401k Plan data: THE IMPACT GROUP, INC. PENSION PLAN plan

THE IMPACT GROUP, INC. PENSION PLAN 401k Plan overview

Plan Name	THE IMPACT GROUP, INC. PENSION PLAN
Plan identification number	002

THE IMPACT GROUP, INC. PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

THE IMPACT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE IMPACT GROUP, INC.

Employer identification number (EIN): 954635283

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Additional information about THE IMPACT GROUP, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1992-02-13

Company Identification Number: C1702976

Legal Registered Office Address: 160 Newport Center Dr Ste 210

Newport Beach
United States of America (USA)
92660

More information about THE IMPACT GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE IMPACT GROUP, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 MARK I. BRENNER 2013-09-27 MARK I. BRENNER 2013-09-27
002 2011-01-01 MARK I. BRENNER 2012-07-23 MARK I. BRENNER 2012-07-23
002 2010-01-01 MARK I. BRENNER 2011-09-29 MARK I. BRENNER 2011-09-29

Plan Statistics for THE IMPACT GROUP, INC. PENSION PLAN

401k plan membership statisitcs for THE IMPACT GROUP, INC. PENSION PLAN

Measure Date Value
2022: THE IMPACT GROUP, INC. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,214,599
Acturial value of plan assets 2022-12-31 3,214,599
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 14,390
Active participant vested funding target 2022-12-31 1,925,512
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 1,962,228
Total participant count 2022-12-31 3
Total funding target for all participants 2022-12-31 1,976,618
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 100,000
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 93,967
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 2022-12-31 203,390
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 93,967
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE IMPACT GROUP, INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,824,980
Acturial value of plan assets 2021-12-31 2,824,980
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 12,685
Active participant vested funding target 2021-12-31 1,775,098
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 1,797,492
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 1,810,177
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 557,908
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 2021-12-31 557,908
Present value of excess contributions 2021-12-31 190,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 200,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 200,475
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 2021-12-31 798,943
Total employer contributions 2021-12-31 100,000
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 97,072
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 2021-12-31 178,029
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 97,072
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE IMPACT GROUP, INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,461,857
Acturial value of plan assets 2020-12-31 2,461,857
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 12,694
Active participant vested funding target 2020-12-31 1,703,626
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,703,626
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 1,716,320
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 451,697
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 2020-12-31 451,697
Present value of excess contributions 2020-12-31 39,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 42,115
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 42,115
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 2020-12-31 557,908
Total employer contributions 2020-12-31 200,000
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 2020-12-31 190,511
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 179,930
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 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 2020-12-31 190,511
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE IMPACT GROUP, INC. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,974,660
Acturial value of plan assets 2019-12-31 1,974,660
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,584,866
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 1,592,386
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,592,386
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 321,591
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 2019-12-31 321,591
Present value of excess contributions 2019-12-31 137,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 145,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 145,446
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 2019-12-31 451,697
Total employer contributions 2019-12-31 200,000
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 2019-12-31 196,509
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 2019-12-31 156,552
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 156,552
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 2019-12-31 156,552
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 196,509
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE IMPACT GROUP, INC. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,869,720
Acturial value of plan assets 2018-12-31 1,869,720
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,455,310
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,461,742
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,461,742
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 375,713
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 93,145
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 282,568
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 321,591
Total employer contributions 2018-12-31 200,000
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 2018-12-31 195,807
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 144,435
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 58,048
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 58,048
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 195,807
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE IMPACT GROUP, INC. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,591,213
Acturial value of plan assets 2017-12-31 1,591,213
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,283,865
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,287,491
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,287,491
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 191,312
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 191,312
Present value of excess contributions 2017-12-31 152,362
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 161,367
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 161,367
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 2017-12-31 375,713
Total employer contributions 2017-12-31 55,000
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 53,529
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 134,852
Net shortfall amortization installment of oustanding balance 2017-12-31 71,991
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 146,674
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 93,145
Additional cash requirement 2017-12-31 53,529
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 53,529
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE IMPACT GROUP, INC. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,513,500
Acturial value of plan assets 2016-12-31 1,513,500
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 187,058
Active participant vested funding target 2016-12-31 1,260,639
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 1,271,773
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,458,831
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 170,350
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 2016-12-31 170,350
Present value of excess contributions 2016-12-31 226,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 240,510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 240,510
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 2016-12-31 405,767
Total employer contributions 2016-12-31 185,000
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 2016-12-31 181,013
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 2016-12-31 144,706
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 144,706
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 144,706
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 181,013
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: THE IMPACT GROUP, INC. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,214,599
Acturial value of plan assets	2022-12-31	3,214,599
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	14,390
Active participant vested funding target	2022-12-31	1,925,512
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	1,962,228
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	1,976,618
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	100,000
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	93,967
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	203,390
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	93,967
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE IMPACT GROUP, INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,824,980
Acturial value of plan assets	2021-12-31	2,824,980
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	12,685
Active participant vested funding target	2021-12-31	1,775,098
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	1,797,492
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	1,810,177
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	557,908
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	557,908
Present value of excess contributions	2021-12-31	190,511
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	200,475
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	200,475
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	798,943
Total employer contributions	2021-12-31	100,000
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	97,072
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	178,029
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	97,072
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE IMPACT GROUP, INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,461,857
Acturial value of plan assets	2020-12-31	2,461,857
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	12,694
Active participant vested funding target	2020-12-31	1,703,626
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,703,626
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	1,716,320
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	451,697
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	451,697
Present value of excess contributions	2020-12-31	39,957
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	42,115
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	42,115
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	557,908
Total employer contributions	2020-12-31	200,000
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	190,511
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	179,930
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	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	190,511
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE IMPACT GROUP, INC. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,974,660
Acturial value of plan assets	2019-12-31	1,974,660
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,584,866
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,592,386
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,592,386
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	321,591
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	321,591
Present value of excess contributions	2019-12-31	137,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	145,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	145,446
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	451,697
Total employer contributions	2019-12-31	200,000
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	196,509
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	156,552
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	156,552
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	156,552
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	196,509
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE IMPACT GROUP, INC. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,869,720
Acturial value of plan assets	2018-12-31	1,869,720
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,455,310
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,461,742
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,461,742
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	375,713
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	93,145
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	282,568
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	321,591
Total employer contributions	2018-12-31	200,000
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	195,807
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	144,435
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	58,048
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	58,048
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	195,807
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE IMPACT GROUP, INC. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,591,213
Acturial value of plan assets	2017-12-31	1,591,213
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,283,865
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,287,491
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,287,491
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	191,312
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	191,312
Present value of excess contributions	2017-12-31	152,362
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	161,367
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	161,367
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	375,713
Total employer contributions	2017-12-31	55,000
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	53,529
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	134,852
Net shortfall amortization installment of oustanding balance	2017-12-31	71,991
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	146,674
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	93,145
Additional cash requirement	2017-12-31	53,529
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	53,529
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE IMPACT GROUP, INC. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,513,500
Acturial value of plan assets	2016-12-31	1,513,500
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	187,058
Active participant vested funding target	2016-12-31	1,260,639
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,271,773
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,458,831
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	170,350
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	170,350
Present value of excess contributions	2016-12-31	226,661
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	240,510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	240,510
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	405,767
Total employer contributions	2016-12-31	185,000
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	181,013
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	144,706
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	144,706
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	144,706
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	181,013
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:	THE IMPACT GROUP, INC.
Employer identification number (EIN):	954635283
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1992-02-13
Company Identification Number:	C1702976
Legal Registered Office Address:	160 Newport Center Dr Ste 210 Newport Beach United States of America (USA) 92660

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	MARK I. BRENNER	2013-09-27	MARK I. BRENNER	2013-09-27
002	2011-01-01	MARK I. BRENNER	2012-07-23	MARK I. BRENNER	2012-07-23
002	2010-01-01	MARK I. BRENNER	2011-09-29	MARK I. BRENNER	2011-09-29