MARK FARNUM, MD., APC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MARK F. FARMUM, MD, A PROFESSIONAL CORPORATION CASH BALANCE PLAN
401k plan membership statisitcs for MARK F. FARMUM, MD, A PROFESSIONAL CORPORATION CASH BALANCE PLAN
Measure | Date | Value |
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2019: MARK F. FARMUM, MD, A PROFESSIONAL CORPORATION CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-05-10 | 1,032,200 |
Acturial value of plan assets | 2019-05-10 | 1,032,200 |
Funding target for retired participants and beneficiaries receiving payment | 2019-05-10 | 0 |
Number of terminated vested participants | 2019-05-10 | 0 |
Fundng target for terminated vested participants | 2019-05-10 | 0 |
Active participant vested funding target | 2019-05-10 | 1,034,717 |
Number of active participants | 2019-05-10 | 4 |
Total funding liabilities for active participants | 2019-05-10 | 1,034,717 |
Total participant count | 2019-05-10 | 4 |
Total funding target for all participants | 2019-05-10 | 1,034,717 |
Balance at beginning of prior year after applicable adjustments | 2019-05-10 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-05-10 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-05-10 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-05-10 | 0 |
Amount remaining of carryover balance | 2019-05-10 | 0 |
Amount remaining of prefunding balance | 2019-05-10 | 0 |
Present value of excess contributions | 2019-05-10 | 271 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-05-10 | 271 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-05-10 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-05-10 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-05-10 | 0 |
Balance of carryovers at beginning of current year | 2019-05-10 | 0 |
Balance of prefunding at beginning of current year | 2019-05-10 | 0 |
Total employer contributions | 2019-05-10 | 53 |
Total employee contributions | 2019-05-10 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-05-10 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-05-10 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-05-10 | 53 |
Unpaid minimum required contributions for all prior years | 2019-05-10 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-05-10 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-05-10 | 0 |
Minimum required contributions for current year target normal cost | 2019-05-10 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-05-10 | 2,517 |
Waiver amortization installment | 2019-05-10 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-05-10 | 49 |
Carryover balance elected to use to offset funding requirement | 2019-05-10 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-05-10 | 0 |
Additional cash requirement | 2019-05-10 | 49 |
Contributions allocatedtoward minimum required contributions for current year | 2019-05-10 | 53 |
Unpaid minimum required contributions for current year | 2019-05-10 | 0 |
Unpaid minimum required contributions for all years | 2019-05-10 | 0 |
Market value of plan assets | 2019-01-31 | 860,566 |
Acturial value of plan assets | 2019-01-31 | 860,566 |
Funding target for retired participants and beneficiaries receiving payment | 2019-01-31 | 0 |
Number of terminated vested participants | 2019-01-31 | 0 |
Fundng target for terminated vested participants | 2019-01-31 | 0 |
Active participant vested funding target | 2019-01-31 | 783,809 |
Number of active participants | 2019-01-31 | 4 |
Total funding liabilities for active participants | 2019-01-31 | 783,809 |
Total participant count | 2019-01-31 | 4 |
Total funding target for all participants | 2019-01-31 | 783,809 |
Balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-01-31 | 0 |
Amount remaining of carryover balance | 2019-01-31 | 0 |
Amount remaining of prefunding balance | 2019-01-31 | 0 |
Present value of excess contributions | 2019-01-31 | 350,586 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-01-31 | 350,586 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-01-31 | 0 |
Balance of carryovers at beginning of current year | 2019-01-31 | 0 |
Balance of prefunding at beginning of current year | 2019-01-31 | 0 |
Total employer contributions | 2019-01-31 | 171,815 |
Total employee contributions | 2019-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-01-31 | 171,634 |
Unpaid minimum required contributions for all prior years | 2019-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-01-31 | 248,120 |
Net shortfall amortization installment of oustanding balance | 2019-01-31 | 0 |
Waiver amortization installment | 2019-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-01-31 | 171,363 |
Carryover balance elected to use to offset funding requirement | 2019-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-01-31 | 0 |
Additional cash requirement | 2019-01-31 | 171,363 |
Contributions allocatedtoward minimum required contributions for current year | 2019-01-31 | 171,634 |
Unpaid minimum required contributions for current year | 2019-01-31 | 0 |
Unpaid minimum required contributions for all years | 2019-01-31 | 0 |
2018: MARK F. FARMUM, MD, A PROFESSIONAL CORPORATION CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-01-31 | 694,202 |
Acturial value of plan assets | 2018-01-31 | 694,202 |
Funding target for retired participants and beneficiaries receiving payment | 2018-01-31 | 0 |
Number of terminated vested participants | 2018-01-31 | 0 |
Fundng target for terminated vested participants | 2018-01-31 | 0 |
Active participant vested funding target | 2018-01-31 | 497,102 |
Number of active participants | 2018-01-31 | 4 |
Total funding liabilities for active participants | 2018-01-31 | 497,102 |
Total participant count | 2018-01-31 | 4 |
Total funding target for all participants | 2018-01-31 | 497,102 |
Balance at beginning of prior year after applicable adjustments | 2018-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-01-31 | 0 |
Amount remaining of carryover balance | 2018-01-31 | 0 |
Amount remaining of prefunding balance | 2018-01-31 | 0 |
Present value of excess contributions | 2018-01-31 | 21,892 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-01-31 | 21,892 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-01-31 | 0 |
Balance of carryovers at beginning of current year | 2018-01-31 | 0 |
Balance of prefunding at beginning of current year | 2018-01-31 | 0 |
Total employer contributions | 2018-01-31 | 350,000 |
Total employee contributions | 2018-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-01-31 | 350,586 |
Unpaid minimum required contributions for all prior years | 2018-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-01-31 | 252,693 |
Net shortfall amortization installment of oustanding balance | 2018-01-31 | 0 |
Waiver amortization installment | 2018-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-01-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-01-31 | 0 |
Additional cash requirement | 2018-01-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-01-31 | 350,586 |
Unpaid minimum required contributions for current year | 2018-01-31 | 0 |
Unpaid minimum required contributions for all years | 2018-01-31 | 0 |
2017: MARK F. FARMUM, MD, A PROFESSIONAL CORPORATION CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-01-31 | 242,190 |
Acturial value of plan assets | 2017-01-31 | 242,190 |
Funding target for retired participants and beneficiaries receiving payment | 2017-01-31 | 0 |
Number of terminated vested participants | 2017-01-31 | 0 |
Fundng target for terminated vested participants | 2017-01-31 | 0 |
Active participant vested funding target | 2017-01-31 | 0 |
Number of active participants | 2017-01-31 | 4 |
Total funding liabilities for active participants | 2017-01-31 | 224,755 |
Total participant count | 2017-01-31 | 4 |
Total funding target for all participants | 2017-01-31 | 224,755 |
Balance at beginning of prior year after applicable adjustments | 2017-01-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-01-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-01-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-01-31 | 0 |
Amount remaining of carryover balance | 2017-01-31 | 0 |
Amount remaining of prefunding balance | 2017-01-31 | 0 |
Present value of excess contributions | 2017-01-31 | 37,475 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-01-31 | 37,480 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-01-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-01-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-01-31 | 0 |
Balance of carryovers at beginning of current year | 2017-01-31 | 0 |
Balance of prefunding at beginning of current year | 2017-01-31 | 0 |
Total employer contributions | 2017-01-31 | 252,069 |
Total employee contributions | 2017-01-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-01-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-01-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-01-31 | 252,748 |
Liquidity shortfalls end of Q1 | 2017-01-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-01-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-01-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-01-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-01-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-01-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-01-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-01-31 | 248,291 |
Net shortfall amortization installment of oustanding balance | 2017-01-31 | 0 |
Waiver amortization installment | 2017-01-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-01-31 | 230,856 |
Carryover balance elected to use to offset funding requirement | 2017-01-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-01-31 | 0 |
Additional cash requirement | 2017-01-31 | 230,856 |
Contributions allocatedtoward minimum required contributions for current year | 2017-01-31 | 252,748 |
Unpaid minimum required contributions for current year | 2017-01-31 | 0 |
Unpaid minimum required contributions for all years | 2017-01-31 | 0 |