401k Plan data: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN plan

MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN
Plan identification number	001

MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.

401k Sponsoring company profile

MK3SD MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: MK3SD MANAGEMENT, LLC

Employer identification number (EIN): 201379779

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

Additional information about MK3SD MANAGEMENT, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2004-07-06

Company Identification Number: 0800361963

Legal Registered Office Address: 7908 LYNCHBURG DR

AUSTIN
United States of America (USA)
78738

More information about MK3SD MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MARK BERGER 2015-10-03
001 2013-01-01 MARK BERGER 2014-08-07
001 2012-01-01 MARK BERGER 2013-05-14
001 2011-01-01 MARK BERGER 2012-10-03
001 2010-01-01 MARK BERGER 2011-10-10

Plan Statistics for MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,926,014
Acturial value of plan assets 2018-12-31 3,926,014
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 13,016
Active participant vested funding target 2018-12-31 2,356,837
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 2,356,837
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 2,369,853
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 1,666,992
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 1,666,992
Present value of excess contributions 2018-12-31 106,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 113,146
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 113,146
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 357,326
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 1,607,681
Total employer contributions 2018-12-31 0
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 0
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 51,520
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 25,261
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 25,261
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,495,602
Acturial value of plan assets 2017-12-31 3,495,602
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 4,293
Active participant vested funding target 2017-12-31 2,209,954
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 2,210,853
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 2,215,146
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 1,701,867
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 73,309
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,628,558
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
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 1,666,992
Total employer contributions 2017-12-31 200,000
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 2017-12-31 189,363
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 2017-12-31 385,613
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 82,410
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 82,410
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 189,363
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,482,713
Acturial value of plan assets 2016-12-31 3,482,713
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 2,186
Active participant vested funding target 2016-12-31 2,215,427
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 2,223,871
Total participant count 2016-12-31 23
Total funding target for all participants 2016-12-31 2,226,057
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 1,199,452
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 1,199,452
Present value of excess contributions 2016-12-31 468,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 496,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 496,379
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 3,320
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,701,867
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 2016-12-31 445,210
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 82,410
Prefunding balance elected to use to offset funding requirement 2016-12-31 82,410
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
Carryover balance elected to use to offset funding requirement 2016-12-31 0

Measure	Date	Value
2018: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,926,014
Acturial value of plan assets	2018-12-31	3,926,014
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	13,016
Active participant vested funding target	2018-12-31	2,356,837
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	2,356,837
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	2,369,853
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	1,666,992
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	1,666,992
Present value of excess contributions	2018-12-31	106,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	113,146
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	113,146
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	357,326
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,607,681
Total employer contributions	2018-12-31	0
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	0
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	51,520
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	25,261
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	25,261
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,495,602
Acturial value of plan assets	2017-12-31	3,495,602
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	4,293
Active participant vested funding target	2017-12-31	2,209,954
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	2,210,853
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	2,215,146
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	1,701,867
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	73,309
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,628,558
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
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	1,666,992
Total employer contributions	2017-12-31	200,000
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	189,363
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	385,613
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	82,410
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	82,410
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	189,363
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MK3SD MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,482,713
Acturial value of plan assets	2016-12-31	3,482,713
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	2,186
Active participant vested funding target	2016-12-31	2,215,427
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	2,223,871
Total participant count	2016-12-31	23
Total funding target for all participants	2016-12-31	2,226,057
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	1,199,452
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	1,199,452
Present value of excess contributions	2016-12-31	468,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	496,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	496,379
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	3,320
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,701,867
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	445,210
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	82,410
Prefunding balance elected to use to offset funding requirement	2016-12-31	82,410
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
Carryover balance elected to use to offset funding requirement	2016-12-31	0

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

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MK3SD MANAGEMENT, LLC
Employer identification number (EIN):	201379779
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2004-07-06
Company Identification Number:	0800361963
Legal Registered Office Address:	7908 LYNCHBURG DR AUSTIN United States of America (USA) 78738

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MARK BERGER	2015-10-03
001	2013-01-01	MARK BERGER	2014-08-07
001	2012-01-01	MARK BERGER	2013-05-14
001	2011-01-01	MARK BERGER	2012-10-03
001	2010-01-01	MARK BERGER	2011-10-10