401k Plan data: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN plan

CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT 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

CLOVE LAKES E.N.T., P.C. has sponsored the creation of one or more 401k plans.

Company Name: CLOVE LAKES E.N.T., P.C.

Employer identification number (EIN): 132994907

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

Additional information about CLOVE LAKES E.N.T., P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1979-08-09

Company Identification Number: 574565

Legal Registered Office Address: 1414 VICTORY BLVD
Richmond
STATEN ISLAND
United States of America (USA)
10301

More information about CLOVE LAKES E.N.T., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHARLES WESTFALL 2024-09-27
002 2022-01-01 CHARLES WESTFALL 2023-10-16
002 2021-01-01 CHARLES WESTFALL 2022-09-21
002 2020-01-01 CHARLES WESTFALL 2021-10-08
002 2019-01-01 CHARLES WESTFALL 2020-10-14
002 2018-01-01 CHARLES WESTFALL 2019-09-24
002 2017-01-01 CHARLES WESTFALL 2018-09-28
002 2016-01-01 CHARLES WESTFALL 2017-10-12
002 2015-01-01 CHARLES WESTFALL 2016-10-03
002 2014-01-01 CHARLES WESTFALL 2015-09-29
002 2013-01-01 CHARLES WESTFALL 2014-09-25
002 2012-01-01 CHARLES WESTFALL 2013-10-10
002 2011-01-01 CHARLES WESTFALL 2013-10-10
002 2010-01-01 CHARLES WESTFALL 2011-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	CHARLES WESTFALL	2024-09-27
002	2022-01-01	CHARLES WESTFALL	2023-10-16
002	2021-01-01	CHARLES WESTFALL	2022-09-21
002	2020-01-01	CHARLES WESTFALL	2021-10-08
002	2019-01-01	CHARLES WESTFALL	2020-10-14
002	2018-01-01	CHARLES WESTFALL	2019-09-24
002	2017-01-01	CHARLES WESTFALL	2018-09-28
002	2016-01-01	CHARLES WESTFALL	2017-10-12
002	2015-01-01	CHARLES WESTFALL	2016-10-03
002	2014-01-01	CHARLES WESTFALL	2015-09-29
002	2013-01-01	CHARLES WESTFALL	2014-09-25
002	2012-01-01	CHARLES WESTFALL	2013-10-10
002	2011-01-01	CHARLES WESTFALL	2013-10-10
002	2010-01-01	CHARLES WESTFALL	2011-10-05

Plan Statistics for CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,509,537
Acturial value of plan assets 2022-12-31 4,509,537
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 614,742
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 2,122
Active participant vested funding target 2022-12-31 4,774,176
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 4,774,276
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 5,391,140
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 16,608
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 16,608
Present value of excess contributions 2022-12-31 144,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 144,719
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 17,737
Total employer contributions 2022-12-31 90,000
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 86,961
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 1,787
Net shortfall amortization installment of oustanding balance 2022-12-31 900,227
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 84,978
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 84,978
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 86,961
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,015,062
Acturial value of plan assets 2021-12-31 5,015,062
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 648,698
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 1,572
Active participant vested funding target 2021-12-31 4,185,899
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 4,185,975
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 4,836,245
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 15,372
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 15,372
Present value of excess contributions 2021-12-31 341,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 341,784
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 16,608
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 2021-12-31 451
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: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,354,094
Acturial value of plan assets 2020-12-31 4,354,094
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 340,657
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 1,192
Active participant vested funding target 2020-12-31 3,748,884
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 3,748,884
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 4,090,733
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 13,546
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 13,546
Present value of excess contributions 2020-12-31 180,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 180,366
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 15,372
Total employer contributions 2020-12-31 350,000
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 2020-12-31 341,784
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 2020-12-31 190,269
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 2020-12-31 341,784
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,739,868
Acturial value of plan assets 2019-12-31 3,739,868
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 363,508
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 132
Active participant vested funding target 2019-12-31 3,423,889
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 3,423,889
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 3,787,529
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 14,630
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 14,630
Present value of excess contributions 2019-12-31 52,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 52,824
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 13,546
Total employer contributions 2019-12-31 350,000
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 2019-12-31 335,177
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 2019-12-31 139,630
Net shortfall amortization installment of oustanding balance 2019-12-31 61,979
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 155,441
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 2019-12-31 155,441
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 335,177
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,966,879
Acturial value of plan assets 2018-12-31 2,966,879
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 380,110
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 117
Active participant vested funding target 2018-12-31 2,866,907
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 2,866,988
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 3,247,215
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 12,858
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 12,858
Present value of excess contributions 2018-12-31 152,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 152,696
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 14,630
Total employer contributions 2018-12-31 400,000
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 2018-12-31 387,909
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 2018-12-31 286,793
Net shortfall amortization installment of oustanding balance 2018-12-31 295,819
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 335,085
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 2018-12-31 335,085
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 387,909
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,833,881
Acturial value of plan assets 2017-12-31 2,833,881
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 102
Active participant vested funding target 2017-12-31 2,761,347
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 2,761,401
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 2,761,503
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 12,570
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 12,570
Present value of excess contributions 2017-12-31 42,737
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 42,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 12,858
Total employer contributions 2017-12-31 400,000
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 2017-12-31 377,384
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 2017-12-31 283,466
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 2017-12-31 224,688
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 2017-12-31 224,688
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 377,384
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,169,078
Acturial value of plan assets 2016-12-31 2,169,078
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 45
Active participant vested funding target 2016-12-31 2,296,721
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 2,296,737
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 2,296,782
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 13,387
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 13,387
Present value of excess contributions 2016-12-31 112,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 112,251
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 12,570
Total employer contributions 2016-12-31 400,000
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 2016-12-31 372,624
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 2016-12-31 303,666
Net shortfall amortization installment of oustanding balance 2016-12-31 141,013
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 329,887
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 2016-12-31 329,887
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 372,624
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: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,509,537
Acturial value of plan assets	2022-12-31	4,509,537
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	614,742
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	2,122
Active participant vested funding target	2022-12-31	4,774,176
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	4,774,276
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	5,391,140
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	16,608
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	16,608
Present value of excess contributions	2022-12-31	144,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	144,719
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	17,737
Total employer contributions	2022-12-31	90,000
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	86,961
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	1,787
Net shortfall amortization installment of oustanding balance	2022-12-31	900,227
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	84,978
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	84,978
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	86,961
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,015,062
Acturial value of plan assets	2021-12-31	5,015,062
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	648,698
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	1,572
Active participant vested funding target	2021-12-31	4,185,899
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	4,185,975
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	4,836,245
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	15,372
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	15,372
Present value of excess contributions	2021-12-31	341,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	341,784
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	16,608
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	451
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: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,354,094
Acturial value of plan assets	2020-12-31	4,354,094
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	340,657
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	1,192
Active participant vested funding target	2020-12-31	3,748,884
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	3,748,884
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	4,090,733
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	13,546
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	13,546
Present value of excess contributions	2020-12-31	180,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	180,366
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	15,372
Total employer contributions	2020-12-31	350,000
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	341,784
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	190,269
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	341,784
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,739,868
Acturial value of plan assets	2019-12-31	3,739,868
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	363,508
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	132
Active participant vested funding target	2019-12-31	3,423,889
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	3,423,889
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	3,787,529
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	14,630
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	14,630
Present value of excess contributions	2019-12-31	52,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	52,824
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	13,546
Total employer contributions	2019-12-31	350,000
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	335,177
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	139,630
Net shortfall amortization installment of oustanding balance	2019-12-31	61,979
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	155,441
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	155,441
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	335,177
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,966,879
Acturial value of plan assets	2018-12-31	2,966,879
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	380,110
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	117
Active participant vested funding target	2018-12-31	2,866,907
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	2,866,988
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	3,247,215
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	12,858
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	12,858
Present value of excess contributions	2018-12-31	152,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	152,696
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	14,630
Total employer contributions	2018-12-31	400,000
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	387,909
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	286,793
Net shortfall amortization installment of oustanding balance	2018-12-31	295,819
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	335,085
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	335,085
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	387,909
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,833,881
Acturial value of plan assets	2017-12-31	2,833,881
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	102
Active participant vested funding target	2017-12-31	2,761,347
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	2,761,401
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	2,761,503
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	12,570
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	12,570
Present value of excess contributions	2017-12-31	42,737
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	42,737
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	12,858
Total employer contributions	2017-12-31	400,000
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	377,384
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	283,466
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	224,688
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	224,688
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	377,384
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CLOVE LAKES E.N.T. P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,169,078
Acturial value of plan assets	2016-12-31	2,169,078
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	45
Active participant vested funding target	2016-12-31	2,296,721
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	2,296,737
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	2,296,782
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	13,387
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	13,387
Present value of excess contributions	2016-12-31	112,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	112,251
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	12,570
Total employer contributions	2016-12-31	400,000
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	372,624
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	303,666
Net shortfall amortization installment of oustanding balance	2016-12-31	141,013
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	329,887
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	329,887
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	372,624
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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CLOVE LAKES HEALTH CARE AND REHABILITATION CENTER 401(K) PLAN [EIN = 133954527]

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Company Name:	CLOVE LAKES E.N.T., P.C.
Employer identification number (EIN):	132994907
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1979-08-09
Company Identification Number:	574565
Legal Registered Office Address:	1414 VICTORY BLVD Richmond STATEN ISLAND United States of America (USA) 10301