401k Plan data: DIANE R. KRIEGER, M.D. CASH BALANCE PLAN plan

DIANE R. KRIEGER, M.D. CASH BALANCE PLAN 401k Plan overview

Plan Name	DIANE R. KRIEGER, M.D. CASH BALANCE PLAN
Plan identification number	002

DIANE R. KRIEGER, M.D. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).

401k Sponsoring company profile

ENDOCRINOLOGY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ENDOCRINOLOGY ASSOCIATES, P.A.

Employer identification number (EIN): 812245420

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

Additional information about ENDOCRINOLOGY ASSOCIATES, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2016-04-12

Company Identification Number: P16000033268

Legal Registered Office Address: 6141 SUNSET DRIVE

SOUTH MIAMI

33143

More information about ENDOCRINOLOGY ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIANE R. KRIEGER, M.D. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01

Plan Statistics for DIANE R. KRIEGER, M.D. CASH BALANCE PLAN

401k plan membership statisitcs for DIANE R. KRIEGER, M.D. CASH BALANCE PLAN

Measure Date Value
2018: DIANE R. KRIEGER, M.D. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 234,118
Acturial value of plan assets 2018-12-31 234,118
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 231,810
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 235,947
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 235,947
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 10,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 10,529
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 0
Total employer contributions 2018-12-31 20,544
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 19,155
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 2018-12-31 544
Net shortfall amortization installment of oustanding balance 2018-12-31 1,829
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 711
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 2018-12-31 711
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 19,155
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2018: DIANE R. KRIEGER, M.D. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	234,118
Acturial value of plan assets	2018-12-31	234,118
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	231,810
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	235,947
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	235,947
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	10,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	10,529
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	0
Total employer contributions	2018-12-31	20,544
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	19,155
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	544
Net shortfall amortization installment of oustanding balance	2018-12-31	1,829
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	711
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	711
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	19,155
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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Company Name:	ENDOCRINOLOGY ASSOCIATES, P.A.
Employer identification number (EIN):	812245420
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2016-04-12
Company Identification Number:	P16000033268
Legal Registered Office Address:	6141 SUNSET DRIVE SOUTH MIAMI 33143