401k Plan data: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN plan

SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C.

Employer identification number (EIN): 860300713

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARTIN BARTELS 2023-07-18
001 2021-01-01 MARTIN BARTELS 2022-02-25 MARTIN BARTELS 2022-02-25
001 2020-01-01 MARTIN BARTELS 2021-09-03 MARTIN BARTELS 2021-09-03
001 2019-01-01 MARTIN BARTELS 2020-09-23 MARTIN BARTELS 2020-09-23
001 2018-01-01 MARTIN BARTELS 2019-07-02 MARTIN BARTELS 2019-07-02
001 2017-01-01 MARTIN BARTELS 2018-10-15 MARTIN BARTELS 2018-10-15
001 2016-01-01 MARTIN BARTELS 2017-03-23 MARTIN BARTELS 2017-03-23
001 2015-01-01 MARTIN BARTELS 2016-03-03 MARTIN BARTELS 2016-03-03
001 2014-01-01 MARTIN BARTELS 2015-02-12 MARTIN BARTELS 2015-02-12
001 2013-01-01 MARTIN BARTELS 2014-02-11 MARTIN BARTELS 2014-02-11
001 2012-01-01 MARTIN BARTELS 2013-06-27 MARTIN BARTELS 2013-06-27
001 2011-01-01 MARTIN BARTELS 2012-06-21 MARTIN BARTELS 2012-06-21
001 2010-01-01 MARTIN BARTELS 2011-08-17 MARTIN BARTELS 2011-08-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARTIN BARTELS	2023-07-18
001	2021-01-01	MARTIN BARTELS	2022-02-25	MARTIN BARTELS	2022-02-25
001	2020-01-01	MARTIN BARTELS	2021-09-03	MARTIN BARTELS	2021-09-03
001	2019-01-01	MARTIN BARTELS	2020-09-23	MARTIN BARTELS	2020-09-23
001	2018-01-01	MARTIN BARTELS	2019-07-02	MARTIN BARTELS	2019-07-02
001	2017-01-01	MARTIN BARTELS	2018-10-15	MARTIN BARTELS	2018-10-15
001	2016-01-01	MARTIN BARTELS	2017-03-23	MARTIN BARTELS	2017-03-23
001	2015-01-01	MARTIN BARTELS	2016-03-03	MARTIN BARTELS	2016-03-03
001	2014-01-01	MARTIN BARTELS	2015-02-12	MARTIN BARTELS	2015-02-12
001	2013-01-01	MARTIN BARTELS	2014-02-11	MARTIN BARTELS	2014-02-11
001	2012-01-01	MARTIN BARTELS	2013-06-27	MARTIN BARTELS	2013-06-27
001	2011-01-01	MARTIN BARTELS	2012-06-21	MARTIN BARTELS	2012-06-21
001	2010-01-01	MARTIN BARTELS	2011-08-17	MARTIN BARTELS	2011-08-17

Plan Statistics for SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,186,101
Acturial value of plan assets 2019-12-31 1,186,101
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,277,470
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,277,470
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,277,470
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 63,478
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 3,190
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 60,288
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 62,000
Total employer contributions 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 153,369
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 48,329
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 48,329
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,103,042
Acturial value of plan assets 2018-12-31 1,103,042
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 1,223,798
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 1,223,798
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 1,223,798
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 47,844
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 47,844
Present value of excess contributions 2018-12-31 21,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 22,753
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 22,753
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 8,511
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 63,478
Total employer contributions 2018-12-31 51,387
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 46,807
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 184,234
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 49,997
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 3,190
Additional cash requirement 2018-12-31 46,807
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 46,807
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 990,909
Acturial value of plan assets 2017-12-31 990,909
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 1,150,753
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,154,604
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,154,604
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 97,099
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 50,608
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 46,491
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 47,844
Total employer contributions 2017-12-31 86,200
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 77,101
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 211,539
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 55,448
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 55,448
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 77,101
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,047,763
Acturial value of plan assets 2016-12-31 1,047,763
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 1,166,506
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 1,173,309
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 1,173,309
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 130,116
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 35,680
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 94,436
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 97,099
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 0
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 222,645
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 50,608
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 50,608
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
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
2019: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,186,101
Acturial value of plan assets	2019-12-31	1,186,101
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,277,470
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,277,470
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,277,470
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	63,478
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	3,190
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	60,288
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	62,000
Total employer contributions	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	153,369
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	48,329
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	48,329
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,103,042
Acturial value of plan assets	2018-12-31	1,103,042
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	1,223,798
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	1,223,798
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	1,223,798
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	47,844
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	47,844
Present value of excess contributions	2018-12-31	21,653
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	22,753
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	22,753
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	8,511
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	63,478
Total employer contributions	2018-12-31	51,387
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	46,807
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	184,234
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	49,997
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	3,190
Additional cash requirement	2018-12-31	46,807
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	46,807
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	990,909
Acturial value of plan assets	2017-12-31	990,909
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	1,150,753
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,154,604
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,154,604
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	97,099
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	50,608
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	46,491
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	47,844
Total employer contributions	2017-12-31	86,200
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	77,101
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	211,539
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	55,448
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	55,448
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	77,101
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,047,763
Acturial value of plan assets	2016-12-31	1,047,763
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	1,166,506
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,173,309
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,173,309
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	130,116
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	35,680
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	94,436
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	97,099
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	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	222,645
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	50,608
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	50,608
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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:	SOUTHERN ARIZONA ALLERGY ASSOCIATES, P.C.
Employer identification number (EIN):	860300713
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)