401k Plan data: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN plan

TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN
Plan identification number	002

TULARE CLINICAL ASSOCIATES, INC. 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).

401k Sponsoring company profile

TULARE CLINICAL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: TULARE CLINICAL ASSOCIATES, INC.

Employer identification number (EIN): 261774083

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DENISE SELLIER 2015-10-12
002 2011-01-01 MOODY DENNEY 2014-06-30
002 2010-01-01 MOODY DENNEY 2014-06-30

Plan Statistics for TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN

401k plan membership statisitcs for TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN

Measure Date Value
2022: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,043,568
Acturial value of plan assets 2022-12-31 2,043,568
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 116,790
Active participant vested funding target 2022-12-31 2,540,394
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 2,540,394
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 2,657,184
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 0
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 0
Present value of excess contributions 2022-12-31 15,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 15,297
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 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 0
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 613,616
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 57,050
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 57,050
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 57,050
Unpaid minimum required contributions for all years 2022-12-31 57,050
2021: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,287,255
Acturial value of plan assets 2021-12-31 2,287,255
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 106,008
Active participant vested funding target 2021-12-31 2,262,326
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 2,262,326
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 2,368,334
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 194,231
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 147,749
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 37,764
Unpaid minimum required contributions for all prior years 2021-12-31 147,749
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 147,749
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 14,907
Net shortfall amortization installment of oustanding balance 2021-12-31 81,079
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 22,467
Additional cash requirement 2021-12-31 22,467
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 37,764
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,572,635
Acturial value of plan assets 2020-12-31 1,572,635
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 79,259
Active participant vested funding target 2020-12-31 1,994,187
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,994,187
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 2,073,446
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 137,750
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 136,676
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 0
Unpaid minimum required contributions for all prior years 2020-12-31 137,750
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 136,676
Remaining amount of unpaid minimum required contributions 2020-12-31 1,074
Minimum required contributions for current year target normal cost 2020-12-31 88,038
Net shortfall amortization installment of oustanding balance 2020-12-31 500,811
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 147,749
Additional cash requirement 2020-12-31 147,749
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 147,749
Unpaid minimum required contributions for all years 2020-12-31 148,823
2019: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,371,366
Acturial value of plan assets 2019-12-31 1,371,366
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,009,225
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 2,013,773
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 2,013,773
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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
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 0
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 24,406
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 24,406
Minimum required contributions for current year target normal cost 2019-12-31 132,086
Net shortfall amortization installment of oustanding balance 2019-12-31 642,407
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 238,631
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 2019-12-31 238,631
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 238,631
Unpaid minimum required contributions for all years 2019-12-31 263,037
2018: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,343,603
Acturial value of plan assets 2018-12-31 1,343,603
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,455,016
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 1,455,016
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 1,455,016
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 4,955
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 4,955
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 111,310
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 2018-12-31 101,130
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 2018-12-31 107,348
Net shortfall amortization installment of oustanding balance 2018-12-31 111,413
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 125,536
Additional cash requirement 2018-12-31 125,536
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 101,130
Unpaid minimum required contributions for current year 2018-12-31 24,406
Unpaid minimum required contributions for all years 2018-12-31 24,406
2017: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,176,295
Acturial value of plan assets 2017-12-31 1,176,295
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,172,555
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,172,555
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,172,555
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 2017-12-31 138,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 147,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 4,955
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 4,955
Total employer contributions 2017-12-31 93,850
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 85,075
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 93,770
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 90,030
Prefunding balance elected to use to offset funding requirement 2017-12-31 4,955
Additional cash requirement 2017-12-31 85,075
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 85,075
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 998,371
Acturial value of plan assets 2016-12-31 998,371
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 28,094
Active participant vested funding target 2016-12-31 910,954
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 910,954
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 939,048
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 2016-12-31 162,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 172,951
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 2016-12-31 184,573
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 2016-12-31 166,702
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 87,552
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 28,229
Additional cash requirement 2016-12-31 28,229
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 166,702
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: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,043,568
Acturial value of plan assets	2022-12-31	2,043,568
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	116,790
Active participant vested funding target	2022-12-31	2,540,394
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	2,540,394
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	2,657,184
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	0
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	0
Present value of excess contributions	2022-12-31	15,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	15,297
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	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	0
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	613,616
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	57,050
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	57,050
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	57,050
Unpaid minimum required contributions for all years	2022-12-31	57,050
2021: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,287,255
Acturial value of plan assets	2021-12-31	2,287,255
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	106,008
Active participant vested funding target	2021-12-31	2,262,326
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	2,262,326
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	2,368,334
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	194,231
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	147,749
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	37,764
Unpaid minimum required contributions for all prior years	2021-12-31	147,749
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	147,749
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	14,907
Net shortfall amortization installment of oustanding balance	2021-12-31	81,079
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	22,467
Additional cash requirement	2021-12-31	22,467
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	37,764
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,572,635
Acturial value of plan assets	2020-12-31	1,572,635
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	79,259
Active participant vested funding target	2020-12-31	1,994,187
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,994,187
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	2,073,446
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	137,750
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	136,676
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	0
Unpaid minimum required contributions for all prior years	2020-12-31	137,750
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	136,676
Remaining amount of unpaid minimum required contributions	2020-12-31	1,074
Minimum required contributions for current year target normal cost	2020-12-31	88,038
Net shortfall amortization installment of oustanding balance	2020-12-31	500,811
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	147,749
Additional cash requirement	2020-12-31	147,749
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	147,749
Unpaid minimum required contributions for all years	2020-12-31	148,823
2019: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,371,366
Acturial value of plan assets	2019-12-31	1,371,366
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,009,225
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	2,013,773
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	2,013,773
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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
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	0
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	24,406
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	24,406
Minimum required contributions for current year target normal cost	2019-12-31	132,086
Net shortfall amortization installment of oustanding balance	2019-12-31	642,407
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	238,631
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	238,631
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	238,631
Unpaid minimum required contributions for all years	2019-12-31	263,037
2018: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,343,603
Acturial value of plan assets	2018-12-31	1,343,603
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,455,016
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	1,455,016
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	1,455,016
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	4,955
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	4,955
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	111,310
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	101,130
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	107,348
Net shortfall amortization installment of oustanding balance	2018-12-31	111,413
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	125,536
Additional cash requirement	2018-12-31	125,536
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	101,130
Unpaid minimum required contributions for current year	2018-12-31	24,406
Unpaid minimum required contributions for all years	2018-12-31	24,406
2017: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,176,295
Acturial value of plan assets	2017-12-31	1,176,295
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,172,555
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,172,555
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,172,555
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	138,473
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	147,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	4,955
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	4,955
Total employer contributions	2017-12-31	93,850
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	85,075
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	93,770
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	90,030
Prefunding balance elected to use to offset funding requirement	2017-12-31	4,955
Additional cash requirement	2017-12-31	85,075
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	85,075
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TULARE CLINICAL ASSOCIATES, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	998,371
Acturial value of plan assets	2016-12-31	998,371
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	28,094
Active participant vested funding target	2016-12-31	910,954
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	910,954
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	939,048
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	162,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	172,951
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	184,573
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	166,702
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	87,552
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	28,229
Additional cash requirement	2016-12-31	28,229
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	166,702
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	TULARE CLINICAL ASSOCIATES, INC.
Employer identification number (EIN):	261774083
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DENISE SELLIER	2015-10-12
002	2011-01-01	MOODY DENNEY	2014-06-30
002	2010-01-01	MOODY DENNEY	2014-06-30