401k Plan data: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN plan

KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 401k Plan overview

Plan Name	KENNETH A. GROSSMAN, MD CASH BALANCE PLAN
Plan identification number	002

KENNETH A. GROSSMAN, MD 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).
Plan covering Self-Employed individuals.
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

KENNETH A. GROSSMAN, M.D. has sponsored the creation of one or more 401k plans.

Company Name: KENNETH A. GROSSMAN, M.D.

Employer identification number (EIN): 112636344

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNETH A. GROSSMAN, MD CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 KENNETH A. GROSSMAN, MD 2022-06-13
002 2020-01-01 KENNETH A. GROSSMAN, MD 2021-05-09
002 2019-01-01 KENNETH A. GROSSMAN, MD 2020-08-04
002 2018-01-01 KENNETH A. GROSSMAN, MD 2019-05-09
002 2017-01-01 KENNETH A. GROSSMAN, MD 2018-04-16
002 2016-01-01 KENNETH A. GROSSMAN, MD 2017-05-01
002 2015-01-01 KENNETH A. GROSSMAN, MD 2016-04-26
002 2014-01-01 KENNETH A. GROSSMAN, MD 2015-08-07
002 2013-01-01 KENNETH A. GROSSMAN, MD 2014-06-20
002 2012-01-01 KENNETH A. GROSSMAN, MD 2013-05-22
002 2011-01-01 KENNETH A. GROSSMAN, MD 2012-03-17
002 2010-01-01 KENNETH A GROSSMAN, MD 2011-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	KENNETH A. GROSSMAN, MD	2022-06-13
002	2020-01-01	KENNETH A. GROSSMAN, MD	2021-05-09
002	2019-01-01	KENNETH A. GROSSMAN, MD	2020-08-04
002	2018-01-01	KENNETH A. GROSSMAN, MD	2019-05-09
002	2017-01-01	KENNETH A. GROSSMAN, MD	2018-04-16
002	2016-01-01	KENNETH A. GROSSMAN, MD	2017-05-01
002	2015-01-01	KENNETH A. GROSSMAN, MD	2016-04-26
002	2014-01-01	KENNETH A. GROSSMAN, MD	2015-08-07
002	2013-01-01	KENNETH A. GROSSMAN, MD	2014-06-20
002	2012-01-01	KENNETH A. GROSSMAN, MD	2013-05-22
002	2011-01-01	KENNETH A. GROSSMAN, MD	2012-03-17
002	2010-01-01	KENNETH A GROSSMAN, MD	2011-07-27

Plan Statistics for KENNETH A. GROSSMAN, MD CASH BALANCE PLAN

401k plan membership statisitcs for KENNETH A. GROSSMAN, MD CASH BALANCE PLAN

Measure Date Value
2021: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,262,280
Acturial value of plan assets 2021-12-31 1,262,280
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 45,800
Active participant vested funding target 2021-12-31 1,166,453
Number of active participants 2021-12-31 9
Total funding liabilities for active participants 2021-12-31 1,170,718
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 1,216,518
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 10,000
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 10,000
Present value of excess contributions 2021-12-31 69,700
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 73,255
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 73,255
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 38,352
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 45,700
Total employer contributions 2021-12-31 87,705
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 82,674
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 12,374
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 12,312
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 12,312
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 82,674
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,117,390
Acturial value of plan assets 2020-12-31 1,117,390
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 8,863
Active participant vested funding target 2020-12-31 1,098,519
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 1,098,519
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,107,382
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 45,800
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 45,800
Present value of excess contributions 2020-12-31 53,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 55,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 55,814
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 96,881
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 10,000
Total employer contributions 2020-12-31 84,283
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 79,127
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 9,435
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 9,427
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 9,427
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 79,127
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 924,269
Acturial value of plan assets 2019-12-31 924,269
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 4,308
Active participant vested funding target 2019-12-31 971,724
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 971,724
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 976,032
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 29,400
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 29,400
Present value of excess contributions 2019-12-31 65,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 68,617
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 68,617
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 51,029
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 45,800
Total employer contributions 2019-12-31 82,541
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 76,770
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 7,816
Net shortfall amortization installment of oustanding balance 2019-12-31 97,563
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 23,669
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 23,669
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 76,770
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 898,479
Acturial value of plan assets 2018-12-31 898,479
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 2018-12-31 867,472
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 869,028
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 869,028
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 7,800
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 7,800
Present value of excess contributions 2018-12-31 68,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 71,993
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 71,993
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 50,972
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 29,400
Total employer contributions 2018-12-31 82,130
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 76,809
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 11,666
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 11,615
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 11,615
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 76,809
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 752,712
Acturial value of plan assets 2017-12-31 752,712
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 742,998
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 744,835
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 744,835
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 15,100
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 15,100
Present value of excess contributions 2017-12-31 71,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 75,829
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 75,829
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 83,676
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 7,800
Total employer contributions 2017-12-31 86,544
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 80,897
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 12,702
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 12,625
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 12,625
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 80,897
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 667,314
Acturial value of plan assets 2016-12-31 667,314
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 23,055
Active participant vested funding target 2016-12-31 629,117
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 629,117
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 652,172
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 44,500
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 44,500
Present value of excess contributions 2016-12-31 1,706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,795
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 1,795
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 30,817
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 15,100
Total employer contributions 2016-12-31 83,141
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 77,357
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 5,734
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 5,692
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 5,692
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 77,357
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,262,280
Acturial value of plan assets	2021-12-31	1,262,280
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	45,800
Active participant vested funding target	2021-12-31	1,166,453
Number of active participants	2021-12-31	9
Total funding liabilities for active participants	2021-12-31	1,170,718
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	1,216,518
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	10,000
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	10,000
Present value of excess contributions	2021-12-31	69,700
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	73,255
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	73,255
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	38,352
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	45,700
Total employer contributions	2021-12-31	87,705
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	82,674
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	12,374
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	12,312
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	12,312
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	82,674
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,117,390
Acturial value of plan assets	2020-12-31	1,117,390
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	8,863
Active participant vested funding target	2020-12-31	1,098,519
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	1,098,519
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,107,382
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	45,800
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	45,800
Present value of excess contributions	2020-12-31	53,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	55,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	55,814
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	96,881
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	10,000
Total employer contributions	2020-12-31	84,283
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	79,127
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	9,435
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	9,427
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	9,427
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	79,127
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	924,269
Acturial value of plan assets	2019-12-31	924,269
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	4,308
Active participant vested funding target	2019-12-31	971,724
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	971,724
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	976,032
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	29,400
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	29,400
Present value of excess contributions	2019-12-31	65,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	68,617
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	68,617
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	51,029
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	45,800
Total employer contributions	2019-12-31	82,541
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	76,770
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	7,816
Net shortfall amortization installment of oustanding balance	2019-12-31	97,563
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	23,669
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	23,669
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	76,770
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	898,479
Acturial value of plan assets	2018-12-31	898,479
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	867,472
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	869,028
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	869,028
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	7,800
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	7,800
Present value of excess contributions	2018-12-31	68,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	71,993
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	71,993
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	50,972
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	29,400
Total employer contributions	2018-12-31	82,130
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	76,809
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	11,666
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	11,615
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	11,615
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	76,809
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	752,712
Acturial value of plan assets	2017-12-31	752,712
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	742,998
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	744,835
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	744,835
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	15,100
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	15,100
Present value of excess contributions	2017-12-31	71,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	75,829
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	75,829
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	83,676
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	7,800
Total employer contributions	2017-12-31	86,544
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	80,897
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	12,702
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	12,625
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	12,625
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	80,897
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KENNETH A. GROSSMAN, MD CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	667,314
Acturial value of plan assets	2016-12-31	667,314
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	23,055
Active participant vested funding target	2016-12-31	629,117
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	629,117
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	652,172
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	44,500
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	44,500
Present value of excess contributions	2016-12-31	1,706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,795
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1,795
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	30,817
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	15,100
Total employer contributions	2016-12-31	83,141
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	77,357
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	5,734
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	5,692
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	5,692
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	77,357
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	KENNETH A. GROSSMAN, M.D.
Employer identification number (EIN):	112636344
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)