401k Plan data: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST plan

MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST
Plan identification number	002

MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARISA CHANG, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: MARISA CHANG, M.D., INC.

Employer identification number (EIN): 264079160

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARISA CHANG 2024-03-15
002 2022-01-01 MARISA CHANG 2023-09-29
002 2021-01-01 MARISA CHANG 2022-05-05
002 2020-01-01 MARISA CHANG 2021-09-27
002 2019-01-01 MARISA CHANG 2020-07-08
002 2018-01-01 MARISA CHANG 2019-05-03
002 2017-01-01 MARISA CHANG 2018-03-19
002 2016-01-01 MARISA CHANG 2017-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	MARISA CHANG	2024-03-15
002	2022-01-01	MARISA CHANG	2023-09-29
002	2021-01-01	MARISA CHANG	2022-05-05
002	2020-01-01	MARISA CHANG	2021-09-27
002	2019-01-01	MARISA CHANG	2020-07-08
002	2018-01-01	MARISA CHANG	2019-05-03
002	2017-01-01	MARISA CHANG	2018-03-19
002	2016-01-01	MARISA CHANG	2017-07-28

Plan Statistics for MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 606,334
Acturial value of plan assets 2022-12-31 606,334
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 580,842
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 580,842
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 580,842
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 90,911
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 90,911
Present value of excess contributions 2022-12-31 25,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 25,849
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 25,849
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 97,775
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 24,094
Total employer contributions 2022-12-31 108,388
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 2022-12-31 109,864
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 90,598
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 90,597
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 90,597
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 109,864
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 538,101
Acturial value of plan assets 2021-12-31 538,101
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 3,613
Active participant vested funding target 2021-12-31 438,103
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 438,103
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 441,716
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 80,542
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 80,542
Present value of excess contributions 2021-12-31 28,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 28,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 28,710
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 20,806
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 90,911
Total employer contributions 2021-12-31 103,087
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 2021-12-31 106,632
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 80,784
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 80,783
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 80,783
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 106,632
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 407,485
Acturial value of plan assets 2020-12-31 407,485
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 2020-12-31 320,812
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 320,812
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 320,812
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 69,706
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 69,706
Present value of excess contributions 2020-12-31 22,465
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 22,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 22,465
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 18,000
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 80,542
Total employer contributions 2020-12-31 101,293
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 2020-12-31 102,169
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 74,580
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 73,459
Additional cash requirement 2020-12-31 73,459
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 102,169
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 294,065
Acturial value of plan assets 2019-12-31 294,065
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,566
Active participant vested funding target 2019-12-31 238,136
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 238,136
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 239,702
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 49,821
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 49,821
Present value of excess contributions 2019-12-31 25,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 25,330
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 25,330
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 69,706
Total employer contributions 2019-12-31 100,795
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 2019-12-31 101,822
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 75,558
Net shortfall amortization installment of oustanding balance 2019-12-31 19,595
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 79,357
Additional cash requirement 2019-12-31 79,357
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 101,822
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 168,914
Acturial value of plan assets 2018-12-31 168,914
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 2018-12-31 144,947
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 144,947
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 144,947
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 35,814
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 35,814
Present value of excess contributions 2018-12-31 33,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 33,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 33,513
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 21,383
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 49,821
Total employer contributions 2018-12-31 98,886
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 2018-12-31 100,029
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 69,923
Net shortfall amortization installment of oustanding balance 2018-12-31 28,988
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 74,699
Additional cash requirement 2018-12-31 74,699
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 100,029
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 96,979
Acturial value of plan assets 2017-12-31 96,979
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 61,124
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 61,124
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 35,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 35,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 35,814
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 35,814
Total employer contributions 2017-12-31 94,951
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 94,138
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 60,251
Net shortfall amortization installment of oustanding balance 2017-12-31 2,276
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 60,625
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 60,625
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 94,138
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 93,092
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 91,910
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 56,096
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 56,096
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 56,096
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 91,910
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: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	606,334
Acturial value of plan assets	2022-12-31	606,334
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	580,842
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	580,842
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	580,842
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	90,911
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	90,911
Present value of excess contributions	2022-12-31	25,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	25,849
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	25,849
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	97,775
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	24,094
Total employer contributions	2022-12-31	108,388
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	109,864
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	90,598
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	90,597
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	90,597
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	109,864
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	538,101
Acturial value of plan assets	2021-12-31	538,101
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	3,613
Active participant vested funding target	2021-12-31	438,103
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	438,103
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	441,716
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	80,542
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	80,542
Present value of excess contributions	2021-12-31	28,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	28,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	28,710
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	20,806
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	90,911
Total employer contributions	2021-12-31	103,087
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	106,632
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	80,784
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	80,783
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	80,783
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	106,632
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	407,485
Acturial value of plan assets	2020-12-31	407,485
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	320,812
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	320,812
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	320,812
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	69,706
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	69,706
Present value of excess contributions	2020-12-31	22,465
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	22,465
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	22,465
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	18,000
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	80,542
Total employer contributions	2020-12-31	101,293
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	102,169
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	74,580
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	73,459
Additional cash requirement	2020-12-31	73,459
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	102,169
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	294,065
Acturial value of plan assets	2019-12-31	294,065
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,566
Active participant vested funding target	2019-12-31	238,136
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	238,136
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	239,702
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	49,821
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	49,821
Present value of excess contributions	2019-12-31	25,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	25,330
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	25,330
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	69,706
Total employer contributions	2019-12-31	100,795
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	101,822
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	75,558
Net shortfall amortization installment of oustanding balance	2019-12-31	19,595
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	79,357
Additional cash requirement	2019-12-31	79,357
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	101,822
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	168,914
Acturial value of plan assets	2018-12-31	168,914
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	144,947
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	144,947
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	144,947
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	35,814
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	35,814
Present value of excess contributions	2018-12-31	33,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	33,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	33,513
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	21,383
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	49,821
Total employer contributions	2018-12-31	98,886
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	100,029
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	69,923
Net shortfall amortization installment of oustanding balance	2018-12-31	28,988
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	74,699
Additional cash requirement	2018-12-31	74,699
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	100,029
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	96,979
Acturial value of plan assets	2017-12-31	96,979
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	61,124
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	61,124
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	35,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	35,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	35,814
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	35,814
Total employer contributions	2017-12-31	94,951
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	94,138
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	60,251
Net shortfall amortization installment of oustanding balance	2017-12-31	2,276
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	60,625
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	60,625
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	94,138
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARISA CHANG, M.D., INC. DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	93,092
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	91,910
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	56,096
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	56,096
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	56,096
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	91,910
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:	MARISA CHANG, M.D., INC.
Employer identification number (EIN):	264079160
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)