401k Plan data: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN plan

HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

HERR KOSTIC MEDICAL GROUP, INC. 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

HERR KOSTIC MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: HERR KOSTIC MEDICAL GROUP, INC.

Employer identification number (EIN): 800067031

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 BILJANA HERR 2022-03-07 BILJANA HERR 2022-03-07
002 2021-01-01 BILJANA HERR 2022-01-02 BILJANA HERR 2022-01-02
002 2020-01-01 BILJANA KOSTIC 2021-10-04 BILJANA KOSTIC 2021-10-04
002 2019-01-01 STANLE HERR 2020-08-20 STANLEY HERR 2020-08-20
002 2018-01-01 BILJANA KOSTIC 2019-07-10 STANLEY HERR 2019-07-10
002 2018-01-01 BILJANA KOSTIC 2019-07-10 STANLEY HERR 2019-07-10
002 2017-01-01 BILJANA KOSTIC HERR 2018-06-10 BILJANA KOSTIC HERR 2018-06-10
002 2016-01-01 BILJANA KOSTIC 2017-08-01 BILJANA KOSTIC 2017-08-01
002 2015-01-01 BILJANA KOSTIC 2016-06-26 BILJANA KOSTIC 2016-06-26
002 2015-01-01 BILJANA KOSTIC 2016-06-26 BILJANA KOSTIC 2016-06-26
002 2014-01-01 BILJANA KOSTIC 2015-07-27 BILJANA KOSTIC 2015-07-27
002 2013-01-01 BILJANA KOSTIC 2014-08-24 BILJANA KOSTIC 2014-08-24
002 2012-01-01 BILJANA KOSTIC 2013-09-10 BILJANA KOSTIC 2013-09-10
002 2011-01-01 BILJANA KOSTIC 2012-09-13 BILJANA KOSTIC 2012-09-13
002 2010-01-01 BILJANA KOSTIC 2011-09-26 BILJANA KOSTIC 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	BILJANA HERR	2022-03-07	BILJANA HERR	2022-03-07
002	2021-01-01	BILJANA HERR	2022-01-02	BILJANA HERR	2022-01-02
002	2020-01-01	BILJANA KOSTIC	2021-10-04	BILJANA KOSTIC	2021-10-04
002	2019-01-01	STANLE HERR	2020-08-20	STANLEY HERR	2020-08-20
002	2018-01-01	BILJANA KOSTIC	2019-07-10	STANLEY HERR	2019-07-10
002	2018-01-01	BILJANA KOSTIC	2019-07-10	STANLEY HERR	2019-07-10
002	2017-01-01	BILJANA KOSTIC HERR	2018-06-10	BILJANA KOSTIC HERR	2018-06-10
002	2016-01-01	BILJANA KOSTIC	2017-08-01	BILJANA KOSTIC	2017-08-01
002	2015-01-01	BILJANA KOSTIC	2016-06-26	BILJANA KOSTIC	2016-06-26
002	2015-01-01	BILJANA KOSTIC	2016-06-26	BILJANA KOSTIC	2016-06-26
002	2014-01-01	BILJANA KOSTIC	2015-07-27	BILJANA KOSTIC	2015-07-27
002	2013-01-01	BILJANA KOSTIC	2014-08-24	BILJANA KOSTIC	2014-08-24
002	2012-01-01	BILJANA KOSTIC	2013-09-10	BILJANA KOSTIC	2013-09-10
002	2011-01-01	BILJANA KOSTIC	2012-09-13	BILJANA KOSTIC	2012-09-13
002	2010-01-01	BILJANA KOSTIC	2011-09-26	BILJANA KOSTIC	2011-09-26

Plan Statistics for HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-18 2,882,916
Acturial value of plan assets 2021-10-18 2,882,916
Funding target for retired participants and beneficiaries receiving payment 2021-10-18 0
Number of terminated vested participants 2021-10-18 0
Fundng target for terminated vested participants 2021-10-18 0
Active participant vested funding target 2021-10-18 2,382,377
Number of active participants 2021-10-18 5
Total funding liabilities for active participants 2021-10-18 2,382,377
Total participant count 2021-10-18 5
Total funding target for all participants 2021-10-18 2,382,377
Balance at beginning of prior year after applicable adjustments 2021-10-18 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-18 1,098
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-18 0
Prefunding balanced used to offset prior years funding requirement 2021-10-18 0
Amount remaining of carryover balance 2021-10-18 0
Amount remaining of prefunding balance 2021-10-18 1,098
Present value of excess contributions 2021-10-18 253,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-18 253,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-18 0
Reductions in caryover balances due to elections or deemed elections 2021-10-18 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-18 0
Balance of carryovers at beginning of current year 2021-10-18 0
Balance of prefunding at beginning of current year 2021-10-18 1,275
Total employer contributions 2021-10-18 50,000
Total employee contributions 2021-10-18 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-18 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-18 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-18 49,786
Unpaid minimum required contributions for all prior years 2021-10-18 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-18 0
Remaining amount of unpaid minimum required contributions 2021-10-18 0
Minimum required contributions for current year target normal cost 2021-10-18 0
Net shortfall amortization installment of oustanding balance 2021-10-18 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-18 0
Carryover balance elected to use to offset funding requirement 2021-10-18 0
Prefunding balance elected to use to offset funding requirement 2021-10-18 0
Additional cash requirement 2021-10-18 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-18 49,786
Unpaid minimum required contributions for current year 2021-10-18 0
Unpaid minimum required contributions for all years 2021-10-18 0
2020: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,542,004
Acturial value of plan assets 2020-12-31 2,542,004
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,982,843
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,982,843
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 1,982,843
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 928
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 928
Present value of excess contributions 2020-12-31 249,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 249,080
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 1,098
Total employer contributions 2020-12-31 255,000
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 2020-12-31 253,269
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 2020-12-31 242,154
Net shortfall amortization installment of oustanding 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 2020-12-31 253,269
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,942,019
Acturial value of plan assets 2019-12-31 1,942,019
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,547,714
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 1,547,714
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 1,547,714
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 863
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 2019-12-31 863
Present value of excess contributions 2019-12-31 252,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 252,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 928
Total employer contributions 2019-12-31 250,000
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 2019-12-31 249,080
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 2019-12-31 215,903
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 249,080
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,460,127
Acturial value of plan assets 2018-12-31 2,460,127
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 961,706
Active participant vested funding target 2018-12-31 1,242,153
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,242,153
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 2,203,859
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 803
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 2018-12-31 803
Present value of excess contributions 2018-12-31 343,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 343,569
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 863
Total employer contributions 2018-12-31 250,000
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 2018-12-31 252,120
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 2018-12-31 212,560
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
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 252,120
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,196,924
Acturial value of plan assets 2017-12-31 2,196,924
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 1,436
Active participant vested funding target 2017-12-31 1,747,108
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,747,108
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 1,748,544
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 786
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 2017-12-31 786
Present value of excess contributions 2017-12-31 338,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 338,664
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 0
Balance of prefunding at beginning of current year 2017-12-31 803
Total employer contributions 2017-12-31 345,572
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 2017-12-31 343,569
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 2017-12-31 348,279
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 343,569
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,646,045
Acturial value of plan assets 2016-12-31 1,646,045
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 1,369,589
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 1,369,589
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 1,369,589
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 787
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 2016-12-31 787
Present value of excess contributions 2016-12-31 273,445
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 273,445
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 786
Total employer contributions 2016-12-31 400,000
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 2016-12-31 398,226
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 2016-12-31 335,185
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 59,562
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 59,562
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 398,226
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
2021: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-18	2,882,916
Acturial value of plan assets	2021-10-18	2,882,916
Funding target for retired participants and beneficiaries receiving payment	2021-10-18	0
Number of terminated vested participants	2021-10-18	0
Fundng target for terminated vested participants	2021-10-18	0
Active participant vested funding target	2021-10-18	2,382,377
Number of active participants	2021-10-18	5
Total funding liabilities for active participants	2021-10-18	2,382,377
Total participant count	2021-10-18	5
Total funding target for all participants	2021-10-18	2,382,377
Balance at beginning of prior year after applicable adjustments	2021-10-18	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-18	1,098
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-18	0
Prefunding balanced used to offset prior years funding requirement	2021-10-18	0
Amount remaining of carryover balance	2021-10-18	0
Amount remaining of prefunding balance	2021-10-18	1,098
Present value of excess contributions	2021-10-18	253,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-18	253,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-18	0
Reductions in caryover balances due to elections or deemed elections	2021-10-18	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-18	0
Balance of carryovers at beginning of current year	2021-10-18	0
Balance of prefunding at beginning of current year	2021-10-18	1,275
Total employer contributions	2021-10-18	50,000
Total employee contributions	2021-10-18	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-18	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-18	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-18	49,786
Unpaid minimum required contributions for all prior years	2021-10-18	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-18	0
Remaining amount of unpaid minimum required contributions	2021-10-18	0
Minimum required contributions for current year target normal cost	2021-10-18	0
Net shortfall amortization installment of oustanding balance	2021-10-18	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-18	0
Carryover balance elected to use to offset funding requirement	2021-10-18	0
Prefunding balance elected to use to offset funding requirement	2021-10-18	0
Additional cash requirement	2021-10-18	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-18	49,786
Unpaid minimum required contributions for current year	2021-10-18	0
Unpaid minimum required contributions for all years	2021-10-18	0
2020: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,542,004
Acturial value of plan assets	2020-12-31	2,542,004
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,982,843
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,982,843
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	1,982,843
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	928
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	928
Present value of excess contributions	2020-12-31	249,080
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	249,080
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	1,098
Total employer contributions	2020-12-31	255,000
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	253,269
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	242,154
Net shortfall amortization installment of oustanding 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	253,269
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,942,019
Acturial value of plan assets	2019-12-31	1,942,019
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,547,714
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,547,714
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,547,714
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	863
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	863
Present value of excess contributions	2019-12-31	252,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	252,120
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	928
Total employer contributions	2019-12-31	250,000
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	249,080
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	215,903
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	249,080
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,460,127
Acturial value of plan assets	2018-12-31	2,460,127
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	961,706
Active participant vested funding target	2018-12-31	1,242,153
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,242,153
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	2,203,859
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	803
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	803
Present value of excess contributions	2018-12-31	343,569
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	343,569
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	863
Total employer contributions	2018-12-31	250,000
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	252,120
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	212,560
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
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	252,120
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,196,924
Acturial value of plan assets	2017-12-31	2,196,924
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	1,436
Active participant vested funding target	2017-12-31	1,747,108
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,747,108
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	1,748,544
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	786
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	786
Present value of excess contributions	2017-12-31	338,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	338,664
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	0
Balance of prefunding at beginning of current year	2017-12-31	803
Total employer contributions	2017-12-31	345,572
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	343,569
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	348,279
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	343,569
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HERR KOSTIC MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,646,045
Acturial value of plan assets	2016-12-31	1,646,045
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	1,369,589
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,369,589
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,369,589
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	787
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	787
Present value of excess contributions	2016-12-31	273,445
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	273,445
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	786
Total employer contributions	2016-12-31	400,000
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	398,226
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	335,185
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	59,562
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	59,562
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	398,226
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:	HERR KOSTIC MEDICAL GROUP, INC.
Employer identification number (EIN):	800067031
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)