401k Plan data: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN plan

GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN
Plan identification number	004

GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION 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).

401k Sponsoring company profile

GOULD MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: GOULD MEDICAL GROUP, INC.

Employer identification number (EIN): 942151374

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01 ROBERT ALTMAN, M.D. 2023-10-03
004 2021-01-01 ROBERT ALTMAN, M.D. 2022-10-14
004 2020-01-01 MARTIN F. PRICCO, M.D. 2021-10-13
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 MARTIN PRICCO 2015-10-13
004 2013-01-01 MARTIN PRICCO 2014-09-30

Plan Statistics for GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

Measure Date Value
2023: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 134
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 9
Total of all active and inactive participants 2023-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 27,409,966
Acturial value of plan assets 2022-12-31 27,409,966
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 710,367
Active participant vested funding target 2022-12-31 20,510,486
Number of active participants 2022-12-31 114
Total funding liabilities for active participants 2022-12-31 20,510,486
Total participant count 2022-12-31 123
Total funding target for all participants 2022-12-31 21,220,853
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 0
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 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 5,359,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 5,649,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 7,736,451
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 7,394,893
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 3,905,488
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 7,394,893
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 26,065,895
Acturial value of plan assets 2021-12-31 26,065,895
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 10
Fundng target for terminated vested participants 2021-12-31 1,436,141
Active participant vested funding target 2021-12-31 20,049,164
Number of active participants 2021-12-31 116
Total funding liabilities for active participants 2021-12-31 20,049,164
Total participant count 2021-12-31 126
Total funding target for all participants 2021-12-31 21,485,305
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 0
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 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 3,771,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 3,967,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 5,502,828
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 5,359,035
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 4,399,804
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 5,359,035
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 111
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 22,199,579
Acturial value of plan assets 2020-12-31 22,199,579
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 9
Fundng target for terminated vested participants 2020-12-31 1,691,200
Active participant vested funding target 2020-12-31 17,008,916
Number of active participants 2020-12-31 113
Total funding liabilities for active participants 2020-12-31 17,008,916
Total participant count 2020-12-31 122
Total funding target for all participants 2020-12-31 18,700,116
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 0
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 3,680,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 3,881,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 4,882,403
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 4,734,809
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 4,463,209
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 963,746
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 0
Additional cash requirement 2020-12-31 963,746
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 4,734,809
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 110
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 18,031,807
Acturial value of plan assets 2019-12-31 18,031,807
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 5
Fundng target for terminated vested participants 2019-12-31 802,020
Active participant vested funding target 2019-12-31 14,303,730
Number of active participants 2019-12-31 92
Total funding liabilities for active participants 2019-12-31 14,303,730
Total participant count 2019-12-31 97
Total funding target for all participants 2019-12-31 15,105,750
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 0
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 0
Present value of excess contributions 2019-12-31 2,983,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,151,083
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 0
Total employer contributions 2019-12-31 4,337,361
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 4,215,039
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 3,460,545
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 534,488
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 0
Additional cash requirement 2019-12-31 534,488
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 4,215,039
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 14,579,203
Acturial value of plan assets 2018-12-31 14,579,203
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 210,152
Active participant vested funding target 2018-12-31 11,856,531
Number of active participants 2018-12-31 92
Total funding liabilities for active participants 2018-12-31 11,856,531
Total participant count 2018-12-31 94
Total funding target for all participants 2018-12-31 12,066,683
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 0
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 0
Present value of excess contributions 2018-12-31 1,874,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,984,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 4,151,682
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 4,039,775
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 3,568,880
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 1,056,360
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 1,056,360
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 4,039,775
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 10,210,497
Acturial value of plan assets 2017-12-31 10,210,497
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 335,420
Active participant vested funding target 2017-12-31 8,394,664
Number of active participants 2017-12-31 82
Total funding liabilities for active participants 2017-12-31 8,394,664
Total participant count 2017-12-31 86
Total funding target for all participants 2017-12-31 8,730,084
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 1,824,171
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,934,716
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 0
Total employer contributions 2017-12-31 4,119,207
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 4,001,096
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 3,606,702
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 2,126,289
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 2,126,289
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 4,001,096
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 7,453,641
Acturial value of plan assets 2016-12-31 7,453,641
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 486,385
Active participant vested funding target 2016-12-31 5,582,001
Number of active participants 2016-12-31 68
Total funding liabilities for active participants 2016-12-31 5,582,001
Total participant count 2016-12-31 71
Total funding target for all participants 2016-12-31 6,068,386
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 1,617,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,717,855
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 2,957,340
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 2,872,169
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 2,433,253
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 1,047,998
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 1,047,998
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,872,169
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
2023: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	134
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	9
Total of all active and inactive participants	2023-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	27,409,966
Acturial value of plan assets	2022-12-31	27,409,966
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	710,367
Active participant vested funding target	2022-12-31	20,510,486
Number of active participants	2022-12-31	114
Total funding liabilities for active participants	2022-12-31	20,510,486
Total participant count	2022-12-31	123
Total funding target for all participants	2022-12-31	21,220,853
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	0
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	5,359,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	5,649,495
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	7,736,451
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	7,394,893
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	3,905,488
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	7,394,893
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	26,065,895
Acturial value of plan assets	2021-12-31	26,065,895
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	10
Fundng target for terminated vested participants	2021-12-31	1,436,141
Active participant vested funding target	2021-12-31	20,049,164
Number of active participants	2021-12-31	116
Total funding liabilities for active participants	2021-12-31	20,049,164
Total participant count	2021-12-31	126
Total funding target for all participants	2021-12-31	21,485,305
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	0
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	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	3,771,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	3,967,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	5,502,828
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	5,359,035
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	4,399,804
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	5,359,035
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	111
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	22,199,579
Acturial value of plan assets	2020-12-31	22,199,579
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	9
Fundng target for terminated vested participants	2020-12-31	1,691,200
Active participant vested funding target	2020-12-31	17,008,916
Number of active participants	2020-12-31	113
Total funding liabilities for active participants	2020-12-31	17,008,916
Total participant count	2020-12-31	122
Total funding target for all participants	2020-12-31	18,700,116
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	0
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	3,680,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	3,881,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	4,882,403
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	4,734,809
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	4,463,209
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	963,746
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	0
Additional cash requirement	2020-12-31	963,746
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	4,734,809
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	110
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	18,031,807
Acturial value of plan assets	2019-12-31	18,031,807
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	802,020
Active participant vested funding target	2019-12-31	14,303,730
Number of active participants	2019-12-31	92
Total funding liabilities for active participants	2019-12-31	14,303,730
Total participant count	2019-12-31	97
Total funding target for all participants	2019-12-31	15,105,750
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	0
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	0
Present value of excess contributions	2019-12-31	2,983,415
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,151,083
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	0
Total employer contributions	2019-12-31	4,337,361
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	4,215,039
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	3,460,545
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	534,488
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	0
Additional cash requirement	2019-12-31	534,488
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	4,215,039
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	14,579,203
Acturial value of plan assets	2018-12-31	14,579,203
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	210,152
Active participant vested funding target	2018-12-31	11,856,531
Number of active participants	2018-12-31	92
Total funding liabilities for active participants	2018-12-31	11,856,531
Total participant count	2018-12-31	94
Total funding target for all participants	2018-12-31	12,066,683
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	0
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	0
Present value of excess contributions	2018-12-31	1,874,807
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,984,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	4,151,682
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	4,039,775
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	3,568,880
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	1,056,360
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	1,056,360
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	4,039,775
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	10,210,497
Acturial value of plan assets	2017-12-31	10,210,497
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	335,420
Active participant vested funding target	2017-12-31	8,394,664
Number of active participants	2017-12-31	82
Total funding liabilities for active participants	2017-12-31	8,394,664
Total participant count	2017-12-31	86
Total funding target for all participants	2017-12-31	8,730,084
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	1,824,171
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,934,716
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	0
Total employer contributions	2017-12-31	4,119,207
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	4,001,096
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	3,606,702
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	2,126,289
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	2,126,289
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	4,001,096
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	7,453,641
Acturial value of plan assets	2016-12-31	7,453,641
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	486,385
Active participant vested funding target	2016-12-31	5,582,001
Number of active participants	2016-12-31	68
Total funding liabilities for active participants	2016-12-31	5,582,001
Total participant count	2016-12-31	71
Total funding target for all participants	2016-12-31	6,068,386
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	1,617,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,717,855
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	2,957,340
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	2,872,169
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	2,433,253
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	1,047,998
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	1,047,998
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,872,169
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

Measure	Date	Value
2023 : GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,493,773
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,090,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,927,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,783,033
Value of total assets at end of year	2023-12-31	$33,656,543
Value of total assets at beginning of year	2023-12-31	$31,253,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$162,609
Total interest from all sources	2023-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,374,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,374,708
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Administrative expenses (other) incurred	2023-12-31	$11,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,403,362
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$33,656,543
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$31,253,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$16,697,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$14,025,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$16,716,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$13,689,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$13,689,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$336,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,783,033
Employer contributions (assets) at end of year	2023-12-31	$243,323
Employer contributions (assets) at beginning of year	2023-12-31	$3,537,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,927,802
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2023-12-31	941481988
2022 : GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$7,093,365
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,252,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,139,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$7,736,451
Value of total assets at end of year	2022-12-31	$31,253,181
Value of total assets at beginning of year	2022-12-31	$27,412,317
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$113,184
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$614,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$614,194
Administrative expenses professional fees incurred	2022-12-31	$87,624
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Administrative expenses (other) incurred	2022-12-31	$10,560
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$3,840,864
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,253,181
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$27,412,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$14,025,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,309,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$13,689,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$13,145,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$13,145,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,257,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$7,736,451
Employer contributions (assets) at end of year	2022-12-31	$3,537,733
Employer contributions (assets) at beginning of year	2022-12-31	$957,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,139,317
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2022-12-31	941481988
2021 : GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,004,553
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,658,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,547,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$5,502,828
Value of total assets at end of year	2021-12-31	$27,412,317
Value of total assets at beginning of year	2021-12-31	$26,066,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$111,338
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$207,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$207,077
Administrative expenses professional fees incurred	2021-12-31	$76,018
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Administrative expenses (other) incurred	2021-12-31	$10,320
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,346,134
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$27,412,317
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$26,066,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,309,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$12,941,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$13,145,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$12,433,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$12,433,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$294,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$5,502,828
Employer contributions (assets) at end of year	2021-12-31	$957,178
Employer contributions (assets) at beginning of year	2021-12-31	$690,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,547,081
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2021-12-31	941481988
2020 : GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,825,302
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,959,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,868,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,882,403
Value of total assets at end of year	2020-12-31	$26,066,183
Value of total assets at beginning of year	2020-12-31	$22,200,541
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$90,662
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$330,933
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$330,933
Administrative expenses professional fees incurred	2020-12-31	$59,370
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Administrative expenses (other) incurred	2020-12-31	$11,292
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,865,642
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$26,066,183
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$22,200,541
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$12,941,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,994,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$12,433,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$10,798,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$10,798,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$611,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$4,882,403
Employer contributions (assets) at end of year	2020-12-31	$690,904
Employer contributions (assets) at beginning of year	2020-12-31	$407,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,868,998
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BOWMAN & COMPANY LLP
Accountancy firm EIN	2020-12-31	941481988

Form 5500 Responses for GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN

2023: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GOULD MEDICAL GROUP, INC. CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GOULD MEDICAL GROUP, INC.
Employer identification number (EIN):	942151374
NAIC Classification:	541600

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01
004	2022-01-01	ROBERT ALTMAN, M.D.	2023-10-03
004	2021-01-01	ROBERT ALTMAN, M.D.	2022-10-14
004	2020-01-01	MARTIN F. PRICCO, M.D.	2021-10-13
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01	MARTIN PRICCO	2015-10-13
004	2013-01-01	MARTIN PRICCO	2014-09-30