401k Plan data: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN plan

LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN
Plan identification number	002

LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

LIFESTAGES OB-GYN PLLC has sponsored the creation of one or more 401k plans.

Company Name: LIFESTAGES OB-GYN PLLC

Employer identification number (EIN): 202320132

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 DUSTAN HUGHES 2020-10-06
002 2018-01-01
002 2017-01-01 DUSTAN HUGHES
002 2016-01-01 DUSTAN HUGHES
002 2015-01-01 DUSTAN HUGHES

Plan Statistics for LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN

Measure Date Value
2022: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-06-24 2,230,045
Acturial value of plan assets 2022-06-24 2,230,045
Funding target for retired participants and beneficiaries receiving payment 2022-06-24 0
Number of terminated vested participants 2022-06-24 5
Fundng target for terminated vested participants 2022-06-24 24,641
Active participant vested funding target 2022-06-24 1,734,037
Number of active participants 2022-06-24 8
Total funding liabilities for active participants 2022-06-24 1,734,486
Total participant count 2022-06-24 13
Total funding target for all participants 2022-06-24 1,759,127
Balance at beginning of prior year after applicable adjustments 2022-06-24 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-24 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-06-24 0
Prefunding balanced used to offset prior years funding requirement 2022-06-24 0
Amount remaining of carryover balance 2022-06-24 0
Amount remaining of prefunding balance 2022-06-24 0
Present value of excess contributions 2022-06-24 268,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-24 283,072
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-24 0
Reductions in caryover balances due to elections or deemed elections 2022-06-24 0
Reductions in prefunding balances due to elections or deemed elections 2022-06-24 0
Balance of carryovers at beginning of current year 2022-06-24 0
Balance of prefunding at beginning of current year 2022-06-24 0
Total employer contributions 2022-06-24 0
Total employee contributions 2022-06-24 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-06-24 0
Contributions made to avoid restrictions adjusted to valuation date 2022-06-24 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-06-24 0
Unpaid minimum required contributions for all prior years 2022-06-24 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-06-24 0
Remaining amount of unpaid minimum required contributions 2022-06-24 0
Minimum required contributions for current year target normal cost 2022-06-24 0
Net shortfall amortization installment of oustanding balance 2022-06-24 0
Waiver amortization installment 2022-06-24 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-24 0
Carryover balance elected to use to offset funding requirement 2022-06-24 0
Prefunding balance elected to use to offset funding requirement 2022-06-24 0
Additional cash requirement 2022-06-24 0
Contributions allocatedtoward minimum required contributions for current year 2022-06-24 0
Unpaid minimum required contributions for current year 2022-06-24 0
Unpaid minimum required contributions for all years 2022-06-24 0
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,953,815
Acturial value of plan assets 2021-12-31 1,953,815
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 23,441
Active participant vested funding target 2021-12-31 1,570,580
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,570,580
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 1,594,021
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 0
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 0
Present value of excess contributions 2021-12-31 200,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 200,308
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 0
Total employer contributions 2021-12-31 275,424
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 2021-12-31 268,671
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 2021-12-31 285,073
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 2021-12-31 268,671
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,622,055
Acturial value of plan assets 2020-12-31 1,622,055
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 12,339
Active participant vested funding target 2020-12-31 1,233,702
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 1,234,547
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 1,246,886
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 0
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 0
Present value of excess contributions 2020-12-31 200,485
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 200,485
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 0
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 2020-12-31 200,308
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 2020-12-31 286,144
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 2020-12-31 200,308
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,343,112
Acturial value of plan assets 2019-12-31 1,343,112
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 12,381
Active participant vested funding target 2019-12-31 876,441
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 875,441
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 887,822
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 0
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 0
Present value of excess contributions 2019-12-31 187,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 187,846
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 0
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 2019-12-31 200,485
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 2019-12-31 268,972
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 200,485
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 810,210
Acturial value of plan assets 2018-12-31 810,210
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 2018-12-31 541,662
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 541,662
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 541,662
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 0
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 0
Present value of excess contributions 2018-12-31 245,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 245,675
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 0
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 2018-12-31 201,447
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 2018-12-31 282,149
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 13,601
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 13,601
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 201,447
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 583,411
Acturial value of plan assets 2017-12-31 583,411
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 4,158
Active participant vested funding target 2017-12-31 388,967
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 388,967
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 393,125
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 0
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 0
Present value of excess contributions 2017-12-31 80,971
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 80,971
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 0
Total employer contributions 2017-12-31 240,000
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 2017-12-31 245,675
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 2017-12-31 102,611
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 245,675
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 302,642
Acturial value of plan assets 2016-12-31 302,642
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 3,360
Active participant vested funding target 2016-12-31 252,325
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 252,325
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 255,685
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 0
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 0
Present value of excess contributions 2016-12-31 47,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 47,478
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 0
Total employer contributions 2016-12-31 255,000
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 2016-12-31 260,370
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 2016-12-31 226,356
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 2016-12-31 179,399
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 2016-12-31 179,399
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 260,370
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-06-24	2,230,045
Acturial value of plan assets	2022-06-24	2,230,045
Funding target for retired participants and beneficiaries receiving payment	2022-06-24	0
Number of terminated vested participants	2022-06-24	5
Fundng target for terminated vested participants	2022-06-24	24,641
Active participant vested funding target	2022-06-24	1,734,037
Number of active participants	2022-06-24	8
Total funding liabilities for active participants	2022-06-24	1,734,486
Total participant count	2022-06-24	13
Total funding target for all participants	2022-06-24	1,759,127
Balance at beginning of prior year after applicable adjustments	2022-06-24	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-24	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-06-24	0
Prefunding balanced used to offset prior years funding requirement	2022-06-24	0
Amount remaining of carryover balance	2022-06-24	0
Amount remaining of prefunding balance	2022-06-24	0
Present value of excess contributions	2022-06-24	268,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-24	283,072
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-24	0
Reductions in caryover balances due to elections or deemed elections	2022-06-24	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-24	0
Balance of carryovers at beginning of current year	2022-06-24	0
Balance of prefunding at beginning of current year	2022-06-24	0
Total employer contributions	2022-06-24	0
Total employee contributions	2022-06-24	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-24	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-24	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-24	0
Unpaid minimum required contributions for all prior years	2022-06-24	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-24	0
Remaining amount of unpaid minimum required contributions	2022-06-24	0
Minimum required contributions for current year target normal cost	2022-06-24	0
Net shortfall amortization installment of oustanding balance	2022-06-24	0
Waiver amortization installment	2022-06-24	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-24	0
Carryover balance elected to use to offset funding requirement	2022-06-24	0
Prefunding balance elected to use to offset funding requirement	2022-06-24	0
Additional cash requirement	2022-06-24	0
Contributions allocatedtoward minimum required contributions for current year	2022-06-24	0
Unpaid minimum required contributions for current year	2022-06-24	0
Unpaid minimum required contributions for all years	2022-06-24	0
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,953,815
Acturial value of plan assets	2021-12-31	1,953,815
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	23,441
Active participant vested funding target	2021-12-31	1,570,580
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,570,580
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	1,594,021
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	0
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	0
Present value of excess contributions	2021-12-31	200,308
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	200,308
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	0
Total employer contributions	2021-12-31	275,424
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	268,671
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	285,073
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	268,671
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,622,055
Acturial value of plan assets	2020-12-31	1,622,055
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	12,339
Active participant vested funding target	2020-12-31	1,233,702
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	1,234,547
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	1,246,886
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	0
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	0
Present value of excess contributions	2020-12-31	200,485
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	200,485
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	0
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	200,308
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	286,144
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	200,308
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,343,112
Acturial value of plan assets	2019-12-31	1,343,112
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	12,381
Active participant vested funding target	2019-12-31	876,441
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	875,441
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	887,822
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	0
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	0
Present value of excess contributions	2019-12-31	187,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	187,846
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	0
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	200,485
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	268,972
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	200,485
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	810,210
Acturial value of plan assets	2018-12-31	810,210
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	541,662
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	541,662
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	541,662
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	0
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	0
Present value of excess contributions	2018-12-31	245,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	245,675
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	0
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	201,447
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	282,149
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	13,601
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	13,601
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	201,447
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	583,411
Acturial value of plan assets	2017-12-31	583,411
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	4,158
Active participant vested funding target	2017-12-31	388,967
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	388,967
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	393,125
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	0
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	0
Present value of excess contributions	2017-12-31	80,971
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	80,971
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	0
Total employer contributions	2017-12-31	240,000
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	245,675
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	102,611
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	245,675
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	302,642
Acturial value of plan assets	2016-12-31	302,642
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	3,360
Active participant vested funding target	2016-12-31	252,325
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	252,325
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	255,685
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	0
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	0
Present value of excess contributions	2016-12-31	47,478
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	47,478
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	0
Total employer contributions	2016-12-31	255,000
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	260,370
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	226,356
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	179,399
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	179,399
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	260,370
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN

Measure	Date	Value
2022 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-10-31	$-228,233
Expenses. Total of all expenses incurred	2022-10-31	$2,001,812
Benefits paid (including direct rollovers)	2022-10-31	$1,995,294
Total plan assets at end of year	2022-10-31	$0
Total plan assets at beginning of year	2022-10-31	$2,230,045
Value of fidelity bond covering the plan	2022-10-31	$500,000
Other income received	2022-10-31	$-228,233
Net income (gross income less expenses)	2022-10-31	$-2,230,045
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$2,230,045
Total contributions received or receivable from employer(s)	2022-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$6,518
2021 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$492,015
Expenses. Total of all expenses incurred	2021-12-31	$9,693
Total plan assets at end of year	2021-12-31	$2,230,045
Total plan assets at beginning of year	2021-12-31	$1,747,723
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$216,591
Net income (gross income less expenses)	2021-12-31	$482,322
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,230,045
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,747,723
Total contributions received or receivable from employer(s)	2021-12-31	$275,424
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$9,693
2020 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$364,795
Expenses. Total of all expenses incurred	2020-12-31	$21,293
Benefits paid (including direct rollovers)	2020-12-31	$1,271
Total plan assets at end of year	2020-12-31	$1,747,723
Total plan assets at beginning of year	2020-12-31	$1,404,221
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$164,795
Net income (gross income less expenses)	2020-12-31	$343,502
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,747,723
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,404,221
Total contributions received or receivable from employer(s)	2020-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$20,022
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$391,387
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,404,221
Total plan assets at beginning of year	2019-12-31	$1,012,834
Value of fidelity bond covering the plan	2019-12-31	$323,534
Other income received	2019-12-31	$191,387
Net income (gross income less expenses)	2019-12-31	$391,387
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,404,221
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,012,834
Total contributions received or receivable from employer(s)	2019-12-31	$200,000
2018 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total income from all sources	2018-12-31	$128,027
Expenses. Total of all expenses incurred	2018-12-31	$4,279
Benefits paid (including direct rollovers)	2018-12-31	$4,279
Total plan assets at end of year	2018-12-31	$1,012,834
Total plan assets at beginning of year	2018-12-31	$889,086
Value of fidelity bond covering the plan	2018-12-31	$246,000
Other income received	2018-12-31	$-71,973
Net income (gross income less expenses)	2018-12-31	$123,748
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,012,834
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$889,086
Total contributions received or receivable from employer(s)	2018-12-31	$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$332,091
Expenses. Total of all expenses incurred	2017-12-31	$6,101
Benefits paid (including direct rollovers)	2017-12-31	$3,514
Total plan assets at end of year	2017-12-31	$889,086
Total plan assets at beginning of year	2017-12-31	$563,096
Value of fidelity bond covering the plan	2017-12-31	$230,000
Other income received	2017-12-31	$92,091
Net income (gross income less expenses)	2017-12-31	$325,990
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$889,086
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$563,096
Total contributions received or receivable from employer(s)	2017-12-31	$240,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,587
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$291,823
Expenses. Total of all expenses incurred	2016-12-31	$2,445
Total plan assets at end of year	2016-12-31	$563,096
Total plan assets at beginning of year	2016-12-31	$273,718
Value of fidelity bond covering the plan	2016-12-31	$150,000
Other income received	2016-12-31	$36,823
Net income (gross income less expenses)	2016-12-31	$289,378
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$563,096
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$273,718
Total contributions received or receivable from employer(s)	2016-12-31	$255,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,445
2015 : LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$273,891
Expenses. Total of all expenses incurred	2015-12-31	$173
Total plan assets at end of year	2015-12-31	$273,718
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$150,000
Other income received	2015-12-31	$-1,709
Net income (gross income less expenses)	2015-12-31	$273,718
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$273,718
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$275,600
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$173

Form 5500 Responses for LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN

2022: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LIFESTAGES OB-GYN, PLLC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LIFESTAGES OB-GYN PLLC
Employer identification number (EIN):	202320132
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)