401k Plan data: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN plan

HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN
Plan identification number	002

HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

HOSPITALIST ASSOCIATES TEAM, LLC has sponsored the creation of one or more 401k plans.

Company Name: HOSPITALIST ASSOCIATES TEAM, LLC

Employer identification number (EIN): 264153266

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SAMIR MAYEL 2024-10-07
002 2022-01-01 SAMIR MAYEL 2023-08-30
002 2021-01-01 SAMIR MAYEL 2022-07-31
002 2020-01-01 SAMIR MAYEL 2021-10-02
002 2019-01-01 SAMIR MAYEL 2020-09-26
002 2018-01-01 SAMIR MAYEL 2019-10-09
002 2017-01-01 SAMIR MAYEL 2018-10-08
002 2016-01-01 SAMIR MAYEL 2017-09-28
002 2016-01-01 SAMIR MAYEL 2018-08-06
002 2015-01-01 SAMIR MAYEL 2016-10-14
002 2014-01-01 SAMIR MAYEL 2015-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SAMIR MAYEL	2024-10-07
002	2022-01-01	SAMIR MAYEL	2023-08-30
002	2021-01-01	SAMIR MAYEL	2022-07-31
002	2020-01-01	SAMIR MAYEL	2021-10-02
002	2019-01-01	SAMIR MAYEL	2020-09-26
002	2018-01-01	SAMIR MAYEL	2019-10-09
002	2017-01-01	SAMIR MAYEL	2018-10-08
002	2016-01-01	SAMIR MAYEL	2017-09-28
002	2016-01-01	SAMIR MAYEL	2018-08-06
002	2015-01-01	SAMIR MAYEL	2016-10-14
002	2014-01-01	SAMIR MAYEL	2015-10-12

Plan Statistics for HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN

401k plan membership statisitcs for HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN

Measure Date Value
2022: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,021,591
Acturial value of plan assets 2022-12-31 2,021,591
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 7,124
Active participant vested funding target 2022-12-31 2,298,065
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 2,298,065
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 2,305,189
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 12,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 12,981
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 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 261,956
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 2022-12-31 261,153
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 2022-12-31 232,152
Net shortfall amortization installment of oustanding balance 2022-12-31 283,598
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 258,360
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 258,360
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 261,153
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,054,175
Acturial value of plan assets 2021-12-31 2,054,175
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 7,612
Active participant vested funding target 2021-12-31 1,997,193
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 1,997,193
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 2,004,805
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 0
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 0
Present value of excess contributions 2021-12-31 3,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 3,550
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 0
Total employer contributions 2021-12-31 241,467
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 2021-12-31 235,776
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 2021-12-31 272,165
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 2021-12-31 222,795
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 2021-12-31 222,795
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 235,776
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,541,791
Acturial value of plan assets 2020-12-31 1,541,791
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 6,312
Active participant vested funding target 2020-12-31 1,566,764
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,566,764
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 1,573,076
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 0
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 0
Present value of excess contributions 2020-12-31 9,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 9,034
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 0
Total employer contributions 2020-12-31 258,533
Total employee contributions 2020-12-31 0
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 2020-12-31 255,776
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 2020-12-31 243,804
Net shortfall amortization installment of oustanding balance 2020-12-31 31,285
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 252,226
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 2020-12-31 252,226
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 255,776
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,217,143
Acturial value of plan assets 2019-12-31 1,217,143
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 6,713
Active participant vested funding target 2019-12-31 1,225,722
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,227,760
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 1,234,473
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 0
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 0
Present value of excess contributions 2019-12-31 2,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 2,302
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 0
Total employer contributions 2019-12-31 242,074
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 2019-12-31 233,010
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 2019-12-31 218,595
Net shortfall amortization installment of oustanding balance 2019-12-31 17,330
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 223,976
Additional cash requirement 2019-12-31 223,976
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 233,010
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 828,569
Acturial value of plan assets 2018-12-31 828,569
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 5,935
Active participant vested funding target 2018-12-31 909,730
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 910,658
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 916,593
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 0
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 0
Present value of excess contributions 2018-12-31 41,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 41,834
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 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 244,088
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 2018-12-31 239,152
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 2018-12-31 215,268
Net shortfall amortization installment of oustanding balance 2018-12-31 88,024
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 236,850
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 2018-12-31 236,850
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 239,152
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 650,621
Acturial value of plan assets 2017-12-31 650,621
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 5,248
Active participant vested funding target 2017-12-31 625,048
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 625,048
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 630,296
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 0
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 0
Present value of excess contributions 2017-12-31 34,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 34,093
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 233,398
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 2017-12-31 223,762
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 2017-12-31 202,253
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 181,928
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 2017-12-31 181,928
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 223,762
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 377,763
Acturial value of plan assets 2016-12-31 377,763
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 2016-12-31 384,447
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 384,447
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 384,447
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 0
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 0
Present value of excess contributions 2016-12-31 11,540
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 11,540
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 228,902
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 2016-12-31 222,604
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 2016-12-31 187,406
Net shortfall amortization installment of oustanding balance 2016-12-31 6,684
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 188,511
Additional cash requirement 2016-12-31 188,511
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 222,604
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
2022: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,021,591
Acturial value of plan assets	2022-12-31	2,021,591
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	7,124
Active participant vested funding target	2022-12-31	2,298,065
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	2,298,065
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	2,305,189
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	12,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	12,981
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	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	261,956
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	261,153
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	232,152
Net shortfall amortization installment of oustanding balance	2022-12-31	283,598
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	258,360
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	258,360
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	261,153
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,054,175
Acturial value of plan assets	2021-12-31	2,054,175
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	7,612
Active participant vested funding target	2021-12-31	1,997,193
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	1,997,193
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	2,004,805
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	0
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	0
Present value of excess contributions	2021-12-31	3,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	3,550
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	0
Total employer contributions	2021-12-31	241,467
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	235,776
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	272,165
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	222,795
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	222,795
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	235,776
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,541,791
Acturial value of plan assets	2020-12-31	1,541,791
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	6,312
Active participant vested funding target	2020-12-31	1,566,764
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,566,764
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	1,573,076
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	0
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	0
Present value of excess contributions	2020-12-31	9,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,034
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	0
Total employer contributions	2020-12-31	258,533
Total employee contributions	2020-12-31	0
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	255,776
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	243,804
Net shortfall amortization installment of oustanding balance	2020-12-31	31,285
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	252,226
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	252,226
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	255,776
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,217,143
Acturial value of plan assets	2019-12-31	1,217,143
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	6,713
Active participant vested funding target	2019-12-31	1,225,722
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,227,760
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,234,473
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	0
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	0
Present value of excess contributions	2019-12-31	2,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	2,302
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	0
Total employer contributions	2019-12-31	242,074
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	233,010
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	218,595
Net shortfall amortization installment of oustanding balance	2019-12-31	17,330
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	223,976
Additional cash requirement	2019-12-31	223,976
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	233,010
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	828,569
Acturial value of plan assets	2018-12-31	828,569
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	5,935
Active participant vested funding target	2018-12-31	909,730
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	910,658
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	916,593
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	0
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	0
Present value of excess contributions	2018-12-31	41,834
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	41,834
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	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	244,088
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	239,152
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	215,268
Net shortfall amortization installment of oustanding balance	2018-12-31	88,024
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	236,850
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	236,850
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	239,152
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	650,621
Acturial value of plan assets	2017-12-31	650,621
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	5,248
Active participant vested funding target	2017-12-31	625,048
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	625,048
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	630,296
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	0
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	0
Present value of excess contributions	2017-12-31	34,093
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	34,093
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	233,398
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	223,762
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	202,253
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	181,928
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	181,928
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	223,762
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HOSPITALIST ASSOCIATES TEAM, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	377,763
Acturial value of plan assets	2016-12-31	377,763
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	384,447
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	384,447
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	384,447
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	0
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	0
Present value of excess contributions	2016-12-31	11,540
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	11,540
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	228,902
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	222,604
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	187,406
Net shortfall amortization installment of oustanding balance	2016-12-31	6,684
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	188,511
Additional cash requirement	2016-12-31	188,511
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	222,604
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:	HOSPITALIST ASSOCIATES TEAM, LLC
Employer identification number (EIN):	264153266
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)