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KEVIN M. CASEY MD RETIREMENT PLAN 401k Plan overview

Plan NameKEVIN M. CASEY MD RETIREMENT PLAN
Plan identification number 002

KEVIN M. CASEY MD RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.

401k Sponsoring company profile

KEVIN M. CASEY MD APMC has sponsored the creation of one or more 401k plans.

Company Name:KEVIN M. CASEY MD APMC
Employer identification number (EIN):825161747
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN M. CASEY MD RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-12-31
0022021-12-31
0022020-12-31
0022019-12-31

Plan Statistics for KEVIN M. CASEY MD RETIREMENT PLAN

401k plan membership statisitcs for KEVIN M. CASEY MD RETIREMENT PLAN

Measure Date Value
2023: KEVIN M. CASEY MD RETIREMENT PLAN 2023 401k membership
Market value of plan assets2023-12-30331,879
Acturial value of plan assets2023-12-30331,879
Funding target for retired participants and beneficiaries receiving payment2023-12-300
Number of terminated vested participants2023-12-300
Fundng target for terminated vested participants2023-12-300
Active participant vested funding target2023-12-30483,996
Number of active participants2023-12-3022
Total funding liabilities for active participants2023-12-30483,996
Total participant count2023-12-3022
Total funding target for all participants2023-12-30483,996
Balance at beginning of prior year after applicable adjustments2023-12-300
Prefunding balance at beginning of prior year after applicable adjustments2023-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-12-300
Prefunding balanced used to offset prior years funding requirement2023-12-300
Amount remaining of carryover balance2023-12-300
Amount remaining of prefunding balance2023-12-300
Present value of excess contributions2023-12-303,968
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-12-303,968
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-12-300
Reductions in caryover balances due to elections or deemed elections2023-12-300
Reductions in prefunding balances due to elections or deemed elections2023-12-300
Balance of carryovers at beginning of current year2023-12-300
Balance of prefunding at beginning of current year2023-12-300
Total employer contributions2023-12-30210,000
Total employee contributions2023-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-12-300
Contributions made to avoid restrictions adjusted to valuation date2023-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-12-30207,725
Unpaid minimum required contributions for all prior years2023-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-12-300
Remaining amount of unpaid minimum required contributions2023-12-300
Minimum required contributions for current year target normal cost2023-12-30190,926
Net shortfall amortization installment of oustanding balance2023-12-30152,117
Waiver amortization installment2023-12-300
Total funding amount beforereflecting carryover/prefunding balances2023-12-30204,983
Additional cash requirement2023-12-30204,983
Contributions allocatedtoward minimum required contributions for current year2023-12-30207,725
Unpaid minimum required contributions for current year2023-12-300
Unpaid minimum required contributions for all years2023-12-300
2022: KEVIN M. CASEY MD RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-30102,126
Acturial value of plan assets2022-12-30102,126
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-300
Fundng target for terminated vested participants2022-12-300
Active participant vested funding target2022-12-300
Number of active participants2022-12-3021
Total funding liabilities for active participants2022-12-30277,628
Total participant count2022-12-3021
Total funding target for all participants2022-12-30277,628
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-300
Present value of excess contributions2022-12-301,873
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-301,873
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-300
Total employer contributions2022-12-30193,425
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-30190,403
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-30154,407
Net shortfall amortization installment of oustanding balance2022-12-30175,502
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-30186,435
Additional cash requirement2022-12-30186,435
Contributions allocatedtoward minimum required contributions for current year2022-12-30190,403
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: KEVIN M. CASEY MD RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-3073,940
Acturial value of plan assets2021-12-3073,940
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-300
Fundng target for terminated vested participants2021-12-300
Active participant vested funding target2021-12-300
Number of active participants2021-12-305
Total funding liabilities for active participants2021-12-30125,715
Total participant count2021-12-305
Total funding target for all participants2021-12-30125,715
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-300
Present value of excess contributions2021-12-3021,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3021,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-300
Total employer contributions2021-12-3036,575
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3034,937
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-3022,759
Net shortfall amortization installment of oustanding balance2021-12-3051,775
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-3033,064
Additional cash requirement2021-12-3033,064
Contributions allocatedtoward minimum required contributions for current year2021-12-3034,937
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: KEVIN M. CASEY MD RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-300
Acturial value of plan assets2020-12-300
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-300
Fundng target for terminated vested participants2020-12-300
Active participant vested funding target2020-12-300
Number of active participants2020-12-305
Total funding liabilities for active participants2020-12-3090,332
Total participant count2020-12-305
Total funding target for all participants2020-12-3090,332
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-300
Present value of excess contributions2020-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-300
Total employer contributions2020-12-3070,000
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3068,356
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-3031,882
Net shortfall amortization installment of oustanding balance2020-12-3090,332
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-3046,560
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-300
Additional cash requirement2020-12-3046,560
Contributions allocatedtoward minimum required contributions for current year2020-12-3068,356
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300

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