401k Plan data: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN plan

DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN
Plan identification number	001

DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

YELENA SCHVARTS M.D. has sponsored the creation of one or more 401k plans.

Company Name: YELENA SCHVARTS M.D.

Employer identification number (EIN): 112778506

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-12-31
001 2017-12-31
001 2016-12-31
001 2015-12-31
001 2014-12-31
001 2013-12-31
001 2012-12-31 EDWARD NEWMAN 2014-09-19 EDWARD NEWMAN 2014-09-19
001 2011-12-31 YELENA SHVARTS 2013-09-20 YELENA SHVARTS 2013-09-20
001 2010-12-31 YELENA SHVARTS 2012-10-09 YELENA SHVARTS 2012-10-09
001 2008-12-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-12-31
001	2017-12-31
001	2016-12-31
001	2015-12-31
001	2014-12-31
001	2013-12-31
001	2012-12-31	EDWARD NEWMAN	2014-09-19	EDWARD NEWMAN	2014-09-19
001	2011-12-31	YELENA SHVARTS	2013-09-20	YELENA SHVARTS	2013-09-20
001	2010-12-31	YELENA SHVARTS	2012-10-09	YELENA SHVARTS	2012-10-09
001	2008-12-31

Plan Statistics for DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN

401k plan membership statisitcs for DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN

Measure Date Value
2019: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-30 606,783
Acturial value of plan assets 2019-12-30 606,783
Funding target for retired participants and beneficiaries receiving payment 2019-12-30 0
Number of terminated vested participants 2019-12-30 0
Fundng target for terminated vested participants 2019-12-30 0
Active participant vested funding target 2019-12-30 424,736
Number of active participants 2019-12-30 1
Total funding liabilities for active participants 2019-12-30 424,736
Total participant count 2019-12-30 1
Total funding target for all participants 2019-12-30 424,736
Balance at beginning of prior year after applicable adjustments 2019-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-30 0
Prefunding balanced used to offset prior years funding requirement 2019-12-30 0
Amount remaining of carryover balance 2019-12-30 0
Amount remaining of prefunding balance 2019-12-30 0
Present value of excess contributions 2019-12-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-30 0
Reductions in caryover balances due to elections or deemed elections 2019-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-30 0
Balance of carryovers at beginning of current year 2019-12-30 0
Balance of prefunding at beginning of current year 2019-12-30 0
Total employer contributions 2019-12-30 0
Total employee contributions 2019-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-30 0
Unpaid minimum required contributions for all prior years 2019-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-30 0
Remaining amount of unpaid minimum required contributions 2019-12-30 0
Minimum required contributions for current year target normal cost 2019-12-30 165,071
Net shortfall amortization installment of oustanding balance 2019-12-30 0
Waiver amortization installment 2019-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-30 0
Carryover balance elected to use to offset funding requirement 2019-12-30 0
Prefunding balance elected to use to offset funding requirement 2019-12-30 0
Additional cash requirement 2019-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-30 0
Unpaid minimum required contributions for current year 2019-12-30 0
Unpaid minimum required contributions for all years 2019-12-30 0
2018: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-30 585,729
Acturial value of plan assets 2018-12-30 585,729
Funding target for retired participants and beneficiaries receiving payment 2018-12-30 0
Number of terminated vested participants 2018-12-30 0
Fundng target for terminated vested participants 2018-12-30 0
Active participant vested funding target 2018-12-30 390,298
Number of active participants 2018-12-30 1
Total funding liabilities for active participants 2018-12-30 390,298
Total participant count 2018-12-30 1
Total funding target for all participants 2018-12-30 390,298
Balance at beginning of prior year after applicable adjustments 2018-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-30 0
Prefunding balanced used to offset prior years funding requirement 2018-12-30 0
Amount remaining of carryover balance 2018-12-30 0
Amount remaining of prefunding balance 2018-12-30 0
Present value of excess contributions 2018-12-30 23,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-30 25,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-30 0
Reductions in caryover balances due to elections or deemed elections 2018-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-30 0
Balance of carryovers at beginning of current year 2018-12-30 0
Balance of prefunding at beginning of current year 2018-12-30 0
Total employer contributions 2018-12-30 0
Total employee contributions 2018-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-30 0
Unpaid minimum required contributions for all prior years 2018-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-30 0
Remaining amount of unpaid minimum required contributions 2018-12-30 0
Minimum required contributions for current year target normal cost 2018-12-30 0
Net shortfall amortization installment of oustanding balance 2018-12-30 0
Waiver amortization installment 2018-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-30 0
Carryover balance elected to use to offset funding requirement 2018-12-30 0
Prefunding balance elected to use to offset funding requirement 2018-12-30 0
Additional cash requirement 2018-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-30 0
Unpaid minimum required contributions for current year 2018-12-30 0
Unpaid minimum required contributions for all years 2018-12-30 0
2017: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-30 480,346
Acturial value of plan assets 2017-12-30 480,346
Funding target for retired participants and beneficiaries receiving payment 2017-12-30 0
Number of terminated vested participants 2017-12-30 0
Fundng target for terminated vested participants 2017-12-30 0
Active participant vested funding target 2017-12-30 354,788
Number of active participants 2017-12-30 2
Total funding liabilities for active participants 2017-12-30 354,788
Total participant count 2017-12-30 2
Total funding target for all participants 2017-12-30 354,788
Balance at beginning of prior year after applicable adjustments 2017-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-30 0
Prefunding balanced used to offset prior years funding requirement 2017-12-30 0
Amount remaining of carryover balance 2017-12-30 0
Amount remaining of prefunding balance 2017-12-30 0
Present value of excess contributions 2017-12-30 25,812
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-30 27,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-30 0
Reductions in caryover balances due to elections or deemed elections 2017-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-30 0
Balance of carryovers at beginning of current year 2017-12-30 0
Balance of prefunding at beginning of current year 2017-12-30 0
Total employer contributions 2017-12-30 26,000
Total employee contributions 2017-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-30 23,997
Unpaid minimum required contributions for all prior years 2017-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-30 0
Remaining amount of unpaid minimum required contributions 2017-12-30 0
Minimum required contributions for current year target normal cost 2017-12-30 0
Net shortfall amortization installment of oustanding balance 2017-12-30 0
Waiver amortization installment 2017-12-30 0
Waived amount of outstanding balance 2017-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-30 0
Carryover balance elected to use to offset funding requirement 2017-12-30 0
Prefunding balance elected to use to offset funding requirement 2017-12-30 0
Additional cash requirement 2017-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-30 23,997
Unpaid minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for all years 2017-12-30 0

Measure	Date	Value
2019: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-30	606,783
Acturial value of plan assets	2019-12-30	606,783
Funding target for retired participants and beneficiaries receiving payment	2019-12-30	0
Number of terminated vested participants	2019-12-30	0
Fundng target for terminated vested participants	2019-12-30	0
Active participant vested funding target	2019-12-30	424,736
Number of active participants	2019-12-30	1
Total funding liabilities for active participants	2019-12-30	424,736
Total participant count	2019-12-30	1
Total funding target for all participants	2019-12-30	424,736
Balance at beginning of prior year after applicable adjustments	2019-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-30	0
Prefunding balanced used to offset prior years funding requirement	2019-12-30	0
Amount remaining of carryover balance	2019-12-30	0
Amount remaining of prefunding balance	2019-12-30	0
Present value of excess contributions	2019-12-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-30	0
Reductions in caryover balances due to elections or deemed elections	2019-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-30	0
Balance of carryovers at beginning of current year	2019-12-30	0
Balance of prefunding at beginning of current year	2019-12-30	0
Total employer contributions	2019-12-30	0
Total employee contributions	2019-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-30	0
Unpaid minimum required contributions for all prior years	2019-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-30	0
Remaining amount of unpaid minimum required contributions	2019-12-30	0
Minimum required contributions for current year target normal cost	2019-12-30	165,071
Net shortfall amortization installment of oustanding balance	2019-12-30	0
Waiver amortization installment	2019-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-30	0
Carryover balance elected to use to offset funding requirement	2019-12-30	0
Prefunding balance elected to use to offset funding requirement	2019-12-30	0
Additional cash requirement	2019-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-30	0
Unpaid minimum required contributions for current year	2019-12-30	0
Unpaid minimum required contributions for all years	2019-12-30	0
2018: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-30	585,729
Acturial value of plan assets	2018-12-30	585,729
Funding target for retired participants and beneficiaries receiving payment	2018-12-30	0
Number of terminated vested participants	2018-12-30	0
Fundng target for terminated vested participants	2018-12-30	0
Active participant vested funding target	2018-12-30	390,298
Number of active participants	2018-12-30	1
Total funding liabilities for active participants	2018-12-30	390,298
Total participant count	2018-12-30	1
Total funding target for all participants	2018-12-30	390,298
Balance at beginning of prior year after applicable adjustments	2018-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-30	0
Prefunding balanced used to offset prior years funding requirement	2018-12-30	0
Amount remaining of carryover balance	2018-12-30	0
Amount remaining of prefunding balance	2018-12-30	0
Present value of excess contributions	2018-12-30	23,997
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-30	25,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-30	0
Reductions in caryover balances due to elections or deemed elections	2018-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-30	0
Balance of carryovers at beginning of current year	2018-12-30	0
Balance of prefunding at beginning of current year	2018-12-30	0
Total employer contributions	2018-12-30	0
Total employee contributions	2018-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-30	0
Unpaid minimum required contributions for all prior years	2018-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-30	0
Remaining amount of unpaid minimum required contributions	2018-12-30	0
Minimum required contributions for current year target normal cost	2018-12-30	0
Net shortfall amortization installment of oustanding balance	2018-12-30	0
Waiver amortization installment	2018-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-30	0
Carryover balance elected to use to offset funding requirement	2018-12-30	0
Prefunding balance elected to use to offset funding requirement	2018-12-30	0
Additional cash requirement	2018-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-30	0
Unpaid minimum required contributions for current year	2018-12-30	0
Unpaid minimum required contributions for all years	2018-12-30	0
2017: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-30	480,346
Acturial value of plan assets	2017-12-30	480,346
Funding target for retired participants and beneficiaries receiving payment	2017-12-30	0
Number of terminated vested participants	2017-12-30	0
Fundng target for terminated vested participants	2017-12-30	0
Active participant vested funding target	2017-12-30	354,788
Number of active participants	2017-12-30	2
Total funding liabilities for active participants	2017-12-30	354,788
Total participant count	2017-12-30	2
Total funding target for all participants	2017-12-30	354,788
Balance at beginning of prior year after applicable adjustments	2017-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-30	0
Prefunding balanced used to offset prior years funding requirement	2017-12-30	0
Amount remaining of carryover balance	2017-12-30	0
Amount remaining of prefunding balance	2017-12-30	0
Present value of excess contributions	2017-12-30	25,812
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-30	27,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-30	0
Reductions in caryover balances due to elections or deemed elections	2017-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-30	0
Balance of carryovers at beginning of current year	2017-12-30	0
Balance of prefunding at beginning of current year	2017-12-30	0
Total employer contributions	2017-12-30	26,000
Total employee contributions	2017-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-30	23,997
Unpaid minimum required contributions for all prior years	2017-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-30	0
Remaining amount of unpaid minimum required contributions	2017-12-30	0
Minimum required contributions for current year target normal cost	2017-12-30	0
Net shortfall amortization installment of oustanding balance	2017-12-30	0
Waiver amortization installment	2017-12-30	0
Waived amount of outstanding balance	2017-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-30	0
Carryover balance elected to use to offset funding requirement	2017-12-30	0
Prefunding balance elected to use to offset funding requirement	2017-12-30	0
Additional cash requirement	2017-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-30	23,997
Unpaid minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for all years	2017-12-30	0

Form 5500 Responses for DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN

2008: DR. YELENA SHVARTS M.D.DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-12-31	Type of plan entity	Single employer plan
2008-12-31	Submission has been amended	No
2008-12-31	This submission is the final filing	No
2008-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-31	Plan is a collectively bargained plan	No

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Company Name:	YELENA SCHVARTS M.D.
Employer identification number (EIN):	112778506
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)