401k Plan data: THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN plan

THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN
Plan identification number	002

THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAMI CAPITAL MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: SAMI CAPITAL MANAGEMENT LLC

Employer identification number (EIN): 273909036

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Additional information about SAMI CAPITAL MANAGEMENT LLC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: D4352Y

More information about SAMI CAPITAL MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 HARPREET SURI 2021-10-05 HARPREET SURI 2021-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	HARPREET SURI	2021-10-05	HARPREET SURI	2021-10-05

Plan Statistics for THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN

Measure Date Value
2020: THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 301,431
Acturial value of plan assets 2020-12-31 301,431
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 264,303
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 264,303
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 264,303
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 76,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 76,991
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 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 2020-12-31 341,950
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 2020-12-31 321,152
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 2020-12-31 122,813
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 85,685
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 85,685
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 321,152
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2020: THE LUNG CONSULTANTS, L.L.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	301,431
Acturial value of plan assets	2020-12-31	301,431
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	264,303
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	264,303
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	264,303
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	76,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	76,991
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	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	341,950
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	321,152
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	122,813
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	85,685
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	85,685
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	321,152
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Potentially related plans

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Company Name:	SAMI CAPITAL MANAGEMENT LLC
Employer identification number (EIN):	273909036
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	D4352Y