401k Plan data: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN plan

AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 401k Plan overview

Plan Name	AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN
Plan identification number	002

AMERICAN BOARD OF FAMILY MEDICINE, INC. 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

AMERICAN BOARD OF FAMILY MEDICINE, INC. has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN BOARD OF FAMILY MEDICINE, INC.

Employer identification number (EIN): 430921226

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 TRISHA LAYOW 2024-10-10
002 2022-01-01 TRISHA LAYOW 2023-10-13
002 2021-01-01 TRISHA LAYOW 2022-10-05
002 2020-01-01 ROGER M. BEAN 2021-09-27
002 2019-01-01 ROGER M. BEAN 2020-09-20
002 2018-01-01 ROGER M. BEAN 2019-10-15
002 2017-01-01 ROGER M. BEAN 2018-07-17
002 2016-01-01 ROGER M. BEAN 2017-10-13
002 2015-01-01 ROGER M. BEAN 2016-07-21
002 2014-01-01 ROGER M. BEAN 2015-10-14
002 2013-01-01 ROGER M. BEAN 2014-07-05
002 2012-01-01 ROGER M. BEAN 2013-10-07
002 2011-01-01 ROGER M. BEAN 2012-07-05
002 2010-01-01 JOHN CLEMENTS 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	TRISHA LAYOW	2024-10-10
002	2022-01-01	TRISHA LAYOW	2023-10-13
002	2021-01-01	TRISHA LAYOW	2022-10-05
002	2020-01-01	ROGER M. BEAN	2021-09-27
002	2019-01-01	ROGER M. BEAN	2020-09-20
002	2018-01-01	ROGER M. BEAN	2019-10-15
002	2017-01-01	ROGER M. BEAN	2018-07-17
002	2016-01-01	ROGER M. BEAN	2017-10-13
002	2015-01-01	ROGER M. BEAN	2016-07-21
002	2014-01-01	ROGER M. BEAN	2015-10-14
002	2013-01-01	ROGER M. BEAN	2014-07-05
002	2012-01-01	ROGER M. BEAN	2013-10-07
002	2011-01-01	ROGER M. BEAN	2012-07-05
002	2010-01-01	JOHN CLEMENTS	2011-10-14

Plan Statistics for AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN

401k plan membership statisitcs for AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN

Measure Date Value
2022: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 16,777,666
Acturial value of plan assets 2022-12-31 16,777,666
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 13
Fundng target for terminated vested participants 2022-12-31 353,087
Active participant vested funding target 2022-12-31 9,792,707
Number of active participants 2022-12-31 79
Total funding liabilities for active participants 2022-12-31 9,844,209
Total participant count 2022-12-31 92
Total funding target for all participants 2022-12-31 10,197,296
Balance at beginning of prior year after applicable adjustments 2022-12-31 6,721,591
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 2,149,405
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 6,721,591
Amount remaining of prefunding balance 2022-12-31 2,149,405
Present value of excess contributions 2022-12-31 6,677
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 7,016
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 7,548,347
Balance of prefunding at beginning of current year 2022-12-31 2,413,782
Total employer contributions 2022-12-31 1,100,000
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 1,072,304
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 1,036,886
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 1,036,886
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 1,036,886
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,072,304
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 16,343,145
Acturial value of plan assets 2021-12-31 16,343,145
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 219,375
Active participant vested funding target 2021-12-31 10,968,017
Number of active participants 2021-12-31 73
Total funding liabilities for active participants 2021-12-31 11,006,440
Total participant count 2021-12-31 82
Total funding target for all participants 2021-12-31 11,225,815
Balance at beginning of prior year after applicable adjustments 2021-12-31 5,969,441
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,908,885
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 5,969,441
Amount remaining of prefunding balance 2021-12-31 1,908,885
Present value of excess contributions 2021-12-31 6,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 7,072
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 6,721,591
Balance of prefunding at beginning of current year 2021-12-31 2,149,405
Total employer contributions 2021-12-31 1,000,000
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 2021-12-31 978,602
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 2021-12-31 971,925
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 2021-12-31 971,925
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 2021-12-31 971,925
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 978,602
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 14,239,129
Acturial value of plan assets 2020-12-31 14,239,129
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 11
Fundng target for terminated vested participants 2020-12-31 280,791
Active participant vested funding target 2020-12-31 9,352,193
Number of active participants 2020-12-31 66
Total funding liabilities for active participants 2020-12-31 9,367,164
Total participant count 2020-12-31 77
Total funding target for all participants 2020-12-31 9,647,955
Balance at beginning of prior year after applicable adjustments 2020-12-31 4,950,196
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,582,955
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 4,950,196
Amount remaining of prefunding balance 2020-12-31 1,582,955
Present value of excess contributions 2020-12-31 33,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 35,429
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 5,969,441
Balance of prefunding at beginning of current year 2020-12-31 1,908,885
Total employer contributions 2020-12-31 800,000
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 2020-12-31 782,860
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 2020-12-31 776,157
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 2020-12-31 776,157
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 2020-12-31 776,157
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 782,860
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 11,235,790
Acturial value of plan assets 2019-12-31 11,235,790
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 10
Fundng target for terminated vested participants 2019-12-31 225,976
Active participant vested funding target 2019-12-31 7,945,162
Number of active participants 2019-12-31 63
Total funding liabilities for active participants 2019-12-31 8,016,878
Total participant count 2019-12-31 73
Total funding target for all participants 2019-12-31 8,242,854
Balance at beginning of prior year after applicable adjustments 2019-12-31 5,273,459
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,686,327
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 5,273,459
Amount remaining of prefunding balance 2019-12-31 1,686,327
Present value of excess contributions 2019-12-31 172,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 183,123
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 4,950,196
Balance of prefunding at beginning of current year 2019-12-31 1,582,955
Total employer contributions 2019-12-31 800,000
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 2019-12-31 782,729
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 2019-12-31 749,220
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 2019-12-31 749,220
Additional cash requirement 2019-12-31 749,220
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 782,729
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 11,272,523
Acturial value of plan assets 2018-12-31 11,272,523
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 381,810
Active participant vested funding target 2018-12-31 6,577,087
Number of active participants 2018-12-31 65
Total funding liabilities for active participants 2018-12-31 6,587,475
Total participant count 2018-12-31 73
Total funding target for all participants 2018-12-31 6,969,285
Balance at beginning of prior year after applicable adjustments 2018-12-31 4,541,387
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,452,228
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 4,541,387
Amount remaining of prefunding balance 2018-12-31 1,452,228
Present value of excess contributions 2018-12-31 372,262
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 394,523
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 5,273,459
Balance of prefunding at beginning of current year 2018-12-31 1,686,327
Total employer contributions 2018-12-31 1,000,000
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 2018-12-31 975,683
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 802,713
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 2018-12-31 802,713
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 2018-12-31 802,713
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 975,683
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 11,539,848
Acturial value of plan assets 2017-12-31 11,539,848
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 90,005
Active participant vested funding target 2017-12-31 7,919,877
Number of active participants 2017-12-31 61
Total funding liabilities for active participants 2017-12-31 7,951,826
Total participant count 2017-12-31 67
Total funding target for all participants 2017-12-31 8,041,831
Balance at beginning of prior year after applicable adjustments 2017-12-31 4,329,254
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,384,393
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 4,329,254
Amount remaining of prefunding balance 2017-12-31 1,384,393
Present value of excess contributions 2017-12-31 755,867
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 802,050
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 4,541,387
Balance of prefunding at beginning of current year 2017-12-31 1,452,228
Total employer contributions 2017-12-31 1,200,000
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 1,171,847
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 799,585
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 2017-12-31 799,585
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 2017-12-31 799,585
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 1,171,847
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 9,631,342
Acturial value of plan assets 2016-12-31 9,631,342
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 6
Fundng target for terminated vested participants 2016-12-31 73,793
Active participant vested funding target 2016-12-31 6,587,331
Number of active participants 2016-12-31 61
Total funding liabilities for active participants 2016-12-31 6,604,538
Total participant count 2016-12-31 67
Total funding target for all participants 2016-12-31 6,678,331
Balance at beginning of prior year after applicable adjustments 2016-12-31 4,381,836
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,401,207
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 4,381,836
Amount remaining of prefunding balance 2016-12-31 1,401,207
Present value of excess contributions 2016-12-31 541,012
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 574,717
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 4,329,254
Balance of prefunding at beginning of current year 2016-12-31 1,384,393
Total employer contributions 2016-12-31 1,500,000
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 1,463,420
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 2016-12-31 707,553
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 707,553
Additional cash requirement 2016-12-31 707,553
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,463,420
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: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	16,777,666
Acturial value of plan assets	2022-12-31	16,777,666
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	13
Fundng target for terminated vested participants	2022-12-31	353,087
Active participant vested funding target	2022-12-31	9,792,707
Number of active participants	2022-12-31	79
Total funding liabilities for active participants	2022-12-31	9,844,209
Total participant count	2022-12-31	92
Total funding target for all participants	2022-12-31	10,197,296
Balance at beginning of prior year after applicable adjustments	2022-12-31	6,721,591
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	2,149,405
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	6,721,591
Amount remaining of prefunding balance	2022-12-31	2,149,405
Present value of excess contributions	2022-12-31	6,677
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	7,016
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	7,548,347
Balance of prefunding at beginning of current year	2022-12-31	2,413,782
Total employer contributions	2022-12-31	1,100,000
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	1,072,304
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	1,036,886
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	1,036,886
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	1,036,886
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,072,304
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	16,343,145
Acturial value of plan assets	2021-12-31	16,343,145
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	219,375
Active participant vested funding target	2021-12-31	10,968,017
Number of active participants	2021-12-31	73
Total funding liabilities for active participants	2021-12-31	11,006,440
Total participant count	2021-12-31	82
Total funding target for all participants	2021-12-31	11,225,815
Balance at beginning of prior year after applicable adjustments	2021-12-31	5,969,441
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,908,885
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	5,969,441
Amount remaining of prefunding balance	2021-12-31	1,908,885
Present value of excess contributions	2021-12-31	6,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	7,072
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	6,721,591
Balance of prefunding at beginning of current year	2021-12-31	2,149,405
Total employer contributions	2021-12-31	1,000,000
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	978,602
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	971,925
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	971,925
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	971,925
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	978,602
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	14,239,129
Acturial value of plan assets	2020-12-31	14,239,129
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	11
Fundng target for terminated vested participants	2020-12-31	280,791
Active participant vested funding target	2020-12-31	9,352,193
Number of active participants	2020-12-31	66
Total funding liabilities for active participants	2020-12-31	9,367,164
Total participant count	2020-12-31	77
Total funding target for all participants	2020-12-31	9,647,955
Balance at beginning of prior year after applicable adjustments	2020-12-31	4,950,196
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,582,955
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	4,950,196
Amount remaining of prefunding balance	2020-12-31	1,582,955
Present value of excess contributions	2020-12-31	33,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	35,429
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	5,969,441
Balance of prefunding at beginning of current year	2020-12-31	1,908,885
Total employer contributions	2020-12-31	800,000
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	782,860
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	776,157
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	776,157
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	776,157
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	782,860
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	11,235,790
Acturial value of plan assets	2019-12-31	11,235,790
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	10
Fundng target for terminated vested participants	2019-12-31	225,976
Active participant vested funding target	2019-12-31	7,945,162
Number of active participants	2019-12-31	63
Total funding liabilities for active participants	2019-12-31	8,016,878
Total participant count	2019-12-31	73
Total funding target for all participants	2019-12-31	8,242,854
Balance at beginning of prior year after applicable adjustments	2019-12-31	5,273,459
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,686,327
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	5,273,459
Amount remaining of prefunding balance	2019-12-31	1,686,327
Present value of excess contributions	2019-12-31	172,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	183,123
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	4,950,196
Balance of prefunding at beginning of current year	2019-12-31	1,582,955
Total employer contributions	2019-12-31	800,000
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	782,729
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	749,220
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	749,220
Additional cash requirement	2019-12-31	749,220
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	782,729
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	11,272,523
Acturial value of plan assets	2018-12-31	11,272,523
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	381,810
Active participant vested funding target	2018-12-31	6,577,087
Number of active participants	2018-12-31	65
Total funding liabilities for active participants	2018-12-31	6,587,475
Total participant count	2018-12-31	73
Total funding target for all participants	2018-12-31	6,969,285
Balance at beginning of prior year after applicable adjustments	2018-12-31	4,541,387
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,452,228
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	4,541,387
Amount remaining of prefunding balance	2018-12-31	1,452,228
Present value of excess contributions	2018-12-31	372,262
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	394,523
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	5,273,459
Balance of prefunding at beginning of current year	2018-12-31	1,686,327
Total employer contributions	2018-12-31	1,000,000
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	975,683
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	802,713
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	802,713
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	802,713
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	975,683
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	11,539,848
Acturial value of plan assets	2017-12-31	11,539,848
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	90,005
Active participant vested funding target	2017-12-31	7,919,877
Number of active participants	2017-12-31	61
Total funding liabilities for active participants	2017-12-31	7,951,826
Total participant count	2017-12-31	67
Total funding target for all participants	2017-12-31	8,041,831
Balance at beginning of prior year after applicable adjustments	2017-12-31	4,329,254
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,384,393
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	4,329,254
Amount remaining of prefunding balance	2017-12-31	1,384,393
Present value of excess contributions	2017-12-31	755,867
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	802,050
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	4,541,387
Balance of prefunding at beginning of current year	2017-12-31	1,452,228
Total employer contributions	2017-12-31	1,200,000
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	1,171,847
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	799,585
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	799,585
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	799,585
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	1,171,847
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: AMERICAN BOARD OF FAMILY MEDICINE, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	9,631,342
Acturial value of plan assets	2016-12-31	9,631,342
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	6
Fundng target for terminated vested participants	2016-12-31	73,793
Active participant vested funding target	2016-12-31	6,587,331
Number of active participants	2016-12-31	61
Total funding liabilities for active participants	2016-12-31	6,604,538
Total participant count	2016-12-31	67
Total funding target for all participants	2016-12-31	6,678,331
Balance at beginning of prior year after applicable adjustments	2016-12-31	4,381,836
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,401,207
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	4,381,836
Amount remaining of prefunding balance	2016-12-31	1,401,207
Present value of excess contributions	2016-12-31	541,012
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	574,717
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	4,329,254
Balance of prefunding at beginning of current year	2016-12-31	1,384,393
Total employer contributions	2016-12-31	1,500,000
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	1,463,420
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	707,553
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	707,553
Additional cash requirement	2016-12-31	707,553
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,463,420
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:	AMERICAN BOARD OF FAMILY MEDICINE, INC.
Employer identification number (EIN):	430921226
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations