401k Plan data: LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN plan

LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

LEE H. KOSTER, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: LEE H. KOSTER, M.D., P.C.

Employer identification number (EIN): 251384571

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-04-01 LEE H. KOSTER, M.D. 2017-07-17
003 2014-04-01 LEE H. KOSTER, M.D. 2016-01-05
003 2013-04-01 LEE H. KOSTER, M.D. 2015-01-05
003 2012-04-01 LEE H. KOSTER, M.D. 2013-10-17
003 2011-04-01 LEE H. KOSTER, M.D. 2013-01-02
003 2010-04-01 LEE H. KOSTER, M.D. 2012-01-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2016-04-01	LEE H. KOSTER, M.D.	2017-07-17
003	2014-04-01	LEE H. KOSTER, M.D.	2016-01-05
003	2013-04-01	LEE H. KOSTER, M.D.	2015-01-05
003	2012-04-01	LEE H. KOSTER, M.D.	2013-10-17
003	2011-04-01	LEE H. KOSTER, M.D.	2013-01-02
003	2010-04-01	LEE H. KOSTER, M.D.	2012-01-06

Plan Statistics for LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-03-31 1,878,225
Acturial value of plan assets 2017-03-31 1,878,225
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 0
Fundng target for terminated vested participants 2017-03-31 0
Active participant vested funding target 2017-03-31 1,911,251
Number of active participants 2017-03-31 4
Total funding liabilities for active participants 2017-03-31 1,911,251
Total participant count 2017-03-31 4
Total funding target for all participants 2017-03-31 1,911,251
Balance at beginning of prior year after applicable adjustments 2017-03-31 55
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 55
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 9,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 10,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 53
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 130,000
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 126,771
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 29,782
Net shortfall amortization installment of oustanding balance 2017-03-31 33,079
Waiver amortization installment 2017-03-31 0
Waived amount of outstanding balance 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 34,336
Carryover balance elected to use to offset funding requirement 2017-03-31 0
Prefunding balance elected to use to offset funding requirement 2017-03-31 0
Additional cash requirement 2017-03-31 34,336
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 126,771
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2017: LEE H. KOSTER, M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-03-31	1,878,225
Acturial value of plan assets	2017-03-31	1,878,225
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	0
Fundng target for terminated vested participants	2017-03-31	0
Active participant vested funding target	2017-03-31	1,911,251
Number of active participants	2017-03-31	4
Total funding liabilities for active participants	2017-03-31	1,911,251
Total participant count	2017-03-31	4
Total funding target for all participants	2017-03-31	1,911,251
Balance at beginning of prior year after applicable adjustments	2017-03-31	55
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	55
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	9,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	10,040
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	53
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	130,000
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	126,771
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	29,782
Net shortfall amortization installment of oustanding balance	2017-03-31	33,079
Waiver amortization installment	2017-03-31	0
Waived amount of outstanding balance	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	34,336
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	34,336
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	126,771
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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Company Name:	LEE H. KOSTER, M.D., P.C.
Employer identification number (EIN):	251384571
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)