THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	THOMAS S. KOSASA, M.D., INC.
Employer identification number (EIN):	990209041
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	2020-01-01	THOMAS KOSASA	2021-03-22
003	2019-01-01	THOMAS KOSASA	2020-10-08
003	2018-01-01	THOMAS KOSASA	2019-06-25
003	2017-01-01	THOMAS KOSASA	2018-07-16
003	2016-01-01	THOMAS KOSASA	2017-07-11
003	2015-01-01	THOMAS KOSASA	2016-10-10
003	2014-01-01	THOMAS KOSASA	2015-10-12
003	2013-01-01	THOMAS KOSASA	2014-06-17

Plan Statistics for THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	459,141
Acturial value of plan assets	2019-12-31	459,141
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	612,520
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	612,520
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	612,520
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	4,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	4,923
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	50,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	46,624
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	153,379
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	28,646
Additional cash requirement	2019-12-31	28,646
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	46,624
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	542,464
Acturial value of plan assets	2018-12-31	542,464
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	612,641
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	612,641
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	612,641
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	1,714
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,817
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
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	20,000
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	18,082
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	70,177
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	13,431
Additional cash requirement	2018-12-31	13,431
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	18,082
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	511,846
Acturial value of plan assets	2017-12-31	511,846
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	581,613
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	581,613
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	581,613
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	4,730
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
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	15,000
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	13,696
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	69,767
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	11,982
Additional cash requirement	2017-12-31	11,982
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	13,696
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THOMAS S. KOSASA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	507,786
Acturial value of plan assets	2016-12-31	507,786
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	534,834
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	534,834
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	534,834
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	0
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	0
Present value of excess contributions	2016-12-31	4,045
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	4,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
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	10,000
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	9,199
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	27,048
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	4,469
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	4,469
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	9,199
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

• THOMAS S. PARK, DDS, LLC RETIREMENT PLAN [EIN = 061534090]
• THOMAS S. PADGETT, MD, PA PROFIT SHARING PLAN [EIN = 741880230]
• THOMAS S. NICOLL, DDS EMPLOYEE PROFIT SHARING PLAN [EIN = 137361019]
• THOMAS S. EAGAN, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 141769540]
• THOMAS S. VALO, D.D.S., INC. PROFIT SHARING PLAN [EIN = 341973012]
• THOMAS S. UNDERWOOD, D.D.S. PROFIT SHARING PLAN AND TRUST [EIN = 620852871]
• THOMAS S. FERRY SAFE HARBOR 401(K) PROFIT SHARING PLAN [EIN = 223146821]
• THOMAS S. HOM DMD PC PROFIT SHARING PLAN [EIN = 133152705]
• THOMAS S. MCGRATH, PC RETIREMENT PLAN [EIN = 631169893]
• THOMAS S. LAYTON, D.D.S. P.A. 401K PROFIT SHARING PLAN AND TRUST [EIN = 562145157]
• THOMAS S. CLIFTON, DDS 401(K) PLAN [EIN = 561739038]
• THOMAS S. ROWLAND JR., DMD TTEE PROFIT SHARING PLAN [EIN = 640640904]
• THOMAS S. MULVEY, D.D.S., LLC 401(K) PROFIT SHARING PLAN [EIN = 200386539]
• THOMAS S. HOLBER DMD, PC 401K PROFIT SHARING PLAN [EIN = 251422528]
• THOMAS S. WROBLEWSKI, SC PROFIT SHARING PLAN [EIN = 391475317]
• THOMAS S. ROBINSON MD PROFIT SHARING PLAN & TRUST [EIN = 141721407]
• THOMAS S. WACKER PROFIT SHARING PLAN [EIN = 300355468]
• THOMAS S. BURKERT MD 401(K) PROFIT SHARING PLAN [EIN = 341834041]
• THOMAS S. SIEGEL, M.D., P.C. CASH BALANCE PENSION PLAN [EIN = 383455320]
• THOMAS S.W. WONG, INCORPORATED PROFIT SHARING PLAN [EIN = 952665367]
• THOMAS S. TAYLOR, MD., INC. PROFIT SHARING PLAN [EIN = 954596638]
• THOMAS S. TAYLOR, M.D., INC. DEFINED BENEFIT PENSION PLAN [EIN = 954596638]
• THOMAS S. ADAMICH, D.D.S. DEFINED BENEFIT PENSION PLAN [EIN = 330322199]
• THOMAS S. BROWDER, DDS 401(K) RETIREMENT PLAN [EIN = 562039921]
• THOMAS S. SIEGEL, M.D., P.C. 401(K) PROFIT SHARING PLAN [EIN = 383455320]
• THOMAS S. KLISE COMPANY 401(K) P/S PLAN [EIN = 370901975]
• THOMAS S. FARRO, INC. 401(K) PLAN [EIN = 201362243]
• THOMAS S. HORNBUCKLE DEFINED BENEFIT PENSION PLAN [EIN = 742132001]
• THOMAS S. DIETRICH, DDS DEFINED BENEFIT PENSION PLAN [EIN = 262815622]
• THOMAS S. NICOLL, DDS EMPLOYEE PROFIT SHARING PLAN [EIN = 141580923]
• THOMAS S. JENNINGS, DDS, PC 401(K) P/S PLAN [EIN = 841408724]
• THOMAS S. DAWSON PROFIT SHARING PLAN [EIN = 311103872]
• THOMAS S. DESANTIS, D.M.D. EMPLOYEES' PROFIT SHARING PLAN AND TRUST [EIN = 251471861]
• THOMAS S. LEWIS, D.D.S. PROFIT SHARING PLAN [EIN = 770253390]
• THOMAS S. DILAURO, D.M.D. PROFIT SHARING PLAN [EIN = 222253190]
• THOMAS S. SCOTT, JR LAW PROFIT SHARING PLAN [EIN = 223825679]
• THOMAS S. ROSENBAUM PHD AND AS 401 K PROFIT SHARING PLAN TRUST [EIN = 382810156]
• THOMAS S. KLISE COMPANY 401(K) P/S PLAN [EIN = 370901975]
• THOMAS S. MARING, MD, DMD, PS DEFINED BENEFIT PLAN [EIN = 911806117]
• THOMAS S. KIRK PROFIT SHARING PLAN [EIN = 116194233]
• THOMAS S. HOM DMD PC RETIREMENT PLAN [EIN = 133152705]
• THOMAS S. TALARICO 401(K) PROFIT SHARING PLAN [EIN = 251597798]
• THOMAS S. BOGUSKY, DDS, PC PENSION PLAN [EIN = 431009032]
• THOMAS S. KYLE PROFIT SHARING PLAN [EIN = 133432379]
• THOMAS S. SCANLON MD RETIREMENT PLAN [EIN = 161596529]
• THOMAS S. SCANLON MD RETIREMENT PLAN [EIN = 161596529]
• THOMAS S. SCANLON RETIREMENT PLAN [EIN = 161596529]
• THOMAS S. DIETRICH, DDS DEFINED BENEFIT PENSION PLAN [EIN = 341334805]
• THOMAS S. DIETRICH, DDS 401(K) PLAN [EIN = 341334805]
• THOMAS S. LOCKE SELF EMPLOYED RETIREMENT PLAN AND TRUST [EIN = 351348234]
• THOMAS S. DIETRICH, D.D.S. EMPLOYEES PROFIT SHARING PLAN AND TRUST [EIN = 262815622]
• THOMAS S. MARING, MD DMD, PS 401(K) PROFIT SHARING PLAN [EIN = 911806117]
• THOMAS S. BUQO CONSULTING HYDROGEOLOGIST INC. DEFINED BENEFIT PENSION PLAN [EIN = 880451777]
• THOMAS S. LOSSING, M.D., INC. PROFIT SHARING PLAN [EIN = 953309193]
• THOMAS S. BRANIGAN MD [EIN = 160989644]
• THOMAS S. DANFORD, CPA 401K PROFIT SHARING PLAN & TR [EIN = 351636436]
• THOMAS S. YU, M.D., INC. 401(K) PLAN [EIN = 954616582]
• THOMAS S. YU, M.D., INC. RETIREMENT PLAN [EIN = 954616582]
• THOMAS S. MARING, MD DMD, PS 401K PROFIT SHARING PLAN [EIN = 911806117]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping