401k Plan data: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN plan

LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN
Plan identification number	001

LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT 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).
Plan covering Self-Employed individuals.
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

LISA C. CAPALDINI, MD has sponsored the creation of one or more 401k plans.

Company Name: LISA C. CAPALDINI, MD

Employer identification number (EIN): 943060351

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2013-01-01

Plan Statistics for LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN

401k plan membership statisitcs for LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN

Measure Date Value
2022: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 349,003
Acturial value of plan assets 2022-12-31 349,003
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 4,664
Active participant vested funding target 2022-12-31 363,814
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 363,814
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 368,478
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 855
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 2022-12-31 855
Present value of excess contributions 2022-12-31 7,338
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 7,338
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 2022-12-31 925
Total employer contributions 2022-12-31 35,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 34,020
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 30,508
Net shortfall amortization installment of oustanding balance 2022-12-31 20,449
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 32,398
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 32,398
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 34,020
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 401,272
Acturial value of plan assets 2021-12-31 401,272
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 4,664
Active participant vested funding target 2021-12-31 357,333
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 357,333
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 361,997
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 790
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 2021-12-31 790
Present value of excess contributions 2021-12-31 7,025
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 7,025
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 2021-12-31 855
Total employer contributions 2021-12-31 7,554
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 7,338
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 29,666
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 7,338
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 363,929
Acturial value of plan assets 2020-12-31 363,929
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 4,201
Active participant vested funding target 2020-12-31 349,879
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 349,879
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 354,080
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 717
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 2020-12-31 717
Present value of excess contributions 2020-12-31 7,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 7,547
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 2020-12-31 790
Total employer contributions 2020-12-31 7,268
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 7,025
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 1,609
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 7,025
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 317,168
Acturial value of plan assets 2019-12-31 317,168
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 3,912
Active participant vested funding target 2019-12-31 326,093
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 326,093
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 330,005
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 623
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 2019-12-31 623
Present value of excess contributions 2019-12-31 701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 701
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 2019-12-31 717
Total employer contributions 2019-12-31 14,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 13,364
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 1,144
Net shortfall amortization installment of oustanding balance 2019-12-31 13,780
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 5,817
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 5,817
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 13,364
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 265,370
Acturial value of plan assets 2018-12-31 265,370
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 3,675
Active participant vested funding target 2018-12-31 308,139
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 308,139
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 311,814
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 233
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 2018-12-31 233
Present value of excess contributions 2018-12-31 407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 407
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 407
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 2018-12-31 623
Total employer contributions 2018-12-31 11,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 10,491
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 2018-12-31 848
Net shortfall amortization installment of oustanding balance 2018-12-31 47,101
Waiver amortization installment 2018-12-31 0
Waived amount of outstanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 9,790
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 9,790
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 10,491
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 282,330
Acturial value of plan assets 2017-12-31 282,330
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 3,477
Active participant vested funding target 2017-12-31 235,576
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 294,470
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 297,947
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 4,641
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 4,431
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 210
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 2017-12-31 233
Total employer contributions 2017-12-31 4,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 3,810
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 15,861
Waiver amortization installment 2017-12-31 0
Waived amount of outstanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 3,403
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 3,403
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 3,810
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 253,512
Acturial value of plan assets 2016-12-31 253,512
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 3,275
Active participant vested funding target 2016-12-31 167,878
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 279,797
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 283,072
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 4,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 4,641
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 4,641
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 4,641
Total employer contributions 2016-12-31 1,500
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 1,366
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 34,437
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 5,797
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 4,431
Additional cash requirement 2016-12-31 1,366
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,366
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	349,003
Acturial value of plan assets	2022-12-31	349,003
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	4,664
Active participant vested funding target	2022-12-31	363,814
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	363,814
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	368,478
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	855
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	855
Present value of excess contributions	2022-12-31	7,338
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	7,338
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	925
Total employer contributions	2022-12-31	35,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	34,020
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	30,508
Net shortfall amortization installment of oustanding balance	2022-12-31	20,449
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	32,398
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	32,398
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	34,020
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	401,272
Acturial value of plan assets	2021-12-31	401,272
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	4,664
Active participant vested funding target	2021-12-31	357,333
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	357,333
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	361,997
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	790
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	790
Present value of excess contributions	2021-12-31	7,025
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	7,025
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	855
Total employer contributions	2021-12-31	7,554
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	7,338
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	29,666
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	7,338
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	363,929
Acturial value of plan assets	2020-12-31	363,929
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	4,201
Active participant vested funding target	2020-12-31	349,879
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	349,879
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	354,080
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	717
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	717
Present value of excess contributions	2020-12-31	7,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	7,547
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	790
Total employer contributions	2020-12-31	7,268
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	7,025
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	1,609
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	7,025
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	317,168
Acturial value of plan assets	2019-12-31	317,168
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	3,912
Active participant vested funding target	2019-12-31	326,093
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	326,093
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	330,005
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	623
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	623
Present value of excess contributions	2019-12-31	701
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	701
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	717
Total employer contributions	2019-12-31	14,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	13,364
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	1,144
Net shortfall amortization installment of oustanding balance	2019-12-31	13,780
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	5,817
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	5,817
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	13,364
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	265,370
Acturial value of plan assets	2018-12-31	265,370
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	3,675
Active participant vested funding target	2018-12-31	308,139
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	308,139
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	311,814
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	233
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	233
Present value of excess contributions	2018-12-31	407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	407
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	407
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	623
Total employer contributions	2018-12-31	11,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	10,491
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	848
Net shortfall amortization installment of oustanding balance	2018-12-31	47,101
Waiver amortization installment	2018-12-31	0
Waived amount of outstanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	9,790
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	9,790
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	10,491
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	282,330
Acturial value of plan assets	2017-12-31	282,330
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	3,477
Active participant vested funding target	2017-12-31	235,576
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	294,470
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	297,947
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	4,641
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	4,431
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	210
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	233
Total employer contributions	2017-12-31	4,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	3,810
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	15,861
Waiver amortization installment	2017-12-31	0
Waived amount of outstanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	3,403
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	3,403
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	3,810
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LISA C. CAPALDINI, MD, DBA CASTRO MEDICAL GROUP DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	253,512
Acturial value of plan assets	2016-12-31	253,512
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	3,275
Active participant vested funding target	2016-12-31	167,878
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	279,797
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	283,072
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	4,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	4,641
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	4,641
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	4,641
Total employer contributions	2016-12-31	1,500
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	1,366
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	34,437
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	5,797
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	4,431
Additional cash requirement	2016-12-31	1,366
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,366
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:	LISA C. CAPALDINI, MD
Employer identification number (EIN):	943060351
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2013-01-01