PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	PETER S. WALDSTEIN, M.D., INC.
Employer identification number (EIN):	953430415
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01	TERESA URANGA	2018-04-05
003	2015-07-01	TERESA URANGA	2017-03-31
003	2014-07-01	TERESA URANGA	2016-04-14
003	2013-07-01	TERESA URANGA	2015-04-06
003	2012-07-01	TERESA URANGA	2014-01-14
003	2011-07-01	TERESA URANGA	2013-04-15
003	2010-07-01	TERESA URANGA	2012-03-27

Plan Statistics for PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2020: PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-06-30	2,022,091
Acturial value of plan assets	2020-06-30	2,022,091
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	0
Fundng target for terminated vested participants	2020-06-30	0
Active participant vested funding target	2020-06-30	2,198,616
Number of active participants	2020-06-30	5
Total funding liabilities for active participants	2020-06-30	2,198,616
Total participant count	2020-06-30	5
Total funding target for all participants	2020-06-30	2,198,616
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-30	0
Prefunding balanced used to offset prior years funding requirement	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Present value of excess contributions	2020-06-30	75,625
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	79,769
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	79,769
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	79,769
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	0
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	0
Net shortfall amortization installment of oustanding balance	2020-06-30	256,294
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	3,527
Carryover balance elected to use to offset funding requirement	2020-06-30	0
Prefunding balance elected to use to offset funding requirement	2020-06-30	3,527
Additional cash requirement	2020-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-06-30	2,227,261
Acturial value of plan assets	2019-06-30	2,227,261
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	0
Fundng target for terminated vested participants	2019-06-30	0
Active participant vested funding target	2019-06-30	2,046,186
Number of active participants	2019-06-30	6
Total funding liabilities for active participants	2019-06-30	2,062,863
Total participant count	2019-06-30	6
Total funding target for all participants	2019-06-30	2,062,863
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Prefunding balanced used to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Present value of excess contributions	2019-06-30	102,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	108,202
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Total employer contributions	2019-06-30	80,000
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	75,625
Liquidity shortfalls end of Q1	2019-06-30	0
Liquidity shortfalls end of Q2	2019-06-30	0
Liquidity shortfalls end of Q3	2019-06-30	0
Liquidity shortfalls end of Q4	2019-06-30	0
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	35,462
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Carryover balance elected to use to offset funding requirement	2019-06-30	0
Prefunding balance elected to use to offset funding requirement	2019-06-30	0
Additional cash requirement	2019-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	75,625
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-06-30	2,081,257
Acturial value of plan assets	2018-06-30	2,081,257
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	3
Fundng target for terminated vested participants	2018-06-30	156,493
Active participant vested funding target	2018-06-30	1,957,371
Number of active participants	2018-06-30	5
Total funding liabilities for active participants	2018-06-30	1,958,121
Total participant count	2018-06-30	8
Total funding target for all participants	2018-06-30	2,114,614
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-30	0
Prefunding balanced used to offset prior years funding requirement	2018-06-30	0
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	0
Present value of excess contributions	2018-06-30	100,236
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	106,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	0
Reductions in caryover balances due to elections or deemed elections	2018-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	0
Total employer contributions	2018-06-30	150,000
Total employee contributions	2018-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	139,044
Liquidity shortfalls end of Q1	2018-06-30	0
Liquidity shortfalls end of Q2	2018-06-30	0
Liquidity shortfalls end of Q3	2018-06-30	0
Liquidity shortfalls end of Q4	2018-06-30	0
Unpaid minimum required contributions for all prior years	2018-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	28,756
Net shortfall amortization installment of oustanding balance	2018-06-30	33,357
Waiver amortization installment	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	36,687
Carryover balance elected to use to offset funding requirement	2018-06-30	0
Prefunding balance elected to use to offset funding requirement	2018-06-30	0
Additional cash requirement	2018-06-30	36,687
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	139,044
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: PETER S. WALDSTEIN, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-06-30	1,817,668
Acturial value of plan assets	2017-06-30	1,817,668
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	0
Number of terminated vested participants	2017-06-30	0
Fundng target for terminated vested participants	2017-06-30	0
Active participant vested funding target	2017-06-30	1,943,944
Number of active participants	2017-06-30	7
Total funding liabilities for active participants	2017-06-30	1,943,944
Total participant count	2017-06-30	7
Total funding target for all participants	2017-06-30	1,943,944
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	0
Present value of excess contributions	2017-06-30	133,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	141,478
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	0
Total employer contributions	2017-06-30	150,000
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	140,841
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	19,741
Net shortfall amortization installment of oustanding balance	2017-06-30	126,276
Waiver amortization installment	2017-06-30	0
Waived amount of outstanding balance	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	40,605
Carryover balance elected to use to offset funding requirement	2017-06-30	0
Prefunding balance elected to use to offset funding requirement	2017-06-30	0
Additional cash requirement	2017-06-30	40,605
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	140,841
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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