401k Plan data: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST plan

STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	002

STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STEPHEN D. BRESNICK, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN D. BRESNICK, M.D., INC.

Employer identification number (EIN): 954788457

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 STEPHEN D. BRESNICK 2020-01-22
002 2018-01-01 STEPHEN D. BRESNICK 2019-10-03
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 STEPHEN D. BRESNICK
002 2013-01-01 STEPHEN D. BRESNICK
002 2012-01-01 STEPHEN D. BRESNICK

Plan Statistics for STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2019: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,882,117
Acturial value of plan assets 2018-12-31 1,882,117
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,785,738
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 1,785,738
Total participant count 2018-12-31 19
Total funding target for all participants 2018-12-31 1,785,738
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 72,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 72,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 72,102
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 72,102
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 75,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 72,126
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 53,364
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 72,126
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 15
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,773,100
Acturial value of plan assets 2017-12-31 1,773,100
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,602,996
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 1,602,996
Total participant count 2017-12-31 19
Total funding target for all participants 2017-12-31 1,602,996
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 72,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 72,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 72,080
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 72,080
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 75,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 72,102
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 72,102
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,512,457
Acturial value of plan assets 2016-12-31 1,512,457
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,467,358
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 1,467,358
Total participant count 2016-12-31 21
Total funding target for all participants 2016-12-31 1,467,358
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 100,000
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 100,000
Present value of excess contributions 2016-12-31 71,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 71,894
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 71,894
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 176,774
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 75,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 72,080
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 72,080
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 18
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 19
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2019: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,882,117
Acturial value of plan assets	2018-12-31	1,882,117
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,785,738
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	1,785,738
Total participant count	2018-12-31	19
Total funding target for all participants	2018-12-31	1,785,738
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	72,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	72,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	72,102
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	72,102
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	75,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	72,126
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	53,364
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	72,126
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	15
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,773,100
Acturial value of plan assets	2017-12-31	1,773,100
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,602,996
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	1,602,996
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	1,602,996
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	72,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	72,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	72,080
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	72,080
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	75,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	72,102
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	72,102
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,512,457
Acturial value of plan assets	2016-12-31	1,512,457
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,467,358
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	1,467,358
Total participant count	2016-12-31	21
Total funding target for all participants	2016-12-31	1,467,358
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	100,000
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	100,000
Present value of excess contributions	2016-12-31	71,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	71,894
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	71,894
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	176,774
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	75,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	72,080
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	72,080
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	18
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	19
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure	Date	Value
2019 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$186,513
Expenses. Total of all expenses incurred	2019-12-31	$2,143,630
Benefits paid (including direct rollovers)	2019-12-31	$2,070,502
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$1,957,117
Value of fidelity bond covering the plan	2019-12-31	$1,245,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$73,128
Other income received	2019-12-31	$186,513
Net income (gross income less expenses)	2019-12-31	$-1,957,117
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,957,117
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$175,840
Expenses. Total of all expenses incurred	2018-12-31	$66,822
Total plan assets at end of year	2018-12-31	$1,957,117
Total plan assets at beginning of year	2018-12-31	$1,848,099
Value of fidelity bond covering the plan	2018-12-31	$1,245,000
Other income received	2018-12-31	$100,840
Net income (gross income less expenses)	2018-12-31	$109,018
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,957,117
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,848,099
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$611,421
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,245,000
Total contributions received or receivable from employer(s)	2018-12-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$66,822
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$292,188
Expenses. Total of all expenses incurred	2017-12-31	$31,546
Total plan assets at end of year	2017-12-31	$1,848,099
Total plan assets at beginning of year	2017-12-31	$1,587,457
Value of fidelity bond covering the plan	2017-12-31	$1,190,102
Other income received	2017-12-31	$217,188
Net income (gross income less expenses)	2017-12-31	$260,642
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,848,099
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,587,457
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$388,432
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,225,000
Total contributions received or receivable from employer(s)	2017-12-31	$75,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$31,546
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$116,600
Expenses. Total of all expenses incurred	2016-12-31	$55,146
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,587,457
Total plan assets at beginning of year	2016-12-31	$1,526,003
Value of fidelity bond covering the plan	2016-12-31	$1,081,907
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$41,600
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$61,454
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,587,457
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,526,003
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,061,102
Total contributions received or receivable from employer(s)	2016-12-31	$75,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$55,146
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$195,263
Expenses. Total of all expenses incurred	2015-12-31	$55,626
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,526,003
Total plan assets at beginning of year	2015-12-31	$1,386,366
Value of fidelity bond covering the plan	2015-12-31	$1,081,907
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$120,263
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$139,637
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,526,003
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,386,366
Assets. Value of real-estate (other than employer real property)	2015-12-31	$1,081,907
Total contributions received or receivable from employer(s)	2015-12-31	$75,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$55,626
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$91,481
Expenses. Total of all expenses incurred	2014-12-31	$57,474
Total plan assets at end of year	2014-12-31	$1,386,366
Total plan assets at beginning of year	2014-12-31	$1,352,359
Value of fidelity bond covering the plan	2014-12-31	$1,030,484
Expenses. Other expenses not covered elsewhere	2014-12-31	$57,474
Other income received	2014-12-31	$-9,519
Net income (gross income less expenses)	2014-12-31	$34,007
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,386,366
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,352,359
Assets. Value of real-estate (other than employer real property)	2014-12-31	$1,030,484
Total contributions received or receivable from employer(s)	2014-12-31	$101,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$468,354
Expenses. Total of all expenses incurred	2013-12-31	$99,475
Total plan assets at end of year	2013-12-31	$1,352,359
Total plan assets at beginning of year	2013-12-31	$983,480
Value of fidelity bond covering the plan	2013-12-31	$1,098,000
Other income received	2013-12-31	$328,354
Net income (gross income less expenses)	2013-12-31	$368,879
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,352,359
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$983,480
Assets. Value of real-estate (other than employer real property)	2013-12-31	$1,098,000
Total contributions received or receivable from employer(s)	2013-12-31	$140,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$99,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-1,848,722
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$194,881
Expenses. Total of all expenses incurred	2012-12-31	$84,051
Total plan assets at end of year	2012-12-31	$983,480
Total plan assets at beginning of year	2012-12-31	$2,721,372
Value of fidelity bond covering the plan	2012-12-31	$700,000
Total contributions received or receivable from participants	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$44,881
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$110,830
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$983,480
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,721,372
Assets. Value of real-estate (other than employer real property)	2012-12-31	$691,835
Total contributions received or receivable from employer(s)	2012-12-31	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$84,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST

2019: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEPHEN D. BRESNICK, M.D., INC. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN D. BRESNICK, M.D., INC.
Employer identification number (EIN):	954788457
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	STEPHEN D. BRESNICK	2020-01-22
002	2018-01-01	STEPHEN D. BRESNICK	2019-10-03
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	STEPHEN D. BRESNICK
002	2013-01-01	STEPHEN D. BRESNICK
002	2012-01-01	STEPHEN D. BRESNICK