Logo

GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN 401k Plan overview

Plan NameGRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN
Plan identification number 002

GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

GRAND TETON GASTROENTEROLOGY PA has sponsored the creation of one or more 401k plans.

Company Name:GRAND TETON GASTROENTEROLOGY PA
Employer identification number (EIN):820455786
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01TODD WILLIAMS, M.D.2021-05-17
0022020-01-01TODD WILLIAMS, M.D.2021-05-17
0022019-01-01TODD WILLIAMS, M.D.2020-05-26
0022018-01-01TODD WILLIAMS, M.D.2019-10-10 TODD WILLIAMS, M.D.2019-10-10
0022017-01-01TODD WILLIAMS, M.D.2018-04-19 TODD WILLIAMS, M.D.2018-04-19
0022016-01-01TODD WILLIAMS, M.D.2017-09-12 TODD WILLIAMS, M.D.2017-09-12

Plan Statistics for GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN

401k plan membership statisitcs for GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN

Measure Date Value
2020: GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-10-312,991,629
Acturial value of plan assets2020-10-312,991,629
Funding target for retired participants and beneficiaries receiving payment2020-10-310
Number of terminated vested participants2020-10-313
Fundng target for terminated vested participants2020-10-312,229
Active participant vested funding target2020-10-312,883,864
Number of active participants2020-10-3120
Total funding liabilities for active participants2020-10-312,883,864
Total participant count2020-10-3123
Total funding target for all participants2020-10-312,886,093
Balance at beginning of prior year after applicable adjustments2020-10-310
Prefunding balance at beginning of prior year after applicable adjustments2020-10-31128,551
Carryover balanced portion elected for use to offset prior years funding requirement2020-10-310
Prefunding balanced used to offset prior years funding requirement2020-10-310
Amount remaining of carryover balance2020-10-310
Amount remaining of prefunding balance2020-10-31128,551
Present value of excess contributions2020-10-31200,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-10-31200,951
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-10-310
Reductions in caryover balances due to elections or deemed elections2020-10-310
Reductions in prefunding balances due to elections or deemed elections2020-10-310
Balance of carryovers at beginning of current year2020-10-310
Balance of prefunding at beginning of current year2020-10-31146,458
Total employer contributions2020-10-310
Total employee contributions2020-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-10-310
Contributions made to avoid restrictions adjusted to valuation date2020-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-10-310
Unpaid minimum required contributions for all prior years2020-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-10-310
Remaining amount of unpaid minimum required contributions2020-10-310
Minimum required contributions for current year target normal cost2020-10-310
Net shortfall amortization installment of oustanding balance2020-10-3146,563
Total funding amount beforereflecting carryover/prefunding balances2020-10-316,223
Carryover balance elected to use to offset funding requirement2020-10-310
Prefunding balance elected to use to offset funding requirement2020-10-316,223
Additional cash requirement2020-10-310
Contributions allocatedtoward minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for current year2020-10-310
Unpaid minimum required contributions for all years2020-10-310
2019: GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-312,102,922
Acturial value of plan assets2019-12-312,102,922
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-312,865
Active participant vested funding target2019-12-311,846,968
Number of active participants2019-12-3120
Total funding liabilities for active participants2019-12-311,846,968
Total participant count2019-12-3123
Total funding target for all participants2019-12-311,849,833
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31128,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31128,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31128,551
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31128,551
Total employer contributions2019-12-31828,642
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31848,514
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31765,198
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31647,563
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31647,563
Contributions allocatedtoward minimum required contributions for current year2019-12-31848,514
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31968,622
Acturial value of plan assets2018-12-31968,622
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,015,650
Number of active participants2018-12-3121
Total funding liabilities for active participants2018-12-311,015,650
Total participant count2018-12-3121
Total funding target for all participants2018-12-311,015,650
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3121,862
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3121,862
Present value of excess contributions2018-12-31103,416
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31103,416
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3123,056
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31828,247
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31848,583
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31712,355
Net shortfall amortization installment of oustanding balance2018-12-3147,028
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31720,032
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31720,032
Contributions allocatedtoward minimum required contributions for current year2018-12-31848,583
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31222,262
Acturial value of plan assets2017-12-31222,262
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 target2017-12-31198,913
Number of active participants2017-12-3123
Total funding liabilities for active participants2017-12-31199,143
Total participant count2017-12-3123
Total funding target for all participants2017-12-31199,143
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3127,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3127,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3121,862
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3121,862
Total employer contributions2017-12-31828,815
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 date2017-12-31848,256
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 cost2017-12-31744,840
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31744,840
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31744,840
Contributions allocatedtoward minimum required contributions for current year2017-12-31848,256
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GRAND TETON GASTROENTEROLOGY, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-3117
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3117
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31211,463
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 date2016-12-31211,474
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 cost2016-12-31184,384
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31184,384
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31184,384
Contributions allocatedtoward minimum required contributions for current year2016-12-31211,474
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1