401k Plan data: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN plan

RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	RAJ DALAL, M.D., P.A. CASH BALANCE PLAN
Plan identification number	002

RAJ DALAL, M.D., P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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

RAJ DALAL, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: RAJ DALAL, MD, PA

Employer identification number (EIN): 760612455

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAJ DALAL, M.D., P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 RAJ DALAL MD 2024-06-19
002 2022-01-01 RAJ DALAL 2023-07-12
002 2021-01-01 RAJ DALAL 2022-07-05
002 2020-01-01 RAJ DALAL 2021-10-08
002 2019-01-01 RAJ DALAL 2020-10-12
002 2018-01-01 RAJ DALAL 2019-07-10
002 2017-01-01 RAJ DALAL 2018-07-10
002 2016-01-01 RAJ DALAL 2017-07-19
002 2015-01-01 RAJ DALAL 2016-10-05
002 2014-01-01 RAJ DALAL 2015-07-21
002 2013-01-01 RAJ DALAL 2014-10-01
002 2012-01-01 RAJ DALAL 2013-10-03
002 2011-01-01 RAJ DALAL 2012-10-01
002 2010-01-01 RAJ DALAL 2011-09-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	RAJ DALAL MD	2024-06-19
002	2022-01-01	RAJ DALAL	2023-07-12
002	2021-01-01	RAJ DALAL	2022-07-05
002	2020-01-01	RAJ DALAL	2021-10-08
002	2019-01-01	RAJ DALAL	2020-10-12
002	2018-01-01	RAJ DALAL	2019-07-10
002	2017-01-01	RAJ DALAL	2018-07-10
002	2016-01-01	RAJ DALAL	2017-07-19
002	2015-01-01	RAJ DALAL	2016-10-05
002	2014-01-01	RAJ DALAL	2015-07-21
002	2013-01-01	RAJ DALAL	2014-10-01
002	2012-01-01	RAJ DALAL	2013-10-03
002	2011-01-01	RAJ DALAL	2012-10-01
002	2010-01-01	RAJ DALAL	2011-09-07

Plan Statistics for RAJ DALAL, M.D., P.A. CASH BALANCE PLAN

401k plan membership statisitcs for RAJ DALAL, M.D., P.A. CASH BALANCE PLAN

Measure Date Value
2022: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,322,220
Acturial value of plan assets 2022-12-31 3,322,220
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 2,826,974
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 2,828,032
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 2,828,032
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 104,592
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 2022-12-31 104,592
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 110,773
Total employer contributions 2022-12-31 209,000
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 2022-12-31 196,024
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 431,062
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 47,647
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 47,647
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 196,024
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,138,425
Acturial value of plan assets 2021-12-31 3,138,425
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 2,219,612
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 2,220,503
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 2,220,503
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 102,360
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 2021-12-31 102,360
Present value of excess contributions 2021-12-31 679,153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 714,537
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 2021-12-31 104,591
Total employer contributions 2021-12-31 0
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 0
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 1,978
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,379,081
Acturial value of plan assets 2020-12-31 2,379,081
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 6,381
Active participant vested funding target 2020-12-31 2,127,480
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 2,127,480
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 2,133,861
Balance at beginning of prior year after applicable adjustments 2020-12-31 2,391
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 90,956
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 2,391
Prefunding balanced used to offset prior years funding requirement 2020-12-31 6,038
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 84,918
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 2020-12-31 102,360
Total employer contributions 2020-12-31 726,141
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 2020-12-31 679,153
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 1,507
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 679,153
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,960,087
Acturial value of plan assets 2019-12-31 1,960,087
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 5
Fundng target for terminated vested participants 2019-12-31 1,625
Active participant vested funding target 2019-12-31 1,762,564
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,762,564
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 1,764,189
Balance at beginning of prior year after applicable adjustments 2019-12-31 2,584
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 98,288
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 2,584
Amount remaining of prefunding balance 2019-12-31 98,288
Present value of excess contributions 2019-12-31 244,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 258,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 2,391
Balance of prefunding at beginning of current year 2019-12-31 90,956
Total employer contributions 2019-12-31 35,459
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 33,014
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 2019-12-31 143,993
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 41,442
Carryover balance elected to use to offset funding requirement 2019-12-31 2,390
Prefunding balance elected to use to offset funding requirement 2019-12-31 6,037
Additional cash requirement 2019-12-31 33,015
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 33,014
Unpaid minimum required contributions for current year 2019-12-31 1
Unpaid minimum required contributions for all years 2019-12-31 1
2018: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,825,939
Acturial value of plan assets 2018-12-31 1,825,939
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 795
Active participant vested funding target 2018-12-31 1,509,613
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 1,509,613
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,510,408
Balance at beginning of prior year after applicable adjustments 2018-12-31 2,180
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 82,930
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 2,180
Amount remaining of prefunding balance 2018-12-31 82,930
Present value of excess contributions 2018-12-31 96,222
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 101,726
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 2,584
Balance of prefunding at beginning of current year 2018-12-31 98,289
Total employer contributions 2018-12-31 264,577
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 2018-12-31 244,948
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 2018-12-31 129,283
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 244,948
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,383,557
Acturial value of plan assets 2017-12-31 1,383,557
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 374
Active participant vested funding target 2017-12-31 1,277,523
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 1,278,021
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,278,395
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,033
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 77,346
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 2,033
Amount remaining of prefunding balance 2017-12-31 77,346
Present value of excess contributions 2017-12-31 26,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 28,103
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 2,180
Balance of prefunding at beginning of current year 2017-12-31 82,930
Total employer contributions 2017-12-31 200,000
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 2017-12-31 181,494
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 2017-12-31 105,325
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 85,273
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 85,273
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 181,494
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,147,617
Acturial value of plan assets 2016-12-31 1,147,617
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 195
Active participant vested funding target 2016-12-31 1,081,502
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 1,081,658
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,081,853
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,139
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 81,365
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 2,139
Amount remaining of prefunding balance 2016-12-31 81,365
Present value of excess contributions 2016-12-31 163,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 173,662
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 2,033
Balance of prefunding at beginning of current year 2016-12-31 77,346
Total employer contributions 2016-12-31 158,710
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 2016-12-31 142,591
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 2016-12-31 101,775
Net shortfall amortization installment of oustanding balance 2016-12-31 76,317
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 116,056
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 2016-12-31 116,056
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 142,591
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: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,322,220
Acturial value of plan assets	2022-12-31	3,322,220
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	2,826,974
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	2,828,032
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	2,828,032
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	104,592
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	104,592
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	110,773
Total employer contributions	2022-12-31	209,000
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	196,024
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	431,062
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	47,647
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	47,647
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	196,024
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,138,425
Acturial value of plan assets	2021-12-31	3,138,425
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	2,219,612
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	2,220,503
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	2,220,503
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	102,360
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	102,360
Present value of excess contributions	2021-12-31	679,153
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	714,537
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	104,591
Total employer contributions	2021-12-31	0
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	0
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	1,978
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,379,081
Acturial value of plan assets	2020-12-31	2,379,081
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	6,381
Active participant vested funding target	2020-12-31	2,127,480
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	2,127,480
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	2,133,861
Balance at beginning of prior year after applicable adjustments	2020-12-31	2,391
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	90,956
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	2,391
Prefunding balanced used to offset prior years funding requirement	2020-12-31	6,038
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	84,918
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	102,360
Total employer contributions	2020-12-31	726,141
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	679,153
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	1,507
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	679,153
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,960,087
Acturial value of plan assets	2019-12-31	1,960,087
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	1,625
Active participant vested funding target	2019-12-31	1,762,564
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,762,564
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	1,764,189
Balance at beginning of prior year after applicable adjustments	2019-12-31	2,584
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	98,288
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	2,584
Amount remaining of prefunding balance	2019-12-31	98,288
Present value of excess contributions	2019-12-31	244,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	258,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	2,391
Balance of prefunding at beginning of current year	2019-12-31	90,956
Total employer contributions	2019-12-31	35,459
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	33,014
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	143,993
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	41,442
Carryover balance elected to use to offset funding requirement	2019-12-31	2,390
Prefunding balance elected to use to offset funding requirement	2019-12-31	6,037
Additional cash requirement	2019-12-31	33,015
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	33,014
Unpaid minimum required contributions for current year	2019-12-31	1
Unpaid minimum required contributions for all years	2019-12-31	1
2018: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,825,939
Acturial value of plan assets	2018-12-31	1,825,939
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	795
Active participant vested funding target	2018-12-31	1,509,613
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	1,509,613
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,510,408
Balance at beginning of prior year after applicable adjustments	2018-12-31	2,180
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	82,930
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	2,180
Amount remaining of prefunding balance	2018-12-31	82,930
Present value of excess contributions	2018-12-31	96,222
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	101,726
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	2,584
Balance of prefunding at beginning of current year	2018-12-31	98,289
Total employer contributions	2018-12-31	264,577
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	244,948
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	129,283
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	244,948
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,383,557
Acturial value of plan assets	2017-12-31	1,383,557
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	374
Active participant vested funding target	2017-12-31	1,277,523
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	1,278,021
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,278,395
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,033
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	77,346
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	2,033
Amount remaining of prefunding balance	2017-12-31	77,346
Present value of excess contributions	2017-12-31	26,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	28,103
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	2,180
Balance of prefunding at beginning of current year	2017-12-31	82,930
Total employer contributions	2017-12-31	200,000
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	181,494
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	105,325
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	85,273
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	85,273
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	181,494
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RAJ DALAL, M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,147,617
Acturial value of plan assets	2016-12-31	1,147,617
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	195
Active participant vested funding target	2016-12-31	1,081,502
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	1,081,658
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,081,853
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,139
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	81,365
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	2,139
Amount remaining of prefunding balance	2016-12-31	81,365
Present value of excess contributions	2016-12-31	163,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	173,662
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	2,033
Balance of prefunding at beginning of current year	2016-12-31	77,346
Total employer contributions	2016-12-31	158,710
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	142,591
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	101,775
Net shortfall amortization installment of oustanding balance	2016-12-31	76,317
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	116,056
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	116,056
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	142,591
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:	RAJ DALAL, MD, PA
Employer identification number (EIN):	760612455
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)