401k Plan data: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN plan

EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN
Plan identification number	001

EDWIN K. CHAN, MD., PC. DEFINED BENEFIT 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

EDWIN K. CHAN, MD., PC. has sponsored the creation of one or more 401k plans.

Company Name: EDWIN K. CHAN, MD., PC.

Employer identification number (EIN): 262428393

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 EDWIN CHAN 2023-09-21
001 2021-01-01 EDWIN CHAN 2022-09-15
001 2020-01-01 EDWIN CHAN 2021-08-18
001 2019-01-01 EDWIN CHAN 2020-09-16
001 2018-01-01 EDWIN CHAN 2019-09-11
001 2015-01-01 EDWIN CHAN 2016-10-03
001 2014-01-01 EDWIN CHAN
001 2013-01-01 EDWIN CHAN
001 2012-01-01 EDWIN CHAN
001 2011-01-01 EDWIN K. CHAN 2012-06-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	EDWIN CHAN	2023-09-21
001	2021-01-01	EDWIN CHAN	2022-09-15
001	2020-01-01	EDWIN CHAN	2021-08-18
001	2019-01-01	EDWIN CHAN	2020-09-16
001	2018-01-01	EDWIN CHAN	2019-09-11
001	2015-01-01	EDWIN CHAN	2016-10-03
001	2014-01-01	EDWIN CHAN
001	2013-01-01	EDWIN CHAN
001	2012-01-01	EDWIN CHAN
001	2011-01-01	EDWIN K. CHAN	2012-06-21

Plan Statistics for EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN

Measure Date Value
2022: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,172,874
Acturial value of plan assets 2022-12-31 2,172,874
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 1,712
Active participant vested funding target 2022-12-31 1,751,072
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 1,751,072
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 1,752,784
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 102,710
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 2022-12-31 102,710
Present value of excess contributions 2022-12-31 190,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 201,181
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 201,181
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 2022-12-31 319,410
Total employer contributions 2022-12-31 400,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 369,049
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 2022-12-31 157,018
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 56,338
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 56,338
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 369,049
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,636,730
Acturial value of plan assets 2021-12-31 1,636,730
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,473,747
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,473,747
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 1,473,747
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 163,951
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 73,720
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 90,231
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 2021-12-31 102,710
Total employer contributions 2021-12-31 305,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 275,927
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 2021-12-31 145,272
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 84,999
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 84,999
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 275,927
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,342,955
Acturial value of plan assets 2020-12-31 1,342,955
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,288,847
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,288,847
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,288,847
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 196,671
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 54,068
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 142,603
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 2020-12-31 163,951
Total employer contributions 2020-12-31 103,871
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 93,672
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 2020-12-31 146,083
Net shortfall amortization installment of oustanding balance 2020-12-31 109,843
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 166,030
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 72,358
Additional cash requirement 2020-12-31 93,672
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 93,672
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,083,824
Acturial value of plan assets 2019-12-31 1,083,824
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 2019-12-31 998,265
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 998,265
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 998,265
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 182,189
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 2019-12-31 182,189
Present value of excess contributions 2019-12-31 18,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 19,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 19,110
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 2019-12-31 196,671
Total employer contributions 2019-12-31 104,123
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 95,504
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 2019-12-31 131,518
Net shortfall amortization installment of oustanding balance 2019-12-31 111,112
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 149,572
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 54,068
Additional cash requirement 2019-12-31 95,504
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 95,504
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,002,264
Acturial value of plan assets 2018-12-31 1,002,264
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 2018-12-31 791,167
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 791,167
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 791,167
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 163,795
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 2018-12-31 163,795
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 2018-12-31 182,189
Total employer contributions 2018-12-31 109,684
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 2018-12-31 101,160
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 2018-12-31 112,011
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 83,103
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 83,103
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 101,160
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2014: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2022: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,172,874
Acturial value of plan assets	2022-12-31	2,172,874
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	1,712
Active participant vested funding target	2022-12-31	1,751,072
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	1,751,072
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	1,752,784
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	102,710
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	102,710
Present value of excess contributions	2022-12-31	190,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	201,181
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	201,181
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	319,410
Total employer contributions	2022-12-31	400,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	369,049
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	157,018
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	56,338
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	56,338
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	369,049
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,636,730
Acturial value of plan assets	2021-12-31	1,636,730
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,473,747
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,473,747
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,473,747
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	163,951
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	73,720
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	90,231
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	102,710
Total employer contributions	2021-12-31	305,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	275,927
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	145,272
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	84,999
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	84,999
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	275,927
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,342,955
Acturial value of plan assets	2020-12-31	1,342,955
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,288,847
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,288,847
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,288,847
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	196,671
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	54,068
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	142,603
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	163,951
Total employer contributions	2020-12-31	103,871
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	93,672
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	146,083
Net shortfall amortization installment of oustanding balance	2020-12-31	109,843
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	166,030
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	72,358
Additional cash requirement	2020-12-31	93,672
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	93,672
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,083,824
Acturial value of plan assets	2019-12-31	1,083,824
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	998,265
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	998,265
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	998,265
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	182,189
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	182,189
Present value of excess contributions	2019-12-31	18,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	19,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	19,110
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	196,671
Total employer contributions	2019-12-31	104,123
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	95,504
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	131,518
Net shortfall amortization installment of oustanding balance	2019-12-31	111,112
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	149,572
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	54,068
Additional cash requirement	2019-12-31	95,504
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	95,504
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,002,264
Acturial value of plan assets	2018-12-31	1,002,264
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	791,167
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	791,167
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	791,167
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	163,795
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	163,795
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	182,189
Total employer contributions	2018-12-31	109,684
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	101,160
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	112,011
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	83,103
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	83,103
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	101,160
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2014: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN

Measure	Date	Value
2014 : EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$411,510
Expenses. Total of all expenses incurred	2014-12-31	$130,845
Benefits paid (including direct rollovers)	2014-12-31	$120,000
Total plan assets at end of year	2014-12-31	$1,624,053
Total plan assets at beginning of year	2014-12-31	$1,343,388
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$169,684
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$280,665
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,624,053
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,343,388
Total contributions received or receivable from employer(s)	2014-12-31	$241,826
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$10,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$415,425
Expenses. Total of all expenses incurred	2013-12-31	$164,022
Benefits paid (including direct rollovers)	2013-12-31	$151,255
Total plan assets at end of year	2013-12-31	$1,343,388
Total plan assets at beginning of year	2013-12-31	$1,091,985
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$75,521
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$251,403
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,343,388
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,091,985
Total contributions received or receivable from employer(s)	2013-12-31	$339,904
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$12,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$284,468
Expenses. Total of all expenses incurred	2012-12-31	$123,353
Benefits paid (including direct rollovers)	2012-12-31	$119,255
Total plan assets at end of year	2012-12-31	$1,091,985
Total plan assets at beginning of year	2012-12-31	$930,870
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$-22,594
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$161,115
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,091,985
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$930,870
Total contributions received or receivable from employer(s)	2012-12-31	$307,062
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,098
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN

2014: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EDWIN K. CHAN, MD., PC. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

157227143

Policy instance

Insurance contract or identification number	157227143
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,313
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $31,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,313
Insurance broker organization code?	3
Insurance broker name	JASON C FU

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

157227143

Policy instance

Insurance contract or identification number	157227143
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,313
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $31,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,313
Insurance broker organization code?	3
Insurance broker name	JASON C FU

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Company Name:	EDWIN K. CHAN, MD., PC.
Employer identification number (EIN):	262428393
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)