401k Plan data: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN plan

DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN
Plan identification number	003

DIGESTIVE DISEASE CLINIC DEFINED BENEFIT 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

STOCKWELL REISMAN PAULK & TAYLOR, P.A. has sponsored the creation of one or more 401k plans.

Company Name: STOCKWELL REISMAN PAULK & TAYLOR, P.A.

Employer identification number (EIN): 591641854

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01 TRACY THOMSON 2021-08-31
003 2019-01-01 TRACY THOMSON 2020-06-30
003 2018-01-01 TRACY THOMSON 2019-10-08 TRACY THOMSON 2019-10-08
003 2017-01-01 NOEL S WITHERS 2018-06-12 NOEL S WITHERS 2018-06-12
003 2016-01-01 NOEL S WITHERS 2017-07-05 NOEL S WITHERS 2017-07-05
003 2015-01-01 NOEL S WITHERS 2016-06-07 NOEL S WITHERS 2016-06-07
003 2014-01-01 NOEL S WITHERS 2015-06-01 NOEL S WITHERS 2015-06-01
003 2013-01-01 NOEL S WITHERS 2014-06-03 NOEL S WITHERS 2014-06-03
003 2012-01-01 NOEL S WITHERS 2013-06-13 NOEL S WITHERS 2013-06-13
003 2011-01-01 NOEL S WITHERS 2012-07-11 NOEL S WITHERS 2012-07-11
003 2010-01-01 NOEL S WITHERS 2011-07-28 NOEL S WITHERS 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01	TRACY THOMSON	2021-08-31
003	2019-01-01	TRACY THOMSON	2020-06-30
003	2018-01-01	TRACY THOMSON	2019-10-08	TRACY THOMSON	2019-10-08
003	2017-01-01	NOEL S WITHERS	2018-06-12	NOEL S WITHERS	2018-06-12
003	2016-01-01	NOEL S WITHERS	2017-07-05	NOEL S WITHERS	2017-07-05
003	2015-01-01	NOEL S WITHERS	2016-06-07	NOEL S WITHERS	2016-06-07
003	2014-01-01	NOEL S WITHERS	2015-06-01	NOEL S WITHERS	2015-06-01
003	2013-01-01	NOEL S WITHERS	2014-06-03	NOEL S WITHERS	2014-06-03
003	2012-01-01	NOEL S WITHERS	2013-06-13	NOEL S WITHERS	2013-06-13
003	2011-01-01	NOEL S WITHERS	2012-07-11	NOEL S WITHERS	2012-07-11
003	2010-01-01	NOEL S WITHERS	2011-07-28	NOEL S WITHERS	2011-07-28

Plan Statistics for DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN

401k plan membership statisitcs for DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN

Measure Date Value
2022: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,816,548
Acturial value of plan assets 2022-12-31 6,816,548
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 25
Fundng target for terminated vested participants 2022-12-31 181,962
Active participant vested funding target 2022-12-31 5,410,397
Number of active participants 2022-12-31 60
Total funding liabilities for active participants 2022-12-31 5,424,282
Total participant count 2022-12-31 85
Total funding target for all participants 2022-12-31 5,606,244
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 361,769
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 2022-12-31 361,769
Present value of excess contributions 2022-12-31 431,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 453,098
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 2022-12-31 386,659
Total employer contributions 2022-12-31 773,015
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 2022-12-31 732,910
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 2022-12-31 404,653
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 732,910
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,016,782
Acturial value of plan assets 2021-12-31 6,016,782
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 16
Fundng target for terminated vested participants 2021-12-31 133,954
Active participant vested funding target 2021-12-31 5,056,170
Number of active participants 2021-12-31 65
Total funding liabilities for active participants 2021-12-31 5,056,644
Total participant count 2021-12-31 81
Total funding target for all participants 2021-12-31 5,190,598
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 320,376
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 2021-12-31 320,376
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 361,769
Total employer contributions 2021-12-31 455,018
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 2021-12-31 431,892
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 2021-12-31 435,782
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 2021-12-31 431,892
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 6,217,520
Acturial value of plan assets 2020-12-31 6,217,520
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 20
Fundng target for terminated vested participants 2020-12-31 955,456
Active participant vested funding target 2020-12-31 4,593,091
Number of active participants 2020-12-31 64
Total funding liabilities for active participants 2020-12-31 4,680,988
Total participant count 2020-12-31 84
Total funding target for all participants 2020-12-31 5,636,444
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 336,869
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 57,966
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 278,903
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 320,376
Total employer contributions 2020-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 5,539,974
Acturial value of plan assets 2019-12-31 5,539,974
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 16
Fundng target for terminated vested participants 2019-12-31 1,307,764
Active participant vested funding target 2019-12-31 4,100,751
Number of active participants 2019-12-31 79
Total funding liabilities for active participants 2019-12-31 4,115,257
Total participant count 2019-12-31 95
Total funding target for all participants 2019-12-31 5,423,021
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 348,654
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 2019-12-31 348,654
Present value of excess contributions 2019-12-31 412,151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 436,015
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 2019-12-31 336,869
Total employer contributions 2019-12-31 383,750
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 2019-12-31 371,110
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 2019-12-31 393,342
Net shortfall amortization installment of oustanding balance 2019-12-31 219,916
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 429,076
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 57,966
Additional cash requirement 2019-12-31 371,110
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 371,110
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,393,206
Acturial value of plan assets 2018-12-31 5,393,206
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 38,723
Active participant vested funding target 2018-12-31 4,660,139
Number of active participants 2018-12-31 80
Total funding liabilities for active participants 2018-12-31 4,667,967
Total participant count 2018-12-31 88
Total funding target for all participants 2018-12-31 4,706,690
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 314,897
Amount remaining of prefunding balance 2018-12-31 314,897
Present value of excess contributions 2018-12-31 181,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 191,518
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 348,654
Total employer contributions 2018-12-31 430,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 418,758
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 344,469
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 6,607
Additional cash requirement 2018-12-31 6,607
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 418,758
Unpaid minimum required contributions for current year 2018-12-31 0
2017: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,514,493
Acturial value of plan assets 2017-12-31 4,514,493
Number of terminated vested participants 2017-12-31 11
Fundng target for terminated vested participants 2017-12-31 18,932
Active participant vested funding target 2017-12-31 4,047,557
Number of active participants 2017-12-31 82
Total funding liabilities for active participants 2017-12-31 4,052,745
Total participant count 2017-12-31 93
Total funding target for all participants 2017-12-31 4,071,677
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 298,113
Amount remaining of prefunding balance 2017-12-31 298,113
Present value of excess contributions 2017-12-31 191,698
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 202,452
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 314,897
Total employer contributions 2017-12-31 395,989
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 386,214
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 332,617
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 204,698
Additional cash requirement 2017-12-31 204,698
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 386,214
Unpaid minimum required contributions for current year 2017-12-31 0
2016: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,881,560
Acturial value of plan assets 2016-12-31 3,881,560
Number of terminated vested participants 2016-12-31 9
Fundng target for terminated vested participants 2016-12-31 23,404
Active participant vested funding target 2016-12-31 3,450,271
Number of active participants 2016-12-31 84
Total funding liabilities for active participants 2016-12-31 3,455,617
Total participant count 2016-12-31 93
Total funding target for all participants 2016-12-31 3,479,021
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 300,426
Amount remaining of prefunding balance 2016-12-31 300,426
Present value of excess contributions 2016-12-31 377,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 399,247
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 298,113
Total employer contributions 2016-12-31 420,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 409,405
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 322,133
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 217,707
Additional cash requirement 2016-12-31 217,707
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 409,405
Unpaid minimum required contributions for current year 2016-12-31 0

Measure	Date	Value
2022: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,816,548
Acturial value of plan assets	2022-12-31	6,816,548
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	25
Fundng target for terminated vested participants	2022-12-31	181,962
Active participant vested funding target	2022-12-31	5,410,397
Number of active participants	2022-12-31	60
Total funding liabilities for active participants	2022-12-31	5,424,282
Total participant count	2022-12-31	85
Total funding target for all participants	2022-12-31	5,606,244
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	361,769
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	361,769
Present value of excess contributions	2022-12-31	431,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	453,098
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	386,659
Total employer contributions	2022-12-31	773,015
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	732,910
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	404,653
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	732,910
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,016,782
Acturial value of plan assets	2021-12-31	6,016,782
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	16
Fundng target for terminated vested participants	2021-12-31	133,954
Active participant vested funding target	2021-12-31	5,056,170
Number of active participants	2021-12-31	65
Total funding liabilities for active participants	2021-12-31	5,056,644
Total participant count	2021-12-31	81
Total funding target for all participants	2021-12-31	5,190,598
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	320,376
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	320,376
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	361,769
Total employer contributions	2021-12-31	455,018
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	431,892
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	435,782
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	431,892
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	6,217,520
Acturial value of plan assets	2020-12-31	6,217,520
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	20
Fundng target for terminated vested participants	2020-12-31	955,456
Active participant vested funding target	2020-12-31	4,593,091
Number of active participants	2020-12-31	64
Total funding liabilities for active participants	2020-12-31	4,680,988
Total participant count	2020-12-31	84
Total funding target for all participants	2020-12-31	5,636,444
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	336,869
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	57,966
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	278,903
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	320,376
Total employer contributions	2020-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	5,539,974
Acturial value of plan assets	2019-12-31	5,539,974
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	16
Fundng target for terminated vested participants	2019-12-31	1,307,764
Active participant vested funding target	2019-12-31	4,100,751
Number of active participants	2019-12-31	79
Total funding liabilities for active participants	2019-12-31	4,115,257
Total participant count	2019-12-31	95
Total funding target for all participants	2019-12-31	5,423,021
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	348,654
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	348,654
Present value of excess contributions	2019-12-31	412,151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	436,015
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	336,869
Total employer contributions	2019-12-31	383,750
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	371,110
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	393,342
Net shortfall amortization installment of oustanding balance	2019-12-31	219,916
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	429,076
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	57,966
Additional cash requirement	2019-12-31	371,110
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	371,110
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,393,206
Acturial value of plan assets	2018-12-31	5,393,206
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	38,723
Active participant vested funding target	2018-12-31	4,660,139
Number of active participants	2018-12-31	80
Total funding liabilities for active participants	2018-12-31	4,667,967
Total participant count	2018-12-31	88
Total funding target for all participants	2018-12-31	4,706,690
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	314,897
Amount remaining of prefunding balance	2018-12-31	314,897
Present value of excess contributions	2018-12-31	181,516
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	191,518
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	348,654
Total employer contributions	2018-12-31	430,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	418,758
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	344,469
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	6,607
Additional cash requirement	2018-12-31	6,607
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	418,758
Unpaid minimum required contributions for current year	2018-12-31	0
2017: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,514,493
Acturial value of plan assets	2017-12-31	4,514,493
Number of terminated vested participants	2017-12-31	11
Fundng target for terminated vested participants	2017-12-31	18,932
Active participant vested funding target	2017-12-31	4,047,557
Number of active participants	2017-12-31	82
Total funding liabilities for active participants	2017-12-31	4,052,745
Total participant count	2017-12-31	93
Total funding target for all participants	2017-12-31	4,071,677
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	298,113
Amount remaining of prefunding balance	2017-12-31	298,113
Present value of excess contributions	2017-12-31	191,698
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	202,452
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	314,897
Total employer contributions	2017-12-31	395,989
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	386,214
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	332,617
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	204,698
Additional cash requirement	2017-12-31	204,698
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	386,214
Unpaid minimum required contributions for current year	2017-12-31	0
2016: DIGESTIVE DISEASE CLINIC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,881,560
Acturial value of plan assets	2016-12-31	3,881,560
Number of terminated vested participants	2016-12-31	9
Fundng target for terminated vested participants	2016-12-31	23,404
Active participant vested funding target	2016-12-31	3,450,271
Number of active participants	2016-12-31	84
Total funding liabilities for active participants	2016-12-31	3,455,617
Total participant count	2016-12-31	93
Total funding target for all participants	2016-12-31	3,479,021
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	300,426
Amount remaining of prefunding balance	2016-12-31	300,426
Present value of excess contributions	2016-12-31	377,646
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	399,247
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	298,113
Total employer contributions	2016-12-31	420,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	409,405
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	322,133
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	217,707
Additional cash requirement	2016-12-31	217,707
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	409,405
Unpaid minimum required contributions for current year	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	STOCKWELL REISMAN PAULK & TAYLOR, P.A.
Employer identification number (EIN):	591641854
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)