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DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDR. SIA SHAHRIARI DEFINED BENEFIT PLAN
Plan identification number 002

DR. SIA SHAHRIARI DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

DR. SIA SHAHRIARI has sponsored the creation of one or more 401k plans.

Company Name:DR. SIA SHAHRIARI
Employer identification number (EIN):710760051
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. SIA SHAHRIARI DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01SIAMAK SHAHRIARI
0022014-01-01SIAMAK SHAHRIARI
0022013-01-01SIAMAK SHAHRIARI
0022012-01-01SIAMAK SHAHRIARI
0022011-01-01SIAMAK SHAHRIARI
0022009-01-01SIAMAK SHAHRIARI
0022008-01-01

Plan Statistics for DR. SIA SHAHRIARI DEFINED BENEFIT PLAN

401k plan membership statisitcs for DR. SIA SHAHRIARI DEFINED BENEFIT PLAN

Measure Date Value
2017: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-312,490,931
Acturial value of plan assets2017-12-312,490,931
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-312,187,694
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-312,187,694
Total participant count2017-12-312
Total funding target for all participants2017-12-312,187,694
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,113,828
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3148,196
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,065,632
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31332,423
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31740,775
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31437,538
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3177,518
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3177,518
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,655,708
Acturial value of plan assets2016-12-312,655,708
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31684
Active participant vested funding target2016-12-311,832,899
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-311,832,899
Total participant count2016-12-315
Total funding target for all participants2016-12-311,833,583
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31843,531
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31843,531
Present value of excess contributions2016-12-31259,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31275,527
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31275,527
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,113,828
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31291,703
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3148,196
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3148,196
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DR. SIA SHAHRIARI DEFINED BENEFIT PLAN

Measure Date Value
2017 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total income from all sources2017-12-31$82,784
Expenses. Total of all expenses incurred2017-12-31$2,573,715
Benefits paid (including direct rollovers)2017-12-31$2,573,715
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$2,490,931
Value of fidelity bond covering the plan2017-12-31$850,000
Other income received2017-12-31$82,784
Net income (gross income less expenses)2017-12-31$-2,490,931
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,490,931
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$57,401
Expenses. Total of all expenses incurred2016-12-31$223,124
Benefits paid (including direct rollovers)2016-12-31$183,085
Total plan assets at end of year2016-12-31$2,490,931
Total plan assets at beginning of year2016-12-31$2,656,654
Value of fidelity bond covering the plan2016-12-31$850,000
Expenses. Other expenses not covered elsewhere2016-12-31$36,039
Other income received2016-12-31$57,401
Net income (gross income less expenses)2016-12-31$-165,723
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,490,931
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,656,654
Assets. Value of real-estate (other than employer real property)2016-12-31$450,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$261,240
Expenses. Total of all expenses incurred2015-12-31$145,475
Benefits paid (including direct rollovers)2015-12-31$145,475
Total plan assets at end of year2015-12-31$2,656,654
Total plan assets at beginning of year2015-12-31$2,540,889
Value of fidelity bond covering the plan2015-12-31$850,000
Other income received2015-12-31$-18,760
Net income (gross income less expenses)2015-12-31$115,765
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,656,654
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,540,889
Assets. Value of real-estate (other than employer real property)2015-12-31$450,000
Total contributions received or receivable from employer(s)2015-12-31$280,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$291,583
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$2,540,889
Total plan assets at beginning of year2014-12-31$2,249,306
Value of fidelity bond covering the plan2014-12-31$850,000
Other income received2014-12-31$51,583
Net income (gross income less expenses)2014-12-31$291,583
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,540,889
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,249,306
Assets. Value of real-estate (other than employer real property)2014-12-31$475,000
Total contributions received or receivable from employer(s)2014-12-31$240,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$300,144
Total plan assets at end of year2013-12-31$2,249,306
Total plan assets at beginning of year2013-12-31$1,949,162
Other income received2013-12-31$100,144
Net income (gross income less expenses)2013-12-31$300,144
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,249,306
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,949,162
Assets. Value of real-estate (other than employer real property)2013-12-31$475,000
Total contributions received or receivable from employer(s)2013-12-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$326,673
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,949,162
Total plan assets at beginning of year2012-12-31$1,622,489
Value of fidelity bond covering the plan2012-12-31$502,000
Other income received2012-12-31$26,673
Net income (gross income less expenses)2012-12-31$326,673
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,949,162
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,622,489
Assets. Value of real-estate (other than employer real property)2012-12-31$450,000
Total contributions received or receivable from employer(s)2012-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$219,809
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$1,622,489
Total plan assets at beginning of year2011-12-31$1,402,680
Value of fidelity bond covering the plan2011-12-31$502,000
Other income received2011-12-31$49,809
Net income (gross income less expenses)2011-12-31$219,809
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,622,489
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,402,680
Assets. Value of real-estate (other than employer real property)2011-12-31$450,000
Total contributions received or receivable from employer(s)2011-12-31$170,000
2010 : DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$157,914
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,402,680
Total plan assets at beginning of year2010-12-31$1,244,766
Value of fidelity bond covering the plan2010-12-31$502,000
Other income received2010-12-31$-16,535
Net income (gross income less expenses)2010-12-31$157,914
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,402,680
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,244,766
Assets. Value of real-estate (other than employer real property)2010-12-31$415,000
Total contributions received or receivable from employer(s)2010-12-31$174,449

Form 5500 Responses for DR. SIA SHAHRIARI DEFINED BENEFIT PLAN

2017: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: DR. SIA SHAHRIARI DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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