401k Plan data: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN plan

WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN
Plan identification number	002

WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

WESTERN KY RHEUMATOLOGY, PLLC has sponsored the creation of one or more 401k plans.

Company Name: WESTERN KY RHEUMATOLOGY, PLLC

Employer identification number (EIN): 200797091

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 KISHORKUMAR DESAI 2024-08-23
002 2022-01-01 KISHORKUMAR DESAI 2023-09-18
002 2021-01-01 KISHORKUMAR DESAI 2022-07-27
002 2020-01-01 KISHORKUMAR DESAI 2021-07-28
002 2019-01-01 KISHORKUMAR DESAI 2020-07-28
002 2018-01-01 KISHORKUMAR DESAI 2019-07-24
002 2017-01-01 KISHORKUMAR DESAI 2018-06-29
002 2016-01-01 KISHORKUMAR DESAI 2017-06-14
002 2015-01-01 KISHORKUMAR DESAI 2016-08-23
002 2014-01-01 KISHORKUMAR DESAI 2016-08-23
002 2014-01-01 DR. KISHORKUMAR DESAI 2015-10-13
002 2013-01-01 KISHORKUMAR DESAI 2016-08-23
002 2012-01-01 KISHORKUMAR DESAI 2016-08-23
002 2011-01-01 KISHORKUMAR DESAI 2019-03-19
002 2010-01-01 KISHORKUMAR DESAI 2019-03-19
002 2009-01-01 KISHORKUMAR DESAI 2019-03-15
002 2008-01-01 KISHORKUMAR DESAI
002 2007-01-01 KISHORKUMAR DESAI
002 2007-01-01 KISHORKUMAR DESAI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	KISHORKUMAR DESAI	2024-08-23
002	2022-01-01	KISHORKUMAR DESAI	2023-09-18
002	2021-01-01	KISHORKUMAR DESAI	2022-07-27
002	2020-01-01	KISHORKUMAR DESAI	2021-07-28
002	2019-01-01	KISHORKUMAR DESAI	2020-07-28
002	2018-01-01	KISHORKUMAR DESAI	2019-07-24
002	2017-01-01	KISHORKUMAR DESAI	2018-06-29
002	2016-01-01	KISHORKUMAR DESAI	2017-06-14
002	2015-01-01	KISHORKUMAR DESAI	2016-08-23
002	2014-01-01	KISHORKUMAR DESAI	2016-08-23
002	2014-01-01	DR. KISHORKUMAR DESAI	2015-10-13
002	2013-01-01	KISHORKUMAR DESAI	2016-08-23
002	2012-01-01	KISHORKUMAR DESAI	2016-08-23
002	2011-01-01	KISHORKUMAR DESAI	2019-03-19
002	2010-01-01	KISHORKUMAR DESAI	2019-03-19
002	2009-01-01	KISHORKUMAR DESAI	2019-03-15
002	2008-01-01	KISHORKUMAR DESAI
002	2007-01-01	KISHORKUMAR DESAI
002	2007-01-01	KISHORKUMAR DESAI

Plan Statistics for WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2022: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,727,014
Acturial value of plan assets 2022-12-31 1,727,014
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,560,704
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,560,704
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 1,560,704
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 50,415
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 50,415
Present value of excess contributions 2022-12-31 166,294
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 166,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 62,202
Total employer contributions 2022-12-31 260,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 257,087
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 257,087
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,162,057
Acturial value of plan assets 2021-12-31 2,162,057
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,402,132
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,402,132
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,402,132
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 45,749
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 45,749
Present value of excess contributions 2021-12-31 380,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 380,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 50,415
Total employer contributions 2021-12-31 167,500
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 2021-12-31 166,294
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 166,294
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,387,541
Acturial value of plan assets 2020-12-31 1,387,541
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,284,449
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,284,449
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 1,284,449
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 37,282
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 37,282
Present value of excess contributions 2020-12-31 20,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 20,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 45,749
Total employer contributions 2020-12-31 382,000
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 2020-12-31 380,574
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 380,574
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,212,617
Acturial value of plan assets 2019-12-31 1,212,617
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,244,896
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,244,896
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 1,244,896
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 39,027
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 39,027
Present value of excess contributions 2019-12-31 447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 37,282
Total employer contributions 2019-12-31 45,000
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 44,439
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 71,731
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 23,984
Additional cash requirement 2019-12-31 23,984
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 44,439
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 944,979
Acturial value of plan assets 2018-12-31 944,979
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 1,130,238
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,130,576
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,130,576
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 66,678
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 2,508
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 64,170
Present value of excess contributions 2018-12-31 5,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 5,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 34,910
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 39,027
Total employer contributions 2018-12-31 45,000
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 44,129
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 226,973
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 43,682
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 43,682
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 44,129
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,043,629
Acturial value of plan assets 2017-12-31 1,043,629
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 1,034,921
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,035,491
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,035,491
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 45,457
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 45,457
Present value of excess contributions 2017-12-31 18,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 18,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 18,380
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 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 66,678
Total employer contributions 2017-12-31 18,000
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 17,567
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 62,701
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 14,817
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 2,579
Additional cash requirement 2017-12-31 12,238
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 17,567
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 890,692
Acturial value of plan assets 2016-12-31 890,692
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 23,638
Active participant vested funding target 2016-12-31 927,421
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 928,170
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 951,808
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 87,802
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 82,335
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 5,467
Present value of excess contributions 2016-12-31 42,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 39,985
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 39,985
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 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 45,457
Total employer contributions 2016-12-31 40,000
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 38,466
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 109,500
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 20,086
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 20,086
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 38,466
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2011 401k membership
Market value of plan assets 2011-12-31 607,129
Acturial value of plan assets 2011-12-31 607,129
Funding target for retired participants and beneficiaries receiving payment 2011-12-31 0
Number of terminated vested participants 2011-12-31 4
Fundng target for terminated vested participants 2011-12-31 31,367
Active participant vested funding target 2011-12-31 350,401
Number of active participants 2011-12-31 3
Total funding liabilities for active participants 2011-12-31 350,401
Total participant count 2011-12-31 7
Total funding target for all participants 2011-12-31 381,768
Balance at beginning of prior year after applicable adjustments 2011-12-31 123,116
Prefunding balance at beginning of prior year after applicable adjustments 2011-12-31 269,183
Carryover balanced portion elected for use to offset prior years funding requirement 2011-12-31 72,564
Prefunding balanced used to offset prior years funding requirement 2011-12-31 0
Amount remaining of carryover balance 2011-12-31 50,552
Amount remaining of prefunding balance 2011-12-31 269,183
Present value of excess contributions 2011-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2011-12-31 0
Balance of carryovers at beginning of current year 2011-12-31 51,214
Balance of prefunding at beginning of current year 2011-12-31 272,709
Total employer contributions 2011-12-31 0
Total employee contributions 2011-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2011-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2011-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2011-12-31 0
Unpaid minimum required contributions for all prior years 2011-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2011-12-31 0
Remaining amount of unpaid minimum required contributions 2011-12-31 0
Minimum required contributions for current year target normal cost 2011-12-31 96,609
Net shortfall amortization installment of oustanding balance 2011-12-31 117,252
Waiver amortization installment 2011-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2011-12-31 115,136
Carryover balance elected to use to offset funding requirement 2011-12-31 54,161
Prefunding balance elected to use to offset funding requirement 2011-12-31 60,975
Additional cash requirement 2011-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2011-12-31 0
Unpaid minimum required contributions for current year 2011-12-31 0
Unpaid minimum required contributions for all years 2011-12-31 0
2010: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2010 401k membership
Market value of plan assets 2010-12-31 598,723
Acturial value of plan assets 2010-12-31 598,723
Funding target for retired participants and beneficiaries receiving payment 2010-12-31 0
Number of terminated vested participants 2010-12-31 3
Fundng target for terminated vested participants 2010-12-31 20,258
Active participant vested funding target 2010-12-31 194,405
Number of active participants 2010-12-31 2
Total funding liabilities for active participants 2010-12-31 198,870
Total participant count 2010-12-31 5
Total funding target for all participants 2010-12-31 219,128
Balance at beginning of prior year after applicable adjustments 2010-12-31 121,728
Prefunding balance at beginning of prior year after applicable adjustments 2010-12-31 167,603
Amount remaining of carryover balance 2010-12-31 121,728
Amount remaining of prefunding balance 2010-12-31 167,603
Present value of excess contributions 2010-12-31 93,350
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2010-12-31 99,670
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2010-12-31 99,670
Balance of carryovers at beginning of current year 2010-12-31 123,116
Balance of prefunding at beginning of current year 2010-12-31 269,184
Total employer contributions 2010-12-31 0
Total employee contributions 2010-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2010-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2010-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2010-12-31 0
Unpaid minimum required contributions for all prior years 2010-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2010-12-31 0
Remaining amount of unpaid minimum required contributions 2010-12-31 0
Minimum required contributions for current year target normal cost 2010-12-31 77,244
Net shortfall amortization installment of oustanding balance 2010-12-31 0
Waiver amortization installment 2010-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2010-12-31 77,244
Carryover balance elected to use to offset funding requirement 2010-12-31 77,244
Additional cash requirement 2010-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2010-12-31 0
Unpaid minimum required contributions for current year 2010-12-31 0
Unpaid minimum required contributions for all years 2010-12-31 0
2009: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2009 401k membership
Market value of plan assets 2009-12-31 410,146
Acturial value of plan assets 2009-12-31 410,146
Funding target for retired participants and beneficiaries receiving payment 2009-12-31 0
Number of terminated vested participants 2009-12-31 2
Fundng target for terminated vested participants 2009-12-31 9,305
Active participant vested funding target 2009-12-31 106,739
Number of active participants 2009-12-31 3
Total funding liabilities for active participants 2009-12-31 111,647
Total participant count 2009-12-31 5
Total funding target for all participants 2009-12-31 120,952
Balance at beginning of prior year after applicable adjustments 2009-12-31 119,166
Prefunding balance at beginning of prior year after applicable adjustments 2009-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2009-12-31 0
Prefunding balanced used to offset prior years funding requirement 2009-12-31 0
Amount remaining of carryover balance 2009-12-31 119,166
Amount remaining of prefunding balance 2009-12-31 0
Present value of excess contributions 2009-12-31 157,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2009-12-31 167,603
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2009-12-31 167,603
Balance of carryovers at beginning of current year 2009-12-31 121,728
Balance of prefunding at beginning of current year 2009-12-31 167,603
Total employer contributions 2009-12-31 182,515
Total employee contributions 2009-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2009-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2009-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2009-12-31 171,206
Unpaid minimum required contributions for all prior years 2009-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2009-12-31 0
Remaining amount of unpaid minimum required contributions 2009-12-31 0
Minimum required contributions for current year target normal cost 2009-12-31 77,856
Net shortfall amortization installment of oustanding balance 2009-12-31 0
Waiver amortization installment 2009-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2009-12-31 77,856
Additional cash requirement 2009-12-31 77,856
Contributions allocatedtoward minimum required contributions for current year 2009-12-31 171,206
Unpaid minimum required contributions for current year 2009-12-31 0
Unpaid minimum required contributions for all years 2009-12-31 0
2008: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 4
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 4
2007: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 3

Measure	Date	Value
2022: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,727,014
Acturial value of plan assets	2022-12-31	1,727,014
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,560,704
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,560,704
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	1,560,704
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	50,415
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	50,415
Present value of excess contributions	2022-12-31	166,294
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	166,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	62,202
Total employer contributions	2022-12-31	260,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	257,087
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	257,087
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,162,057
Acturial value of plan assets	2021-12-31	2,162,057
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,402,132
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,402,132
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,402,132
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	45,749
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	45,749
Present value of excess contributions	2021-12-31	380,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	380,574
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	50,415
Total employer contributions	2021-12-31	167,500
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	166,294
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	166,294
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,387,541
Acturial value of plan assets	2020-12-31	1,387,541
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,284,449
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,284,449
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	1,284,449
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	37,282
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	37,282
Present value of excess contributions	2020-12-31	20,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	20,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	45,749
Total employer contributions	2020-12-31	382,000
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	380,574
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	380,574
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,212,617
Acturial value of plan assets	2019-12-31	1,212,617
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,244,896
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,244,896
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	1,244,896
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	39,027
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	39,027
Present value of excess contributions	2019-12-31	447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	37,282
Total employer contributions	2019-12-31	45,000
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	44,439
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	71,731
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	23,984
Additional cash requirement	2019-12-31	23,984
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	44,439
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	944,979
Acturial value of plan assets	2018-12-31	944,979
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	1,130,238
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,130,576
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,130,576
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	66,678
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	2,508
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	64,170
Present value of excess contributions	2018-12-31	5,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	5,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	34,910
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	39,027
Total employer contributions	2018-12-31	45,000
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	44,129
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	226,973
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	43,682
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	43,682
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	44,129
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,043,629
Acturial value of plan assets	2017-12-31	1,043,629
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	1,034,921
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,035,491
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,035,491
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	45,457
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	45,457
Present value of excess contributions	2017-12-31	18,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	18,380
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	18,380
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	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	66,678
Total employer contributions	2017-12-31	18,000
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	17,567
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	62,701
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	14,817
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	2,579
Additional cash requirement	2017-12-31	12,238
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	17,567
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	890,692
Acturial value of plan assets	2016-12-31	890,692
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	23,638
Active participant vested funding target	2016-12-31	927,421
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	928,170
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	951,808
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	87,802
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	82,335
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	5,467
Present value of excess contributions	2016-12-31	42,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	39,985
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	39,985
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	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	45,457
Total employer contributions	2016-12-31	40,000
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	38,466
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	109,500
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	20,086
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	20,086
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	38,466
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2011 401k membership
Market value of plan assets	2011-12-31	607,129
Acturial value of plan assets	2011-12-31	607,129
Funding target for retired participants and beneficiaries receiving payment	2011-12-31	0
Number of terminated vested participants	2011-12-31	4
Fundng target for terminated vested participants	2011-12-31	31,367
Active participant vested funding target	2011-12-31	350,401
Number of active participants	2011-12-31	3
Total funding liabilities for active participants	2011-12-31	350,401
Total participant count	2011-12-31	7
Total funding target for all participants	2011-12-31	381,768
Balance at beginning of prior year after applicable adjustments	2011-12-31	123,116
Prefunding balance at beginning of prior year after applicable adjustments	2011-12-31	269,183
Carryover balanced portion elected for use to offset prior years funding requirement	2011-12-31	72,564
Prefunding balanced used to offset prior years funding requirement	2011-12-31	0
Amount remaining of carryover balance	2011-12-31	50,552
Amount remaining of prefunding balance	2011-12-31	269,183
Present value of excess contributions	2011-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2011-12-31	0
Balance of carryovers at beginning of current year	2011-12-31	51,214
Balance of prefunding at beginning of current year	2011-12-31	272,709
Total employer contributions	2011-12-31	0
Total employee contributions	2011-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2011-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2011-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2011-12-31	0
Unpaid minimum required contributions for all prior years	2011-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2011-12-31	0
Remaining amount of unpaid minimum required contributions	2011-12-31	0
Minimum required contributions for current year target normal cost	2011-12-31	96,609
Net shortfall amortization installment of oustanding balance	2011-12-31	117,252
Waiver amortization installment	2011-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2011-12-31	115,136
Carryover balance elected to use to offset funding requirement	2011-12-31	54,161
Prefunding balance elected to use to offset funding requirement	2011-12-31	60,975
Additional cash requirement	2011-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2011-12-31	0
Unpaid minimum required contributions for current year	2011-12-31	0
Unpaid minimum required contributions for all years	2011-12-31	0
2010: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2010 401k membership
Market value of plan assets	2010-12-31	598,723
Acturial value of plan assets	2010-12-31	598,723
Funding target for retired participants and beneficiaries receiving payment	2010-12-31	0
Number of terminated vested participants	2010-12-31	3
Fundng target for terminated vested participants	2010-12-31	20,258
Active participant vested funding target	2010-12-31	194,405
Number of active participants	2010-12-31	2
Total funding liabilities for active participants	2010-12-31	198,870
Total participant count	2010-12-31	5
Total funding target for all participants	2010-12-31	219,128
Balance at beginning of prior year after applicable adjustments	2010-12-31	121,728
Prefunding balance at beginning of prior year after applicable adjustments	2010-12-31	167,603
Amount remaining of carryover balance	2010-12-31	121,728
Amount remaining of prefunding balance	2010-12-31	167,603
Present value of excess contributions	2010-12-31	93,350
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2010-12-31	99,670
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2010-12-31	99,670
Balance of carryovers at beginning of current year	2010-12-31	123,116
Balance of prefunding at beginning of current year	2010-12-31	269,184
Total employer contributions	2010-12-31	0
Total employee contributions	2010-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2010-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2010-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2010-12-31	0
Unpaid minimum required contributions for all prior years	2010-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2010-12-31	0
Remaining amount of unpaid minimum required contributions	2010-12-31	0
Minimum required contributions for current year target normal cost	2010-12-31	77,244
Net shortfall amortization installment of oustanding balance	2010-12-31	0
Waiver amortization installment	2010-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2010-12-31	77,244
Carryover balance elected to use to offset funding requirement	2010-12-31	77,244
Additional cash requirement	2010-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2010-12-31	0
Unpaid minimum required contributions for current year	2010-12-31	0
Unpaid minimum required contributions for all years	2010-12-31	0
2009: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2009 401k membership
Market value of plan assets	2009-12-31	410,146
Acturial value of plan assets	2009-12-31	410,146
Funding target for retired participants and beneficiaries receiving payment	2009-12-31	0
Number of terminated vested participants	2009-12-31	2
Fundng target for terminated vested participants	2009-12-31	9,305
Active participant vested funding target	2009-12-31	106,739
Number of active participants	2009-12-31	3
Total funding liabilities for active participants	2009-12-31	111,647
Total participant count	2009-12-31	5
Total funding target for all participants	2009-12-31	120,952
Balance at beginning of prior year after applicable adjustments	2009-12-31	119,166
Prefunding balance at beginning of prior year after applicable adjustments	2009-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2009-12-31	0
Prefunding balanced used to offset prior years funding requirement	2009-12-31	0
Amount remaining of carryover balance	2009-12-31	119,166
Amount remaining of prefunding balance	2009-12-31	0
Present value of excess contributions	2009-12-31	157,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2009-12-31	167,603
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2009-12-31	167,603
Balance of carryovers at beginning of current year	2009-12-31	121,728
Balance of prefunding at beginning of current year	2009-12-31	167,603
Total employer contributions	2009-12-31	182,515
Total employee contributions	2009-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2009-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2009-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2009-12-31	171,206
Unpaid minimum required contributions for all prior years	2009-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2009-12-31	0
Remaining amount of unpaid minimum required contributions	2009-12-31	0
Minimum required contributions for current year target normal cost	2009-12-31	77,856
Net shortfall amortization installment of oustanding balance	2009-12-31	0
Waiver amortization installment	2009-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2009-12-31	77,856
Additional cash requirement	2009-12-31	77,856
Contributions allocatedtoward minimum required contributions for current year	2009-12-31	171,206
Unpaid minimum required contributions for current year	2009-12-31	0
Unpaid minimum required contributions for all years	2009-12-31	0
2008: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	4
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	4
2007: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	3

Financial Data on WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN

Measure	Date	Value
2008 : WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2008 401k financial data
Total income from all sources	2008-12-31	$237,419
Expenses. Total of all expenses incurred	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$407,419
Total plan assets at beginning of year	2008-12-31	$170,000
Other income received	2008-12-31	$1,089
Net income (gross income less expenses)	2008-12-31	$237,419
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$407,419
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$170,000
Total contributions received or receivable from employer(s)	2008-12-31	$236,330
2007 : WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2007 401k financial data
Total income from all sources	2007-12-31	$170,000
Expenses. Total of all expenses incurred	2007-12-31	$0
Total plan assets at end of year	2007-12-31	$170,000
Total plan assets at beginning of year	2007-12-31	$0
Net income (gross income less expenses)	2007-12-31	$170,000
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$170,000
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$0
Total contributions received or receivable from employer(s)	2007-12-31	$170,000

Form 5500 Responses for WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN

2008: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	First time form 5500 has been submitted	Yes
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: WESTERN KY RHEUMATOLOGY, PLLC DEFINED BENEFIT PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	First time form 5500 has been submitted	Yes
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WESTERN KY RHEUMATOLOGY, PLLC
Employer identification number (EIN):	200797091
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)