401k Plan data: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN plan

HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	HARRY A. OKEN, MD, LLC CASH BALANCE PLAN
Plan identification number	001

HARRY A. OKEN, MD, 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).
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).
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

HARRY A. OKEN, M.D., LLC has sponsored the creation of one or more 401k plans.

Company Name: HARRY A. OKEN, M.D., LLC

Employer identification number (EIN): 273626432

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRY A. OKEN, MD, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 HARRY OKEN 2018-07-27
001 2016-01-01 HARRY OKEN 2017-09-25
001 2015-01-01 HARRY OKEN 2016-10-03
001 2014-01-01 HARRY OKEN 2015-10-08
001 2014-01-01 HARRY OKEN 2015-10-08
001 2013-01-01 HARRY OKEN 2014-07-25
001 2012-01-01 HARRY OKEN 2013-07-10
001 2011-01-01 HARRY OKEN 2012-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	HARRY OKEN	2018-07-27
001	2016-01-01	HARRY OKEN	2017-09-25
001	2015-01-01	HARRY OKEN	2016-10-03
001	2014-01-01	HARRY OKEN	2015-10-08
001	2014-01-01	HARRY OKEN	2015-10-08
001	2013-01-01	HARRY OKEN	2014-07-25
001	2012-01-01	HARRY OKEN	2013-07-10
001	2011-01-01	HARRY OKEN	2012-10-09

Plan Statistics for HARRY A. OKEN, MD, LLC CASH BALANCE PLAN

401k plan membership statisitcs for HARRY A. OKEN, MD, LLC CASH BALANCE PLAN

Measure Date Value
2020: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,830,533
Acturial value of plan assets 2020-12-31 3,830,533
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 110,089
Active participant vested funding target 2020-12-31 3,394,779
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 3,394,779
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 3,504,868
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 234,653
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 52,425
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 182,228
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 87,434
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 94,794
Total employer contributions 2020-12-31 132,000
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 2020-12-31 125,538
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 125,538
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,916,516
Acturial value of plan assets 2019-12-31 2,916,516
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 79,287
Active participant vested funding target 2019-12-31 2,966,958
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 2,966,958
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 3,046,245
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 2019-12-31 223,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 234,653
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 234,653
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 2019-12-31 234,653
Total employer contributions 2019-12-31 310,000
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 2019-12-31 293,389
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 2019-12-31 286,573
Net shortfall amortization installment of oustanding balance 2019-12-31 364,382
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 345,781
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 52,392
Additional cash requirement 2019-12-31 293,389
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 293,389
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,796,889
Acturial value of plan assets 2018-12-31 2,796,889
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 74,056
Active participant vested funding target 2018-12-31 2,331,171
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 2,349,981
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 2,424,037
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 2018-12-31 314,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 330,330
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 2018-12-31 250,000
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 2018-12-31 237,876
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 2018-12-31 386,822
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 13,970
Additional cash requirement 2018-12-31 13,970
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 237,876
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,141,731
Acturial value of plan assets 2017-12-31 2,141,731
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 65,103
Active participant vested funding target 2017-12-31 1,775,152
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,777,232
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,842,335
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 23,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 24,861
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 0
Total employer contributions 2017-12-31 334,450
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 2017-12-31 315,143
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 2017-12-31 299,729
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 2017-12-31 333
Additional cash requirement 2017-12-31 333
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 315,143
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,729,851
Acturial value of plan assets 2016-12-31 1,729,851
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 1,671,491
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,671,491
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,671,491
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 2016-12-31 158,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 167,838
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 0
Total employer contributions 2016-12-31 267,524
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 2016-12-31 251,585
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 2016-12-31 286,254
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 2016-12-31 227,894
Additional cash requirement 2016-12-31 227,894
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 251,585
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
2020: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,830,533
Acturial value of plan assets	2020-12-31	3,830,533
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	110,089
Active participant vested funding target	2020-12-31	3,394,779
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	3,394,779
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	3,504,868
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	234,653
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	52,425
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	182,228
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	87,434
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	94,794
Total employer contributions	2020-12-31	132,000
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	125,538
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	125,538
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,916,516
Acturial value of plan assets	2019-12-31	2,916,516
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	79,287
Active participant vested funding target	2019-12-31	2,966,958
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	2,966,958
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	3,046,245
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	223,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	234,653
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	234,653
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	234,653
Total employer contributions	2019-12-31	310,000
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	293,389
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	286,573
Net shortfall amortization installment of oustanding balance	2019-12-31	364,382
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	345,781
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	52,392
Additional cash requirement	2019-12-31	293,389
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	293,389
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,796,889
Acturial value of plan assets	2018-12-31	2,796,889
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	74,056
Active participant vested funding target	2018-12-31	2,331,171
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	2,349,981
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	2,424,037
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	314,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	330,330
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	250,000
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	237,876
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	386,822
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	13,970
Additional cash requirement	2018-12-31	13,970
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	237,876
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,141,731
Acturial value of plan assets	2017-12-31	2,141,731
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	65,103
Active participant vested funding target	2017-12-31	1,775,152
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,777,232
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,842,335
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	23,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	24,861
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	0
Total employer contributions	2017-12-31	334,450
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	315,143
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	299,729
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	333
Additional cash requirement	2017-12-31	333
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	315,143
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HARRY A. OKEN, MD, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,729,851
Acturial value of plan assets	2016-12-31	1,729,851
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	1,671,491
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,671,491
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,671,491
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	158,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	167,838
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	0
Total employer contributions	2016-12-31	267,524
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	251,585
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	286,254
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	227,894
Additional cash requirement	2016-12-31	227,894
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	251,585
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:	HARRY A. OKEN, M.D., LLC
Employer identification number (EIN):	273626432
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)