401k Plan data: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST plan

NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan Name	NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST
Plan identification number	002

NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

NORTHERN ARIZONA RADIOLOGY IMAGING, LLC has sponsored the creation of one or more 401k plans.

Company Name: NORTHERN ARIZONA RADIOLOGY IMAGING, LLC

Employer identification number (EIN): 205654362

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JAMES VASQUEZ
002 2013-01-01 JAMES VASQUEZ 2014-05-13

Plan Statistics for NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST

Measure Date Value
2018: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 2,014,699
Acturial value of plan assets 2018-12-31 2,014,699
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 10
Fundng target for terminated vested participants 2018-12-31 19,032
Active participant vested funding target 2018-12-31 1,888,288
Number of active participants 2018-12-31 36
Total funding liabilities for active participants 2018-12-31 1,892,995
Total participant count 2018-12-31 46
Total funding target for all participants 2018-12-31 1,912,027
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 2018-12-31 368,798
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 368,798
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
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 2018-12-31 763,157
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 2018-12-31 754,063
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 2018-12-31 585,527
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 2018-12-31 482,855
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 2018-12-31 482,855
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 754,063
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,493,320
Acturial value of plan assets 2017-12-31 1,493,320
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 140,365
Active participant vested funding target 2017-12-31 1,240,665
Number of active participants 2017-12-31 32
Total funding liabilities for active participants 2017-12-31 1,256,215
Total participant count 2017-12-31 40
Total funding target for all participants 2017-12-31 1,396,580
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 2017-12-31 258,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 258,335
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 0
Total employer contributions 2017-12-31 765,202
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 2017-12-31 756,457
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 2017-12-31 484,399
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 2017-12-31 387,659
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 2017-12-31 387,659
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 756,457
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 997,388
Acturial value of plan assets 2016-12-31 997,388
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 117,623
Active participant vested funding target 2016-12-31 711,049
Number of active participants 2016-12-31 23
Total funding liabilities for active participants 2016-12-31 711,302
Total participant count 2016-12-31 31
Total funding target for all participants 2016-12-31 828,925
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 2016-12-31 296,563
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 296,563
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 2016-12-31 378,372
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 2016-12-31 385,264
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 2016-12-31 295,392
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 2016-12-31 126,929
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 2016-12-31 126,929
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 385,264
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 29
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 3
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32

Measure	Date	Value
2018: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	2,014,699
Acturial value of plan assets	2018-12-31	2,014,699
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	10
Fundng target for terminated vested participants	2018-12-31	19,032
Active participant vested funding target	2018-12-31	1,888,288
Number of active participants	2018-12-31	36
Total funding liabilities for active participants	2018-12-31	1,892,995
Total participant count	2018-12-31	46
Total funding target for all participants	2018-12-31	1,912,027
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	368,798
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	368,798
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
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	763,157
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	754,063
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	585,527
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	482,855
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	482,855
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	754,063
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,493,320
Acturial value of plan assets	2017-12-31	1,493,320
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	140,365
Active participant vested funding target	2017-12-31	1,240,665
Number of active participants	2017-12-31	32
Total funding liabilities for active participants	2017-12-31	1,256,215
Total participant count	2017-12-31	40
Total funding target for all participants	2017-12-31	1,396,580
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	258,335
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	258,335
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	0
Total employer contributions	2017-12-31	765,202
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	756,457
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	484,399
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	387,659
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	387,659
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	756,457
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	997,388
Acturial value of plan assets	2016-12-31	997,388
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	117,623
Active participant vested funding target	2016-12-31	711,049
Number of active participants	2016-12-31	23
Total funding liabilities for active participants	2016-12-31	711,302
Total participant count	2016-12-31	31
Total funding target for all participants	2016-12-31	828,925
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	296,563
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	296,563
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	378,372
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	385,264
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	295,392
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	126,929
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	126,929
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	385,264
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	29
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	3
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32

Financial Data on NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST

Measure	Date	Value
2014 : NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$499,508
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$873,387
Total plan assets at beginning of year	2014-12-31	$373,879
Other income received	2014-12-31	$9,970
Net income (gross income less expenses)	2014-12-31	$499,508
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$873,387
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$373,879
Total contributions received or receivable from employer(s)	2014-12-31	$489,538

Form 5500 Responses for NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST

2014: NORTHERN ARIZONA RADIOLOGY CASH BALANCE PLAN AND TRUST 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

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Company Name:	NORTHERN ARIZONA RADIOLOGY IMAGING, LLC
Employer identification number (EIN):	205654362
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JAMES VASQUEZ
002	2013-01-01	JAMES VASQUEZ	2014-05-13