401k Plan data: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN plan

MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN
Plan identification number	002

MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION 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

MICHAEL K. ROSENTHAL, D.O., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL K. ROSENTHAL, D.O., P.C.

Employer identification number (EIN): 300236582

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MICHAEL ROSENTHAL 2024-10-14
002 2022-01-01 MICHAEL ROSENTHAL 2023-10-11
002 2021-01-01 MICHAEL ROSENTHAL 2022-10-10
002 2020-01-01 MICHAEL ROSENTHAL 2021-10-10
002 2019-01-01 MICHAEL ROSENTHAL 2020-07-20
002 2018-01-01 MICHAEL ROSENTHAL 2019-08-12
002 2017-01-01 MICHAEL ROSENTHAL 2018-09-12
002 2016-01-01 MICHAEL ROSENTHAL 2017-06-19
002 2015-01-01 MICHAEL ROSENTHAL 2016-06-30
002 2014-01-01 MICHAEL ROSENTHAL 2015-05-05
002 2013-01-01 MICHAEL ROSENTHAL 2014-05-23
002 2012-01-01 MICHAEL ROSENTHAL 2013-04-17
002 2011-01-01 MICHAEL ROSENTHAL 2012-04-11
002 2010-01-01 MICHAEL ROSENTHAL 2011-04-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	MICHAEL ROSENTHAL	2024-10-14
002	2022-01-01	MICHAEL ROSENTHAL	2023-10-11
002	2021-01-01	MICHAEL ROSENTHAL	2022-10-10
002	2020-01-01	MICHAEL ROSENTHAL	2021-10-10
002	2019-01-01	MICHAEL ROSENTHAL	2020-07-20
002	2018-01-01	MICHAEL ROSENTHAL	2019-08-12
002	2017-01-01	MICHAEL ROSENTHAL	2018-09-12
002	2016-01-01	MICHAEL ROSENTHAL	2017-06-19
002	2015-01-01	MICHAEL ROSENTHAL	2016-06-30
002	2014-01-01	MICHAEL ROSENTHAL	2015-05-05
002	2013-01-01	MICHAEL ROSENTHAL	2014-05-23
002	2012-01-01	MICHAEL ROSENTHAL	2013-04-17
002	2011-01-01	MICHAEL ROSENTHAL	2012-04-11
002	2010-01-01	MICHAEL ROSENTHAL	2011-04-03

Plan Statistics for MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,240,975
Acturial value of plan assets 2022-12-31 1,240,975
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,030,730
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 1,032,861
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 1,032,861
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 86,522
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 86,522
Present value of excess contributions 2022-12-31 1,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 96,827
Total employer contributions 2022-12-31 50,000
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 47,407
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 88,428
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 47,407
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,075,107
Acturial value of plan assets 2021-12-31 1,075,107
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 33,330
Active participant vested funding target 2021-12-31 947,713
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 947,713
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 981,043
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 78,735
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 78,735
Present value of excess contributions 2021-12-31 860
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 905
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 86,522
Total employer contributions 2021-12-31 80,000
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 76,350
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 82,146
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 74,604
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 74,604
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 76,350
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 965,028
Acturial value of plan assets 2020-12-31 965,028
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 48,129
Active participant vested funding target 2020-12-31 828,712
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 831,066
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 879,195
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 66,963
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 66,963
Present value of excess contributions 2020-12-31 2,018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 2,126
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 78,735
Total employer contributions 2020-12-31 75,150
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 70,891
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 77,129
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 70,031
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 70,031
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 70,891
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 772,751
Acturial value of plan assets 2019-12-31 772,751
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 13,733
Active participant vested funding target 2019-12-31 753,567
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 753,567
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 767,300
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 71,343
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 71,343
Present value of excess contributions 2019-12-31 33,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 35,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 66,963
Total employer contributions 2019-12-31 76,995
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 74,239
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 72,221
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 72,221
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 72,221
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 74,239
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 750,282
Acturial value of plan assets 2018-12-31 750,282
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 12,765
Active participant vested funding target 2018-12-31 617,967
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 633,515
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 646,280
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 59,026
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 59,026
Present value of excess contributions 2018-12-31 3,911
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 4,134
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 4,000
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 71,343
Total employer contributions 2018-12-31 76,005
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 73,037
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 71,705
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 39,046
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 39,046
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 73,037
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 592,842
Acturial value of plan assets 2017-12-31 592,842
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 513,892
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 532,088
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 532,088
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 57,876
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 57,876
Present value of excess contributions 2017-12-31 6,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 6,393
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 3,000
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 59,026
Total employer contributions 2017-12-31 76,500
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 73,667
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 71,484
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 69,756
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 69,756
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 73,667
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 485,853
Acturial value of plan assets 2016-12-31 485,853
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 2016-12-31 409,842
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 426,783
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 426,783
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 92,213
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 92,213
Present value of excess contributions 2016-12-31 8,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 8,852
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 33,000
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 57,876
Total employer contributions 2016-12-31 75,000
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 72,373
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 67,532
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 66,338
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 66,338
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 72,373
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: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,240,975
Acturial value of plan assets	2022-12-31	1,240,975
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,030,730
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	1,032,861
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	1,032,861
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	86,522
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	86,522
Present value of excess contributions	2022-12-31	1,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	96,827
Total employer contributions	2022-12-31	50,000
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	47,407
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	88,428
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	47,407
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,075,107
Acturial value of plan assets	2021-12-31	1,075,107
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	33,330
Active participant vested funding target	2021-12-31	947,713
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	947,713
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	981,043
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	78,735
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	78,735
Present value of excess contributions	2021-12-31	860
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	905
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	86,522
Total employer contributions	2021-12-31	80,000
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	76,350
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	82,146
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	74,604
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	74,604
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	76,350
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	965,028
Acturial value of plan assets	2020-12-31	965,028
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	48,129
Active participant vested funding target	2020-12-31	828,712
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	831,066
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	879,195
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	66,963
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	66,963
Present value of excess contributions	2020-12-31	2,018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,126
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	78,735
Total employer contributions	2020-12-31	75,150
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	70,891
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	77,129
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	70,031
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	70,031
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	70,891
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	772,751
Acturial value of plan assets	2019-12-31	772,751
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	13,733
Active participant vested funding target	2019-12-31	753,567
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	753,567
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	767,300
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	71,343
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	71,343
Present value of excess contributions	2019-12-31	33,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	35,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	66,963
Total employer contributions	2019-12-31	76,995
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	74,239
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	72,221
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	72,221
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	72,221
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	74,239
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	750,282
Acturial value of plan assets	2018-12-31	750,282
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	12,765
Active participant vested funding target	2018-12-31	617,967
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	633,515
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	646,280
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	59,026
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	59,026
Present value of excess contributions	2018-12-31	3,911
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	4,134
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	4,000
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	71,343
Total employer contributions	2018-12-31	76,005
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	73,037
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	71,705
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	39,046
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	39,046
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	73,037
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	592,842
Acturial value of plan assets	2017-12-31	592,842
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	513,892
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	532,088
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	532,088
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	57,876
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	57,876
Present value of excess contributions	2017-12-31	6,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	6,393
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	3,000
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	59,026
Total employer contributions	2017-12-31	76,500
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	73,667
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	71,484
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	69,756
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	69,756
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	73,667
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MICHAEL K. ROSENTHAL, D.O., P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	485,853
Acturial value of plan assets	2016-12-31	485,853
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	409,842
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	426,783
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	426,783
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	92,213
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	92,213
Present value of excess contributions	2016-12-31	8,341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,852
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	33,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	57,876
Total employer contributions	2016-12-31	75,000
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	72,373
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	67,532
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	66,338
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	66,338
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	72,373
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:	MICHAEL K. ROSENTHAL, D.O., P.C.
Employer identification number (EIN):	300236582
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)