401k Plan data: DANIEL RICHMAN, MD CASH BALANCE PLAN plan

DANIEL RICHMAN, MD CASH BALANCE PLAN 401k Plan overview

Plan Name	DANIEL RICHMAN, MD CASH BALANCE PLAN
Plan identification number	004

DANIEL RICHMAN, MD CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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).
Plan covering Self-Employed individuals.
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

DANIEL RICHMAN, MD has sponsored the creation of one or more 401k plans.

Company Name: DANIEL RICHMAN, MD

Employer identification number (EIN): 020564427

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL RICHMAN, MD CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2021-01-01 DANIEL RICHMAN 2021-12-15
004 2020-01-01 DANIEL RICHMAN 2021-08-24
004 2019-01-01 DANIEL RICHMAN 2020-10-12
004 2018-01-01 DANIEL RICHMAN 2019-09-11
004 2017-01-01 DANIEL RICHMAN 2018-09-20
004 2016-01-01 DANIEL RICHMAN 2017-09-15
004 2015-01-01 DANIEL RICHMAN 2016-10-07
004 2013-01-01 DANIEL RICHMAN 2014-10-24
004 2012-01-01 DANIEL RICHMAN 2013-10-09
004 2011-01-01 DANIEL I RICHMAN 2012-10-01
004 2010-01-01 DANIEL I RICHMAN 2011-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2021-01-01	DANIEL RICHMAN	2021-12-15
004	2020-01-01	DANIEL RICHMAN	2021-08-24
004	2019-01-01	DANIEL RICHMAN	2020-10-12
004	2018-01-01	DANIEL RICHMAN	2019-09-11
004	2017-01-01	DANIEL RICHMAN	2018-09-20
004	2016-01-01	DANIEL RICHMAN	2017-09-15
004	2015-01-01	DANIEL RICHMAN	2016-10-07
004	2013-01-01	DANIEL RICHMAN	2014-10-24
004	2012-01-01	DANIEL RICHMAN	2013-10-09
004	2011-01-01	DANIEL I RICHMAN	2012-10-01
004	2010-01-01	DANIEL I RICHMAN	2011-10-04

Plan Statistics for DANIEL RICHMAN, MD CASH BALANCE PLAN

401k plan membership statisitcs for DANIEL RICHMAN, MD CASH BALANCE PLAN

Measure Date Value
2021: DANIEL RICHMAN, MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-09-30 3,102,721
Acturial value of plan assets 2021-09-30 3,102,721
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 0
Number of terminated vested participants 2021-09-30 1
Fundng target for terminated vested participants 2021-09-30 36,163
Active participant vested funding target 2021-09-30 2,752,758
Number of active participants 2021-09-30 4
Total funding liabilities for active participants 2021-09-30 2,752,758
Total participant count 2021-09-30 5
Total funding target for all participants 2021-09-30 2,788,921
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 90,537
Carryover balanced portion elected for use to offset prior years funding requirement 2021-09-30 0
Prefunding balanced used to offset prior years funding requirement 2021-09-30 89,938
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 599
Present value of excess contributions 2021-09-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 0
Reductions in caryover balances due to elections or deemed elections 2021-09-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-09-30 0
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 640
Total employer contributions 2021-09-30 9,807
Total employee contributions 2021-09-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-09-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-09-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 9,735
Liquidity shortfalls end of Q1 2021-09-30 0
Liquidity shortfalls end of Q2 2021-09-30 0
Liquidity shortfalls end of Q3 2021-09-30 0
Liquidity shortfalls end of Q4 2021-09-30 0
Unpaid minimum required contributions for all prior years 2021-09-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 154,917
Net shortfall amortization installment of oustanding balance 2021-09-30 0
Waiver amortization installment 2021-09-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 0
Carryover balance elected to use to offset funding requirement 2021-09-30 0
Prefunding balance elected to use to offset funding requirement 2021-09-30 0
Additional cash requirement 2021-09-30 0
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 9,735
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: DANIEL RICHMAN, MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,714,725
Acturial value of plan assets 2020-12-31 2,714,725
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 56,376
Active participant vested funding target 2020-12-31 2,492,634
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 2,492,634
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 2,549,010
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 159,863
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 88,095
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 71,768
Present value of excess contributions 2020-12-31 5,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 5,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 5,506
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 90,537
Total employer contributions 2020-12-31 97,600
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 95,053
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 260,140
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 189,263
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 94,210
Additional cash requirement 2020-12-31 95,053
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 95,053
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DANIEL RICHMAN, MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,391,631
Acturial value of plan assets 2019-12-31 2,391,631
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 33,651
Active participant vested funding target 2019-12-31 2,169,835
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 2,169,835
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 2,203,486
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 214,840
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 38,818
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 176,022
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 2019-12-31 159,863
Total employer contributions 2019-12-31 175,205
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 2019-12-31 165,379
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 273,530
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 2019-12-31 251,307
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 85,928
Additional cash requirement 2019-12-31 165,379
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 165,379
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DANIEL RICHMAN, MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,722,158
Acturial value of plan assets 2018-12-31 1,722,158
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 21,586
Active participant vested funding target 2018-12-31 1,806,380
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,806,380
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,827,966
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 235,814
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 40,718
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 195,096
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 214,840
Total employer contributions 2018-12-31 325,000
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 2018-12-31 305,699
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 283,627
Net shortfall amortization installment of oustanding balance 2018-12-31 329,153
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 346,054
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 40,355
Additional cash requirement 2018-12-31 305,699
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 305,699
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DANIEL RICHMAN, MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,606,779
Acturial value of plan assets 2017-12-31 1,606,779
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,462,420
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,462,420
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,462,420
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 171,171
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 2017-12-31 171,171
Present value of excess contributions 2017-12-31 49,151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 49,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 49,159
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 2017-12-31 235,814
Total employer contributions 2017-12-31 272,696
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 2017-12-31 260,191
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 280,427
Net shortfall amortization installment of oustanding balance 2017-12-31 101,284
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 302,606
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 42,415
Additional cash requirement 2017-12-31 260,191
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 260,191
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DANIEL RICHMAN, MD CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,328,278
Acturial value of plan assets 2016-12-31 1,328,278
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 44,018
Active participant vested funding target 2016-12-31 1,188,131
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,188,131
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 1,232,149
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 123,071
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 2016-12-31 123,071
Present value of excess contributions 2016-12-31 55,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 55,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 55,041
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 2016-12-31 171,171
Total employer contributions 2016-12-31 200,000
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 2016-12-31 187,735
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 115,660
Net shortfall amortization installment of oustanding balance 2016-12-31 122,502
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 138,584
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 2016-12-31 138,584
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 187,735
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: DANIEL RICHMAN, MD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-09-30	3,102,721
Acturial value of plan assets	2021-09-30	3,102,721
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	0
Number of terminated vested participants	2021-09-30	1
Fundng target for terminated vested participants	2021-09-30	36,163
Active participant vested funding target	2021-09-30	2,752,758
Number of active participants	2021-09-30	4
Total funding liabilities for active participants	2021-09-30	2,752,758
Total participant count	2021-09-30	5
Total funding target for all participants	2021-09-30	2,788,921
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	90,537
Carryover balanced portion elected for use to offset prior years funding requirement	2021-09-30	0
Prefunding balanced used to offset prior years funding requirement	2021-09-30	89,938
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	599
Present value of excess contributions	2021-09-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	0
Reductions in caryover balances due to elections or deemed elections	2021-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-09-30	0
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	640
Total employer contributions	2021-09-30	9,807
Total employee contributions	2021-09-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-09-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	9,735
Liquidity shortfalls end of Q1	2021-09-30	0
Liquidity shortfalls end of Q2	2021-09-30	0
Liquidity shortfalls end of Q3	2021-09-30	0
Liquidity shortfalls end of Q4	2021-09-30	0
Unpaid minimum required contributions for all prior years	2021-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	154,917
Net shortfall amortization installment of oustanding balance	2021-09-30	0
Waiver amortization installment	2021-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	0
Carryover balance elected to use to offset funding requirement	2021-09-30	0
Prefunding balance elected to use to offset funding requirement	2021-09-30	0
Additional cash requirement	2021-09-30	0
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	9,735
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: DANIEL RICHMAN, MD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,714,725
Acturial value of plan assets	2020-12-31	2,714,725
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	56,376
Active participant vested funding target	2020-12-31	2,492,634
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	2,492,634
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	2,549,010
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	159,863
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	88,095
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	71,768
Present value of excess contributions	2020-12-31	5,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,506
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	5,506
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	90,537
Total employer contributions	2020-12-31	97,600
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	95,053
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	260,140
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	189,263
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	94,210
Additional cash requirement	2020-12-31	95,053
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	95,053
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DANIEL RICHMAN, MD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,391,631
Acturial value of plan assets	2019-12-31	2,391,631
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	33,651
Active participant vested funding target	2019-12-31	2,169,835
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	2,169,835
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	2,203,486
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	214,840
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	38,818
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	176,022
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	159,863
Total employer contributions	2019-12-31	175,205
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	165,379
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	273,530
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	251,307
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	85,928
Additional cash requirement	2019-12-31	165,379
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	165,379
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DANIEL RICHMAN, MD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,722,158
Acturial value of plan assets	2018-12-31	1,722,158
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	21,586
Active participant vested funding target	2018-12-31	1,806,380
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,806,380
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,827,966
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	235,814
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	40,718
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	195,096
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	214,840
Total employer contributions	2018-12-31	325,000
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	305,699
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	283,627
Net shortfall amortization installment of oustanding balance	2018-12-31	329,153
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	346,054
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	40,355
Additional cash requirement	2018-12-31	305,699
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	305,699
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DANIEL RICHMAN, MD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,606,779
Acturial value of plan assets	2017-12-31	1,606,779
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,462,420
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,462,420
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,462,420
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	171,171
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	171,171
Present value of excess contributions	2017-12-31	49,151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	49,159
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	49,159
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	235,814
Total employer contributions	2017-12-31	272,696
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	260,191
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	280,427
Net shortfall amortization installment of oustanding balance	2017-12-31	101,284
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	302,606
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	42,415
Additional cash requirement	2017-12-31	260,191
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	260,191
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DANIEL RICHMAN, MD CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,328,278
Acturial value of plan assets	2016-12-31	1,328,278
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	44,018
Active participant vested funding target	2016-12-31	1,188,131
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,188,131
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,232,149
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	123,071
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	123,071
Present value of excess contributions	2016-12-31	55,032
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	55,041
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	55,041
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	171,171
Total employer contributions	2016-12-31	200,000
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	187,735
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	115,660
Net shortfall amortization installment of oustanding balance	2016-12-31	122,502
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	138,584
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	138,584
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	187,735
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:	DANIEL RICHMAN, MD
Employer identification number (EIN):	020564427
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)