401k Plan data: ERIC BAUMANN, MD, PC CASH BALANCE PLAN plan

ERIC BAUMANN, MD, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	ERIC BAUMANN, MD, PC CASH BALANCE PLAN
Plan identification number	002

ERIC BAUMANN, MD, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ERIC BAUMANN, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: ERIC BAUMANN, MD, PC

Employer identification number (EIN): 202767330

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC BAUMANN, MD, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MARGIE ANACAYA 2023-04-05
002 2021-01-01 MARGIE BAUMANN 2022-07-20 MARGIE BAUMANN 2022-07-20
002 2020-01-01 MARGIE BAUMANN 2021-09-17 MARGIE BAUMANN 2021-09-17
002 2019-01-01 MARGIE BAUMANN 2020-08-20 MARGIE BAUMANN 2020-08-20
002 2018-01-01 MARGIE BAUMANN 2019-07-02 MARGIE BAUMANN 2019-07-02
002 2017-01-01 MARGIE BAUMANN 2018-04-30 MARGIE BAUMANN 2018-04-30
002 2016-01-01 MARGIE BAUMANN 2017-04-11 MARGIE BAUMANN 2017-04-11
002 2015-01-01 MARGIE BAUMANN 2016-08-29 MARGIE BAUMANN 2016-08-29
002 2014-01-01 MARGIE BAUMANN 2015-10-15 MARGIE BAUMANN 2015-10-15
002 2013-01-01 MARGIE BAUMANN 2014-04-26 MARGIE BAUMANN 2014-04-26
002 2012-01-01 ERIC BAUMANN, MD 2013-08-26
002 2011-01-01 ERIC BAUMANN, MD 2012-09-25
002 2010-01-01 ERIC BAUMANN, MD 2011-07-05 ERIC BAUMANN, MD 2011-07-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MARGIE ANACAYA	2023-04-05
002	2021-01-01	MARGIE BAUMANN	2022-07-20	MARGIE BAUMANN	2022-07-20
002	2020-01-01	MARGIE BAUMANN	2021-09-17	MARGIE BAUMANN	2021-09-17
002	2019-01-01	MARGIE BAUMANN	2020-08-20	MARGIE BAUMANN	2020-08-20
002	2018-01-01	MARGIE BAUMANN	2019-07-02	MARGIE BAUMANN	2019-07-02
002	2017-01-01	MARGIE BAUMANN	2018-04-30	MARGIE BAUMANN	2018-04-30
002	2016-01-01	MARGIE BAUMANN	2017-04-11	MARGIE BAUMANN	2017-04-11
002	2015-01-01	MARGIE BAUMANN	2016-08-29	MARGIE BAUMANN	2016-08-29
002	2014-01-01	MARGIE BAUMANN	2015-10-15	MARGIE BAUMANN	2015-10-15
002	2013-01-01	MARGIE BAUMANN	2014-04-26	MARGIE BAUMANN	2014-04-26
002	2012-01-01	ERIC BAUMANN, MD	2013-08-26
002	2011-01-01	ERIC BAUMANN, MD	2012-09-25
002	2010-01-01	ERIC BAUMANN, MD	2011-07-05	ERIC BAUMANN, MD	2011-07-05

Plan Statistics for ERIC BAUMANN, MD, PC CASH BALANCE PLAN

401k plan membership statisitcs for ERIC BAUMANN, MD, PC CASH BALANCE PLAN

Measure Date Value
2021: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,711,406
Acturial value of plan assets 2021-12-31 2,711,406
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 13,618
Active participant vested funding target 2021-12-31 2,319,554
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 2,320,727
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 2,334,345
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 131,654
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 2021-12-31 131,654
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 150,072
Total employer contributions 2021-12-31 86,575
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 81,085
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 2021-12-31 204,077
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 81,085
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,404,632
Acturial value of plan assets 2020-12-31 2,404,632
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 10,136
Active participant vested funding target 2020-12-31 2,037,715
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 2,037,715
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 2,047,851
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 9,065
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 9,065
Present value of excess contributions 2020-12-31 114,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 120,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 120,711
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 2020-12-31 131,654
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 0
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 48,962
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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,913,695
Acturial value of plan assets 2019-12-31 1,913,695
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 10,117
Active participant vested funding target 2019-12-31 1,848,915
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 1,848,915
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 1,859,032
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 501
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 2019-12-31 501
Present value of excess contributions 2019-12-31 8,145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 8,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 8,596
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 9,065
Total employer contributions 2019-12-31 125,000
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 2019-12-31 114,849
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 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 45,888
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 290
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 2019-12-31 290
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 114,849
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,942,104
Acturial value of plan assets 2018-12-31 1,942,104
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 7,739
Active participant vested funding target 2018-12-31 2,050,131
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 2,050,131
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 2,057,870
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 13,587
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 13,587
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 446
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 501
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 501
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 2018-12-31 501
Total employer contributions 2018-12-31 100,000
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 91,238
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 56,654
Net shortfall amortization installment of oustanding balance 2018-12-31 116,267
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 83,093
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 83,093
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 91,238
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,655,032
Acturial value of plan assets 2017-12-31 1,655,032
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 12,178
Active participant vested funding target 2017-12-31 1,869,941
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 1,870,629
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 1,882,807
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 191,895
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 2017-12-31 191,895
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 12,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 13,587
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 13,587
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 13,587
Total employer contributions 2017-12-31 92,020
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 84,023
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 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 55,185
Net shortfall amortization installment of oustanding balance 2017-12-31 241,362
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 97,164
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 13,587
Additional cash requirement 2017-12-31 83,577
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 84,023
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,484,198
Acturial value of plan assets 2016-12-31 1,484,198
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 11,424
Active participant vested funding target 2016-12-31 1,395,513
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 1,395,513
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,406,937
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 258,960
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 62,989
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 195,971
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 191,895
Total employer contributions 2016-12-31 90,000
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 83,536
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 243,664
Net shortfall amortization installment of oustanding balance 2016-12-31 114,634
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 262,703
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 191,895
Additional cash requirement 2016-12-31 70,808
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 83,536
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: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,711,406
Acturial value of plan assets	2021-12-31	2,711,406
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	13,618
Active participant vested funding target	2021-12-31	2,319,554
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	2,320,727
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	2,334,345
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	131,654
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	131,654
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	150,072
Total employer contributions	2021-12-31	86,575
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	81,085
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	204,077
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	81,085
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,404,632
Acturial value of plan assets	2020-12-31	2,404,632
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	10,136
Active participant vested funding target	2020-12-31	2,037,715
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	2,037,715
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	2,047,851
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	9,065
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	9,065
Present value of excess contributions	2020-12-31	114,559
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	120,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	120,711
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	131,654
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	0
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	48,962
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,913,695
Acturial value of plan assets	2019-12-31	1,913,695
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	10,117
Active participant vested funding target	2019-12-31	1,848,915
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	1,848,915
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	1,859,032
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	501
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	501
Present value of excess contributions	2019-12-31	8,145
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	8,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	8,596
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	9,065
Total employer contributions	2019-12-31	125,000
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	114,849
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	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	45,888
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	290
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	290
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	114,849
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,942,104
Acturial value of plan assets	2018-12-31	1,942,104
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	7,739
Active participant vested funding target	2018-12-31	2,050,131
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	2,050,131
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	2,057,870
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	13,587
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	13,587
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	446
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	501
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	501
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	501
Total employer contributions	2018-12-31	100,000
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	91,238
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	56,654
Net shortfall amortization installment of oustanding balance	2018-12-31	116,267
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	83,093
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	83,093
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	91,238
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,655,032
Acturial value of plan assets	2017-12-31	1,655,032
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	12,178
Active participant vested funding target	2017-12-31	1,869,941
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	1,870,629
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	1,882,807
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	191,895
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	191,895
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	12,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	13,587
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	13,587
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	13,587
Total employer contributions	2017-12-31	92,020
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	84,023
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	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	55,185
Net shortfall amortization installment of oustanding balance	2017-12-31	241,362
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	97,164
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	13,587
Additional cash requirement	2017-12-31	83,577
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	84,023
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ERIC BAUMANN, MD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,484,198
Acturial value of plan assets	2016-12-31	1,484,198
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	11,424
Active participant vested funding target	2016-12-31	1,395,513
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	1,395,513
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,406,937
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	258,960
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	62,989
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	195,971
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	191,895
Total employer contributions	2016-12-31	90,000
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	83,536
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	243,664
Net shortfall amortization installment of oustanding balance	2016-12-31	114,634
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	262,703
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	191,895
Additional cash requirement	2016-12-31	70,808
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	83,536
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:	ERIC BAUMANN, MD, PC
Employer identification number (EIN):	202767330
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)