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RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameRICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN
Plan identification number 001

RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

RICHARD A. ZOUMALAN, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD A. ZOUMALAN, M.D., INC.
Employer identification number (EIN):800760168
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01RICHARD A. ZOUMALAN2022-10-14 RICHARD A. ZOUMALAN2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD ZOUMALAN RICHARD ZOUMALAN2018-09-27
0012016-01-01

Plan Statistics for RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-311,544,312
Acturial value of plan assets2022-12-311,544,312
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-3154,233
Active participant vested funding target2022-12-311,261,687
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-311,277,968
Total participant count2022-12-319
Total funding target for all participants2022-12-311,332,201
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31109,748
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31105,794
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31180,556
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31105,794
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-015
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-311,865,404
Acturial value of plan assets2021-12-311,865,404
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-31129,107
Active participant vested funding target2021-12-31874,099
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-31874,099
Total participant count2021-12-318
Total funding target for all participants2021-12-311,003,206
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31351,955
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31351,955
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31149,318
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-013
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,392,186
Acturial value of plan assets2020-12-311,392,186
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3110,381
Active participant vested funding target2020-12-31624,827
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-31666,674
Total participant count2020-12-316
Total funding target for all participants2020-12-31677,055
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31252,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31252,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31345,696
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31351,955
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31163,672
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31351,955
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,132,130
Acturial value of plan assets2019-12-311,132,130
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-318,718
Active participant vested funding target2019-12-31508,741
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-31529,937
Total participant count2019-12-317
Total funding target for all participants2019-12-31538,655
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31316,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31316,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31259,304
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31252,629
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31139,730
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31252,629
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31724,815
Acturial value of plan assets2018-12-31724,815
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31379,719
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31404,016
Total participant count2018-12-314
Total funding target for all participants2018-12-31404,016
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31231,599
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31231,599
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31326,455
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31316,738
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31102,454
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31316,738
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31502,187
Acturial value of plan assets2017-12-31502,187
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31259,701
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31272,810
Total participant count2017-12-313
Total funding target for all participants2017-12-31272,810
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31184,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31184,734
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31235,858
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31231,599
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3173,834
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31231,599
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31279,303
Acturial value of plan assets2016-12-31279,303
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31134,206
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31167,757
Total participant count2016-12-313
Total funding target for all participants2016-12-31167,757
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31119,578
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31119,578
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31193,233
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31184,734
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3170,510
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31184,734
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN

Measure Date Value
2022 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$5,543
Total plan liabilities at beginning of year2022-12-31$68,129
Total income from all sources2022-12-31$-199,972
Expenses. Total of all expenses incurred2022-12-31$11,372
Total plan assets at end of year2022-12-31$1,659,603
Total plan assets at beginning of year2022-12-31$1,933,533
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-309,720
Net income (gross income less expenses)2022-12-31$-211,344
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,654,060
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,865,404
Assets. Value of assets in partnership/joint-venture interests2022-12-31$500,000
Total contributions received or receivable from employer(s)2022-12-31$109,748
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$11,372
2021 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$68,129
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$135,871
Expenses. Total of all expenses incurred2021-12-31$14,622
Total plan assets at end of year2021-12-31$1,933,533
Total plan assets at beginning of year2021-12-31$1,744,155
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Assets. Value of loans (other than to participants)2021-12-31$10,922
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$135,871
Net income (gross income less expenses)2021-12-31$121,249
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,865,404
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,744,155
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$14,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$360,074
Expenses. Total of all expenses incurred2020-12-31$8,434
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$1,744,155
Total plan assets at beginning of year2020-12-31$1,392,515
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Assets. Value of loans (other than to participants)2020-12-31$42,781
Expenses. Other expenses not covered elsewhere2020-12-31$8,434
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$14,378
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$351,640
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,744,155
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,392,515
Assets. Value of assets in partnership/joint-venture interests2020-12-31$613,153
Total contributions received or receivable from employer(s)2020-12-31$345,696
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$343,126
Expenses. Total of all expenses incurred2019-12-31$3,274
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$1,392,515
Total plan assets at beginning of year2019-12-31$1,052,663
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Assets. Value of loans (other than to participants)2019-12-31$79,396
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$83,822
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$339,852
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,392,515
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,052,663
Assets. Value of assets in partnership/joint-venture interests2019-12-31$495,000
Total contributions received or receivable from employer(s)2019-12-31$259,304
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$314,709
Expenses. Total of all expenses incurred2018-12-31$2,551
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$1,052,663
Total plan assets at beginning of year2018-12-31$740,505
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Assets. Value of loans (other than to participants)2018-12-31$119,544
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-11,746
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$312,158
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,052,663
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$740,505
Assets. Value of assets in partnership/joint-venture interests2018-12-31$450,000
Total contributions received or receivable from employer(s)2018-12-31$326,455
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,551
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$270,556
Expenses. Total of all expenses incurred2017-12-31$2,587
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$740,505
Total plan assets at beginning of year2017-12-31$472,536
Total contributions received or receivable from participants2017-12-31$0
Assets. Value of loans (other than to participants)2017-12-31$158,121
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$34,698
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$267,969
Net plan assets at end of year (total assets less liabilities)2017-12-31$740,505
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$472,536
Total contributions received or receivable from employer(s)2017-12-31$235,858
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,587
2016 : RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$204,310
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$472,536
Total plan assets at beginning of year2016-12-31$268,226
Value of fidelity bond covering the plan2016-12-31$115,000
Total contributions received or receivable from participants2016-12-31$0
Assets. Value of loans (other than to participants)2016-12-31$86,595
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$11,077
Net income (gross income less expenses)2016-12-31$204,310
Net plan assets at end of year (total assets less liabilities)2016-12-31$472,536
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$268,226
Total contributions received or receivable from employer(s)2016-12-31$193,233
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN

2022: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RICHARD A. ZOUMALAN, M.D., INC. DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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