PEYMAN R TABRIZI MD INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST
401k plan membership statisitcs for PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST
Measure | Date | Value |
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2022: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2022 401k membership |
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Market value of plan assets | 2022-12-30 | 1,878,464 |
Acturial value of plan assets | 2022-12-30 | 1,878,464 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-30 | 0 |
Number of terminated vested participants | 2022-12-30 | 1 |
Fundng target for terminated vested participants | 2022-12-30 | 154 |
Active participant vested funding target | 2022-12-30 | 1,622,809 |
Number of active participants | 2022-12-30 | 2 |
Total funding liabilities for active participants | 2022-12-30 | 1,691,882 |
Total participant count | 2022-12-30 | 3 |
Total funding target for all participants | 2022-12-30 | 1,692,036 |
Balance at beginning of prior year after applicable adjustments | 2022-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-30 | 355,875 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-30 | 20,505 |
Amount remaining of carryover balance | 2022-12-30 | 0 |
Amount remaining of prefunding balance | 2022-12-30 | 335,370 |
Present value of excess contributions | 2022-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-30 | 0 |
Balance of carryovers at beginning of current year | 2022-12-30 | 0 |
Balance of prefunding at beginning of current year | 2022-12-30 | 345,263 |
Total employer contributions | 2022-12-30 | 85,330 |
Total employee contributions | 2022-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-30 | 90,090 |
Unpaid minimum required contributions for all prior years | 2022-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-30 | 109,118 |
Net shortfall amortization installment of oustanding balance | 2022-12-30 | 158,835 |
Waiver amortization installment | 2022-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-30 | 138,284 |
Carryover balance elected to use to offset funding requirement | 2022-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-30 | 48,194 |
Additional cash requirement | 2022-12-30 | 90,090 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-30 | 90,090 |
Unpaid minimum required contributions for current year | 2022-12-30 | 0 |
Unpaid minimum required contributions for all years | 2022-12-30 | 0 |
2021: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2021 401k membership |
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Market value of plan assets | 2021-12-30 | 1,726,237 |
Acturial value of plan assets | 2021-12-30 | 1,726,237 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-30 | 0 |
Number of terminated vested participants | 2021-12-30 | 1 |
Fundng target for terminated vested participants | 2021-12-30 | 137 |
Active participant vested funding target | 2021-12-30 | 1,393,361 |
Number of active participants | 2021-12-30 | 2 |
Total funding liabilities for active participants | 2021-12-30 | 1,462,534 |
Total participant count | 2021-12-30 | 3 |
Total funding target for all participants | 2021-12-30 | 1,462,671 |
Balance at beginning of prior year after applicable adjustments | 2021-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-30 | 385,411 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-30 | 36,411 |
Amount remaining of carryover balance | 2021-12-30 | 0 |
Amount remaining of prefunding balance | 2021-12-30 | 349,000 |
Present value of excess contributions | 2021-12-30 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-30 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-30 | 0 |
Balance of carryovers at beginning of current year | 2021-12-30 | 0 |
Balance of prefunding at beginning of current year | 2021-12-30 | 355,875 |
Total employer contributions | 2021-12-30 | 85,330 |
Total employee contributions | 2021-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-30 | 96,348 |
Unpaid minimum required contributions for all prior years | 2021-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-30 | 100,576 |
Net shortfall amortization installment of oustanding balance | 2021-12-30 | 92,309 |
Waiver amortization installment | 2021-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-30 | 116,793 |
Carryover balance elected to use to offset funding requirement | 2021-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-30 | 20,445 |
Additional cash requirement | 2021-12-30 | 96,348 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-30 | 96,348 |
Unpaid minimum required contributions for current year | 2021-12-30 | 0 |
Unpaid minimum required contributions for all years | 2021-12-30 | 0 |
2020: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2020 401k membership |
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Market value of plan assets | 2020-12-30 | 1,623,435 |
Acturial value of plan assets | 2020-12-30 | 1,623,435 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-30 | 0 |
Number of terminated vested participants | 2020-12-30 | 0 |
Fundng target for terminated vested participants | 2020-12-30 | 0 |
Active participant vested funding target | 2020-12-30 | 1,219,967 |
Number of active participants | 2020-12-30 | 3 |
Total funding liabilities for active participants | 2020-12-30 | 1,288,230 |
Total participant count | 2020-12-30 | 3 |
Total funding target for all participants | 2020-12-30 | 1,288,230 |
Balance at beginning of prior year after applicable adjustments | 2020-12-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-30 | 378,522 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-30 | 0 |
Amount remaining of carryover balance | 2020-12-30 | 0 |
Amount remaining of prefunding balance | 2020-12-30 | 378,522 |
Present value of excess contributions | 2020-12-30 | 91,674 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-30 | 97,064 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-30 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-30 | 0 |
Balance of carryovers at beginning of current year | 2020-12-30 | 0 |
Balance of prefunding at beginning of current year | 2020-12-30 | 385,411 |
Total employer contributions | 2020-12-30 | 70,045 |
Total employee contributions | 2020-12-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-30 | 68,009 |
Unpaid minimum required contributions for all prior years | 2020-12-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-30 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-30 | 96,126 |
Net shortfall amortization installment of oustanding balance | 2020-12-30 | 50,205 |
Waiver amortization installment | 2020-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-30 | 104,284 |
Carryover balance elected to use to offset funding requirement | 2020-12-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-30 | 36,275 |
Additional cash requirement | 2020-12-30 | 68,009 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-30 | 68,009 |
Unpaid minimum required contributions for current year | 2020-12-30 | 0 |
Unpaid minimum required contributions for all years | 2020-12-30 | 0 |
2019: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2019 401k membership |
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Market value of plan assets | 2019-12-30 | 1,411,480 |
Acturial value of plan assets | 2019-12-30 | 1,411,480 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-30 | 0 |
Number of terminated vested participants | 2019-12-30 | 1 |
Fundng target for terminated vested participants | 2019-12-30 | 1,779 |
Active participant vested funding target | 2019-12-30 | 1,012,824 |
Number of active participants | 2019-12-30 | 3 |
Total funding liabilities for active participants | 2019-12-30 | 1,075,728 |
Total participant count | 2019-12-30 | 4 |
Total funding target for all participants | 2019-12-30 | 1,077,507 |
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 | 368,822 |
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 | 368,822 |
Present value of excess contributions | 2019-12-30 | 203,858 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-30 | 215,743 |
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 | 378,522 |
Total employer contributions | 2019-12-30 | 187,855 |
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 | 178,058 |
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 | 86,384 |
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 | 86,384 |
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 | 86,384 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-30 | 178,058 |
Unpaid minimum required contributions for current year | 2019-12-30 | 0 |
Unpaid minimum required contributions for all years | 2019-12-30 | 0 |
2018: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2018 401k membership |
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Market value of plan assets | 2018-12-30 | 1,086,040 |
Acturial value of plan assets | 2018-12-30 | 1,086,040 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-30 | 0 |
Number of terminated vested participants | 2018-12-30 | 1 |
Fundng target for terminated vested participants | 2018-12-30 | 1,569 |
Active participant vested funding target | 2018-12-30 | 841,876 |
Number of active participants | 2018-12-30 | 2 |
Total funding liabilities for active participants | 2018-12-30 | 894,953 |
Total participant count | 2018-12-30 | 3 |
Total funding target for all participants | 2018-12-30 | 896,522 |
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 | 388,991 |
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 | 388,991 |
Present value of excess contributions | 2018-12-30 | 547 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-30 | 580 |
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 | 31,644 |
Balance of carryovers at beginning of current year | 2018-12-30 | 0 |
Balance of prefunding at beginning of current year | 2018-12-30 | 368,822 |
Total employer contributions | 2018-12-30 | 297,520 |
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 | 281,790 |
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 | 77,932 |
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 | 77,932 |
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 | 77,932 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-30 | 281,790 |
Unpaid minimum required contributions for current year | 2018-12-30 | 0 |
Unpaid minimum required contributions for all years | 2018-12-30 | 0 |
2017: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2017 401k membership |
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Market value of plan assets | 2017-12-30 | 982,907 |
Acturial value of plan assets | 2017-12-30 | 982,907 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-30 | 0 |
Number of terminated vested participants | 2017-12-30 | 2 |
Fundng target for terminated vested participants | 2017-12-30 | 1,480 |
Active participant vested funding target | 2017-12-30 | 690,825 |
Number of active participants | 2017-12-30 | 2 |
Total funding liabilities for active participants | 2017-12-30 | 740,884 |
Total participant count | 2017-12-30 | 4 |
Total funding target for all participants | 2017-12-30 | 742,364 |
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 | 359,825 |
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 | 359,825 |
Present value of excess contributions | 2017-12-30 | 28,760 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-30 | 30,543 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-30 | 30,543 |
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 | 13,251 |
Balance of carryovers at beginning of current year | 2017-12-30 | 0 |
Balance of prefunding at beginning of current year | 2017-12-30 | 388,991 |
Total employer contributions | 2017-12-30 | 73,140 |
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 | 71,173 |
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 | 70,626 |
Net shortfall amortization installment of oustanding balance | 2017-12-30 | 0 |
Waiver amortization installment | 2017-12-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-30 | 70,626 |
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 | 70,626 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-30 | 71,173 |
Unpaid minimum required contributions for current year | 2017-12-30 | 0 |
Unpaid minimum required contributions for all years | 2017-12-30 | 0 |
2010: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-12-31 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-12-31 | 2 |
Number of retired or separated participants receiving benefits | 2010-12-31 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-12-31 | 0 |
Total of all active and inactive participants | 2010-12-31 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-31 | 0 |
Total participants | 2010-12-31 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-31 | 1 |
2009: PEYMAN R TABRIZI INC DEFINED BENEFIT PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-12-31 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-12-31 | 3 |
Number of retired or separated participants receiving benefits | 2009-12-31 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-12-31 | 0 |
Total of all active and inactive participants | 2009-12-31 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-31 | 0 |
Total participants | 2009-12-31 | 3 |
Number of participants with account balances | 2009-12-31 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-31 | 0 |