401k Plan data: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN plan

STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

STEPHEN H. COOPER, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN H. COOPER, M.D., INC.

Employer identification number (EIN): 953271809

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-06-01
003 2020-06-01
003 2019-06-01
003 2018-06-01
003 2017-06-01
003 2016-06-01
003 2015-06-01
003 2014-06-01
003 2013-06-01 STEPHEN H. COOPER, MD 2015-03-12
003 2012-06-01 ELIZABETH GOULD 2014-03-17
003 2011-06-01 TERESA URANGA 2013-03-15
003 2010-06-01 ELIZABETH GOULD 2013-03-19

Plan Statistics for STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-05-31 1,178,074
Acturial value of plan assets 2022-05-31 1,178,074
Funding target for retired participants and beneficiaries receiving payment 2022-05-31 0
Number of terminated vested participants 2022-05-31 1
Fundng target for terminated vested participants 2022-05-31 3,862
Active participant vested funding target 2022-05-31 1,006,270
Number of active participants 2022-05-31 3
Total funding liabilities for active participants 2022-05-31 1,006,270
Total participant count 2022-05-31 4
Total funding target for all participants 2022-05-31 1,010,132
Balance at beginning of prior year after applicable adjustments 2022-05-31 3,086
Prefunding balance at beginning of prior year after applicable adjustments 2022-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-05-31 0
Prefunding balanced used to offset prior years funding requirement 2022-05-31 0
Amount remaining of carryover balance 2022-05-31 3,086
Amount remaining of prefunding balance 2022-05-31 0
Present value of excess contributions 2022-05-31 92,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-05-31 97,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-05-31 0
Reductions in caryover balances due to elections or deemed elections 2022-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-05-31 0
Balance of carryovers at beginning of current year 2022-05-31 3,485
Balance of prefunding at beginning of current year 2022-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-05-31 0
Unpaid minimum required contributions for all prior years 2022-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-05-31 0
Remaining amount of unpaid minimum required contributions 2022-05-31 0
Minimum required contributions for current year target normal cost 2022-05-31 3,422
Net shortfall amortization installment of oustanding balance 2022-05-31 0
Waiver amortization installment 2022-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-05-31 0
Carryover balance elected to use to offset funding requirement 2022-05-31 0
Prefunding balance elected to use to offset funding requirement 2022-05-31 0
Additional cash requirement 2022-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for current year 2022-05-31 0
Unpaid minimum required contributions for all years 2022-05-31 0
2021: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-05-31 1,030,398
Acturial value of plan assets 2021-05-31 1,030,398
Funding target for retired participants and beneficiaries receiving payment 2021-05-31 0
Number of terminated vested participants 2021-05-31 1
Fundng target for terminated vested participants 2021-05-31 3,419
Active participant vested funding target 2021-05-31 906,951
Number of active participants 2021-05-31 3
Total funding liabilities for active participants 2021-05-31 906,951
Total participant count 2021-05-31 4
Total funding target for all participants 2021-05-31 910,370
Balance at beginning of prior year after applicable adjustments 2021-05-31 2,991
Prefunding balance at beginning of prior year after applicable adjustments 2021-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-05-31 0
Prefunding balanced used to offset prior years funding requirement 2021-05-31 0
Amount remaining of carryover balance 2021-05-31 2,991
Amount remaining of prefunding balance 2021-05-31 0
Present value of excess contributions 2021-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-05-31 0
Reductions in caryover balances due to elections or deemed elections 2021-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-05-31 0
Balance of carryovers at beginning of current year 2021-05-31 3,086
Balance of prefunding at beginning of current year 2021-05-31 0
Total employer contributions 2021-05-31 96,000
Total employee contributions 2021-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-05-31 92,373
Unpaid minimum required contributions for all prior years 2021-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-05-31 0
Remaining amount of unpaid minimum required contributions 2021-05-31 0
Minimum required contributions for current year target normal cost 2021-05-31 10,081
Net shortfall amortization installment of oustanding balance 2021-05-31 0
Waiver amortization installment 2021-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-05-31 0
Carryover balance elected to use to offset funding requirement 2021-05-31 0
Prefunding balance elected to use to offset funding requirement 2021-05-31 0
Additional cash requirement 2021-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-05-31 92,373
Unpaid minimum required contributions for current year 2021-05-31 0
Unpaid minimum required contributions for all years 2021-05-31 0
2020: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-05-31 1,078,220
Acturial value of plan assets 2020-05-31 1,078,220
Funding target for retired participants and beneficiaries receiving payment 2020-05-31 0
Number of terminated vested participants 2020-05-31 1
Fundng target for terminated vested participants 2020-05-31 3,435
Active participant vested funding target 2020-05-31 948,064
Number of active participants 2020-05-31 3
Total funding liabilities for active participants 2020-05-31 948,064
Total participant count 2020-05-31 4
Total funding target for all participants 2020-05-31 951,499
Balance at beginning of prior year after applicable adjustments 2020-05-31 2,854
Prefunding balance at beginning of prior year after applicable adjustments 2020-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-05-31 0
Prefunding balanced used to offset prior years funding requirement 2020-05-31 0
Amount remaining of carryover balance 2020-05-31 2,854
Amount remaining of prefunding balance 2020-05-31 0
Present value of excess contributions 2020-05-31 131,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-05-31 138,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-05-31 0
Reductions in caryover balances due to elections or deemed elections 2020-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-05-31 0
Balance of carryovers at beginning of current year 2020-05-31 2,991
Balance of prefunding at beginning of current year 2020-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-05-31 0
Unpaid minimum required contributions for all prior years 2020-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-05-31 0
Remaining amount of unpaid minimum required contributions 2020-05-31 0
Minimum required contributions for current year target normal cost 2020-05-31 9,232
Net shortfall amortization installment of oustanding balance 2020-05-31 0
Waiver amortization installment 2020-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-05-31 0
Carryover balance elected to use to offset funding requirement 2020-05-31 0
Prefunding balance elected to use to offset funding requirement 2020-05-31 0
Additional cash requirement 2020-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for current year 2020-05-31 0
Unpaid minimum required contributions for all years 2020-05-31 0
2019: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-05-31 932,439
Acturial value of plan assets 2019-05-31 932,439
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 0
Number of terminated vested participants 2019-05-31 1
Fundng target for terminated vested participants 2019-05-31 3,015
Active participant vested funding target 2019-05-31 874,241
Number of active participants 2019-05-31 3
Total funding liabilities for active participants 2019-05-31 874,241
Total participant count 2019-05-31 4
Total funding target for all participants 2019-05-31 877,256
Balance at beginning of prior year after applicable adjustments 2019-05-31 2,970
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 2,970
Amount remaining of prefunding balance 2019-05-31 0
Present value of excess contributions 2019-05-31 51,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 54,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 0
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 3,000
Balance of prefunding at beginning of current year 2019-05-31 0
Total employer contributions 2019-05-31 140,000
Total employee contributions 2019-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 131,226
Unpaid minimum required contributions for all prior years 2019-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 29,892
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 0
Carryover balance elected to use to offset funding requirement 2019-05-31 0
Prefunding balance elected to use to offset funding requirement 2019-05-31 0
Additional cash requirement 2019-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 131,226
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-05-31 920,562
Acturial value of plan assets 2018-05-31 920,562
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 0
Number of terminated vested participants 2018-05-31 0
Fundng target for terminated vested participants 2018-05-31 0
Active participant vested funding target 2018-05-31 775,110
Number of active participants 2018-05-31 4
Total funding liabilities for active participants 2018-05-31 775,110
Total participant count 2018-05-31 4
Total funding target for all participants 2018-05-31 775,110
Balance at beginning of prior year after applicable adjustments 2018-05-31 3,419
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 3,419
Amount remaining of prefunding balance 2018-05-31 0
Present value of excess contributions 2018-05-31 17,138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 18,153
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 0
Reductions in caryover balances due to elections or deemed elections 2018-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 0
Balance of carryovers at beginning of current year 2018-05-31 2,970
Balance of prefunding at beginning of current year 2018-05-31 0
Total employer contributions 2018-05-31 53,000
Total employee contributions 2018-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 51,462
Unpaid minimum required contributions for all prior years 2018-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 12,299
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 0
Carryover balance elected to use to offset funding requirement 2018-05-31 0
Prefunding balance elected to use to offset funding requirement 2018-05-31 0
Additional cash requirement 2018-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 51,462
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-05-31 913,893
Acturial value of plan assets 2017-05-31 913,893
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 0
Number of terminated vested participants 2017-05-31 0
Fundng target for terminated vested participants 2017-05-31 0
Active participant vested funding target 2017-05-31 782,005
Number of active participants 2017-05-31 3
Total funding liabilities for active participants 2017-05-31 782,005
Total participant count 2017-05-31 3
Total funding target for all participants 2017-05-31 782,005
Balance at beginning of prior year after applicable adjustments 2017-05-31 3,385
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 3,385
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 42,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 44,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 3,419
Balance of prefunding at beginning of current year 2017-05-31 0
Total employer contributions 2017-05-31 0
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 0
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 5,021
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 0
Carryover balance elected to use to offset funding requirement 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0

Measure	Date	Value
2022: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-05-31	1,178,074
Acturial value of plan assets	2022-05-31	1,178,074
Funding target for retired participants and beneficiaries receiving payment	2022-05-31	0
Number of terminated vested participants	2022-05-31	1
Fundng target for terminated vested participants	2022-05-31	3,862
Active participant vested funding target	2022-05-31	1,006,270
Number of active participants	2022-05-31	3
Total funding liabilities for active participants	2022-05-31	1,006,270
Total participant count	2022-05-31	4
Total funding target for all participants	2022-05-31	1,010,132
Balance at beginning of prior year after applicable adjustments	2022-05-31	3,086
Prefunding balance at beginning of prior year after applicable adjustments	2022-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-05-31	0
Prefunding balanced used to offset prior years funding requirement	2022-05-31	0
Amount remaining of carryover balance	2022-05-31	3,086
Amount remaining of prefunding balance	2022-05-31	0
Present value of excess contributions	2022-05-31	92,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-05-31	97,601
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-05-31	0
Reductions in caryover balances due to elections or deemed elections	2022-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-05-31	0
Balance of carryovers at beginning of current year	2022-05-31	3,485
Balance of prefunding at beginning of current year	2022-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-05-31	0
Unpaid minimum required contributions for all prior years	2022-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-05-31	0
Remaining amount of unpaid minimum required contributions	2022-05-31	0
Minimum required contributions for current year target normal cost	2022-05-31	3,422
Net shortfall amortization installment of oustanding balance	2022-05-31	0
Waiver amortization installment	2022-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-05-31	0
Carryover balance elected to use to offset funding requirement	2022-05-31	0
Prefunding balance elected to use to offset funding requirement	2022-05-31	0
Additional cash requirement	2022-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for current year	2022-05-31	0
Unpaid minimum required contributions for all years	2022-05-31	0
2021: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-05-31	1,030,398
Acturial value of plan assets	2021-05-31	1,030,398
Funding target for retired participants and beneficiaries receiving payment	2021-05-31	0
Number of terminated vested participants	2021-05-31	1
Fundng target for terminated vested participants	2021-05-31	3,419
Active participant vested funding target	2021-05-31	906,951
Number of active participants	2021-05-31	3
Total funding liabilities for active participants	2021-05-31	906,951
Total participant count	2021-05-31	4
Total funding target for all participants	2021-05-31	910,370
Balance at beginning of prior year after applicable adjustments	2021-05-31	2,991
Prefunding balance at beginning of prior year after applicable adjustments	2021-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-05-31	0
Prefunding balanced used to offset prior years funding requirement	2021-05-31	0
Amount remaining of carryover balance	2021-05-31	2,991
Amount remaining of prefunding balance	2021-05-31	0
Present value of excess contributions	2021-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-05-31	0
Reductions in caryover balances due to elections or deemed elections	2021-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-05-31	0
Balance of carryovers at beginning of current year	2021-05-31	3,086
Balance of prefunding at beginning of current year	2021-05-31	0
Total employer contributions	2021-05-31	96,000
Total employee contributions	2021-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-05-31	92,373
Unpaid minimum required contributions for all prior years	2021-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-05-31	0
Remaining amount of unpaid minimum required contributions	2021-05-31	0
Minimum required contributions for current year target normal cost	2021-05-31	10,081
Net shortfall amortization installment of oustanding balance	2021-05-31	0
Waiver amortization installment	2021-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-05-31	0
Carryover balance elected to use to offset funding requirement	2021-05-31	0
Prefunding balance elected to use to offset funding requirement	2021-05-31	0
Additional cash requirement	2021-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-05-31	92,373
Unpaid minimum required contributions for current year	2021-05-31	0
Unpaid minimum required contributions for all years	2021-05-31	0
2020: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-05-31	1,078,220
Acturial value of plan assets	2020-05-31	1,078,220
Funding target for retired participants and beneficiaries receiving payment	2020-05-31	0
Number of terminated vested participants	2020-05-31	1
Fundng target for terminated vested participants	2020-05-31	3,435
Active participant vested funding target	2020-05-31	948,064
Number of active participants	2020-05-31	3
Total funding liabilities for active participants	2020-05-31	948,064
Total participant count	2020-05-31	4
Total funding target for all participants	2020-05-31	951,499
Balance at beginning of prior year after applicable adjustments	2020-05-31	2,854
Prefunding balance at beginning of prior year after applicable adjustments	2020-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-05-31	0
Prefunding balanced used to offset prior years funding requirement	2020-05-31	0
Amount remaining of carryover balance	2020-05-31	2,854
Amount remaining of prefunding balance	2020-05-31	0
Present value of excess contributions	2020-05-31	131,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-05-31	138,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-05-31	0
Reductions in caryover balances due to elections or deemed elections	2020-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-05-31	0
Balance of carryovers at beginning of current year	2020-05-31	2,991
Balance of prefunding at beginning of current year	2020-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-05-31	0
Unpaid minimum required contributions for all prior years	2020-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-05-31	0
Remaining amount of unpaid minimum required contributions	2020-05-31	0
Minimum required contributions for current year target normal cost	2020-05-31	9,232
Net shortfall amortization installment of oustanding balance	2020-05-31	0
Waiver amortization installment	2020-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-05-31	0
Carryover balance elected to use to offset funding requirement	2020-05-31	0
Prefunding balance elected to use to offset funding requirement	2020-05-31	0
Additional cash requirement	2020-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for current year	2020-05-31	0
Unpaid minimum required contributions for all years	2020-05-31	0
2019: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-05-31	932,439
Acturial value of plan assets	2019-05-31	932,439
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	1
Fundng target for terminated vested participants	2019-05-31	3,015
Active participant vested funding target	2019-05-31	874,241
Number of active participants	2019-05-31	3
Total funding liabilities for active participants	2019-05-31	874,241
Total participant count	2019-05-31	4
Total funding target for all participants	2019-05-31	877,256
Balance at beginning of prior year after applicable adjustments	2019-05-31	2,970
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	2,970
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	51,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	54,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	3,000
Balance of prefunding at beginning of current year	2019-05-31	0
Total employer contributions	2019-05-31	140,000
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	131,226
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	29,892
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	131,226
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-05-31	920,562
Acturial value of plan assets	2018-05-31	920,562
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	0
Number of terminated vested participants	2018-05-31	0
Fundng target for terminated vested participants	2018-05-31	0
Active participant vested funding target	2018-05-31	775,110
Number of active participants	2018-05-31	4
Total funding liabilities for active participants	2018-05-31	775,110
Total participant count	2018-05-31	4
Total funding target for all participants	2018-05-31	775,110
Balance at beginning of prior year after applicable adjustments	2018-05-31	3,419
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	3,419
Amount remaining of prefunding balance	2018-05-31	0
Present value of excess contributions	2018-05-31	17,138
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	18,153
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	2,970
Balance of prefunding at beginning of current year	2018-05-31	0
Total employer contributions	2018-05-31	53,000
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	51,462
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	12,299
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	51,462
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: STEPHEN H. COOPER, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-05-31	913,893
Acturial value of plan assets	2017-05-31	913,893
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	0
Number of terminated vested participants	2017-05-31	0
Fundng target for terminated vested participants	2017-05-31	0
Active participant vested funding target	2017-05-31	782,005
Number of active participants	2017-05-31	3
Total funding liabilities for active participants	2017-05-31	782,005
Total participant count	2017-05-31	3
Total funding target for all participants	2017-05-31	782,005
Balance at beginning of prior year after applicable adjustments	2017-05-31	3,385
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	3,385
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	42,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	44,851
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	3,419
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	0
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	0
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	5,021
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0

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Company Name:	STEPHEN H. COOPER, M.D., INC.
Employer identification number (EIN):	953271809
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2021-06-01
003	2020-06-01
003	2019-06-01
003	2018-06-01
003	2017-06-01
003	2016-06-01
003	2015-06-01
003	2014-06-01
003	2013-06-01	STEPHEN H. COOPER, MD	2015-03-12
003	2012-06-01	ELIZABETH GOULD	2014-03-17
003	2011-06-01	TERESA URANGA	2013-03-15
003	2010-06-01	ELIZABETH GOULD	2013-03-19