401k Plan data: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST plan

THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 401k Plan overview

Plan Name	THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST
Plan identification number	002

THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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.

401k Sponsoring company profile

THE R. C. RALEY, M.D. PROFESSIONAL ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: THE R. C. RALEY, M.D. PROFESSIONAL ASSOCIATION

Employer identification number (EIN): 742886423

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 ROBERT C. RALEY 2015-10-03
002 2013-01-01 ROBERT C. RALEY 2014-08-12
002 2012-01-01 ROBERT C. RALEY 2013-06-12
002 2011-01-01 ROBERT C. RALEY 2012-10-14
002 2010-01-01 ROBERT C. RALEY 2011-10-14

Plan Statistics for THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST

401k plan membership statisitcs for THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST

Measure Date Value
2022: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 4,331,848
Acturial value of plan assets 2022-12-31 4,331,848
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,737,987
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 141,926
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 236,543
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 1,974,530
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 1,611,301
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 42,916
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 1,568,385
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 1,979,929
Total employer contributions 2022-12-31 0
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 0
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 47,308
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
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 3,564,100
Acturial value of plan assets 2021-12-31 3,564,100
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,773,667
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 69,208
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 173,019
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 1,946,686
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 1,524,638
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 92,498
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 1,432,140
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 1,611,301
Total employer contributions 2021-12-31 0
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 0
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 49,029
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 42,916
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 42,916
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 3,312,651
Acturial value of plan assets 2020-12-31 3,312,651
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,863,922
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 24,640
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 123,199
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 1,987,121
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 1,308,360
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 71,331
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,237,029
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 1,524,638
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 41,065
Net shortfall amortization installment of oustanding balance 2020-12-31 199,108
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 89,515
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 89,515
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: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,822,481
Acturial value of plan assets 2019-12-31 2,822,481
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,892,646
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,892,646
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 1,590,407
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 60,384
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 1,530,023
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 55,196
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 1,308,360
Total employer contributions 2019-12-31 0
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 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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 378,525
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 68,799
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 68,799
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 3,341,469
Acturial value of plan assets 2018-12-31 3,341,469
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,844,757
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 70,923
Active participant vested funding target 2018-12-31 66,805
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 1,915,680
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 1,411,610
Prefunding balanced used to offset prior years funding requirement 2018-12-31 59,568
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,352,042
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 1,590,407
Total employer contributions 2018-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 164,618
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 58,704
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 58,704
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2016: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 2,621,415
Acturial value of plan assets 2016-12-31 2,621,415
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,806,428
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 3,162
Active participant vested funding target 2016-12-31 57,207
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 57,207
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,866,797
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 1,119,141
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 1,119,141
Present value of excess contributions 2016-12-31 369,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 392,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 392,483
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 375,000
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,079,436
Total employer contributions 2016-12-31 260,000
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 2016-12-31 234,930
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 95,430
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 33,198
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 33,198
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 234,930
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: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	4,331,848
Acturial value of plan assets	2022-12-31	4,331,848
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,737,987
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	141,926
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	236,543
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	1,974,530
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	1,611,301
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	42,916
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	1,568,385
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	1,979,929
Total employer contributions	2022-12-31	0
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	0
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	47,308
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
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	3,564,100
Acturial value of plan assets	2021-12-31	3,564,100
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,773,667
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	69,208
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	173,019
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	1,946,686
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	1,524,638
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	92,498
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	1,432,140
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	1,611,301
Total employer contributions	2021-12-31	0
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	0
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	49,029
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	42,916
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	42,916
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	3,312,651
Acturial value of plan assets	2020-12-31	3,312,651
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,863,922
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	24,640
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	123,199
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	1,987,121
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	1,308,360
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	71,331
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,237,029
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	1,524,638
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	41,065
Net shortfall amortization installment of oustanding balance	2020-12-31	199,108
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	89,515
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	89,515
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: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,822,481
Acturial value of plan assets	2019-12-31	2,822,481
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,892,646
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,892,646
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	1,590,407
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	60,384
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,530,023
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	55,196
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	1,308,360
Total employer contributions	2019-12-31	0
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	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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	378,525
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	68,799
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	68,799
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	3,341,469
Acturial value of plan assets	2018-12-31	3,341,469
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,844,757
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	70,923
Active participant vested funding target	2018-12-31	66,805
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	1,915,680
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	1,411,610
Prefunding balanced used to offset prior years funding requirement	2018-12-31	59,568
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,352,042
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	1,590,407
Total employer contributions	2018-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	164,618
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	58,704
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	58,704
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2016: THE R.C. RALEY, M.D. PROFESSIONAL ASSOCIATION PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,621,415
Acturial value of plan assets	2016-12-31	2,621,415
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,806,428
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	3,162
Active participant vested funding target	2016-12-31	57,207
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	57,207
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,866,797
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	1,119,141
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	1,119,141
Present value of excess contributions	2016-12-31	369,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	392,483
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	392,483
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	375,000
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,079,436
Total employer contributions	2016-12-31	260,000
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	234,930
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	95,430
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	33,198
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	33,198
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	234,930
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:	THE R. C. RALEY, M.D. PROFESSIONAL ASSOCIATION
Employer identification number (EIN):	742886423
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	ROBERT C. RALEY	2015-10-03
002	2013-01-01	ROBERT C. RALEY	2014-08-12
002	2012-01-01	ROBERT C. RALEY	2013-06-12
002	2011-01-01	ROBERT C. RALEY	2012-10-14
002	2010-01-01	ROBERT C. RALEY	2011-10-14