FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN 401k Plan overview

FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	SARAH D. ATKINSON, M.D., P.L.L.C.
Employer identification number (EIN):	204805127
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, 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
003	2016-01-01	STEVEN HESS	2017-04-27
003	2015-01-01	STEVEN HESS	2016-04-26
003	2014-01-01	STEVEN HESS	2015-04-22	STEVEN HESS	2015-04-22
003	2013-01-01	STEVEN HESS	2014-04-24
003	2012-01-01	STEVEN HESS	2013-04-16
003	2011-01-01	STEVEN HESS	2012-05-17
003	2010-01-01	STEVEN HESS	2011-07-13

Plan Statistics for FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN

Measure	Date	Value
2016: FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,167,545
Acturial value of plan assets	2016-12-31	1,167,545
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	991,074
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	991,074
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	991,074
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	13,887
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	13,887
Present value of excess contributions	2016-12-31	137,809
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	137,809
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	13,608
Total employer contributions	2016-12-31	400,000
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	394,953
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	191,351
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	29,296
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	29,296
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	394,953
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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