401k Plan data: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN plan

FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.

401k Sponsoring company profile

INTEGRATIVE MEDICAL GROUP OF IRVINE has sponsored the creation of one or more 401k plans.

Company Name: INTEGRATIVE MEDICAL GROUP OF IRVINE

Employer identification number (EIN): 953745832

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-02-01 ROBERT TYGENHOF 2021-10-26 ROBERT TYGENHOF 2021-10-26
001 2019-02-01
001 2018-02-01
001 2017-02-01 ROBERT TYGENHOF ROBERT TYGENHOF 2018-10-22
001 2016-02-01 ROBERT TYGENHOF ROBERT TYGENHOF 2017-11-07
001 2015-02-01 ROBERT TYGENHOF ROBERT TYGENHOF 2016-11-08
001 2014-02-01 ROBERT TYGENHOF ROBERT TYGENHOF 2015-11-06
001 2013-02-01 ROBERT TYGENHOF ROBERT TYGENHOF 2014-11-03
001 2012-02-01 ROBERT TYGENHOF ROBERT TYGENHOF 2013-11-05
001 2011-02-01 ROBERT W. TYGENHOF ROBERT W. TYGENHOF 2012-10-27
001 2010-02-01 FELICE GERSH FELICE GERSH 2011-11-09
001 2009-02-01 FELICE L. GERSH FELICE L. GERSH 2010-11-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-02-01	ROBERT TYGENHOF	2021-10-26	ROBERT TYGENHOF	2021-10-26
001	2019-02-01
001	2018-02-01
001	2017-02-01	ROBERT TYGENHOF		ROBERT TYGENHOF	2018-10-22
001	2016-02-01	ROBERT TYGENHOF		ROBERT TYGENHOF	2017-11-07
001	2015-02-01	ROBERT TYGENHOF		ROBERT TYGENHOF	2016-11-08
001	2014-02-01	ROBERT TYGENHOF		ROBERT TYGENHOF	2015-11-06
001	2013-02-01	ROBERT TYGENHOF		ROBERT TYGENHOF	2014-11-03
001	2012-02-01	ROBERT TYGENHOF		ROBERT TYGENHOF	2013-11-05
001	2011-02-01	ROBERT W. TYGENHOF		ROBERT W. TYGENHOF	2012-10-27
001	2010-02-01	FELICE GERSH		FELICE GERSH	2011-11-09
001	2009-02-01	FELICE L. GERSH		FELICE L. GERSH	2010-11-12

Plan Statistics for FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-01-31 1,533,561
Acturial value of plan assets 2020-01-31 1,533,561
Funding target for retired participants and beneficiaries receiving payment 2020-01-31 0
Number of terminated vested participants 2020-01-31 23
Fundng target for terminated vested participants 2020-01-31 177,930
Active participant vested funding target 2020-01-31 959,743
Number of active participants 2020-01-31 1
Total funding liabilities for active participants 2020-01-31 959,743
Total participant count 2020-01-31 24
Total funding target for all participants 2020-01-31 1,137,673
Balance at beginning of prior year after applicable adjustments 2020-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-01-31 413,792
Carryover balanced portion elected for use to offset prior years funding requirement 2020-01-31 0
Prefunding balanced used to offset prior years funding requirement 2020-01-31 80,131
Amount remaining of carryover balance 2020-01-31 0
Amount remaining of prefunding balance 2020-01-31 333,661
Present value of excess contributions 2020-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-01-31 0
Reductions in caryover balances due to elections or deemed elections 2020-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-01-31 0
Balance of carryovers at beginning of current year 2020-01-31 0
Balance of prefunding at beginning of current year 2020-01-31 324,852
Total employer contributions 2020-01-31 200,000
Total employee contributions 2020-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-01-31 201,364
Liquidity shortfalls end of Q1 2020-01-31 0
Liquidity shortfalls end of Q2 2020-01-31 0
Liquidity shortfalls end of Q3 2020-01-31 0
Liquidity shortfalls end of Q4 2020-01-31 0
Unpaid minimum required contributions for all prior years 2020-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-01-31 0
Remaining amount of unpaid minimum required contributions 2020-01-31 0
Minimum required contributions for current year target normal cost 2020-01-31 165,912
Net shortfall amortization installment of oustanding balance 2020-01-31 0
Waiver amortization installment 2020-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-01-31 112,353
Carryover balance elected to use to offset funding requirement 2020-01-31 0
Prefunding balance elected to use to offset funding requirement 2020-01-31 0
Additional cash requirement 2020-01-31 112,353
Contributions allocatedtoward minimum required contributions for current year 2020-01-31 201,364
Unpaid minimum required contributions for current year 2020-01-31 0
Unpaid minimum required contributions for all years 2020-01-31 0
2019: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 26
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 1
Number of retired or separated participants receiving benefits 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 25
Total of all active and inactive participants 2019-02-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-02-01 0
Total participants 2019-02-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-02-01 0
Market value of plan assets 2019-01-31 1,482,831
Acturial value of plan assets 2019-01-31 1,482,831
Funding target for retired participants and beneficiaries receiving payment 2019-01-31 0
Number of terminated vested participants 2019-01-31 24
Fundng target for terminated vested participants 2019-01-31 265,112
Active participant vested funding target 2019-01-31 909,002
Number of active participants 2019-01-31 1
Total funding liabilities for active participants 2019-01-31 909,002
Total participant count 2019-01-31 25
Total funding target for all participants 2019-01-31 1,174,114
Balance at beginning of prior year after applicable adjustments 2019-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-01-31 278,458
Carryover balanced portion elected for use to offset prior years funding requirement 2019-01-31 0
Prefunding balanced used to offset prior years funding requirement 2019-01-31 0
Amount remaining of carryover balance 2019-01-31 0
Amount remaining of prefunding balance 2019-01-31 278,458
Present value of excess contributions 2019-01-31 96,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-01-31 96,099
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-01-31 96,099
Reductions in caryover balances due to elections or deemed elections 2019-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-01-31 0
Balance of carryovers at beginning of current year 2019-01-31 0
Balance of prefunding at beginning of current year 2019-01-31 413,792
Contributions allocated toward unpaid minimum require contributions from prior years 2019-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-01-31 0
Unpaid minimum required contributions for all prior years 2019-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-01-31 0
Remaining amount of unpaid minimum required contributions 2019-01-31 0
Minimum required contributions for current year target normal cost 2019-01-31 63,681
Net shortfall amortization installment of oustanding balance 2019-01-31 128,202
Waiver amortization installment 2019-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-01-31 84,610
Carryover balance elected to use to offset funding requirement 2019-01-31 0
Prefunding balance elected to use to offset funding requirement 2019-01-31 84,610
Additional cash requirement 2019-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-01-31 0
Unpaid minimum required contributions for current year 2019-01-31 0
Unpaid minimum required contributions for all years 2019-01-31 0
2018: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 27
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 1
Number of retired or separated participants receiving benefits 2018-02-01 0
Number of other retired or separated participants entitled to future benefits 2018-02-01 24
Total of all active and inactive participants 2018-02-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-02-01 0
Total participants 2018-02-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-02-01 0
Market value of plan assets 2018-01-31 1,472,984
Acturial value of plan assets 2018-01-31 1,472,984
Funding target for retired participants and beneficiaries receiving payment 2018-01-31 0
Number of terminated vested participants 2018-01-31 25
Fundng target for terminated vested participants 2018-01-31 189,118
Active participant vested funding target 2018-01-31 915,404
Number of active participants 2018-01-31 3
Total funding liabilities for active participants 2018-01-31 915,404
Total participant count 2018-01-31 28
Total funding target for all participants 2018-01-31 1,104,522
Balance at beginning of prior year after applicable adjustments 2018-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-01-31 212,155
Carryover balanced portion elected for use to offset prior years funding requirement 2018-01-31 0
Prefunding balanced used to offset prior years funding requirement 2018-01-31 0
Amount remaining of carryover balance 2018-01-31 0
Amount remaining of prefunding balance 2018-01-31 212,155
Present value of excess contributions 2018-01-31 42,351
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-01-31 42,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-01-31 42,351
Reductions in caryover balances due to elections or deemed elections 2018-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-01-31 0
Balance of carryovers at beginning of current year 2018-01-31 0
Balance of prefunding at beginning of current year 2018-01-31 278,458
Total employer contributions 2018-01-31 100,000
Total employee contributions 2018-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-01-31 96,099
Liquidity shortfalls end of Q1 2018-01-31 0
Liquidity shortfalls end of Q2 2018-01-31 0
Liquidity shortfalls end of Q3 2018-01-31 0
Liquidity shortfalls end of Q4 2018-01-31 0
Unpaid minimum required contributions for all prior years 2018-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-01-31 0
Remaining amount of unpaid minimum required contributions 2018-01-31 0
Minimum required contributions for current year target normal cost 2018-01-31 55,326
Net shortfall amortization installment of oustanding balance 2018-01-31 0
Waiver amortization installment 2018-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-01-31 0
Carryover balance elected to use to offset funding requirement 2018-01-31 0
Prefunding balance elected to use to offset funding requirement 2018-01-31 0
Additional cash requirement 2018-01-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-01-31 96,099
Unpaid minimum required contributions for current year 2018-01-31 0
Unpaid minimum required contributions for all years 2018-01-31 0
2017: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 28
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 3
Number of retired or separated participants receiving benefits 2017-02-01 0
Number of other retired or separated participants entitled to future benefits 2017-02-01 25
Total of all active and inactive participants 2017-02-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-02-01 0
Total participants 2017-02-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-02-01 0
Market value of plan assets 2017-01-31 1,198,111
Acturial value of plan assets 2017-01-31 1,198,111
Funding target for retired participants and beneficiaries receiving payment 2017-01-31 0
Number of terminated vested participants 2017-01-31 23
Fundng target for terminated vested participants 2017-01-31 172,350
Active participant vested funding target 2017-01-31 915,278
Number of active participants 2017-01-31 4
Total funding liabilities for active participants 2017-01-31 915,278
Total participant count 2017-01-31 27
Total funding target for all participants 2017-01-31 1,087,628
Balance at beginning of prior year after applicable adjustments 2017-01-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-01-31 286,605
Carryover balanced portion elected for use to offset prior years funding requirement 2017-01-31 0
Prefunding balanced used to offset prior years funding requirement 2017-01-31 65,357
Amount remaining of carryover balance 2017-01-31 0
Amount remaining of prefunding balance 2017-01-31 221,248
Present value of excess contributions 2017-01-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-01-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-01-31 0
Reductions in caryover balances due to elections or deemed elections 2017-01-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-01-31 0
Balance of carryovers at beginning of current year 2017-01-31 0
Balance of prefunding at beginning of current year 2017-01-31 212,155
Total employer contributions 2017-01-31 100,000
Total employee contributions 2017-01-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-01-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-01-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-01-31 93,939
Liquidity shortfalls end of Q1 2017-01-31 0
Liquidity shortfalls end of Q2 2017-01-31 0
Liquidity shortfalls end of Q3 2017-01-31 0
Liquidity shortfalls end of Q4 2017-01-31 0
Unpaid minimum required contributions for all prior years 2017-01-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-01-31 0
Remaining amount of unpaid minimum required contributions 2017-01-31 0
Minimum required contributions for current year target normal cost 2017-01-31 0
Net shortfall amortization installment of oustanding balance 2017-01-31 114,398
Waiver amortization installment 2017-01-31 0
Waived amount of outstanding balance 2017-01-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-01-31 51,588
Carryover balance elected to use to offset funding requirement 2017-01-31 0
Prefunding balance elected to use to offset funding requirement 2017-01-31 0
Additional cash requirement 2017-01-31 51,588
Contributions allocatedtoward minimum required contributions for current year 2017-01-31 93,939
Unpaid minimum required contributions for current year 2017-01-31 0
Unpaid minimum required contributions for all years 2017-01-31 0
2016: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 30
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 4
Number of retired or separated participants receiving benefits 2016-02-01 0
Number of other retired or separated participants entitled to future benefits 2016-02-01 23
Total of all active and inactive participants 2016-02-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-02-01 0
Total participants 2016-02-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-02-01 0
2015: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 33
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 5
Number of retired or separated participants receiving benefits 2015-02-01 0
Number of other retired or separated participants entitled to future benefits 2015-02-01 24
Total of all active and inactive participants 2015-02-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-02-01 0
Total participants 2015-02-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-02-01 0
2014: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 8
Number of retired or separated participants receiving benefits 2014-02-01 0
Number of other retired or separated participants entitled to future benefits 2014-02-01 25
Total of all active and inactive participants 2014-02-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-02-01 0
Total participants 2014-02-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-02-01 0
2013: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 8
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 26
Total of all active and inactive participants 2013-02-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 39
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 11
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 29
Total of all active and inactive participants 2012-02-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 35
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 9
Number of retired or separated participants receiving benefits 2011-02-01 0
Number of other retired or separated participants entitled to future benefits 2011-02-01 25
Total of all active and inactive participants 2011-02-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 0
Total participants 2011-02-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 2
2010: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-02-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 16
Number of retired or separated participants receiving benefits 2010-02-01 0
Number of other retired or separated participants entitled to future benefits 2010-02-01 19
Total of all active and inactive participants 2010-02-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 0
Total participants 2010-02-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-02-01 0
2009: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 14
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 22
Total of all active and inactive participants 2009-02-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 0
Total participants 2009-02-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 1

Measure	Date	Value
2020: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-01-31	1,533,561
Acturial value of plan assets	2020-01-31	1,533,561
Funding target for retired participants and beneficiaries receiving payment	2020-01-31	0
Number of terminated vested participants	2020-01-31	23
Fundng target for terminated vested participants	2020-01-31	177,930
Active participant vested funding target	2020-01-31	959,743
Number of active participants	2020-01-31	1
Total funding liabilities for active participants	2020-01-31	959,743
Total participant count	2020-01-31	24
Total funding target for all participants	2020-01-31	1,137,673
Balance at beginning of prior year after applicable adjustments	2020-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-01-31	413,792
Carryover balanced portion elected for use to offset prior years funding requirement	2020-01-31	0
Prefunding balanced used to offset prior years funding requirement	2020-01-31	80,131
Amount remaining of carryover balance	2020-01-31	0
Amount remaining of prefunding balance	2020-01-31	333,661
Present value of excess contributions	2020-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-01-31	0
Reductions in caryover balances due to elections or deemed elections	2020-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-01-31	0
Balance of carryovers at beginning of current year	2020-01-31	0
Balance of prefunding at beginning of current year	2020-01-31	324,852
Total employer contributions	2020-01-31	200,000
Total employee contributions	2020-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-01-31	201,364
Liquidity shortfalls end of Q1	2020-01-31	0
Liquidity shortfalls end of Q2	2020-01-31	0
Liquidity shortfalls end of Q3	2020-01-31	0
Liquidity shortfalls end of Q4	2020-01-31	0
Unpaid minimum required contributions for all prior years	2020-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-01-31	0
Remaining amount of unpaid minimum required contributions	2020-01-31	0
Minimum required contributions for current year target normal cost	2020-01-31	165,912
Net shortfall amortization installment of oustanding balance	2020-01-31	0
Waiver amortization installment	2020-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-01-31	112,353
Carryover balance elected to use to offset funding requirement	2020-01-31	0
Prefunding balance elected to use to offset funding requirement	2020-01-31	0
Additional cash requirement	2020-01-31	112,353
Contributions allocatedtoward minimum required contributions for current year	2020-01-31	201,364
Unpaid minimum required contributions for current year	2020-01-31	0
Unpaid minimum required contributions for all years	2020-01-31	0
2019: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	26
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	1
Number of retired or separated participants receiving benefits	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	25
Total of all active and inactive participants	2019-02-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-02-01	0
Total participants	2019-02-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-02-01	0
Market value of plan assets	2019-01-31	1,482,831
Acturial value of plan assets	2019-01-31	1,482,831
Funding target for retired participants and beneficiaries receiving payment	2019-01-31	0
Number of terminated vested participants	2019-01-31	24
Fundng target for terminated vested participants	2019-01-31	265,112
Active participant vested funding target	2019-01-31	909,002
Number of active participants	2019-01-31	1
Total funding liabilities for active participants	2019-01-31	909,002
Total participant count	2019-01-31	25
Total funding target for all participants	2019-01-31	1,174,114
Balance at beginning of prior year after applicable adjustments	2019-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-01-31	278,458
Carryover balanced portion elected for use to offset prior years funding requirement	2019-01-31	0
Prefunding balanced used to offset prior years funding requirement	2019-01-31	0
Amount remaining of carryover balance	2019-01-31	0
Amount remaining of prefunding balance	2019-01-31	278,458
Present value of excess contributions	2019-01-31	96,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-01-31	96,099
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-01-31	96,099
Reductions in caryover balances due to elections or deemed elections	2019-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-01-31	0
Balance of carryovers at beginning of current year	2019-01-31	0
Balance of prefunding at beginning of current year	2019-01-31	413,792
Contributions allocated toward unpaid minimum require contributions from prior years	2019-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-01-31	0
Unpaid minimum required contributions for all prior years	2019-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-01-31	0
Remaining amount of unpaid minimum required contributions	2019-01-31	0
Minimum required contributions for current year target normal cost	2019-01-31	63,681
Net shortfall amortization installment of oustanding balance	2019-01-31	128,202
Waiver amortization installment	2019-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-01-31	84,610
Carryover balance elected to use to offset funding requirement	2019-01-31	0
Prefunding balance elected to use to offset funding requirement	2019-01-31	84,610
Additional cash requirement	2019-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for all years	2019-01-31	0
2018: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	27
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	1
Number of retired or separated participants receiving benefits	2018-02-01	0
Number of other retired or separated participants entitled to future benefits	2018-02-01	24
Total of all active and inactive participants	2018-02-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-02-01	0
Total participants	2018-02-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-02-01	0
Market value of plan assets	2018-01-31	1,472,984
Acturial value of plan assets	2018-01-31	1,472,984
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	0
Number of terminated vested participants	2018-01-31	25
Fundng target for terminated vested participants	2018-01-31	189,118
Active participant vested funding target	2018-01-31	915,404
Number of active participants	2018-01-31	3
Total funding liabilities for active participants	2018-01-31	915,404
Total participant count	2018-01-31	28
Total funding target for all participants	2018-01-31	1,104,522
Balance at beginning of prior year after applicable adjustments	2018-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	212,155
Carryover balanced portion elected for use to offset prior years funding requirement	2018-01-31	0
Prefunding balanced used to offset prior years funding requirement	2018-01-31	0
Amount remaining of carryover balance	2018-01-31	0
Amount remaining of prefunding balance	2018-01-31	212,155
Present value of excess contributions	2018-01-31	42,351
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	42,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-01-31	42,351
Reductions in caryover balances due to elections or deemed elections	2018-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-01-31	0
Balance of carryovers at beginning of current year	2018-01-31	0
Balance of prefunding at beginning of current year	2018-01-31	278,458
Total employer contributions	2018-01-31	100,000
Total employee contributions	2018-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	96,099
Liquidity shortfalls end of Q1	2018-01-31	0
Liquidity shortfalls end of Q2	2018-01-31	0
Liquidity shortfalls end of Q3	2018-01-31	0
Liquidity shortfalls end of Q4	2018-01-31	0
Unpaid minimum required contributions for all prior years	2018-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-01-31	0
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	55,326
Net shortfall amortization installment of oustanding balance	2018-01-31	0
Waiver amortization installment	2018-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	0
Carryover balance elected to use to offset funding requirement	2018-01-31	0
Prefunding balance elected to use to offset funding requirement	2018-01-31	0
Additional cash requirement	2018-01-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	96,099
Unpaid minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for all years	2018-01-31	0
2017: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	28
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	3
Number of retired or separated participants receiving benefits	2017-02-01	0
Number of other retired or separated participants entitled to future benefits	2017-02-01	25
Total of all active and inactive participants	2017-02-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-02-01	0
Total participants	2017-02-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-02-01	0
Market value of plan assets	2017-01-31	1,198,111
Acturial value of plan assets	2017-01-31	1,198,111
Funding target for retired participants and beneficiaries receiving payment	2017-01-31	0
Number of terminated vested participants	2017-01-31	23
Fundng target for terminated vested participants	2017-01-31	172,350
Active participant vested funding target	2017-01-31	915,278
Number of active participants	2017-01-31	4
Total funding liabilities for active participants	2017-01-31	915,278
Total participant count	2017-01-31	27
Total funding target for all participants	2017-01-31	1,087,628
Balance at beginning of prior year after applicable adjustments	2017-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-01-31	286,605
Carryover balanced portion elected for use to offset prior years funding requirement	2017-01-31	0
Prefunding balanced used to offset prior years funding requirement	2017-01-31	65,357
Amount remaining of carryover balance	2017-01-31	0
Amount remaining of prefunding balance	2017-01-31	221,248
Present value of excess contributions	2017-01-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-01-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-01-31	0
Reductions in caryover balances due to elections or deemed elections	2017-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-01-31	0
Balance of carryovers at beginning of current year	2017-01-31	0
Balance of prefunding at beginning of current year	2017-01-31	212,155
Total employer contributions	2017-01-31	100,000
Total employee contributions	2017-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-01-31	93,939
Liquidity shortfalls end of Q1	2017-01-31	0
Liquidity shortfalls end of Q2	2017-01-31	0
Liquidity shortfalls end of Q3	2017-01-31	0
Liquidity shortfalls end of Q4	2017-01-31	0
Unpaid minimum required contributions for all prior years	2017-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-01-31	0
Remaining amount of unpaid minimum required contributions	2017-01-31	0
Minimum required contributions for current year target normal cost	2017-01-31	0
Net shortfall amortization installment of oustanding balance	2017-01-31	114,398
Waiver amortization installment	2017-01-31	0
Waived amount of outstanding balance	2017-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-01-31	51,588
Carryover balance elected to use to offset funding requirement	2017-01-31	0
Prefunding balance elected to use to offset funding requirement	2017-01-31	0
Additional cash requirement	2017-01-31	51,588
Contributions allocatedtoward minimum required contributions for current year	2017-01-31	93,939
Unpaid minimum required contributions for current year	2017-01-31	0
Unpaid minimum required contributions for all years	2017-01-31	0
2016: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	30
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	4
Number of retired or separated participants receiving benefits	2016-02-01	0
Number of other retired or separated participants entitled to future benefits	2016-02-01	23
Total of all active and inactive participants	2016-02-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-02-01	0
Total participants	2016-02-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-02-01	0
2015: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	33
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	5
Number of retired or separated participants receiving benefits	2015-02-01	0
Number of other retired or separated participants entitled to future benefits	2015-02-01	24
Total of all active and inactive participants	2015-02-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-02-01	0
Total participants	2015-02-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-02-01	0
2014: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	8
Number of retired or separated participants receiving benefits	2014-02-01	0
Number of other retired or separated participants entitled to future benefits	2014-02-01	25
Total of all active and inactive participants	2014-02-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-02-01	0
Total participants	2014-02-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-02-01	0
2013: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	8
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	26
Total of all active and inactive participants	2013-02-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	39
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	11
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	29
Total of all active and inactive participants	2012-02-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	35
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	9
Number of retired or separated participants receiving benefits	2011-02-01	0
Number of other retired or separated participants entitled to future benefits	2011-02-01	25
Total of all active and inactive participants	2011-02-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	0
Total participants	2011-02-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	2
2010: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-02-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	16
Number of retired or separated participants receiving benefits	2010-02-01	0
Number of other retired or separated participants entitled to future benefits	2010-02-01	19
Total of all active and inactive participants	2010-02-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	0
Total participants	2010-02-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-02-01	0
2009: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	14
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	22
Total of all active and inactive participants	2009-02-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	0
Total participants	2009-02-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	1

Financial Data on FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2020 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-01-31	$0
Total plan liabilities at end of year	2020-01-31	$0
Total plan liabilities at beginning of year	2020-01-31	$0
Total income from all sources	2020-01-31	$369,357
Expenses. Total of all expenses incurred	2020-01-31	$116,503
Benefits paid (including direct rollovers)	2020-01-31	$116,503
Total plan assets at end of year	2020-01-31	$1,735,685
Total plan assets at beginning of year	2020-01-31	$1,482,831
Value of fidelity bond covering the plan	2020-01-31	$120,000
Total contributions received or receivable from participants	2020-01-31	$0
Expenses. Other expenses not covered elsewhere	2020-01-31	$0
Contributions received from other sources (not participants or employers)	2020-01-31	$0
Other income received	2020-01-31	$169,357
Noncash contributions received	2020-01-31	$0
Net income (gross income less expenses)	2020-01-31	$252,854
Net plan assets at end of year (total assets less liabilities)	2020-01-31	$1,735,685
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$1,482,831
Total contributions received or receivable from employer(s)	2020-01-31	$200,000
Value of certain deemed distributions of participant loans	2020-01-31	$0
Value of corrective distributions	2020-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-01-31	$0
2019 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-01-31	$0
Total plan liabilities at end of year	2019-01-31	$0
Total plan liabilities at beginning of year	2019-01-31	$0
Total income from all sources	2019-01-31	$-38,338
Expenses. Total of all expenses incurred	2019-01-31	$51,815
Benefits paid (including direct rollovers)	2019-01-31	$51,815
Total plan assets at end of year	2019-01-31	$1,482,831
Total plan assets at beginning of year	2019-01-31	$1,572,984
Value of fidelity bond covering the plan	2019-01-31	$120,000
Total contributions received or receivable from participants	2019-01-31	$0
Expenses. Other expenses not covered elsewhere	2019-01-31	$0
Contributions received from other sources (not participants or employers)	2019-01-31	$0
Other income received	2019-01-31	$-38,338
Noncash contributions received	2019-01-31	$0
Net income (gross income less expenses)	2019-01-31	$-90,153
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$1,482,831
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$1,572,984
Total contributions received or receivable from employer(s)	2019-01-31	$0
Value of certain deemed distributions of participant loans	2019-01-31	$0
Value of corrective distributions	2019-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-01-31	$0
2018 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-01-31	$0
Total plan liabilities at end of year	2018-01-31	$0
Total plan liabilities at beginning of year	2018-01-31	$0
Total income from all sources	2018-01-31	$274,873
Expenses. Total of all expenses incurred	2018-01-31	$0
Benefits paid (including direct rollovers)	2018-01-31	$0
Total plan assets at end of year	2018-01-31	$1,572,984
Total plan assets at beginning of year	2018-01-31	$1,298,111
Value of fidelity bond covering the plan	2018-01-31	$120,000
Total contributions received or receivable from participants	2018-01-31	$0
Expenses. Other expenses not covered elsewhere	2018-01-31	$0
Contributions received from other sources (not participants or employers)	2018-01-31	$0
Other income received	2018-01-31	$174,873
Noncash contributions received	2018-01-31	$0
Net income (gross income less expenses)	2018-01-31	$274,873
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$1,572,984
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$1,298,111
Total contributions received or receivable from employer(s)	2018-01-31	$100,000
Value of certain deemed distributions of participant loans	2018-01-31	$0
Value of corrective distributions	2018-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-01-31	$0
2017 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-01-31	$0
Total plan liabilities at end of year	2017-01-31	$0
Total plan liabilities at beginning of year	2017-01-31	$0
Total income from all sources	2017-01-31	$222,353
Expenses. Total of all expenses incurred	2017-01-31	$64,252
Benefits paid (including direct rollovers)	2017-01-31	$64,252
Total plan assets at end of year	2017-01-31	$1,298,111
Total plan assets at beginning of year	2017-01-31	$1,140,010
Value of fidelity bond covering the plan	2017-01-31	$120,000
Total contributions received or receivable from participants	2017-01-31	$0
Expenses. Other expenses not covered elsewhere	2017-01-31	$0
Contributions received from other sources (not participants or employers)	2017-01-31	$0
Other income received	2017-01-31	$122,353
Noncash contributions received	2017-01-31	$0
Net income (gross income less expenses)	2017-01-31	$158,101
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$1,298,111
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$1,140,010
Total contributions received or receivable from employer(s)	2017-01-31	$100,000
Value of certain deemed distributions of participant loans	2017-01-31	$0
Value of corrective distributions	2017-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-01-31	$0
2016 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-01-31	$0
Total plan liabilities at end of year	2016-01-31	$0
Total plan liabilities at beginning of year	2016-01-31	$0
Total income from all sources	2016-01-31	$-48,826
Expenses. Total of all expenses incurred	2016-01-31	$259
Benefits paid (including direct rollovers)	2016-01-31	$259
Total plan assets at end of year	2016-01-31	$1,140,010
Total plan assets at beginning of year	2016-01-31	$1,189,095
Value of fidelity bond covering the plan	2016-01-31	$120,000
Total contributions received or receivable from participants	2016-01-31	$0
Expenses. Other expenses not covered elsewhere	2016-01-31	$0
Contributions received from other sources (not participants or employers)	2016-01-31	$0
Other income received	2016-01-31	$-48,826
Noncash contributions received	2016-01-31	$0
Net income (gross income less expenses)	2016-01-31	$-49,085
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$1,140,010
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$1,189,095
Total contributions received or receivable from employer(s)	2016-01-31	$0
Value of certain deemed distributions of participant loans	2016-01-31	$0
Value of corrective distributions	2016-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
2015 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-01-31	$0
Total plan liabilities at end of year	2015-01-31	$0
Total plan liabilities at beginning of year	2015-01-31	$48,982
Total income from all sources	2015-01-31	$148,847
Expenses. Total of all expenses incurred	2015-01-31	$4,518
Benefits paid (including direct rollovers)	2015-01-31	$4,518
Total plan assets at end of year	2015-01-31	$1,189,095
Total plan assets at beginning of year	2015-01-31	$1,093,748
Value of fidelity bond covering the plan	2015-01-31	$30,000
Total contributions received or receivable from participants	2015-01-31	$0
Expenses. Other expenses not covered elsewhere	2015-01-31	$0
Contributions received from other sources (not participants or employers)	2015-01-31	$0
Other income received	2015-01-31	$48,847
Noncash contributions received	2015-01-31	$0
Net income (gross income less expenses)	2015-01-31	$144,329
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$1,189,095
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$1,044,766
Total contributions received or receivable from employer(s)	2015-01-31	$100,000
Value of certain deemed distributions of participant loans	2015-01-31	$0
Value of corrective distributions	2015-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-01-31	$0
2014 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-01-31	$0
Total plan liabilities at end of year	2014-01-31	$48,982
Total plan liabilities at beginning of year	2014-01-31	$0
Total income from all sources	2014-01-31	$206,869
Expenses. Total of all expenses incurred	2014-01-31	$75,788
Benefits paid (including direct rollovers)	2014-01-31	$75,788
Total plan assets at end of year	2014-01-31	$1,093,748
Total plan assets at beginning of year	2014-01-31	$913,685
Value of fidelity bond covering the plan	2014-01-31	$30,000
Total contributions received or receivable from participants	2014-01-31	$0
Expenses. Other expenses not covered elsewhere	2014-01-31	$0
Contributions received from other sources (not participants or employers)	2014-01-31	$0
Other income received	2014-01-31	$56,869
Noncash contributions received	2014-01-31	$0
Net income (gross income less expenses)	2014-01-31	$131,081
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$1,044,766
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$913,685
Total contributions received or receivable from employer(s)	2014-01-31	$150,000
Value of certain deemed distributions of participant loans	2014-01-31	$0
Value of corrective distributions	2014-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-01-31	$0
Total plan liabilities at end of year	2013-01-31	$0
Total plan liabilities at beginning of year	2013-01-31	$0
Total income from all sources	2013-01-31	$251,537
Expenses. Total of all expenses incurred	2013-01-31	$18,138
Benefits paid (including direct rollovers)	2013-01-31	$18,138
Total plan assets at end of year	2013-01-31	$913,685
Total plan assets at beginning of year	2013-01-31	$680,286
Value of fidelity bond covering the plan	2013-01-31	$30,000
Total contributions received or receivable from participants	2013-01-31	$0
Expenses. Other expenses not covered elsewhere	2013-01-31	$0
Contributions received from other sources (not participants or employers)	2013-01-31	$0
Other income received	2013-01-31	$51,537
Noncash contributions received	2013-01-31	$0
Net income (gross income less expenses)	2013-01-31	$233,399
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$913,685
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$680,286
Total contributions received or receivable from employer(s)	2013-01-31	$200,000
Value of certain deemed distributions of participant loans	2013-01-31	$0
Value of corrective distributions	2013-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-01-31	$0
Total plan liabilities at end of year	2012-01-31	$0
Total plan liabilities at beginning of year	2012-01-31	$0
Total income from all sources	2012-01-31	$69,514
Expenses. Total of all expenses incurred	2012-01-31	$0
Benefits paid (including direct rollovers)	2012-01-31	$0
Total plan assets at end of year	2012-01-31	$680,286
Total plan assets at beginning of year	2012-01-31	$610,772
Value of fidelity bond covering the plan	2012-01-31	$30,000
Total contributions received or receivable from participants	2012-01-31	$0
Expenses. Other expenses not covered elsewhere	2012-01-31	$0
Contributions received from other sources (not participants or employers)	2012-01-31	$0
Other income received	2012-01-31	$9,514
Noncash contributions received	2012-01-31	$0
Net income (gross income less expenses)	2012-01-31	$69,514
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$680,286
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$610,772
Total contributions received or receivable from employer(s)	2012-01-31	$60,000
Value of certain deemed distributions of participant loans	2012-01-31	$0
Value of corrective distributions	2012-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-01-31	$0
2011 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-01-31	$0
Total plan liabilities at end of year	2011-01-31	$0
Total plan liabilities at beginning of year	2011-01-31	$0
Total income from all sources	2011-01-31	$72,184
Expenses. Total of all expenses incurred	2011-01-31	$13,792
Benefits paid (including direct rollovers)	2011-01-31	$13,792
Total plan assets at end of year	2011-01-31	$610,772
Total plan assets at beginning of year	2011-01-31	$552,380
Value of fidelity bond covering the plan	2011-01-31	$30,000
Total contributions received or receivable from participants	2011-01-31	$0
Expenses. Other expenses not covered elsewhere	2011-01-31	$0
Contributions received from other sources (not participants or employers)	2011-01-31	$0
Other income received	2011-01-31	$18,684
Noncash contributions received	2011-01-31	$0
Net income (gross income less expenses)	2011-01-31	$58,392
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$610,772
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$552,380
Total contributions received or receivable from employer(s)	2011-01-31	$53,500
Value of certain deemed distributions of participant loans	2011-01-31	$0
Value of corrective distributions	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-01-31	$0
2010 : FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-01-31	$0

Form 5500 Responses for FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN

2019: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	Submission has been amended	No
2019-02-01	This submission is the final filing	No
2019-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-02-01	Plan is a collectively bargained plan	No
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Submission has been amended	No
2018-02-01	This submission is the final filing	No
2018-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-02-01	Plan is a collectively bargained plan	No
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Submission has been amended	No
2017-02-01	This submission is the final filing	No
2017-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-02-01	Plan is a collectively bargained plan	No
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Submission has been amended	No
2016-02-01	This submission is the final filing	No
2016-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-02-01	Plan is a collectively bargained plan	No
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Submission has been amended	No
2015-02-01	This submission is the final filing	No
2015-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-02-01	Plan is a collectively bargained plan	No
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Submission has been amended	No
2014-02-01	This submission is the final filing	No
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-02-01	Plan is a collectively bargained plan	No
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-02-01	Type of plan entity	Single employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	No
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: FELICE L. GERSH, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	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:	INTEGRATIVE MEDICAL GROUP OF IRVINE
Employer identification number (EIN):	953745832
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)