THOMAS W. LAGRELIUS, M.D. RETIREMENT PLAN 401k Plan overview

THOMAS W. LAGRELIUS, M.D. RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	THOMAS W. LAGRELIUS, M.D.
Employer identification number (EIN):	953428988
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	THOMAS W. LAGRELIUS	2015-09-28
001	2013-01-01	THOMAS W. LAGRELIUS	2014-07-23
001	2012-01-01	THOMAS W. LAGRELIUS	2013-06-17
001	2011-01-01	THOMAS W. LAGRELIUS	2012-07-02
001	2010-01-01	THOMAS W. LAGRELIUS	2011-06-08

Plan Statistics for THOMAS W. LAGRELIUS, M.D. RETIREMENT PLAN

Measure	Date	Value
2017: THOMAS W. LAGRELIUS, M.D. RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-11-30	1,802,477
Acturial value of plan assets	2017-11-30	1,802,477
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	0
Number of terminated vested participants	2017-11-30	1
Fundng target for terminated vested participants	2017-11-30	1,123,384
Active participant vested funding target	2017-11-30	231,869
Number of active participants	2017-11-30	7
Total funding liabilities for active participants	2017-11-30	252,118
Total participant count	2017-11-30	8
Total funding target for all participants	2017-11-30	1,375,502
Balance at beginning of prior year after applicable adjustments	2017-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-11-30	612,281
Carryover balanced portion elected for use to offset prior years funding requirement	2017-11-30	0
Prefunding balanced used to offset prior years funding requirement	2017-11-30	56,461
Amount remaining of carryover balance	2017-11-30	0
Amount remaining of prefunding balance	2017-11-30	555,820
Present value of excess contributions	2017-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	0
Reductions in caryover balances due to elections or deemed elections	2017-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-11-30	0
Balance of carryovers at beginning of current year	2017-11-30	0
Balance of prefunding at beginning of current year	2017-11-30	603,120
Total employer contributions	2017-11-30	0
Total employee contributions	2017-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-11-30	0
Liquidity shortfalls end of Q1	2017-11-30	0
Liquidity shortfalls end of Q2	2017-11-30	0
Liquidity shortfalls end of Q3	2017-11-30	0
Liquidity shortfalls end of Q4	2017-11-30	0
Unpaid minimum required contributions for all prior years	2017-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-11-30	0
Remaining amount of unpaid minimum required contributions	2017-11-30	0
Minimum required contributions for current year target normal cost	2017-11-30	61,928
Net shortfall amortization installment of oustanding balance	2017-11-30	176,144
Waiver amortization installment	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	93,381
Carryover balance elected to use to offset funding requirement	2017-11-30	0
Prefunding balance elected to use to offset funding requirement	2017-11-30	93,381
Additional cash requirement	2017-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for all years	2017-11-30	0
2016: THOMAS W. LAGRELIUS, M.D. RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,770,748
Acturial value of plan assets	2016-12-31	1,770,745
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,288,579
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,288,579
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,288,579
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	530,892
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	530,892
Present value of excess contributions	2016-12-31	93,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	98,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	98,537
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	612,281
Total employer contributions	2016-12-31	0
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	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	34,963
Net shortfall amortization installment of oustanding balance	2016-12-31	130,115
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	56,461
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	56,461
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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