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DR. ERNEST MARIO DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDR. ERNEST MARIO DEFINED BENEFIT PLAN
Plan identification number 001

DR. ERNEST MARIO DEFINED BENEFIT PLAN Benefits

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

401k Sponsoring company profile

DR. ERNEST MARIO has sponsored the creation of one or more 401k plans.

Company Name:DR. ERNEST MARIO
Employer identification number (EIN):770393799
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. ERNEST MARIO DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARYLOU ROWE2023-04-17
0012021-01-01MARYLOU ROWE2022-09-20
0012020-01-01MARYLOU ROWE2021-09-20
0012019-01-01MARYLOU ROWE2020-09-28
0012018-01-01MARYLOU ROWE2019-09-18
0012017-01-01MARYLOU ROWE2018-09-19
0012016-01-01MARYLOU ROWE2017-10-04
0012015-01-01MARYLOU ROWE2016-09-27
0012014-01-01MARYLOU ROWE2015-09-21
0012013-01-01MARYLOU ROWE2014-09-29
0012012-01-01MARYLOU ROWE2013-09-25
0012011-01-01MARYLOU ROWE2012-09-19
0012010-01-01MARYLOU ROWE2011-10-03

Plan Statistics for DR. ERNEST MARIO DEFINED BENEFIT PLAN

401k plan membership statisitcs for DR. ERNEST MARIO DEFINED BENEFIT PLAN

Measure Date Value
2022: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-313,277,903
Acturial value of plan assets2022-12-313,277,903
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-311,552,528
Active participant vested funding target2022-12-311,388,240
Number of active participants2022-12-311
Total funding liabilities for active participants2022-12-311,388,240
Total participant count2022-12-313
Total funding target for all participants2022-12-312,940,768
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31103,010
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31103,010
Present value of excess contributions2022-12-3161,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3164,698
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3164,698
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31179,111
Total employer contributions2022-12-31523,649
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31498,088
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31498,088
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-313,139,816
Acturial value of plan assets2021-12-313,139,816
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-311,438,020
Active participant vested funding target2021-12-311,475,622
Number of active participants2021-12-311
Total funding liabilities for active participants2021-12-311,475,622
Total participant count2021-12-313
Total funding target for all participants2021-12-312,913,642
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3197,816
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31103,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31103,010
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31103,010
Total employer contributions2021-12-3164,320
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3161,319
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3161,319
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-312,703,796
Acturial value of plan assets2020-12-312,703,796
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-311,388,097
Active participant vested funding target2020-12-311,604,636
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-311,604,636
Total participant count2020-12-313
Total funding target for all participants2020-12-312,992,733
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,832
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,832
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-312,579
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31244,915
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31226,455
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31288,937
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31128,639
Additional cash requirement2020-12-31128,639
Contributions allocatedtoward minimum required contributions for current year2020-12-31226,455
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-312,014,097
Acturial value of plan assets2019-12-312,014,097
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-311,286,751
Active participant vested funding target2019-12-311,678,160
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-311,678,160
Total participant count2019-12-313
Total funding target for all participants2019-12-312,964,911
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,745
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,745
Present value of excess contributions2019-12-3194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3199
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3199
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,832
Total employer contributions2019-12-31225,081
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31197,933
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3131,077
Net shortfall amortization installment of oustanding balance2019-12-31952,646
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31197,933
Additional cash requirement2019-12-31197,933
Contributions allocatedtoward minimum required contributions for current year2019-12-31197,933
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-312,188,233
Acturial value of plan assets2018-12-312,188,233
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-311,187,056
Active participant vested funding target2018-12-311,740,398
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-311,740,398
Total participant count2018-12-313
Total funding target for all participants2018-12-312,927,454
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,041
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,041
Present value of excess contributions2018-12-31566
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31599
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31599
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,745
Total employer contributions2018-12-31217,760
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31191,065
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3121,755
Net shortfall amortization installment of oustanding balance2018-12-31740,966
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31190,971
Additional cash requirement2018-12-31190,971
Contributions allocatedtoward minimum required contributions for current year2018-12-31191,065
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-312,029,134
Acturial value of plan assets2017-12-312,029,134
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-311,051,781
Active participant vested funding target2017-12-311,626,073
Number of active participants2017-12-311
Total funding liabilities for active participants2017-12-311,626,073
Total participant count2017-12-313
Total funding target for all participants2017-12-312,677,854
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31805
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 balance2017-12-31805
Present value of excess contributions2017-12-31196
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31208
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 year2017-12-311,041
Total employer contributions2017-12-31288,020
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 date2017-12-31252,463
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 cost2017-12-3120,584
Net shortfall amortization installment of oustanding balance2017-12-31649,761
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31251,897
Additional cash requirement2017-12-31251,897
Contributions allocatedtoward minimum required contributions for current year2017-12-31252,463
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DR. ERNEST MARIO DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,835,523
Acturial value of plan assets2016-12-311,835,523
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31956,623
Active participant vested funding target2016-12-311,664,575
Number of active participants2016-12-311
Total funding liabilities for active participants2016-12-311,664,575
Total participant count2016-12-313
Total funding target for all participants2016-12-312,621,198
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31828
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 balance2016-12-31828
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31805
Total employer contributions2016-12-31274,725
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 date2016-12-31244,249
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 cost2016-12-3121,340
Net shortfall amortization installment of oustanding balance2016-12-31786,480
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31244,053
Additional cash requirement2016-12-31244,053
Contributions allocatedtoward minimum required contributions for current year2016-12-31244,249
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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