401k Plan data: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN plan

SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

SRINIVAS RAO, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: SRINIVAS RAO, M.D., P.A.

Employer identification number (EIN): 412049581

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Additional information about SRINIVAS RAO, M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-06-20

Company Identification Number: 0800096182

Legal Registered Office Address: 5305 PINE ST

BELLAIRE
United States of America (USA)
77401

More information about SRINIVAS RAO, M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MATT HALE 2023-10-14
001 2021-01-01 MATT HALE 2022-10-15
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01

Plan Statistics for SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,844,970
Acturial value of plan assets 2022-12-31 2,844,970
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 2,349,867
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 2,349,867
Total participant count 2022-12-31 1
Total funding target for all participants 2022-12-31 2,349,867
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 699,790
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 699,790
Present value of excess contributions 2022-12-31 126,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 132,672
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 132,672
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 550,000
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 346,563
Total employer contributions 2022-12-31 289,908
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 2022-12-31 274,797
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 274,797
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,441,850
Acturial value of plan assets 2021-12-31 2,441,850
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 2,234,527
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 2,234,527
Total participant count 2021-12-31 1
Total funding target for all participants 2021-12-31 2,234,527
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 705,436
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 42,882
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 662,554
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 2021-12-31 699,790
Total employer contributions 2021-12-31 175,000
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 2021-12-31 169,004
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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 433,789
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 42,348
Additional cash requirement 2021-12-31 42,348
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 169,004
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2019: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,127,684
Acturial value of plan assets 2019-12-31 2,127,684
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 2,156
Active participant vested funding target 2019-12-31 1,971,294
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 1,971,294
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,973,450
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 450,096
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 2019-12-31 450,096
Present value of excess contributions 2019-12-31 148,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 156,914
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 156,914
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 64,280
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 546,330
Total employer contributions 2019-12-31 175,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 159,484
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 36,087
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 12,473
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 12,473
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 159,484
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,938,547
Acturial value of plan assets 2018-12-31 1,938,547
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 4,298
Active participant vested funding target 2018-12-31 1,856,265
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 1,856,265
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,860,563
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 428,269
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 2018-12-31 428,269
Present value of excess contributions 2018-12-31 78,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 82,115
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 82,115
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 60,288
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 450,096
Total employer contributions 2018-12-31 175,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 161,164
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 47,140
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 12,473
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 12,473
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 161,164
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,832,609
Acturial value of plan assets 2017-12-31 1,832,609
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 3,783
Active participant vested funding target 2017-12-31 1,682,987
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 1,682,987
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,686,770
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 276,021
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 2017-12-31 276,021
Present value of excess contributions 2017-12-31 142,944
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 151,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 151,392
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 2017-12-31 428,269
Total employer contributions 2017-12-31 100,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 90,477
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 57,579
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 12,473
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 12,473
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 90,477
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,656,729
Acturial value of plan assets 2016-12-31 1,656,729
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 1,567,244
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,567,244
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 1,567,244
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 72,298
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 72,298
Present value of excess contributions 2016-12-31 192,285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 204,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 204,034
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 2016-12-31 276,021
Total employer contributions 2016-12-31 175,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 155,417
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 66,655
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 12,473
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 12,473
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 155,417
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: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,844,970
Acturial value of plan assets	2022-12-31	2,844,970
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	2,349,867
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	2,349,867
Total participant count	2022-12-31	1
Total funding target for all participants	2022-12-31	2,349,867
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	699,790
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	699,790
Present value of excess contributions	2022-12-31	126,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	132,672
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	132,672
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	550,000
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	346,563
Total employer contributions	2022-12-31	289,908
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	274,797
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	274,797
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,441,850
Acturial value of plan assets	2021-12-31	2,441,850
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	2,234,527
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	2,234,527
Total participant count	2021-12-31	1
Total funding target for all participants	2021-12-31	2,234,527
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	705,436
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	42,882
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	662,554
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	699,790
Total employer contributions	2021-12-31	175,000
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	169,004
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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	433,789
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	42,348
Additional cash requirement	2021-12-31	42,348
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	169,004
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2019: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,127,684
Acturial value of plan assets	2019-12-31	2,127,684
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	2,156
Active participant vested funding target	2019-12-31	1,971,294
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	1,971,294
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,973,450
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	450,096
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	450,096
Present value of excess contributions	2019-12-31	148,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	156,914
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	156,914
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	64,280
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	546,330
Total employer contributions	2019-12-31	175,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	159,484
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	36,087
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	12,473
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	12,473
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	159,484
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,938,547
Acturial value of plan assets	2018-12-31	1,938,547
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	4,298
Active participant vested funding target	2018-12-31	1,856,265
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,856,265
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,860,563
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	428,269
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	428,269
Present value of excess contributions	2018-12-31	78,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	82,115
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	82,115
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	60,288
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	450,096
Total employer contributions	2018-12-31	175,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	161,164
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	47,140
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	12,473
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	12,473
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	161,164
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,832,609
Acturial value of plan assets	2017-12-31	1,832,609
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	3,783
Active participant vested funding target	2017-12-31	1,682,987
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	1,682,987
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,686,770
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	276,021
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	276,021
Present value of excess contributions	2017-12-31	142,944
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	151,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	151,392
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	428,269
Total employer contributions	2017-12-31	100,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	90,477
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	57,579
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	12,473
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	12,473
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	90,477
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,656,729
Acturial value of plan assets	2016-12-31	1,656,729
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	1,567,244
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,567,244
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,567,244
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	72,298
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	72,298
Present value of excess contributions	2016-12-31	192,285
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	204,034
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	204,034
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	276,021
Total employer contributions	2016-12-31	175,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	155,417
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	66,655
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	12,473
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	12,473
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	155,417
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022 : SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$283,134
Expenses. Total of all expenses incurred	2022-12-31	$40,714
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$3,087,390
Total plan assets at beginning of year	2022-12-31	$2,844,970
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-6,774
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$242,420
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,087,390
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,844,970
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,478,004
Total contributions received or receivable from employer(s)	2022-12-31	$289,908
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$40,714
2021 : SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$431,328
Expenses. Total of all expenses incurred	2021-12-31	$28,208
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$2,844,970
Total plan assets at beginning of year	2021-12-31	$2,441,850
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$28,208
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$256,328
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$403,120
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,844,970
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,441,850
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,290,642
Total contributions received or receivable from employer(s)	2021-12-31	$175,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0

Form 5500 Responses for SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN

2022: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SRINIVAS RAO, M.D., P.A. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SRINIVAS RAO, M.D., P.A.
Employer identification number (EIN):	412049581
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2002-06-20
Company Identification Number:	0800096182
Legal Registered Office Address:	5305 PINE ST BELLAIRE United States of America (USA) 77401

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MATT HALE	2023-10-14
001	2021-01-01	MATT HALE	2022-10-15
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01