401k Plan data: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST plan

SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan Name	SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number	002

SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

SARPY COUNTY OB/GYN, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SARPY COUNTY OB/GYN, P.C.

Employer identification number (EIN): 470843122

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION 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 KAY THATCHER 2020-01-13 KAY THATCHER 2020-01-13
002 2018-01-01 KAY THATCHER 2019-07-19 KAY THATCHER 2019-07-19
002 2017-01-01 KAY THATCHER 2018-10-15 KAY THATCHER 2018-10-15
002 2016-01-01 KAY THATCHER 2017-10-16 KAY THATCHER 2017-10-16
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 SEAN MCFADDEN, M.D. 2013-10-15 SEAN MCFADDEN, M.D. 2013-10-15
002 2011-01-01 SEAN MCFADDEN, M.D. 2012-10-11 SEAN MCFADDEN, M.D. 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	KAY THATCHER	2020-01-13	KAY THATCHER	2020-01-13
002	2018-01-01	KAY THATCHER	2019-07-19	KAY THATCHER	2019-07-19
002	2017-01-01	KAY THATCHER	2018-10-15	KAY THATCHER	2018-10-15
002	2016-01-01	KAY THATCHER	2017-10-16	KAY THATCHER	2017-10-16
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	SEAN MCFADDEN, M.D.	2013-10-15	SEAN MCFADDEN, M.D.	2013-10-15
002	2011-01-01	SEAN MCFADDEN, M.D.	2012-10-11	SEAN MCFADDEN, M.D.	2012-10-11

Plan Statistics for SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2018: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,341,787
Acturial value of plan assets 2018-12-31 1,341,787
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 16,457
Active participant vested funding target 2018-12-31 1,391,730
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,391,730
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 1,408,187
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 59,549
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 59,549
Present value of excess contributions 2018-12-31 51,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 51,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 51,080
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 2018-12-31 119,389
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 2018-12-31 192,391
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 31,408
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 31,408
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: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,361,724
Acturial value of plan assets 2017-12-31 1,361,724
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 14,599
Active participant vested funding target 2017-12-31 1,282,411
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,282,411
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 1,297,010
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 237,519
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 2017-12-31 182,676
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 54,843
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 59,549
Total employer contributions 2017-12-31 53,124
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 51,080
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 51,080
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,164,407
Acturial value of plan assets 2016-12-31 1,164,407
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 12,055
Active participant vested funding target 2016-12-31 992,622
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 992,622
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,004,677
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 104,538
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 2016-12-31 104,538
Present value of excess contributions 2016-12-31 136,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 136,974
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 136,974
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 2016-12-31 237,519
Total employer contributions 2016-12-31 25,000
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 22,490
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 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 2016-12-31 191,646
Net shortfall amortization installment of oustanding balance 2016-12-31 91,874
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 209,025
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 186,535
Additional cash requirement 2016-12-31 22,490
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 22,490
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,341,787
Acturial value of plan assets	2018-12-31	1,341,787
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	16,457
Active participant vested funding target	2018-12-31	1,391,730
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,391,730
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,408,187
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	59,549
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	59,549
Present value of excess contributions	2018-12-31	51,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	51,080
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	51,080
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	119,389
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	192,391
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	31,408
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	31,408
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: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,361,724
Acturial value of plan assets	2017-12-31	1,361,724
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	14,599
Active participant vested funding target	2017-12-31	1,282,411
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,282,411
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	1,297,010
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	237,519
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	182,676
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	54,843
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	59,549
Total employer contributions	2017-12-31	53,124
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	51,080
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	51,080
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SARPY COUNTY OB/GYN, P.C. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,164,407
Acturial value of plan assets	2016-12-31	1,164,407
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	12,055
Active participant vested funding target	2016-12-31	992,622
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	992,622
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,004,677
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	104,538
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	104,538
Present value of excess contributions	2016-12-31	136,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	136,974
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	136,974
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	237,519
Total employer contributions	2016-12-31	25,000
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	22,490
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	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	191,646
Net shortfall amortization installment of oustanding balance	2016-12-31	91,874
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	209,025
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	186,535
Additional cash requirement	2016-12-31	22,490
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	22,490
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	SARPY COUNTY OB/GYN, P.C.
Employer identification number (EIN):	470843122
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)