Plan Name | THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C., CASH BALANCE PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C. |
Employer identification number (EIN): | 201391282 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C.
Jurisdiction of Incorporation: | Wyoming Corporations Division |
Incorporation Date: | 2004-07-21 |
Company Identification Number: | 000470709 |
Legal Registered Office Address: |
P. O. Box 688 Douglas United States of America (USA) 82633 |
More information about THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2020-01-01 | KARMA MCINTYRE | 2020-11-30 | ||
003 | 2019-01-01 | KARMA MCINTYRE | 2020-10-07 | ||
003 | 2018-01-01 | KARMA MCINTYRE | 2019-07-24 | ||
003 | 2017-01-01 | KARMA MCINTYRE | 2018-07-11 | ||
003 | 2016-01-01 | KARMA MCINTYRE | 2017-09-11 | ||
003 | 2015-01-01 | KARMA MCINTYRE | 2017-05-30 | ||
003 | 2015-01-01 | KARMA MCINTYRE | 2016-10-06 |
Measure | Date | Value |
---|---|---|
2019: THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C., CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 1,615,927 |
Acturial value of plan assets | 2019-12-31 | 1,615,927 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 4 |
Fundng target for terminated vested participants | 2019-12-31 | 13,918 |
Active participant vested funding target | 2019-12-31 | 1,573,173 |
Number of active participants | 2019-12-31 | 17 |
Total funding liabilities for active participants | 2019-12-31 | 1,580,891 |
Total participant count | 2019-12-31 | 21 |
Total funding target for all participants | 2019-12-31 | 1,594,809 |
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 | 137,870 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 145,067 |
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 | 290,000 |
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 | 280,243 |
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 | 271,540 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 250,422 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 250,422 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 280,243 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C., CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,370,833 |
Acturial value of plan assets | 2018-12-31 | 1,370,833 |
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 | 4,122 |
Active participant vested funding target | 2018-12-31 | 1,234,245 |
Number of active participants | 2018-12-31 | 20 |
Total funding liabilities for active participants | 2018-12-31 | 1,243,300 |
Total participant count | 2018-12-31 | 22 |
Total funding target for all participants | 2018-12-31 | 1,247,422 |
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 | 67,618 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 71,222 |
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 | 292,959 |
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 | 282,176 |
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 | 267,717 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 144,306 |
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 | 0 |
Additional cash requirement | 2018-12-31 | 144,306 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 282,176 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C., CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 973,864 |
Acturial value of plan assets | 2017-12-31 | 973,864 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 1 |
Fundng target for terminated vested participants | 2017-12-31 | 1,228 |
Active participant vested funding target | 2017-12-31 | 910,691 |
Number of active participants | 2017-12-31 | 19 |
Total funding liabilities for active participants | 2017-12-31 | 917,268 |
Total participant count | 2017-12-31 | 20 |
Total funding target for all participants | 2017-12-31 | 918,496 |
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 | 65,297 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 68,882 |
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 | 312,666 |
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 | 300,733 |
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 | 288,483 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 233,115 |
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 | 233,115 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 300,733 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: THUNDER BASIN ORTHOPAEDICS AND SPORTS MEDICINE, P.C., CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 626,046 |
Acturial value of plan assets | 2016-12-31 | 626,046 |
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 | 0 |
Number of active participants | 2016-12-31 | 17 |
Total funding liabilities for active participants | 2016-12-31 | 588,291 |
Total participant count | 2016-12-31 | 17 |
Total funding target for all participants | 2016-12-31 | 588,291 |
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 | 79,100 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 84,020 |
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 | 317,597 |
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 | 300,996 |
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 | 273,454 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 235,699 |
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 | 235,699 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 300,996 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |