401k Plan data: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN plan

NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 401k Plan overview

Plan Name	NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN
Plan identification number	002

NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
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

NORTH TEXAS RHEUMATOLOGY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: NORTH TEXAS RHEUMATOLOGY, P.A.

Employer identification number (EIN): 800457000

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DR. POOJA BANERJEE 2024-07-19
002 2022-01-01 DR. POOJA BANERJEE 2023-07-24
002 2021-01-01 DR. POOJA BANERJEE 2022-06-19
002 2020-01-01 DR. POOJA BANERJEE 2021-10-08
002 2019-01-01 POOJA BANERJEE 2020-05-06
002 2018-01-01 POOJA BANERJEE 2019-09-30
002 2017-01-01 POOJA BANERJEE 2018-08-18
002 2016-01-01 POOJA BANERJEE 2017-10-12
002 2015-01-01 POOJA BANERJEE 2016-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DR. POOJA BANERJEE	2024-07-19
002	2022-01-01	DR. POOJA BANERJEE	2023-07-24
002	2021-01-01	DR. POOJA BANERJEE	2022-06-19
002	2020-01-01	DR. POOJA BANERJEE	2021-10-08
002	2019-01-01	POOJA BANERJEE	2020-05-06
002	2018-01-01	POOJA BANERJEE	2019-09-30
002	2017-01-01	POOJA BANERJEE	2018-08-18
002	2016-01-01	POOJA BANERJEE	2017-10-12
002	2015-01-01	POOJA BANERJEE	2016-09-29

Plan Statistics for NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN

401k plan membership statisitcs for NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN

Measure Date Value
2022: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,714,634
Acturial value of plan assets 2022-12-31 1,714,634
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
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 1,318,321
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,318,321
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 1,318,321
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 500,139
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 2022-12-31 108,850
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 391,289
Present value of excess contributions 2022-12-31 132,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 136,892
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 2022-12-31 250,000
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 151,306
Total employer contributions 2022-12-31 368,000
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 2022-12-31 357,029
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 2022-12-31 188,681
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 2022-12-31 357,029
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,424,188
Acturial value of plan assets 2021-12-31 1,424,188
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 945,204
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 945,691
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 945,691
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 331,967
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 33,881
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 298,086
Present value of excess contributions 2021-12-31 164,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 174,540
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 174,540
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 2021-12-31 500,139
Total employer contributions 2021-12-31 250,000
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 2021-12-31 238,491
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 2021-12-31 207,154
Net shortfall amortization installment of oustanding balance 2021-12-31 21,642
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 214,520
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 108,850
Additional cash requirement 2021-12-31 105,670
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 238,491
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,038,939
Acturial value of plan assets 2020-12-31 1,038,939
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 5,877
Active participant vested funding target 2020-12-31 777,313
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 777,313
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 783,190
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 272,119
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 97,502
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 174,617
Present value of excess contributions 2020-12-31 125,976
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 138,195
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 138,195
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 2020-12-31 331,967
Total employer contributions 2020-12-31 300,000
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 2020-12-31 279,976
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 2020-12-31 134,958
Net shortfall amortization installment of oustanding balance 2020-12-31 76,218
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 149,256
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 33,881
Additional cash requirement 2020-12-31 115,375
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 279,976
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 758,709
Acturial value of plan assets 2019-12-31 758,709
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 5,597
Active participant vested funding target 2019-12-31 581,654
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 581,654
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 587,251
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 105,801
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 2019-12-31 105,801
Present value of excess contributions 2019-12-31 161,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 170,539
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 170,539
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 2019-12-31 272,119
Total employer contributions 2019-12-31 200,000
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 2019-12-31 190,243
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 2019-12-31 145,413
Net shortfall amortization installment of oustanding balance 2019-12-31 100,661
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 161,769
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 97,502
Additional cash requirement 2019-12-31 64,267
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 190,243
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 467,726
Acturial value of plan assets 2018-12-31 467,726
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 2018-12-31 400,753
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 400,753
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 400,753
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 74,830
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 74,830
Present value of excess contributions 2018-12-31 25,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 26,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 26,511
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 2018-12-31 105,801
Total employer contributions 2018-12-31 315,000
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 2018-12-31 295,291
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 2018-12-31 133,689
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 2018-12-31 133,689
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 2018-12-31 133,689
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 295,291
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 299,606
Acturial value of plan assets 2017-12-31 299,606
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 0
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 232,738
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 232,738
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 70,648
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 74,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 74,830
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 74,830
Total employer contributions 2017-12-31 150,000
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 2017-12-31 142,083
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 2017-12-31 117,009
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 2017-12-31 117,009
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 2017-12-31 117,009
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 142,083
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 145,904
Acturial value of plan assets 2016-12-31 145,904
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 3
Total funding liabilities for active participants 2016-12-31 104,220
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 104,220
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 42,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 44,805
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 2016-12-31 145,300
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 2016-12-31 133,662
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 2016-12-31 104,698
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 63,014
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 63,014
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 133,662
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: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,714,634
Acturial value of plan assets	2022-12-31	1,714,634
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
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	1,318,321
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,318,321
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	1,318,321
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	500,139
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	108,850
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	391,289
Present value of excess contributions	2022-12-31	132,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	136,892
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	250,000
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	151,306
Total employer contributions	2022-12-31	368,000
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	357,029
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	188,681
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	357,029
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,424,188
Acturial value of plan assets	2021-12-31	1,424,188
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	945,204
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	945,691
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	945,691
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	331,967
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	33,881
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	298,086
Present value of excess contributions	2021-12-31	164,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	174,540
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	174,540
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	500,139
Total employer contributions	2021-12-31	250,000
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	238,491
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	207,154
Net shortfall amortization installment of oustanding balance	2021-12-31	21,642
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	214,520
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	108,850
Additional cash requirement	2021-12-31	105,670
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	238,491
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,038,939
Acturial value of plan assets	2020-12-31	1,038,939
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	5,877
Active participant vested funding target	2020-12-31	777,313
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	777,313
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	783,190
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	272,119
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	97,502
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	174,617
Present value of excess contributions	2020-12-31	125,976
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	138,195
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	138,195
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	331,967
Total employer contributions	2020-12-31	300,000
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	279,976
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	134,958
Net shortfall amortization installment of oustanding balance	2020-12-31	76,218
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	149,256
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	33,881
Additional cash requirement	2020-12-31	115,375
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	279,976
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	758,709
Acturial value of plan assets	2019-12-31	758,709
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	5,597
Active participant vested funding target	2019-12-31	581,654
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	581,654
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	587,251
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	105,801
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	105,801
Present value of excess contributions	2019-12-31	161,602
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	170,539
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	170,539
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	272,119
Total employer contributions	2019-12-31	200,000
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	190,243
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	145,413
Net shortfall amortization installment of oustanding balance	2019-12-31	100,661
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	161,769
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	97,502
Additional cash requirement	2019-12-31	64,267
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	190,243
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	467,726
Acturial value of plan assets	2018-12-31	467,726
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	400,753
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	400,753
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	400,753
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	74,830
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	74,830
Present value of excess contributions	2018-12-31	25,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	26,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	26,511
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	105,801
Total employer contributions	2018-12-31	315,000
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	295,291
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	133,689
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	133,689
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	133,689
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	295,291
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	299,606
Acturial value of plan assets	2017-12-31	299,606
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	0
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	232,738
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	232,738
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	70,648
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	74,830
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	74,830
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	74,830
Total employer contributions	2017-12-31	150,000
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	142,083
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	117,009
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	117,009
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	117,009
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	142,083
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTH TEXAS RHEUMATOLOGY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	145,904
Acturial value of plan assets	2016-12-31	145,904
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	3
Total funding liabilities for active participants	2016-12-31	104,220
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	104,220
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	42,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	44,805
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	145,300
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	133,662
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	104,698
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	63,014
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	63,014
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	133,662
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:	NORTH TEXAS RHEUMATOLOGY, P.A.
Employer identification number (EIN):	800457000
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)