401k Plan data: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN plan

JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 401k Plan overview

Plan Name	JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN
Plan identification number	001

JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).

401k Sponsoring company profile

JAMES L WORKMAN, PA has sponsored the creation of one or more 401k plans.

Company Name: JAMES L WORKMAN, PA

Employer identification number (EIN): 208964726

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JAMES L WORKMAN 2020-10-14
001 2018-01-01 JAMES L WORKMAN 2019-10-14
001 2017-01-01 JAMES L WORKMAN 2018-10-12
001 2016-01-01 JAMES L WORKMAN 2017-10-12
001 2015-01-01 JAMES L WORKMAN
001 2014-01-01 JAMES L WORKMAN
001 2013-01-01 JAMES L WORKMAN
001 2012-01-01 JAMES L WORKMAN 2013-10-04 JAMES L WORKMAN 2013-10-04
001 2011-01-01 JAMES L WORKMAN 2012-10-03 JAMES L WORKMAN 2012-10-03
001 2010-01-01 JAMES L WORKMAN 2011-10-13 JAMES L WORKMAN 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JAMES L WORKMAN	2020-10-14
001	2018-01-01	JAMES L WORKMAN	2019-10-14
001	2017-01-01	JAMES L WORKMAN	2018-10-12
001	2016-01-01	JAMES L WORKMAN	2017-10-12
001	2015-01-01	JAMES L WORKMAN
001	2014-01-01	JAMES L WORKMAN
001	2013-01-01	JAMES L WORKMAN
001	2012-01-01	JAMES L WORKMAN	2013-10-04	JAMES L WORKMAN	2013-10-04
001	2011-01-01	JAMES L WORKMAN	2012-10-03	JAMES L WORKMAN	2012-10-03
001	2010-01-01	JAMES L WORKMAN	2011-10-13	JAMES L WORKMAN	2011-10-13

Plan Statistics for JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN

401k plan membership statisitcs for JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN

Measure Date Value
2019: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,267,980
Acturial value of plan assets 2019-12-31 1,267,980
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 1,300,012
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 1,300,012
Total participant count 2019-12-31 1
Total funding target for all participants 2019-12-31 1,300,012
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 31,910
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 31,910
Present value of excess contributions 2019-12-31 68,985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 71,958
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 31,435
Total employer contributions 2019-12-31 100,000
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 92,735
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 8,479
Net shortfall amortization installment of oustanding balance 2019-12-31 63,467
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 30,173
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 30,173
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 92,735
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,259,996
Acturial value of plan assets 2018-12-31 1,259,996
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 23,198
Active participant vested funding target 2018-12-31 1,261,352
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,261,352
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 1,284,550
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 57,933
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 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 57,933
Present value of excess contributions 2018-12-31 56
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 58
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 30,687
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 31,910
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 92,152
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 5,394
Net shortfall amortization installment of oustanding balance 2018-12-31 56,464
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 23,167
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 23,167
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 92,152
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,047,539
Acturial value of plan assets 2017-12-31 1,047,539
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 8,324
Active participant vested funding target 2017-12-31 1,118,270
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 1,119,373
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 1,127,697
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 54,866
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 54,866
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 57,933
Total employer contributions 2017-12-31 141,229
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 2017-12-31 126,177
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 98,490
Net shortfall amortization installment of oustanding balance 2017-12-31 138,091
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 126,121
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 0
Additional cash requirement 2017-12-31 126,121
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 126,177
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 867,521
Acturial value of plan assets 2016-12-31 867,521
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 7,450
Active participant vested funding target 2016-12-31 976,582
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 976,756
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 984,206
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 58,035
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 58,035
Present value of excess contributions 2016-12-31 201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 213
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 54,866
Total employer contributions 2016-12-31 138,325
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 2016-12-31 123,994
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 94,312
Net shortfall amortization installment of oustanding balance 2016-12-31 171,551
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 123,994
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 2016-12-31 123,994
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 123,994
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2015: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2019: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,267,980
Acturial value of plan assets	2019-12-31	1,267,980
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	1,300,012
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	1,300,012
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	1,300,012
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	31,910
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	31,910
Present value of excess contributions	2019-12-31	68,985
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	71,958
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	31,435
Total employer contributions	2019-12-31	100,000
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	92,735
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	8,479
Net shortfall amortization installment of oustanding balance	2019-12-31	63,467
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	30,173
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	30,173
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	92,735
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,259,996
Acturial value of plan assets	2018-12-31	1,259,996
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	23,198
Active participant vested funding target	2018-12-31	1,261,352
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,261,352
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	1,284,550
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	57,933
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	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	57,933
Present value of excess contributions	2018-12-31	56
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	58
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	30,687
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	31,910
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	92,152
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	5,394
Net shortfall amortization installment of oustanding balance	2018-12-31	56,464
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	23,167
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	23,167
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	92,152
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,047,539
Acturial value of plan assets	2017-12-31	1,047,539
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	8,324
Active participant vested funding target	2017-12-31	1,118,270
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	1,119,373
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	1,127,697
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	54,866
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	54,866
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	57,933
Total employer contributions	2017-12-31	141,229
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	126,177
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	98,490
Net shortfall amortization installment of oustanding balance	2017-12-31	138,091
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	126,121
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	0
Additional cash requirement	2017-12-31	126,121
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	126,177
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	867,521
Acturial value of plan assets	2016-12-31	867,521
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	7,450
Active participant vested funding target	2016-12-31	976,582
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	976,756
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	984,206
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	58,035
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	58,035
Present value of excess contributions	2016-12-31	201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	213
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	54,866
Total employer contributions	2016-12-31	138,325
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	123,994
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	94,312
Net shortfall amortization installment of oustanding balance	2016-12-31	171,551
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	123,994
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	123,994
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	123,994
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2015: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN

Measure	Date	Value
2015 : JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$60,706
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$871,817
Total plan assets at beginning of year	2015-12-31	$811,111
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-44,294
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$60,706
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$871,817
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$811,111
Assets. Value of real-estate (other than employer real property)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$105,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$68,281
Expenses. Total of all expenses incurred	2014-12-31	$9,327
Benefits paid (including direct rollovers)	2014-12-31	$5,916
Total plan assets at end of year	2014-12-31	$811,111
Total plan assets at beginning of year	2014-12-31	$752,157
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,411
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$6,371
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$58,954
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$811,111
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$752,157
Assets. Value of real-estate (other than employer real property)	2014-12-31	$7,273
Total contributions received or receivable from employer(s)	2014-12-31	$61,910
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$164,916
Expenses. Total of all expenses incurred	2013-12-31	$3,233
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$752,157
Total plan assets at beginning of year	2013-12-31	$590,474
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$74,916
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$161,683
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$752,157
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$590,474
Assets. Value of real-estate (other than employer real property)	2013-12-31	$7,044
Total contributions received or receivable from employer(s)	2013-12-31	$90,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,233

Form 5500 Responses for JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN

2015: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES LEONARD WORKMAN, JR PA CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES L WORKMAN, PA
Employer identification number (EIN):	208964726
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)