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ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST 401k Plan overview

Plan NameROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST
Plan identification number 001

ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST Benefits

401k Plan TypeDefined 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

ROBERT W. CRAVEN, MD, INC. PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W. CRAVEN, MD, INC. PC
Employer identification number (EIN):911735437
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01ROBERT CRAVEN2017-06-13
0012015-01-01ROBERT CRAVEN2016-08-16
0012014-01-01ROBERT CRAVEN2015-04-28
0012013-01-01ROBERT CRAVEN2014-04-22
0012012-01-01ROBERT CRAVEN2013-02-18
0012011-01-01ROBERT CRAVEN2012-07-23
0012010-01-01ROBERT CRAVEN2011-06-07

Plan Statistics for ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST

401k plan membership statisitcs for ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST

Measure Date Value
2019: ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-07-091,552,465
Acturial value of plan assets2019-07-091,552,465
Funding target for retired participants and beneficiaries receiving payment2019-07-090
Number of terminated vested participants2019-07-090
Fundng target for terminated vested participants2019-07-090
Active participant vested funding target2019-07-091,497,201
Number of active participants2019-07-099
Total funding liabilities for active participants2019-07-091,499,704
Total participant count2019-07-099
Total funding target for all participants2019-07-091,499,704
Balance at beginning of prior year after applicable adjustments2019-07-090
Prefunding balance at beginning of prior year after applicable adjustments2019-07-0989,766
Carryover balanced portion elected for use to offset prior years funding requirement2019-07-090
Prefunding balanced used to offset prior years funding requirement2019-07-090
Amount remaining of carryover balance2019-07-090
Amount remaining of prefunding balance2019-07-0989,766
Present value of excess contributions2019-07-0929,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-07-0931,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-07-0931,431
Reductions in caryover balances due to elections or deemed elections2019-07-090
Reductions in prefunding balances due to elections or deemed elections2019-07-090
Balance of carryovers at beginning of current year2019-07-090
Balance of prefunding at beginning of current year2019-07-09120,434
Contributions allocated toward unpaid minimum require contributions from prior years2019-07-090
Contributions made to avoid restrictions adjusted to valuation date2019-07-090
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-07-090
Unpaid minimum required contributions for all prior years2019-07-090
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-07-090
Remaining amount of unpaid minimum required contributions2019-07-090
Minimum required contributions for current year target normal cost2019-07-0910,508
Net shortfall amortization installment of oustanding balance2019-07-0967,673
Waiver amortization installment2019-07-090
Total funding amount beforereflecting carryover/prefunding balances2019-07-0913,898
Carryover balance elected to use to offset funding requirement2019-07-090
Prefunding balance elected to use to offset funding requirement2019-07-0913,898
Additional cash requirement2019-07-090
Contributions allocatedtoward minimum required contributions for current year2019-07-090
Unpaid minimum required contributions for current year2019-07-090
Unpaid minimum required contributions for all years2019-07-090
2018: ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-311,583,614
Acturial value of plan assets2018-12-311,583,614
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,315,813
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-311,317,909
Total participant count2018-12-318
Total funding target for all participants2018-12-311,317,909
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3137,034
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3137,034
Present value of excess contributions2018-12-3147,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3150,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3150,566
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 year2018-12-3189,766
Total employer contributions2018-12-3131,000
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 date2018-12-3129,739
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 cost2018-12-3177,545
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3129,739
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,448,299
Acturial value of plan assets2017-12-311,448,299
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,194,677
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,196,368
Total participant count2017-12-318
Total funding target for all participants2017-12-311,196,368
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-3134,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3137,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3137,034
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 year2017-12-3137,034
Total employer contributions2017-12-3149,000
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 date2017-12-3147,758
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 cost2017-12-3164,623
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3147,758
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROBERT W CRAVEN, MD, INC. PC PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,329,145
Acturial value of plan assets2016-12-311,329,145
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,242,605
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-311,243,379
Total participant count2016-12-318
Total funding target for all participants2016-12-311,243,379
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3196,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31102,031
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31102,031
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-31102,031
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3136,000
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 date2016-12-3134,967
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 cost2016-12-3182,763
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3134,967
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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