DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN 401k Plan overview

DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	DERMATOLOGY CLINIC OF ST TAMMA
Employer identification number (EIN):	720945772
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2019-01-01	JAMES WAGNER	2020-08-10
004	2018-01-01	JAMES WAGNER	2019-10-10
004	2017-01-01	JAMES WAGNER	2018-10-09
004	2016-01-01	JAMES WAGNER	2017-09-26
004	2015-01-01	JAMES WAGNER	2016-10-05
004	2014-01-01	JAMES WAGNER	2015-09-23

Plan Statistics for DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN

Measure	Date	Value
2019: DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,068,737
Acturial value of plan assets	2019-12-31	1,068,737
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,569
Active participant vested funding target	2019-12-31	1,235,729
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	1,237,219
Total participant count	2019-12-31	18
Total funding target for all participants	2019-12-31	1,238,788
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	114,762
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	107,431
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	7,331
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	6,526
Total employer contributions	2019-12-31	20,000
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	19,306
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	176,577
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	19,128
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	19,128
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	19,306
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,082,341
Acturial value of plan assets	2018-12-31	1,082,341
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	932,234
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	933,463
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	933,463
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	108,494
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	4,806
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	103,688
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	114,762
Total employer contributions	2018-12-31	84,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	76,820
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	218,367
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	184,251
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	107,431
Additional cash requirement	2018-12-31	76,820
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	76,820
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	785,740
Acturial value of plan assets	2017-12-31	785,740
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	670,642
Number of active participants	2017-12-31	14
Total funding liabilities for active participants	2017-12-31	671,891
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	671,891
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	86,305
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	86,305
Present value of excess contributions	2017-12-31	15,287
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	16,105
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	16,105
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	108,494
Total employer contributions	2017-12-31	228,847
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	201,958
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	212,120
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	206,765
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	4,807
Additional cash requirement	2017-12-31	201,958
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	201,958
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DERMATOLOGY CLINIC OF ST. TAMMANY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	510,210
Acturial value of plan assets	2016-12-31	510,210
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	436,748
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	436,748
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	62,657
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	62,657
Present value of excess contributions	2016-12-31	28,003
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	29,563
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	29,563
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	86,305
Total employer contributions	2016-12-31	250,200
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	221,800
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	206,513
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	206,513
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	206,513
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	221,800
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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