401k Plan data: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN plan

INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 401k Plan overview

Plan Name	INGRID P. WARMUTH, MD PA CASH BALANCE PLAN
Plan identification number	001

INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 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).
Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
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

INGRID P. WARMUTH, MD PA has sponsored the creation of one or more 401k plans.

Company Name: INGRID P. WARMUTH, MD PA

Employer identification number (EIN): 470854919

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INGRID P. WARMUTH, MD PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 INGRID P. WARMUTH 2024-05-08
001 2022-01-01 INGRID P. WARMUTH 2023-04-03
001 2021-01-01 INGRID P. WARMUTH 2022-08-05
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 INGRID WARMUTH 2013-10-02 INGRID WARMUTH 2013-10-02
001 2011-01-01 INGRID WARMUTH 2012-07-11 INGRID WARMUTH 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	INGRID P. WARMUTH	2024-05-08
001	2022-01-01	INGRID P. WARMUTH	2023-04-03
001	2021-01-01	INGRID P. WARMUTH	2022-08-05
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	INGRID WARMUTH	2013-10-02	INGRID WARMUTH	2013-10-02
001	2011-01-01	INGRID WARMUTH	2012-07-11	INGRID WARMUTH	2012-07-11

Plan Statistics for INGRID P. WARMUTH, MD PA CASH BALANCE PLAN

401k plan membership statisitcs for INGRID P. WARMUTH, MD PA CASH BALANCE PLAN

Measure Date Value
2022: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,435,512
Acturial value of plan assets 2022-12-31 2,435,512
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 26
Fundng target for terminated vested participants 2022-12-31 76,136
Active participant vested funding target 2022-12-31 2,128,900
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 2,128,900
Total participant count 2022-12-31 28
Total funding target for all participants 2022-12-31 2,205,036
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 272,295
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 27,663
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 244,632
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 259,334
Total employer contributions 2022-12-31 250,050
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 229,500
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 239,536
Net shortfall amortization installment of oustanding balance 2022-12-31 28,858
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 242,203
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 12,703
Additional cash requirement 2022-12-31 229,500
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 229,500
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,057,723
Acturial value of plan assets 2021-12-31 2,057,723
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 22,768
Active participant vested funding target 2021-12-31 1,827,729
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 1,829,837
Total participant count 2021-12-31 23
Total funding target for all participants 2021-12-31 1,852,605
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 275,290
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 27,117
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 248,173
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 272,295
Total employer contributions 2021-12-31 260,376
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 235,445
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 248,961
Net shortfall amortization installment of oustanding balance 2021-12-31 67,177
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 263,108
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 27,663
Additional cash requirement 2021-12-31 235,445
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 235,445
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,721,300
Acturial value of plan assets 2020-12-31 1,721,300
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 6,412
Active participant vested funding target 2020-12-31 1,592,395
Number of active participants 2020-12-31 27
Total funding liabilities for active participants 2020-12-31 1,594,242
Total participant count 2020-12-31 31
Total funding target for all participants 2020-12-31 1,600,654
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 236,118
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 236,118
Present value of excess contributions 2020-12-31 92,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 92,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 275,290
Total employer contributions 2020-12-31 178,313
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 166,876
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 168,462
Net shortfall amortization installment of oustanding balance 2020-12-31 154,644
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 193,993
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 27,117
Additional cash requirement 2020-12-31 166,876
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 166,876
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 2
2019: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,542,553
Acturial value of plan assets 2019-12-31 1,542,553
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 2,999
Active participant vested funding target 2019-12-31 1,223,955
Number of active participants 2019-12-31 19
Total funding liabilities for active participants 2019-12-31 1,223,955
Total participant count 2019-12-31 23
Total funding target for all participants 2019-12-31 1,226,954
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 202,889
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 202,889
Present value of excess contributions 2019-12-31 28,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 28,441
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 28,441
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 236,118
Total employer contributions 2019-12-31 184,110
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 176,353
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 150,683
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 83,976
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 83,976
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 176,353
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,166,970
Acturial value of plan assets 2018-12-31 1,166,970
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 3,563
Active participant vested funding target 2018-12-31 1,005,778
Number of active participants 2018-12-31 25
Total funding liabilities for active participants 2018-12-31 1,005,778
Total participant count 2018-12-31 28
Total funding target for all participants 2018-12-31 1,009,341
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 193,856
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 11,353
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 182,503
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 202,889
Total employer contributions 2018-12-31 171,669
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 2018-12-31 167,315
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 2018-12-31 138,874
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 2018-12-31 138,874
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 2018-12-31 138,874
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 167,315
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,061,514
Acturial value of plan assets 2017-12-31 1,061,514
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 4,649
Active participant vested funding target 2017-12-31 810,444
Number of active participants 2017-12-31 19
Total funding liabilities for active participants 2017-12-31 810,444
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 815,093
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 157,890
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 2017-12-31 157,890
Present value of excess contributions 2017-12-31 28,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 28,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 28,466
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 2017-12-31 193,856
Total employer contributions 2017-12-31 82,964
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 76,990
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 2017-12-31 130,396
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 88,997
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 12,007
Additional cash requirement 2017-12-31 76,990
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 76,990
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 804,926
Acturial value of plan assets 2016-12-31 804,926
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 4,037
Active participant vested funding target 2016-12-31 633,935
Number of active participants 2016-12-31 15
Total funding liabilities for active participants 2016-12-31 633,935
Total participant count 2016-12-31 19
Total funding target for all participants 2016-12-31 637,972
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 141,728
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 2016-12-31 141,728
Present value of excess contributions 2016-12-31 22,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 22,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 22,100
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 2016-12-31 157,890
Total employer contributions 2016-12-31 160,526
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 2016-12-31 149,961
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 2016-12-31 121,495
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 121,495
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 2016-12-31 121,495
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 149,961
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
2022: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,435,512
Acturial value of plan assets	2022-12-31	2,435,512
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	26
Fundng target for terminated vested participants	2022-12-31	76,136
Active participant vested funding target	2022-12-31	2,128,900
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,128,900
Total participant count	2022-12-31	28
Total funding target for all participants	2022-12-31	2,205,036
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	272,295
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	27,663
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	244,632
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	259,334
Total employer contributions	2022-12-31	250,050
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	229,500
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	239,536
Net shortfall amortization installment of oustanding balance	2022-12-31	28,858
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	242,203
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	12,703
Additional cash requirement	2022-12-31	229,500
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	229,500
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,057,723
Acturial value of plan assets	2021-12-31	2,057,723
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	22,768
Active participant vested funding target	2021-12-31	1,827,729
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	1,829,837
Total participant count	2021-12-31	23
Total funding target for all participants	2021-12-31	1,852,605
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	275,290
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	27,117
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	248,173
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	272,295
Total employer contributions	2021-12-31	260,376
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	235,445
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	248,961
Net shortfall amortization installment of oustanding balance	2021-12-31	67,177
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	263,108
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	27,663
Additional cash requirement	2021-12-31	235,445
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	235,445
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,721,300
Acturial value of plan assets	2020-12-31	1,721,300
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	6,412
Active participant vested funding target	2020-12-31	1,592,395
Number of active participants	2020-12-31	27
Total funding liabilities for active participants	2020-12-31	1,594,242
Total participant count	2020-12-31	31
Total funding target for all participants	2020-12-31	1,600,654
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	236,118
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	236,118
Present value of excess contributions	2020-12-31	92,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	92,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	275,290
Total employer contributions	2020-12-31	178,313
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	166,876
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	168,462
Net shortfall amortization installment of oustanding balance	2020-12-31	154,644
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	193,993
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	27,117
Additional cash requirement	2020-12-31	166,876
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	166,876
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	2
2019: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,542,553
Acturial value of plan assets	2019-12-31	1,542,553
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	2,999
Active participant vested funding target	2019-12-31	1,223,955
Number of active participants	2019-12-31	19
Total funding liabilities for active participants	2019-12-31	1,223,955
Total participant count	2019-12-31	23
Total funding target for all participants	2019-12-31	1,226,954
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	202,889
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	202,889
Present value of excess contributions	2019-12-31	28,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	28,441
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	28,441
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	236,118
Total employer contributions	2019-12-31	184,110
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	176,353
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	150,683
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	83,976
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	83,976
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	176,353
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,166,970
Acturial value of plan assets	2018-12-31	1,166,970
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	3,563
Active participant vested funding target	2018-12-31	1,005,778
Number of active participants	2018-12-31	25
Total funding liabilities for active participants	2018-12-31	1,005,778
Total participant count	2018-12-31	28
Total funding target for all participants	2018-12-31	1,009,341
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	193,856
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	11,353
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	182,503
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	202,889
Total employer contributions	2018-12-31	171,669
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	167,315
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	138,874
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	138,874
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	138,874
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	167,315
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,061,514
Acturial value of plan assets	2017-12-31	1,061,514
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	4,649
Active participant vested funding target	2017-12-31	810,444
Number of active participants	2017-12-31	19
Total funding liabilities for active participants	2017-12-31	810,444
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	815,093
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	157,890
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	157,890
Present value of excess contributions	2017-12-31	28,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	28,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	28,466
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	193,856
Total employer contributions	2017-12-31	82,964
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	76,990
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	130,396
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	88,997
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	12,007
Additional cash requirement	2017-12-31	76,990
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	76,990
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	804,926
Acturial value of plan assets	2016-12-31	804,926
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	4,037
Active participant vested funding target	2016-12-31	633,935
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	633,935
Total participant count	2016-12-31	19
Total funding target for all participants	2016-12-31	637,972
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	141,728
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	141,728
Present value of excess contributions	2016-12-31	22,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	22,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	22,100
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	157,890
Total employer contributions	2016-12-31	160,526
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	149,961
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	121,495
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	121,495
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	121,495
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	149,961
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on INGRID P. WARMUTH, MD PA CASH BALANCE PLAN

Measure	Date	Value
2020 : INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$344,789
Expenses. Total of all expenses incurred	2020-12-31	$10,853
Benefits paid (including direct rollovers)	2020-12-31	$2,107
Total plan assets at end of year	2020-12-31	$2,060,599
Total plan assets at beginning of year	2020-12-31	$1,726,663
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$166,476
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$333,936
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,060,599
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,726,663
Total contributions received or receivable from employer(s)	2020-12-31	$178,313
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,746
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0

Form 5500 Responses for INGRID P. WARMUTH, MD PA CASH BALANCE PLAN

2020: INGRID P. WARMUTH, MD PA CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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:	INGRID P. WARMUTH, MD PA
Employer identification number (EIN):	470854919
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)