SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	SCOTT R. MILLER, M.D., F.A.C.S., A.P.C.
Employer identification number (EIN):	542089344
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SCOTT MILLER	2024-09-06	SCOTT MILLER	2024-09-06
001	2022-01-01	SCOTT MILLER	2023-06-05	SCOTT MILLER	2023-06-05
001	2021-01-01	SCOTT MILLER	2022-08-26	SCOTT MILLER	2022-08-26
001	2020-01-01	SCOTT MILLER	2021-09-21	SCOTT MILLER	2021-09-21
001	2019-01-01	SCOTT MILLER	2020-09-15	SCOTT MILLER	2020-09-15
001	2018-01-01	SCOTT MILLER	2019-09-30	SCOTT MILLER	2019-09-30
001	2017-01-01	SCOTT MILLER	2018-04-23	SCOTT MILLER	2018-04-23
001	2016-01-01	SCOTT MILLER	2017-09-15	SCOTT MILLER	2017-09-15
001	2016-01-01	SCOTT MILLER	2017-09-15	SCOTT MILLER	2017-09-15
001	2015-01-01	SCOTT MILLER	2016-07-07	SCOTT MILLER	2016-07-07
001	2014-01-01	SCOTT MILLER	2015-05-05	SCOTT MILLER	2015-05-05
001	2013-01-01	SCOTT MILLER	2014-07-01	SCOTT MILLER	2014-07-01
001	2012-01-01	SCOTT MILLER	2013-08-23	SCOTT MILLER	2013-08-23
001	2011-01-01	SCOTT MILLER		SCOTT MILLER	2012-05-10
001	2010-01-01	SCOTT MILLER		SCOTT MILLER	2011-06-20
001	2009-01-01	SCOTT R. MILLER		SCOTT R. MILLER	2010-08-20

Plan Statistics for SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,430,707
Acturial value of plan assets	2022-12-31	4,430,707
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	44,195
Active participant vested funding target	2022-12-31	3,811,533
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	3,811,533
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	3,855,728
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Present value of excess contributions	2022-12-31	55,577
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	58,628
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	0
Total employer contributions	2022-12-31	200,000
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	186,958
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	129,400
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	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
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	186,958
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,882,452
Acturial value of plan assets	2021-12-31	3,882,452
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	3,407,663
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	3,407,663
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	3,407,663
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Present value of excess contributions	2021-12-31	293,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	309,727
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	0
Total employer contributions	2021-12-31	58,000
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	55,577
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	146,532
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
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
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	55,577
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,214,603
Acturial value of plan assets	2020-12-31	3,214,603
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,992,652
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	2,992,652
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	2,992,652
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Present value of excess contributions	2020-12-31	47,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	47,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	330,000
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	305,384
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	234,033
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	12,082
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	12,082
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	305,384
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,471,057
Acturial value of plan assets	2019-12-31	2,471,057
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,637,433
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	2,637,433
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	2,637,433
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Present value of excess contributions	2019-12-31	131,908
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	139,321
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	0
Total employer contributions	2019-12-31	332,500
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	308,460
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	233,581
Net shortfall amortization installment of oustanding balance	2019-12-31	166,376
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	260,615
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	260,615
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	308,460
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,469,807
Acturial value of plan assets	2018-12-31	2,469,807
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,268,236
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	2,268,236
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	2,268,236
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Present value of excess contributions	2018-12-31	130,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	138,104
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	150,000
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	140,258
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	209,921
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	8,350
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	8,350
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	140,258
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,126,264
Acturial value of plan assets	2017-12-31	2,126,264
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	43,158
Active participant vested funding target	2017-12-31	1,913,286
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,913,286
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	1,956,444
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Present value of excess contributions	2017-12-31	203,274
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	215,531
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	160,000
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	149,172
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	188,508
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	18,688
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	18,688
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	149,172
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,787,236
Acturial value of plan assets	2016-12-31	1,787,236
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	38,834
Active participant vested funding target	2016-12-31	1,615,216
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,615,216
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,654,050
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	236,313
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 prefunding balance	2016-12-31	236,313
Present value of excess contributions	2016-12-31	49,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	52,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	230,783
Total employer contributions	2016-12-31	257,500
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	237,537
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	167,449
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	34,263
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	34,263
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	237,537
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
2009: SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN

Form 5500 Responses for SCOTT R. MILLER, M.D., F.A.C.S., A.P.C. DEFINED BENEFIT PENSION PLAN

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• SCOTT R. GARDNER, DDS PC EQRP 401(K) PLAN [EIN = 820537509]

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