401k Plan data: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN plan

STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

STATE ROAD FAMILY PRACTICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: STATE ROAD FAMILY PRACTICE, INC.

Employer identification number (EIN): 341634475

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

Additional information about STATE ROAD FAMILY PRACTICE, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1990-06-15

Company Identification Number: 775163

Legal Registered Office Address: 388 S. MAIN ST., SUITE 500
-
AKRON
United States of America (USA)
44311

More information about STATE ROAD FAMILY PRACTICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-09-01
002 2018-09-01
002 2018-09-01
002 2017-09-01
002 2016-01-01 MATT FRANTZ 2017-07-20
002 2015-01-01 MATT FRANTZ 2016-07-11 MATT FRANTZ 2016-07-11
002 2014-01-01 MATT FRANTZ 2015-09-02
002 2013-01-01 MATT FRANTZ 2014-08-04
002 2012-01-01 MATT FRANTZ 2013-07-12
002 2011-01-01 MATT FRANTZ 2012-09-26
002 2010-01-01 MATT FRANTZ 2011-08-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-09-01
002	2018-09-01
002	2018-09-01
002	2017-09-01
002	2016-01-01	MATT FRANTZ	2017-07-20
002	2015-01-01	MATT FRANTZ	2016-07-11	MATT FRANTZ	2016-07-11
002	2014-01-01	MATT FRANTZ	2015-09-02
002	2013-01-01	MATT FRANTZ	2014-08-04
002	2012-01-01	MATT FRANTZ	2013-07-12
002	2011-01-01	MATT FRANTZ	2012-09-26
002	2010-01-01	MATT FRANTZ	2011-08-22

Plan Statistics for STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Market value of plan assets 2020-08-31 299,530
Acturial value of plan assets 2020-08-31 299,530
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 0
Fundng target for terminated vested participants 2020-08-31 0
Active participant vested funding target 2020-08-31 180,694
Number of active participants 2020-08-31 2
Total funding liabilities for active participants 2020-08-31 180,694
Total participant count 2020-08-31 2
Total funding target for all participants 2020-08-31 180,694
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 0
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 0
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 0
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 0
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Market value of plan assets 2019-08-31 279,683
Acturial value of plan assets 2019-08-31 279,683
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 0
Number of terminated vested participants 2019-08-31 0
Fundng target for terminated vested participants 2019-08-31 0
Active participant vested funding target 2019-08-31 165,911
Number of active participants 2019-08-31 2
Total funding liabilities for active participants 2019-08-31 165,911
Total participant count 2019-08-31 2
Total funding target for all participants 2019-08-31 165,911
Balance at beginning of prior year after applicable adjustments 2019-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 0
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 0
Present value of excess contributions 2019-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 0
Total employer contributions 2019-08-31 0
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 0
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 0
Net shortfall amortization installment of oustanding balance 2019-08-31 0
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 0
Additional cash requirement 2019-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Market value of plan assets 2018-08-31 193,837
Acturial value of plan assets 2018-08-31 193,837
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 0
Number of terminated vested participants 2018-08-31 0
Fundng target for terminated vested participants 2018-08-31 0
Active participant vested funding target 2018-08-31 147,833
Number of active participants 2018-08-31 2
Total funding liabilities for active participants 2018-08-31 147,833
Total participant count 2018-08-31 2
Total funding target for all participants 2018-08-31 147,833
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 0
Present value of excess contributions 2018-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-08-31 0
Reductions in caryover balances due to elections or deemed elections 2018-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-08-31 0
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 0
Total employer contributions 2018-08-31 85,000
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 87,765
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 0
Net shortfall amortization installment of oustanding balance 2018-08-31 0
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 0
Carryover balance elected to use to offset funding requirement 2018-08-31 0
Prefunding balance elected to use to offset funding requirement 2018-08-31 0
Additional cash requirement 2018-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 87,765
Unpaid minimum required contributions for current year 2018-08-31 0
Unpaid minimum required contributions for all years 2018-08-31 0

Measure	Date	Value
2020: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Market value of plan assets	2020-08-31	299,530
Acturial value of plan assets	2020-08-31	299,530
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	0
Fundng target for terminated vested participants	2020-08-31	0
Active participant vested funding target	2020-08-31	180,694
Number of active participants	2020-08-31	2
Total funding liabilities for active participants	2020-08-31	180,694
Total participant count	2020-08-31	2
Total funding target for all participants	2020-08-31	180,694
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	0
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	0
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	0
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	0
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Market value of plan assets	2019-08-31	279,683
Acturial value of plan assets	2019-08-31	279,683
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	0
Number of terminated vested participants	2019-08-31	0
Fundng target for terminated vested participants	2019-08-31	0
Active participant vested funding target	2019-08-31	165,911
Number of active participants	2019-08-31	2
Total funding liabilities for active participants	2019-08-31	165,911
Total participant count	2019-08-31	2
Total funding target for all participants	2019-08-31	165,911
Balance at beginning of prior year after applicable adjustments	2019-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	0
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	0
Present value of excess contributions	2019-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	0
Total employer contributions	2019-08-31	0
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	0
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	0
Net shortfall amortization installment of oustanding balance	2019-08-31	0
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	0
Additional cash requirement	2019-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Market value of plan assets	2018-08-31	193,837
Acturial value of plan assets	2018-08-31	193,837
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	0
Number of terminated vested participants	2018-08-31	0
Fundng target for terminated vested participants	2018-08-31	0
Active participant vested funding target	2018-08-31	147,833
Number of active participants	2018-08-31	2
Total funding liabilities for active participants	2018-08-31	147,833
Total participant count	2018-08-31	2
Total funding target for all participants	2018-08-31	147,833
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	0
Present value of excess contributions	2018-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-08-31	0
Reductions in caryover balances due to elections or deemed elections	2018-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-08-31	0
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	0
Total employer contributions	2018-08-31	85,000
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	87,765
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	0
Net shortfall amortization installment of oustanding balance	2018-08-31	0
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	0
Carryover balance elected to use to offset funding requirement	2018-08-31	0
Prefunding balance elected to use to offset funding requirement	2018-08-31	0
Additional cash requirement	2018-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	87,765
Unpaid minimum required contributions for current year	2018-08-31	0
Unpaid minimum required contributions for all years	2018-08-31	0

Potentially related plans

STATE ROAD FAMILY PRACTICE PENSION PLAN [EIN = 813755932]

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:	STATE ROAD FAMILY PRACTICE, INC.
Employer identification number (EIN):	341634475
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1990-06-15
Company Identification Number:	775163
Legal Registered Office Address:	388 S. MAIN ST., SUITE 500 - AKRON United States of America (USA) 44311