019-12-30 | 104,712 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-30 | 140,558 |
Unpaid minimum required contributions for current year | 2019-12-30 | 0 |
Unpaid minimum required contributions for all years | 2019-12-30 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GEM STATE DERMATOLOGY CASH BALANCE PLAN 2018 401k membership |
---|
Market value of plan assets | 2018-12-31 | 501,535 |
Acturial value of plan assets | 2018-12-31 | 501,535 |
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 | 4,213 |
Active participant vested funding target | 2018-12-31 | 526,633 |
Number of active participants | 2018-12-31 | 13 |
Total funding liabilities for active participants | 2018-12-31 | 528,145 |
Total participant count | 2018-12-31 | 15 |
Total funding target for all participants | 2018-12-31 | 532,358 |
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 | 0 |
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 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 45,132 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 45,132 |
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 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 229,522 |
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 | 226,682 |
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 | 162,977 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 30,823 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 168,009 |
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 | 0 |
Additional cash requirement | 2018-12-31 | 168,009 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 226,682 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GEM STATE DERMATOLOGY CASH BALANCE PLAN 2017 401k membership |
---|
Market value of plan assets | 2017-12-31 | 368,707 |
Acturial value of plan assets | 2017-12-31 | 368,707 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 323,265 |
Number of active participants | 2017-12-31 | 15 |
Total funding liabilities for active participants | 2017-12-31 | 323,265 |
Total participant count | 2017-12-31 | 15 |
Total funding target for all participants | 2017-12-31 | 323,265 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2017-12-31 | 27,927 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 27,927 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 0 |
Total employer contributions | 2017-12-31 | 163,873 |
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 | 164,189 |
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 | 164,499 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 119,057 |
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 | 0 |
Additional cash requirement | 2017-12-31 | 119,057 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 164,189 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: GEM STATE DERMATOLOGY CASH BALANCE PLAN 2016 401k membership |
---|
Market value of plan assets | 2016-12-31 | 168,634 |
Acturial value of plan assets | 2016-12-31 | 168,634 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 12 |
Total funding liabilities for active participants | 2016-12-31 | 160,812 |
Total participant count | 2016-12-31 | 12 |
Total funding target for all participants | 2016-12-31 | 160,812 |
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 | 0 |
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 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 25,013 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 25,013 |
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 | 0 |
Total employer contributions | 2016-12-31 | 167,732 |
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 | 174,937 |
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 | 154,832 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 147,010 |
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 | 147,010 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 174,937 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GEM STATE DERMATOLOGY CASH BALANCE PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
Measure | Date | Value |
---|
2020 : GEM STATE DERMATOLOGY CASH BALANCE PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-04-30 | $-27,377 |
Expenses. Total of all expenses incurred | 2020-04-30 | $940,552 |
Benefits paid (including direct rollovers) | 2020-04-30 | $939,256 |
Total plan assets at end of year | 2020-04-30 | $0 |
Total plan assets at beginning of year | 2020-04-30 | $967,929 |
Value of fidelity bond covering the plan | 2020-04-30 | $200,000 |
Other income received | 2020-04-30 | $-27,377 |
Net income (gross income less expenses) | 2020-04-30 | $-967,929 |
Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $967,929 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-04-30 | $1,296 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-04-30 | $0 |
2019 : GEM STATE DERMATOLOGY CASH BALANCE PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $253,406 |
Expenses. Total of all expenses incurred | 2019-12-31 | $16,534 |
Benefits paid (including direct rollovers) | 2019-12-31 | $10,626 |
Total plan assets at end of year | 2019-12-31 | $967,929 |
Total plan assets at beginning of year | 2019-12-31 | $731,057 |
Value of fidelity bond covering the plan | 2019-12-31 | $200,000 |
Other income received | 2019-12-31 | $110,176 |
Net income (gross income less expenses) | 2019-12-31 | $236,872 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $967,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $731,057 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $143,230 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,908 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : GEM STATE DERMATOLOGY CASH BALANCE PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $201,780 |
Expenses. Total of all expenses incurred | 2018-12-31 | $3,740 |
Total plan assets at end of year | 2018-12-31 | $731,057 |
Total plan assets at beginning of year | 2018-12-31 | $533,017 |
Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
Other income received | 2018-12-31 | $-27,742 |
Net income (gross income less expenses) | 2018-12-31 | $198,040 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $731,057 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $533,017 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $229,522 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,740 |
2017 : GEM STATE DERMATOLOGY CASH BALANCE PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $191,374 |
Expenses. Total of all expenses incurred | 2017-12-31 | $2,137 |
Total plan assets at end of year | 2017-12-31 | $533,017 |
Total plan assets at beginning of year | 2017-12-31 | $343,780 |
Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
Other income received | 2017-12-31 | $27,501 |
Net income (gross income less expenses) | 2017-12-31 | $189,237 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $533,017 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $343,780 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $163,873 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,137 |
2016 : GEM STATE DERMATOLOGY CASH BALANCE PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $178,214 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,958 |
Total plan assets at end of year | 2016-12-31 | $343,780 |
Total plan assets at beginning of year | 2016-12-31 | $167,524 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Other income received | 2016-12-31 | $10,482 |
Net income (gross income less expenses) | 2016-12-31 | $176,256 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $343,780 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $167,524 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $167,732 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,958 |
2015 : GEM STATE DERMATOLOGY CASH BALANCE PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $168,437 |
Expenses. Total of all expenses incurred | 2015-12-31 | $913 |
Total plan assets at end of year | 2015-12-31 | $167,524 |
Total plan assets at beginning of year | 2015-12-31 | $0 |
Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
Other income received | 2015-12-31 | $-709 |
Net income (gross income less expenses) | 2015-12-31 | $167,524 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $167,524 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $169,146 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $913 |