Plan Name | GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. |
Employer identification number (EIN): | 161128265 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1979-07-02 |
Company Identification Number: | 566740 |
Legal Registered Office Address: |
2101 LAC DEVILLE BLVD Monroe ROCHESTER United States of America (USA) 14618 |
More information about GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ALLEN PETTEE MD | 2023-06-15 | ||
004 | 2021-01-01 | ALLEN PETTEE MD | 2022-05-19 | ||
004 | 2020-01-01 | ALLEN PETTEE MD | 2021-07-20 | ||
004 | 2019-01-01 | ALLEN PETTEE MD | 2020-07-09 | ||
004 | 2018-01-01 | MICHAEL DUNN | 2019-07-31 | ||
004 | 2017-01-01 | MICHAEL DUNN | 2018-09-04 | ||
004 | 2016-01-01 | MICHAEL DUNN | 2017-08-10 | ||
004 | 2015-01-01 | MICHAEL DUNN | 2017-08-10 | ||
004 | 2015-01-01 | MICHAEL DUNN | 2016-09-29 | ||
004 | 2014-01-01 | MICHAEL DUNN | 2015-07-21 |
Measure | Date | Value |
---|---|---|
2022: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,913,963 |
Acturial value of plan assets | 2022-12-31 | 2,913,963 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 4 |
Fundng target for terminated vested participants | 2022-12-31 | 27,775 |
Active participant vested funding target | 2022-12-31 | 2,429,699 |
Number of active participants | 2022-12-31 | 14 |
Total funding liabilities for active participants | 2022-12-31 | 2,431,559 |
Total participant count | 2022-12-31 | 18 |
Total funding target for all participants | 2022-12-31 | 2,459,334 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 405,133 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 13,521 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 391,612 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 427,327 |
Total employer contributions | 2022-12-31 | 120,108 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 113,467 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 236,826 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 209,524 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 98,501 |
Additional cash requirement | 2022-12-31 | 111,023 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 113,467 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,529,409 |
Acturial value of plan assets | 2021-12-31 | 2,529,409 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 2 |
Fundng target for terminated vested participants | 2021-12-31 | 8,675 |
Active participant vested funding target | 2021-12-31 | 2,175,323 |
Number of active participants | 2021-12-31 | 14 |
Total funding liabilities for active participants | 2021-12-31 | 2,175,323 |
Total participant count | 2021-12-31 | 16 |
Total funding target for all participants | 2021-12-31 | 2,183,998 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 178,785 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 178,785 |
Present value of excess contributions | 2021-12-31 | 205,163 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 215,585 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 215,585 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 405,133 |
Total employer contributions | 2021-12-31 | 224,315 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 213,553 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 217,496 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 59,722 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 227,074 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 13,521 |
Additional cash requirement | 2021-12-31 | 213,553 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 213,553 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 3,992,964 |
Acturial value of plan assets | 2020-12-31 | 3,992,964 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 2 |
Fundng target for terminated vested participants | 2020-12-31 | 1,728,673 |
Active participant vested funding target | 2020-12-31 | 1,881,314 |
Number of active participants | 2020-12-31 | 14 |
Total funding liabilities for active participants | 2020-12-31 | 1,884,706 |
Total participant count | 2020-12-31 | 16 |
Total funding target for all participants | 2020-12-31 | 3,613,379 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 180,274 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 27,492 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 152,782 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 178,785 |
Total employer contributions | 2020-12-31 | 219,466 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 209,014 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 204,651 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,851 |
Additional cash requirement | 2020-12-31 | 3,851 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 209,014 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 3,335,668 |
Acturial value of plan assets | 2019-12-31 | 3,335,668 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 1 |
Fundng target for terminated vested participants | 2019-12-31 | 2,845 |
Active participant vested funding target | 2019-12-31 | 3,151,929 |
Number of active participants | 2019-12-31 | 16 |
Total funding liabilities for active participants | 2019-12-31 | 3,152,537 |
Total participant count | 2019-12-31 | 17 |
Total funding target for all participants | 2019-12-31 | 3,155,382 |
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 | 409,681 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 9,708 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 399,973 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
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 | 200,500 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 180,274 |
Total employer contributions | 2019-12-31 | 277,574 |
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 | 264,023 |
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 | 291,527 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 291,515 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 27,492 |
Additional cash requirement | 2019-12-31 | 264,023 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 264,023 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 3,147,402 |
Acturial value of plan assets | 2018-12-31 | 3,147,402 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 2 |
Fundng target for terminated vested participants | 2018-12-31 | 20,672 |
Active participant vested funding target | 2018-12-31 | 2,709,307 |
Number of active participants | 2018-12-31 | 15 |
Total funding liabilities for active participants | 2018-12-31 | 2,715,403 |
Total participant count | 2018-12-31 | 17 |
Total funding target for all participants | 2018-12-31 | 2,736,075 |
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 | 339,074 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 339,074 |
Present value of excess contributions | 2018-12-31 | 43,571 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 45,959 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 45,959 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 21,500 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 409,681 |
Total employer contributions | 2018-12-31 | 256,967 |
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 | 244,196 |
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 | 255,550 |
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 | 253,904 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 9,708 |
Additional cash requirement | 2018-12-31 | 244,196 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 244,196 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 2,743,710 |
Acturial value of plan assets | 2017-12-31 | 2,743,710 |
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 | 54,200 |
Active participant vested funding target | 2017-12-31 | 2,348,336 |
Number of active participants | 2017-12-31 | 16 |
Total funding liabilities for active participants | 2017-12-31 | 2,350,237 |
Total participant count | 2017-12-31 | 19 |
Total funding target for all participants | 2017-12-31 | 2,404,437 |
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 | 345,180 |
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 | 12,959 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 332,221 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 17,000 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 339,074 |
Total employer contributions | 2017-12-31 | 254,828 |
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 | 241,515 |
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 | 198,143 |
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 | 197,944 |
Additional cash requirement | 2017-12-31 | 197,944 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 241,515 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: GREATER ROCHESTER NEUROLOGICAL ASSOCIATES, P.C. PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,432,681 |
Acturial value of plan assets | 2016-12-31 | 2,432,681 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 6 |
Fundng target for terminated vested participants | 2016-12-31 | 23,727 |
Active participant vested funding target | 2016-12-31 | 2,063,614 |
Number of active participants | 2016-12-31 | 13 |
Total funding liabilities for active participants | 2016-12-31 | 2,063,614 |
Total participant count | 2016-12-31 | 19 |
Total funding target for all participants | 2016-12-31 | 2,087,341 |
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 | 446,641 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 446,641 |
Present value of excess contributions | 2016-12-31 | 22,226 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 23,495 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 23,495 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 120,400 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 345,180 |
Total employer contributions | 2016-12-31 | 231,474 |
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 | 219,364 |
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 | 232,483 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 232,323 |
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 | 12,959 |
Additional cash requirement | 2016-12-31 | 219,364 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 219,364 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |