401k Plan data: STATE ROAD FAMILY PRACTICE PENSION PLAN plan

STATE ROAD FAMILY PRACTICE PENSION PLAN 401k Plan overview

Plan Name	STATE ROAD FAMILY PRACTICE PENSION PLAN
Plan identification number	002

STATE ROAD FAMILY PRACTICE PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily flat dollar (includes dollars per year of service) 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

STATE ROAD FAMILY PRACTICE INC. has sponsored the creation of one or more 401k plans.

Company Name: STATE ROAD FAMILY PRACTICE INC.

Employer identification number (EIN): 813755932

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STATE ROAD FAMILY PRACTICE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-09-01
002 2015-09-01 MATTHEW FRANTZ 2017-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-09-01
002	2015-09-01	MATTHEW FRANTZ	2017-06-15

Plan Statistics for STATE ROAD FAMILY PRACTICE PENSION PLAN

401k plan membership statisitcs for STATE ROAD FAMILY PRACTICE PENSION PLAN

Measure Date Value
2017: STATE ROAD FAMILY PRACTICE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-08-31 31,935
Acturial value of plan assets 2017-08-31 31,935
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 0
Number of terminated vested participants 2017-08-31 0
Fundng target for terminated vested participants 2017-08-31 0
Active participant vested funding target 2017-08-31 135,243
Number of active participants 2017-08-31 0
Total funding liabilities for active participants 2017-08-31 135,243
Total participant count 2017-08-31 0
Total funding target for all participants 2017-08-31 135,243
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 0
Present value of excess contributions 2017-08-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 0
Total employer contributions 2017-08-31 149,000
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 18,328
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 0
Net shortfall amortization installment of oustanding balance 2017-08-31 108,243
Waiver amortization installment 2017-08-31 0
Waived amount of outstanding balance 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 18,328
Additional cash requirement 2017-08-31 18,328
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 18,328
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0

Measure	Date	Value
2017: STATE ROAD FAMILY PRACTICE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-08-31	31,935
Acturial value of plan assets	2017-08-31	31,935
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	0
Number of terminated vested participants	2017-08-31	0
Fundng target for terminated vested participants	2017-08-31	0
Active participant vested funding target	2017-08-31	135,243
Number of active participants	2017-08-31	0
Total funding liabilities for active participants	2017-08-31	135,243
Total participant count	2017-08-31	0
Total funding target for all participants	2017-08-31	135,243
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	0
Present value of excess contributions	2017-08-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	0
Total employer contributions	2017-08-31	149,000
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	18,328
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	0
Net shortfall amortization installment of oustanding balance	2017-08-31	108,243
Waiver amortization installment	2017-08-31	0
Waived amount of outstanding balance	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	18,328
Additional cash requirement	2017-08-31	18,328
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	18,328
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0

Potentially related plans

STATE ROAD FAMILY PRACTICE, INC. 401(K) PROFIT SHARING PLAN [EIN = 341634475]

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Company Name:	STATE ROAD FAMILY PRACTICE INC.
Employer identification number (EIN):	813755932
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)