401k Plan data: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST plan

TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST
Plan identification number	003

TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. 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

TIMOTHY P. MAR, MD has sponsored the creation of one or more 401k plans.

Company Name: TIMOTHY P. MAR, MD

Employer identification number (EIN): 581907821

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01 TIMOTHY MAR 2023-07-20 TIMOTHY MAR 2023-07-20
003 2021-01-01 TIMOTHY MAR 2022-07-26 TIMOTHY MAR 2022-07-26
003 2020-01-01 TIMOTHY MAR 2021-06-29 TIMOTHY MAR 2021-06-29
003 2019-01-01 TIMOTHY MAR 2020-07-09 TIMOTHY MAR 2020-07-09
003 2018-01-01 TIMOTHY MAR 2019-07-24 TIMOTHY MAR 2019-07-24
003 2017-01-01 TIMOTHY MAR 2018-07-17 TIMOTHY MAR 2018-07-17
003 2016-01-01 TIMOTHY MAR 2017-07-17 TIMOTHY MAR 2017-07-17
003 2015-01-01 TIMOTHY MAR 2016-07-18 TIMOTHY MAR 2016-07-18
003 2014-01-01 TIMOTHY MAR 2015-10-01 TIMOTHY MAR 2015-10-01
003 2014-01-01 TIMOTHY MAR 2016-07-18 TIMOTHY MAR 2016-07-18
003 2013-01-01 TIMOTHY MAR 2014-10-13 TIMOTHY MAR 2014-10-13
003 2012-01-01 TIMOTHY MAR 2013-10-10
003 2011-01-01 TIMOTHY MAR 2013-10-10
003 2010-01-01 TIMOTHY MAR 2013-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01	TIMOTHY MAR	2023-07-20	TIMOTHY MAR	2023-07-20
003	2021-01-01	TIMOTHY MAR	2022-07-26	TIMOTHY MAR	2022-07-26
003	2020-01-01	TIMOTHY MAR	2021-06-29	TIMOTHY MAR	2021-06-29
003	2019-01-01	TIMOTHY MAR	2020-07-09	TIMOTHY MAR	2020-07-09
003	2018-01-01	TIMOTHY MAR	2019-07-24	TIMOTHY MAR	2019-07-24
003	2017-01-01	TIMOTHY MAR	2018-07-17	TIMOTHY MAR	2018-07-17
003	2016-01-01	TIMOTHY MAR	2017-07-17	TIMOTHY MAR	2017-07-17
003	2015-01-01	TIMOTHY MAR	2016-07-18	TIMOTHY MAR	2016-07-18
003	2014-01-01	TIMOTHY MAR	2015-10-01	TIMOTHY MAR	2015-10-01
003	2014-01-01	TIMOTHY MAR	2016-07-18	TIMOTHY MAR	2016-07-18
003	2013-01-01	TIMOTHY MAR	2014-10-13	TIMOTHY MAR	2014-10-13
003	2012-01-01	TIMOTHY MAR	2013-10-10
003	2011-01-01	TIMOTHY MAR	2013-10-10
003	2010-01-01	TIMOTHY MAR	2013-10-10

Plan Statistics for TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2022: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 2,229,414
Acturial value of plan assets 2022-12-31 2,229,414
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 2022-12-31 975
Active participant vested funding target 2022-12-31 2,007,902
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 2,007,902
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 2,008,877
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 456,170
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 2022-12-31 456,170
Present value of excess contributions 2022-12-31 125,222
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 125,222
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 2022-12-31 487,372
Total employer contributions 2022-12-31 96,134
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 94,727
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 2022-12-31 119,884
Net shortfall amortization installment of oustanding balance 2022-12-31 292,714
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 146,934
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 52,207
Additional cash requirement 2022-12-31 94,727
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 94,727
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 2,412,138
Acturial value of plan assets 2021-12-31 2,412,138
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 1,746,638
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 1,746,638
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 1,746,638
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 389,124
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 2021-12-31 389,124
Present value of excess contributions 2021-12-31 109,673
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 109,673
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 2021-12-31 456,170
Total employer contributions 2021-12-31 127,159
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 2021-12-31 125,222
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 2021-12-31 120,822
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 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
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 125,222
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,150,422
Acturial value of plan assets 2020-12-31 2,150,422
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 764
Active participant vested funding target 2020-12-31 1,555,716
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 1,556,065
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,556,829
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 139,036
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 2020-12-31 139,036
Present value of excess contributions 2020-12-31 233,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 233,746
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 233,000
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 2020-12-31 389,124
Total employer contributions 2020-12-31 111,431
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 2020-12-31 109,673
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 2020-12-31 130,907
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 109,673
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,607,671
Acturial value of plan assets 2019-12-31 1,607,671
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 682
Active participant vested funding target 2019-12-31 1,243,799
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 1,244,216
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 1,244,898
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 144,228
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 2019-12-31 144,228
Present value of excess contributions 2019-12-31 123,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 123,315
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 2019-12-31 139,036
Total employer contributions 2019-12-31 237,319
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 2019-12-31 233,746
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 2019-12-31 203,178
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 233,746
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,209,794
Acturial value of plan assets 2018-12-31 1,209,794
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 519
Active participant vested funding target 2018-12-31 1,030,178
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,030,449
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,030,968
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 129,701
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 2018-12-31 129,701
Present value of excess contributions 2018-12-31 175,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 175,404
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 2018-12-31 144,228
Total employer contributions 2018-12-31 229,392
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 2018-12-31 225,812
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 2018-12-31 128,989
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 2018-12-31 102,497
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 2018-12-31 102,497
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 225,812
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,049,379
Acturial value of plan assets 2017-12-31 1,049,379
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 228
Active participant vested funding target 2017-12-31 821,394
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 821,521
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 821,749
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 121,911
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 2017-12-31 121,911
Present value of excess contributions 2017-12-31 109,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 109,254
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 2017-12-31 129,701
Total employer contributions 2017-12-31 203,577
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 2017-12-31 199,883
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 2017-12-31 114,872
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 24,479
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 24,479
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 199,883
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 721,940
Acturial value of plan assets 2016-12-31 721,940
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 587
Active participant vested funding target 2016-12-31 652,809
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 652,883
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 653,470
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 152,561
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 25,676
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 126,885
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 121,911
Total employer contributions 2016-12-31 229,405
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 2016-12-31 222,968
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 102,910
Net shortfall amortization installment of oustanding balance 2016-12-31 57,735
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 113,714
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 2016-12-31 113,714
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 222,968
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: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	2,229,414
Acturial value of plan assets	2022-12-31	2,229,414
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	975
Active participant vested funding target	2022-12-31	2,007,902
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	2,007,902
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	2,008,877
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	456,170
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	456,170
Present value of excess contributions	2022-12-31	125,222
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	125,222
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	487,372
Total employer contributions	2022-12-31	96,134
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	94,727
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	119,884
Net shortfall amortization installment of oustanding balance	2022-12-31	292,714
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	146,934
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	52,207
Additional cash requirement	2022-12-31	94,727
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	94,727
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	2,412,138
Acturial value of plan assets	2021-12-31	2,412,138
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	1,746,638
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	1,746,638
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	1,746,638
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	389,124
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	389,124
Present value of excess contributions	2021-12-31	109,673
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	109,673
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	456,170
Total employer contributions	2021-12-31	127,159
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	125,222
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	120,822
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	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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	125,222
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,150,422
Acturial value of plan assets	2020-12-31	2,150,422
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	764
Active participant vested funding target	2020-12-31	1,555,716
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	1,556,065
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,556,829
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	139,036
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	139,036
Present value of excess contributions	2020-12-31	233,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	233,746
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	233,000
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	389,124
Total employer contributions	2020-12-31	111,431
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	109,673
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	130,907
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	109,673
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,607,671
Acturial value of plan assets	2019-12-31	1,607,671
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	682
Active participant vested funding target	2019-12-31	1,243,799
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	1,244,216
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	1,244,898
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	144,228
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	144,228
Present value of excess contributions	2019-12-31	123,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	123,315
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	139,036
Total employer contributions	2019-12-31	237,319
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	233,746
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	203,178
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	233,746
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,209,794
Acturial value of plan assets	2018-12-31	1,209,794
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	519
Active participant vested funding target	2018-12-31	1,030,178
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,030,449
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,030,968
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	129,701
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	129,701
Present value of excess contributions	2018-12-31	175,404
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	175,404
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	144,228
Total employer contributions	2018-12-31	229,392
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	225,812
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	128,989
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	102,497
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	102,497
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	225,812
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,049,379
Acturial value of plan assets	2017-12-31	1,049,379
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	228
Active participant vested funding target	2017-12-31	821,394
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	821,521
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	821,749
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	121,911
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	121,911
Present value of excess contributions	2017-12-31	109,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	109,254
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	129,701
Total employer contributions	2017-12-31	203,577
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	199,883
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	114,872
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	24,479
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	24,479
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	199,883
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TIMOTHY P. MAR, MD DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	721,940
Acturial value of plan assets	2016-12-31	721,940
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	587
Active participant vested funding target	2016-12-31	652,809
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	652,883
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	653,470
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	152,561
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	25,676
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	126,885
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	121,911
Total employer contributions	2016-12-31	229,405
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	222,968
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	102,910
Net shortfall amortization installment of oustanding balance	2016-12-31	57,735
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	113,714
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	113,714
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	222,968
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:	TIMOTHY P. MAR, MD
Employer identification number (EIN):	581907821
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)