401k Plan data: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST plan

HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST
Plan identification number	002

HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Life insurance

401k Sponsoring company profile

HOWARD B REINFELD & ASSOCIATES MD PA has sponsored the creation of one or more 401k plans.

Company Name: HOWARD B REINFELD & ASSOCIATES MD PA

Employer identification number (EIN): 592547841

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-12-31 LOUIS A. LONETTO 2022-10-14
002 2019-12-31 LOUIS A. LONETTO 2021-10-11
002 2019-12-31 LOUIS A. LONETTO 2021-10-11
002 2018-12-31 LOUIS A. LONETTO 2021-10-11
002 2017-12-31 LOUIS A. LONETTO 2021-10-11
002 2016-12-31 HOWARD B REINFELD 2018-10-12
002 2015-12-31 HOWARD B REINFELD 2017-05-11
002 2014-12-31 HOWARD B REINFELD 2016-09-01
002 2013-12-31 HOWARD B REINFELD 2015-09-30
002 2012-12-31 HOWARD B REINFELD 2014-07-29
002 2011-12-31 HOWARD B REINFELD 2013-07-16
002 2010-12-31 HOWARD B REINFELD
002 2009-12-31 HOWARD B REINFELD MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-12-31	LOUIS A. LONETTO	2022-10-14
002	2019-12-31	LOUIS A. LONETTO	2021-10-11
002	2019-12-31	LOUIS A. LONETTO	2021-10-11
002	2018-12-31	LOUIS A. LONETTO	2021-10-11
002	2017-12-31	LOUIS A. LONETTO	2021-10-11
002	2016-12-31	HOWARD B REINFELD	2018-10-12
002	2015-12-31	HOWARD B REINFELD	2017-05-11
002	2014-12-31	HOWARD B REINFELD	2016-09-01
002	2013-12-31	HOWARD B REINFELD	2015-09-30
002	2012-12-31	HOWARD B REINFELD	2014-07-29
002	2011-12-31	HOWARD B REINFELD	2013-07-16
002	2010-12-31	HOWARD B REINFELD
002	2009-12-31	HOWARD B REINFELD MD

Plan Statistics for HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2017: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-30 1,501,754
Acturial value of plan assets 2017-12-30 1,501,754
Funding target for retired participants and beneficiaries receiving payment 2017-12-30 0
Number of terminated vested participants 2017-12-30 1
Fundng target for terminated vested participants 2017-12-30 1,174
Active participant vested funding target 2017-12-30 1,278,579
Number of active participants 2017-12-30 4
Total funding liabilities for active participants 2017-12-30 1,293,569
Total participant count 2017-12-30 5
Total funding target for all participants 2017-12-30 1,294,743
Balance at beginning of prior year after applicable adjustments 2017-12-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-30 198,693
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-30 0
Prefunding balanced used to offset prior years funding requirement 2017-12-30 0
Amount remaining of carryover balance 2017-12-30 0
Amount remaining of prefunding balance 2017-12-30 198,693
Present value of excess contributions 2017-12-30 120,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-30 127,658
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-30 127,658
Reductions in caryover balances due to elections or deemed elections 2017-12-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-30 0
Balance of carryovers at beginning of current year 2017-12-30 0
Balance of prefunding at beginning of current year 2017-12-30 320,271
Total employer contributions 2017-12-30 0
Total employee contributions 2017-12-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-30 0
Unpaid minimum required contributions for all prior years 2017-12-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-30 0
Remaining amount of unpaid minimum required contributions 2017-12-30 0
Minimum required contributions for current year target normal cost 2017-12-30 185,559
Net shortfall amortization installment of oustanding balance 2017-12-30 11,326
Waiver amortization installment 2017-12-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-30 204,272
Carryover balance elected to use to offset funding requirement 2017-12-30 0
Prefunding balance elected to use to offset funding requirement 2017-12-30 204,272
Additional cash requirement 2017-12-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for current year 2017-12-30 0
Unpaid minimum required contributions for all years 2017-12-30 0
2010: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-12-31 4
Total number of active participants reported on line 7a of the Form 5500 2010-12-31 4
Number of retired or separated participants receiving benefits 2010-12-31 0
Number of other retired or separated participants entitled to future benefits 2010-12-31 0
Total of all active and inactive participants 2010-12-31 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-31 0
Total participants 2010-12-31 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-31 0
2009: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-12-31 4
Total number of active participants reported on line 7a of the Form 5500 2009-12-31 4
Number of retired or separated participants receiving benefits 2009-12-31 0
Number of other retired or separated participants entitled to future benefits 2009-12-31 0
Total of all active and inactive participants 2009-12-31 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-31 0
Total participants 2009-12-31 4
Number of participants with account balances 2009-12-31 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-31 0

Measure	Date	Value
2017: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-30	1,501,754
Acturial value of plan assets	2017-12-30	1,501,754
Funding target for retired participants and beneficiaries receiving payment	2017-12-30	0
Number of terminated vested participants	2017-12-30	1
Fundng target for terminated vested participants	2017-12-30	1,174
Active participant vested funding target	2017-12-30	1,278,579
Number of active participants	2017-12-30	4
Total funding liabilities for active participants	2017-12-30	1,293,569
Total participant count	2017-12-30	5
Total funding target for all participants	2017-12-30	1,294,743
Balance at beginning of prior year after applicable adjustments	2017-12-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-30	198,693
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-30	0
Prefunding balanced used to offset prior years funding requirement	2017-12-30	0
Amount remaining of carryover balance	2017-12-30	0
Amount remaining of prefunding balance	2017-12-30	198,693
Present value of excess contributions	2017-12-30	120,466
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-30	127,658
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-30	127,658
Reductions in caryover balances due to elections or deemed elections	2017-12-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-30	0
Balance of carryovers at beginning of current year	2017-12-30	0
Balance of prefunding at beginning of current year	2017-12-30	320,271
Total employer contributions	2017-12-30	0
Total employee contributions	2017-12-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-30	0
Unpaid minimum required contributions for all prior years	2017-12-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-30	0
Remaining amount of unpaid minimum required contributions	2017-12-30	0
Minimum required contributions for current year target normal cost	2017-12-30	185,559
Net shortfall amortization installment of oustanding balance	2017-12-30	11,326
Waiver amortization installment	2017-12-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-30	204,272
Carryover balance elected to use to offset funding requirement	2017-12-30	0
Prefunding balance elected to use to offset funding requirement	2017-12-30	204,272
Additional cash requirement	2017-12-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for current year	2017-12-30	0
Unpaid minimum required contributions for all years	2017-12-30	0
2010: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-12-31	4
Total number of active participants reported on line 7a of the Form 5500	2010-12-31	4
Number of retired or separated participants receiving benefits	2010-12-31	0
Number of other retired or separated participants entitled to future benefits	2010-12-31	0
Total of all active and inactive participants	2010-12-31	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-31	0
Total participants	2010-12-31	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-31	0
2009: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-12-31	4
Total number of active participants reported on line 7a of the Form 5500	2009-12-31	4
Number of retired or separated participants receiving benefits	2009-12-31	0
Number of other retired or separated participants entitled to future benefits	2009-12-31	0
Total of all active and inactive participants	2009-12-31	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-31	0
Total participants	2009-12-31	4
Number of participants with account balances	2009-12-31	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-31	0

Financial Data on HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2011 : HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2011-12-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-30	$0
2010 : HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2010-12-30	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-30	$0

Form 5500 Responses for HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST

2010: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-12-31	Type of plan entity	Single employer plan
2010-12-31	Submission has been amended	No
2010-12-31	This submission is the final filing	No
2010-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2010-12-31	Plan is a collectively bargained plan	No
2010-12-31	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2010-12-31	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009: HOWARD B REINFELD & ASSOCIATES MD PA DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-12-31	Type of plan entity	Single employer plan
2009-12-31	First time form 5500 has been submitted	Yes
2009-12-31	Submission has been amended	No
2009-12-31	This submission is the final filing	No
2009-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-31	Plan is a collectively bargained plan	No
2009-12-31	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-12-31	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )

Policy contract number

35155

Policy instance

Insurance contract or identification number	35155
Number of Individuals Covered	4
Insurance policy start date	2010-12-31
Insurance policy end date	2011-12-30
Total amount of commissions paid to insurance broker	USD $9,714
Total amount of fees paid to insurance company	USD $20
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )

Policy contract number

0351550

Policy instance

Insurance contract or identification number	0351550
Number of Individuals Covered	4
Insurance policy start date	2010-12-31
Insurance policy end date	2011-12-30
Total amount of commissions paid to insurance broker	USD $17,963
Total amount of fees paid to insurance company	USD $3,772
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HOWARD B REINFELD & ASSOCIATES MD PA
Employer identification number (EIN):	592547841
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)