401k Plan data: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST plan

PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	002

PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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).

401k Sponsoring company profile

PULMONARY MEDICINE PA has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY MEDICINE PA

Employer identification number (EIN): 650466749

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 DEVANG PATEL 2021-10-14 DEVANG PATEL 2021-10-14
002 2019-01-01 DEVANG PATEL 2020-10-12 DEVANG PATEL 2020-10-12
002 2018-01-01 DEVANG PATEL 2019-09-17 DEVANG PATEL 2019-09-17
002 2017-01-01 DEVANG PATEL 2018-09-14 DEVANG PATEL 2018-09-14
002 2016-01-01 SUNITI PATEL 2017-10-13 SUNITI PATEL 2017-10-13
002 2015-01-01 DEVANG PATEL 2016-10-14 DEVANG PATEL 2016-10-14
002 2014-01-01 DEVANG PATEL 2015-07-31 DEVANG PATEL 2015-07-31
002 2013-01-01 SUNITI PATEL 2014-10-15 SUNITI PATEL 2014-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	DEVANG PATEL	2021-10-14	DEVANG PATEL	2021-10-14
002	2019-01-01	DEVANG PATEL	2020-10-12	DEVANG PATEL	2020-10-12
002	2018-01-01	DEVANG PATEL	2019-09-17	DEVANG PATEL	2019-09-17
002	2017-01-01	DEVANG PATEL	2018-09-14	DEVANG PATEL	2018-09-14
002	2016-01-01	SUNITI PATEL	2017-10-13	SUNITI PATEL	2017-10-13
002	2015-01-01	DEVANG PATEL	2016-10-14	DEVANG PATEL	2016-10-14
002	2014-01-01	DEVANG PATEL	2015-07-31	DEVANG PATEL	2015-07-31
002	2013-01-01	SUNITI PATEL	2014-10-15	SUNITI PATEL	2014-10-15

Plan Statistics for PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2020: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-09-15 1,967,694
Acturial value of plan assets 2020-09-15 1,967,694
Funding target for retired participants and beneficiaries receiving payment 2020-09-15 0
Number of terminated vested participants 2020-09-15 2
Fundng target for terminated vested participants 2020-09-15 1,625
Active participant vested funding target 2020-09-15 1,711,746
Number of active participants 2020-09-15 3
Total funding liabilities for active participants 2020-09-15 1,711,746
Total participant count 2020-09-15 5
Total funding target for all participants 2020-09-15 1,713,371
Balance at beginning of prior year after applicable adjustments 2020-09-15 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-15 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-09-15 0
Prefunding balanced used to offset prior years funding requirement 2020-09-15 0
Amount remaining of carryover balance 2020-09-15 0
Amount remaining of prefunding balance 2020-09-15 0
Present value of excess contributions 2020-09-15 214,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-15 214,077
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-15 0
Reductions in caryover balances due to elections or deemed elections 2020-09-15 0
Reductions in prefunding balances due to elections or deemed elections 2020-09-15 0
Balance of carryovers at beginning of current year 2020-09-15 0
Balance of prefunding at beginning of current year 2020-09-15 0
Total employer contributions 2020-09-15 0
Total employee contributions 2020-09-15 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-09-15 0
Contributions made to avoid restrictions adjusted to valuation date 2020-09-15 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-15 0
Unpaid minimum required contributions for all prior years 2020-09-15 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-09-15 0
Remaining amount of unpaid minimum required contributions 2020-09-15 0
Minimum required contributions for current year target normal cost 2020-09-15 0
Net shortfall amortization installment of oustanding balance 2020-09-15 0
Waiver amortization installment 2020-09-15 0
Total funding amount beforereflecting carryover/prefunding balances 2020-09-15 0
Carryover balance elected to use to offset funding requirement 2020-09-15 0
Prefunding balance elected to use to offset funding requirement 2020-09-15 0
Additional cash requirement 2020-09-15 0
Contributions allocatedtoward minimum required contributions for current year 2020-09-15 0
Unpaid minimum required contributions for current year 2020-09-15 0
Unpaid minimum required contributions for all years 2020-09-15 0
2019: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,753,586
Acturial value of plan assets 2019-12-31 1,753,586
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 1,642
Active participant vested funding target 2019-12-31 1,490,935
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,490,935
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 1,492,577
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
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 175
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 2019-12-31 222,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 214,077
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 220,890
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 2019-12-31 214,077
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,210,562
Acturial value of plan assets 2018-12-31 1,210,562
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,217
Active participant vested funding target 2018-12-31 1,212,642
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,212,642
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,213,859
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 231,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 231,542
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 2018-12-31 228,764
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 2018-12-31 221,961
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 2018-12-31 221,248
Net shortfall amortization installment of oustanding balance 2018-12-31 3,297
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 221,786
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 2018-12-31 221,786
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 221,961
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,440,658
Acturial value of plan assets 2017-12-31 1,440,658
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 2017-12-31 297,022
Active participant vested funding target 2017-12-31 904,912
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 904,912
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,201,934
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
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 114,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 114,916
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 2017-12-31 261,698
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 2017-12-31 253,469
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 2017-12-31 260,651
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 21,927
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 21,927
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 253,469
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 966,916
Acturial value of plan assets 2016-12-31 966,916
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 1,120
Active participant vested funding target 2016-12-31 868,819
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 868,819
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 869,939
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 142,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 142,180
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 0
Total employer contributions 2016-12-31 295,362
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 2016-12-31 285,917
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 2016-12-31 267,978
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 171,001
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 2016-12-31 171,001
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 285,917
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
2020: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-09-15	1,967,694
Acturial value of plan assets	2020-09-15	1,967,694
Funding target for retired participants and beneficiaries receiving payment	2020-09-15	0
Number of terminated vested participants	2020-09-15	2
Fundng target for terminated vested participants	2020-09-15	1,625
Active participant vested funding target	2020-09-15	1,711,746
Number of active participants	2020-09-15	3
Total funding liabilities for active participants	2020-09-15	1,711,746
Total participant count	2020-09-15	5
Total funding target for all participants	2020-09-15	1,713,371
Balance at beginning of prior year after applicable adjustments	2020-09-15	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-15	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-09-15	0
Prefunding balanced used to offset prior years funding requirement	2020-09-15	0
Amount remaining of carryover balance	2020-09-15	0
Amount remaining of prefunding balance	2020-09-15	0
Present value of excess contributions	2020-09-15	214,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-15	214,077
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-15	0
Reductions in caryover balances due to elections or deemed elections	2020-09-15	0
Reductions in prefunding balances due to elections or deemed elections	2020-09-15	0
Balance of carryovers at beginning of current year	2020-09-15	0
Balance of prefunding at beginning of current year	2020-09-15	0
Total employer contributions	2020-09-15	0
Total employee contributions	2020-09-15	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-09-15	0
Contributions made to avoid restrictions adjusted to valuation date	2020-09-15	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-15	0
Unpaid minimum required contributions for all prior years	2020-09-15	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-09-15	0
Remaining amount of unpaid minimum required contributions	2020-09-15	0
Minimum required contributions for current year target normal cost	2020-09-15	0
Net shortfall amortization installment of oustanding balance	2020-09-15	0
Waiver amortization installment	2020-09-15	0
Total funding amount beforereflecting carryover/prefunding balances	2020-09-15	0
Carryover balance elected to use to offset funding requirement	2020-09-15	0
Prefunding balance elected to use to offset funding requirement	2020-09-15	0
Additional cash requirement	2020-09-15	0
Contributions allocatedtoward minimum required contributions for current year	2020-09-15	0
Unpaid minimum required contributions for current year	2020-09-15	0
Unpaid minimum required contributions for all years	2020-09-15	0
2019: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,753,586
Acturial value of plan assets	2019-12-31	1,753,586
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	1,642
Active participant vested funding target	2019-12-31	1,490,935
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,490,935
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,492,577
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
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	175
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	222,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	214,077
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	220,890
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	214,077
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,210,562
Acturial value of plan assets	2018-12-31	1,210,562
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,217
Active participant vested funding target	2018-12-31	1,212,642
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,212,642
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,213,859
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
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	231,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	231,542
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	228,764
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	221,961
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	221,248
Net shortfall amortization installment of oustanding balance	2018-12-31	3,297
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	221,786
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	221,786
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	221,961
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,440,658
Acturial value of plan assets	2017-12-31	1,440,658
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	297,022
Active participant vested funding target	2017-12-31	904,912
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	904,912
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,201,934
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
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	114,916
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	114,916
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	261,698
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	253,469
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	260,651
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	21,927
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	21,927
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	253,469
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PULMONARY MEDICINE, P.A. EMPLOYEES' DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	966,916
Acturial value of plan assets	2016-12-31	966,916
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	1,120
Active participant vested funding target	2016-12-31	868,819
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	868,819
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	869,939
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	142,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	142,180
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	0
Total employer contributions	2016-12-31	295,362
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	285,917
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	267,978
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	171,001
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	171,001
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	285,917
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:	PULMONARY MEDICINE PA
Employer identification number (EIN):	650466749
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)