Plan Name | URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | URI SHABTO M.D., P.C. |
Employer identification number (EIN): | 113198425 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about URI SHABTO M.D., P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1994-02-18 |
Company Identification Number: | 1797138 |
Legal Registered Office Address: |
310 E. 14TH ST. NEW YORK NEW YORK United States of America (USA) 10003 |
More information about URI SHABTO M.D., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | URI SHABTO | |||
002 | 2016-01-01 | URI SHABTO | |||
002 | 2015-01-01 | URI SHABTO | |||
002 | 2014-01-01 | URI SHABTO | |||
002 | 2013-01-01 | URI SHABTO | |||
002 | 2012-01-01 | URI SHABTO | |||
002 | 2011-01-01 | URI SHABTO | 2012-10-01 | URI SHABTO | 2012-10-01 |
002 | 2010-01-01 | URI SHABTO | 2011-06-13 | URI SHABTO | 2011-06-13 |
Measure | Date | Value |
---|---|---|
2017: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 5,487,612 |
Acturial value of plan assets | 2016-12-31 | 5,487,612 |
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 | 1,715,803 |
Active participant vested funding target | 2016-12-31 | 3,387,651 |
Number of active participants | 2016-12-31 | 9 |
Total funding liabilities for active participants | 2016-12-31 | 3,387,651 |
Total participant count | 2016-12-31 | 11 |
Total funding target for all participants | 2016-12-31 | 5,103,454 |
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 | 760,434 |
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 | 760,434 |
Present value of excess contributions | 2016-12-31 | 665 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 665 |
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 | 742,336 |
Total employer contributions | 2016-12-31 | 0 |
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 | 0 |
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 | 0 |
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 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2015-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
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 | 1 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 12 |
2012: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
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 | 9 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Measure | Date | Value |
---|---|---|
2017 : URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-01-31 | $0 |
Total plan liabilities at end of year | 2017-01-31 | $0 |
Total plan liabilities at beginning of year | 2017-01-31 | $0 |
Total income from all sources | 2017-01-31 | $0 |
Expenses. Total of all expenses incurred | 2017-01-31 | $477 |
Benefits paid (including direct rollovers) | 2017-01-31 | $477 |
Total plan assets at end of year | 2017-01-31 | $0 |
Total plan assets at beginning of year | 2017-01-31 | $477 |
Value of fidelity bond covering the plan | 2017-01-31 | $400,000 |
Total contributions received or receivable from participants | 2017-01-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-01-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-01-31 | $0 |
Other income received | 2017-01-31 | $0 |
Noncash contributions received | 2017-01-31 | $0 |
Net income (gross income less expenses) | 2017-01-31 | $-477 |
Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $477 |
Total contributions received or receivable from employer(s) | 2017-01-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-01-31 | $0 |
Value of corrective distributions | 2017-01-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-01-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-01-31 | $0 |
2016 : URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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 | $314,870 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,530,736 |
Benefits paid (including direct rollovers) | 2016-12-31 | $5,530,736 |
Total plan assets at end of year | 2016-12-31 | $477 |
Total plan assets at beginning of year | 2016-12-31 | $5,216,343 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $314,870 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-5,215,866 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $477 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,216,343 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
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 | $432,207 |
Expenses. Total of all expenses incurred | 2015-12-31 | $18,902 |
Benefits paid (including direct rollovers) | 2015-12-31 | $18,902 |
Total plan assets at end of year | 2015-12-31 | $5,216,343 |
Total plan assets at beginning of year | 2015-12-31 | $4,803,038 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
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 | $-107,018 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $413,305 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,216,343 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,803,038 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $539,225 |
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 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
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 | $706,937 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,735 |
Benefits paid (including direct rollovers) | 2014-12-31 | $3,735 |
Total plan assets at end of year | 2014-12-31 | $4,803,038 |
Total plan assets at beginning of year | 2014-12-31 | $4,099,836 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $100,053 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $703,202 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,803,038 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,099,836 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $606,884 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
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 | $795,197 |
Expenses. Total of all expenses incurred | 2013-12-31 | $153,801 |
Benefits paid (including direct rollovers) | 2013-12-31 | $153,801 |
Total plan assets at end of year | 2013-12-31 | $4,099,836 |
Total plan assets at beginning of year | 2013-12-31 | $3,458,440 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $230,745 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $641,396 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,099,836 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,458,440 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $564,452 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data | ||
Transfers to/from the plan | 2012-12-31 | $0 |
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 | $781,195 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,603 |
Benefits paid (including direct rollovers) | 2012-12-31 | $8,603 |
Total plan assets at end of year | 2012-12-31 | $3,458,440 |
Total plan assets at beginning of year | 2012-12-31 | $2,685,848 |
Value of fidelity bond covering the plan | 2012-12-31 | $240,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $227,373 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $772,592 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,458,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,685,848 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $553,822 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2017: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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 | Yes |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
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: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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: URI SHABTO M.D., P.C. DEFINED BENEFIT PENSION PLAN 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 |