MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 401k Plan overview

MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	MARK H. HYMAN, M.D., INC.
Employer identification number (EIN):	954862136
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
002	2023-01-01
002	2022-01-01
002	2021-01-01
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	MARK H. HYMAN, M.D.	2015-03-18
002	2013-01-01	MARK H. HYMAN, M.D.	2014-02-21
002	2012-01-01	MARK H. HYMAN, M.D.	2013-04-04
002	2011-01-01	MARK H. HYMAN, M.D.	2012-03-15
002	2010-01-01	MARK H. HYMAN, M.D.	2011-06-15
002	2009-01-01	MARK H. HYMAN, M.D., INC.

Plan Statistics for MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN

Measure	Date	Value
2022: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	620,628
Acturial value of plan assets	2022-12-31	620,628
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	419,896
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	419,896
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	419,896
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	93,301
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	93,301
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	95,316
Total employer contributions	2022-12-31	356,820
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	336,292
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	290,649
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	185,233
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	185,233
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	336,292
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	605,196
Acturial value of plan assets	2021-12-31	605,196
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	129,188
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	129,188
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	129,188
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	86,008
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	86,008
Present value of excess contributions	2021-12-31	280,632
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	296,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	93,301
Total employer contributions	2021-12-31	0
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	0
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	290,516
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,014,231
Acturial value of plan assets	2020-12-31	3,014,231
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,846,909
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	2,846,909
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	2,846,909
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	71,841
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	71,841
Present value of excess contributions	2020-12-31	60,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	60,108
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	86,008
Total employer contributions	2020-12-31	300,000
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	280,632
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	0
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	280,632
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,848,578
Acturial value of plan assets	2019-12-31	2,848,578
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	2,706,065
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	2,706,065
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	2,706,065
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	86,964
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	86,964
Present value of excess contributions	2019-12-31	161,211
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	161,211
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	71,841
Total employer contributions	2019-12-31	169,000
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	163,124
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	169,773
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	103,016
Additional cash requirement	2019-12-31	103,016
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	163,124
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,078,341
Acturial value of plan assets	2018-12-31	2,078,341
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	19,172
Active participant vested funding target	2018-12-31	2,539,805
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	2,539,805
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	2,558,977
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	81,587
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	81,587
Present value of excess contributions	2018-12-31	3,398
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	3,398
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	86,964
Total employer contributions	2018-12-31	325,000
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	317,497
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	62,863
Net shortfall amortization installment of oustanding balance	2018-12-31	572,270
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	156,286
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	156,286
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	317,497
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,254,556
Acturial value of plan assets	2017-12-31	2,254,556
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	2,138,909
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	2,138,909
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	2,138,909
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	5,903
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	5,903
Present value of excess contributions	2017-12-31	74,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	74,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	74,225
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	81,587
Total employer contributions	2017-12-31	240,483
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	235,619
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	262,145
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	232,221
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	232,221
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	235,619
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,837,861
Acturial value of plan assets	2016-12-31	1,837,861
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	1,787,174
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,787,174
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,787,174
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	6,186
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	6,186
Present value of excess contributions	2016-12-31	8,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	5,903
Total employer contributions	2016-12-31	280,000
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	274,163
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	244,423
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	199,938
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	199,938
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	274,163
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for MARK H. HYMAN , M.D., INC. DEFINED BENEFIT PLAN

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• MARK H. NELSON, M.D. 401(K) PROFIT SHARING PLAN [EIN = 205932901]
• MARK H. K. OU, M.D. RETIREMENT PLAN [EIN = 330111479]
• MARK H. WEINSTEIN, M.D. P.C. PROFIT SHARING PLAN [EIN = 061025663]
• MARK H. LEOPOLD, DDS AND NICHOLAS J. MURPHY, JR., DDS, APC 401K PROFIT SHARING PLAN [EIN = 953750480]
• MARK H. BARBER, P.C. 401(K) PLAN [EIN = 731642993]
• MARK H. PREECE, D.D.S. PROFIT SHARING PLAN [EIN = 050427329]
• MARK H. SUGAR PROFIT SHARING PLAN [EIN = 521010208]
• MARK H. MLYNSKI PROFIT SHARING PLAN AND TRUST [EIN = 363478498]
• MARK H. K. OU, M.D. DEFINED BENEFIT PLAN [EIN = 330858137]
• MARK H. WRIGHT D.D.S., P.C. 401(K) PLAN [EIN = 841422042]
• MARK H. MILLER, SELF-EMPLOYED DEFINED BENEFIT PENSION PLAN [EIN = 136647510]
• MARK H. KIRCHER MD PC PROFIT SHARING PLAN & TRUST [EIN = 841367684]
• MARK H. WENTWORTH HOME 403(B) PLAN [EIN = 020222243]
• MARK H. HOLT D.D.S., M.S., INC. CASH BALANCE PENSION PLAN [EIN = 202099361]
• MARK H. SMITH, INC. PENSION PLAN [EIN = 010625947]
• MARK H. KRUSE RETIREMENT PLAN [EIN = 352377217]
• MARK H. HYMAN, M.D., INC. RETIREMENT SAVINGS PLAN [EIN = 954861236]
• MARK H. BARNETT PH.D.,P.A. MONEY PURCHASE PENSION PLAN [EIN = 650631433]
• MARK H. BARNETT PH.D., P.A. PROFIT SHARING PLAN [EIN = 650631433]
• MARK H. WEBER, CPA AN ACCOUNTANCY 401(K) PLAN [EIN = 261764272]
• MARK H. BRAFMAN, D.M.D. PROFIT SHARING PLAN [EIN = 843112861]
• MARK H. WEBER, C.P.A., AN ACCOUNTANCY CORPORATION CASH BALANCE PENSION PLAN [EIN = 261764272]

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