DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 401k Plan overview

DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID G. MALONE, M.D., P.L.C
Employer identification number (EIN):	201494483
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	GARY ROUSE	2021-10-15
002	2019-01-01	GARY ROUSE	2020-10-15
002	2018-01-01	GARY ROUSE	2019-10-15
002	2017-01-01
002	2016-01-01	GARY ROUSE	2017-10-16
002	2016-01-01
002	2015-01-01	GARY ROUSE	2016-10-13
002	2014-01-01	GARY ROUSE	2015-10-07
002	2013-01-01	GARY ROUSE	2014-10-15

Plan Statistics for DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN

Measure	Date	Value
2019: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2019 401k membership
Market value of plan assets	2019-12-31	975,182
Acturial value of plan assets	2019-12-31	975,182
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	10,216
Active participant vested funding target	2019-12-31	1,134,368
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,136,417
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,146,633
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	65,616
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	46,466
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	19,150
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	18,020
Total employer contributions	2019-12-31	0
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	0
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	155,482
Net shortfall amortization installment of oustanding balance	2019-12-31	189,471
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	191,002
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	18,020
Additional cash requirement	2019-12-31	172,982
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	172,982
Unpaid minimum required contributions for all years	2019-12-31	172,982
2018: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2018 401k membership
Market value of plan assets	2018-12-31	867,449
Acturial value of plan assets	2018-12-31	867,449
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	9,730
Active participant vested funding target	2018-12-31	892,372
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	892,372
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	902,102
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	231,443
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	169,248
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	62,195
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	65,616
Total employer contributions	2018-12-31	165,000
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	143,647
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	171,439
Net shortfall amortization installment of oustanding balance	2018-12-31	100,269
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	190,113
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	46,466
Additional cash requirement	2018-12-31	143,647
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	143,647
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2017 401k membership
Market value of plan assets	2017-12-31	821,843
Acturial value of plan assets	2017-12-31	821,843
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	9,266
Active participant vested funding target	2017-12-31	634,300
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	636,211
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	645,477
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	251,104
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	42,747
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	208,357
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	231,443
Total employer contributions	2017-12-31	0
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	0
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	152,912
Net shortfall amortization installment of oustanding balance	2017-12-31	55,077
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	163,005
Prefunding balance elected to use to offset funding requirement	2017-12-31	163,005
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DAVID G. MALONE, M.D., P.L.C. CASH BALANCE RET PLAN 2016 401k membership
Market value of plan assets	2016-12-31	639,656
Acturial value of plan assets	2016-12-31	639,656
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	33,104
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	442,473
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	442,473
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	153,370
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	153,370
Present value of excess contributions	2016-12-31	109,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	116,169
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	116,169
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	251,104
Total employer contributions	2016-12-31	120,000
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	103,642
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	137,380
Net shortfall amortization installment of oustanding balance	2016-12-31	53,921
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	146,289
Prefunding balance elected to use to offset funding requirement	2016-12-31	42,647
Additional cash requirement	2016-12-31	103,642
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	103,642
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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