401k Plan data: EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN plan

EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN
Plan identification number	002

EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION 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.

401k Sponsoring company profile

EXECUTIVE HEALTH & WELLNESS CENTER has sponsored the creation of one or more 401k plans.

Company Name: EXECUTIVE HEALTH & WELLNESS CENTER

Employer identification number (EIN): 203119253

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01

Plan Statistics for EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 389,251
Acturial value of plan assets 2022-12-31 389,251
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 2022-12-31 344,646
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 349,374
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 349,374
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 120,457
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 120,457
Present value of excess contributions 2022-12-31 35,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 36,850
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 44,101
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 74,814
Total employer contributions 2022-12-31 80,000
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 78,408
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 60,199
Net shortfall amortization installment of oustanding balance 2022-12-31 34,937
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 63,428
Additional cash requirement 2022-12-31 63,428
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 78,408
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 323,728
Acturial value of plan assets 2021-12-31 323,728
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 2021-12-31 190,991
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 195,851
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 195,851
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 79,373
Carryover balanced portion elected for use 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 79,373
Present value of excess contributions 2021-12-31 34,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 36,025
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 35,782
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 2021-12-31 120,457
Total employer contributions 2021-12-31 70,000
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 68,821
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 41,132
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 33,712
Additional cash requirement 2021-12-31 33,712
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 68,821
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2022: EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	389,251
Acturial value of plan assets	2022-12-31	389,251
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	344,646
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	349,374
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	349,374
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	120,457
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	120,457
Present value of excess contributions	2022-12-31	35,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	36,850
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	44,101
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	74,814
Total employer contributions	2022-12-31	80,000
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	78,408
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	60,199
Net shortfall amortization installment of oustanding balance	2022-12-31	34,937
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	63,428
Additional cash requirement	2022-12-31	63,428
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	78,408
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EXECUTIVE HEALTH & WELLNESS CENTER DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	323,728
Acturial value of plan assets	2021-12-31	323,728
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	190,991
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	195,851
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	195,851
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	79,373
Carryover balanced portion elected for use 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	79,373
Present value of excess contributions	2021-12-31	34,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	36,025
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	35,782
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	120,457
Total employer contributions	2021-12-31	70,000
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	68,821
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	41,132
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	33,712
Additional cash requirement	2021-12-31	33,712
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	68,821
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

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Company Name:	EXECUTIVE HEALTH & WELLNESS CENTER
Employer identification number (EIN):	203119253
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)