401k Plan data: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN plan

ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN
Plan identification number	004

ALAN H. GREENSPAN, M.D. DEFINED BENEFIT 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). Plan covering Self-Employed individuals. Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALAN H. GREENSPAN, M.D. has sponsored the creation of one or more 401k plans.

Company Name: ALAN H. GREENSPAN, M.D.

Employer identification number (EIN): 133306435

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 MIRIAM GREENSPAN 2024-10-14
004 2022-01-01 MIRIAM GREENSPAN 2023-10-12
004 2021-01-01 MIRIAM GREENSPAN 2022-10-13
004 2020-01-01 MIRIAM GREENSPAN 2021-10-13
004 2019-01-01 MIRIAM GREENSPAN 2020-10-13
004 2018-01-01 MIRIAM GREENSPAN 2019-10-10
004 2017-01-01 MIRIAM GREENSPAN 2018-06-21
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 ALAN GREEENSPAN 2013-10-11 ALAN GREEENSPAN 2013-10-11
004 2011-01-01 ALAN GREEENSPAN 2012-10-12 ALAN GREEENSPAN 2012-10-12
004 2010-01-01 ALAN GREEENSPAN 2011-10-12 ALAN GREEENSPAN 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	MIRIAM GREENSPAN	2024-10-14
004	2022-01-01	MIRIAM GREENSPAN	2023-10-12
004	2021-01-01	MIRIAM GREENSPAN	2022-10-13
004	2020-01-01	MIRIAM GREENSPAN	2021-10-13
004	2019-01-01	MIRIAM GREENSPAN	2020-10-13
004	2018-01-01	MIRIAM GREENSPAN	2019-10-10
004	2017-01-01	MIRIAM GREENSPAN	2018-06-21
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	ALAN GREEENSPAN	2013-10-11	ALAN GREEENSPAN	2013-10-11
004	2011-01-01	ALAN GREEENSPAN	2012-10-12	ALAN GREEENSPAN	2012-10-12
004	2010-01-01	ALAN GREEENSPAN	2011-10-12	ALAN GREEENSPAN	2011-10-12

Plan Statistics for ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN

401k plan membership statisitcs for ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN

Measure Date Value
2025: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-10 9
Total number of particpants at end of year 2025-10-10 8
2024: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 9
Total number of particpants at end of year 2024-10-14 9
2022: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,083,446
Acturial value of plan assets 2022-12-31 3,083,446
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 41,173
Active participant vested funding target 2022-12-31 1,825,009
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,825,573
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 1,866,746
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 355,342
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 2022-12-31 355,342
Present value of excess contributions 2022-12-31 124,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 131,219
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 2022-12-31 407,009
Total employer contributions 2022-12-31 0
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 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 2022-12-31 211,342
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,580,897
Acturial value of plan assets 2021-12-31 2,580,897
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 36,240
Active participant vested funding target 2021-12-31 1,798,112
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,798,112
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 1,834,352
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 467,045
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 2021-12-31 129,460
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 337,585
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 355,342
Total employer contributions 2021-12-31 136,268
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 2021-12-31 124,331
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 32,516
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 2021-12-31 124,331
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,385,676
Acturial value of plan assets 2020-12-31 2,385,676
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 34,970
Active participant vested funding target 2020-12-31 1,754,929
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,755,146
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,790,116
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 389,496
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 2020-12-31 389,496
Present value of excess contributions 2020-12-31 226,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 239,497
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 2020-12-31 467,045
Total employer contributions 2020-12-31 71,526
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 65,724
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 2020-12-31 323,699
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 2020-12-31 195,184
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 129,460
Additional cash requirement 2020-12-31 65,724
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 65,724
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,788,836
Acturial value of plan assets 2019-12-31 1,788,836
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 28,579
Active participant vested funding target 2019-12-31 1,455,611
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 1,458,340
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,486,919
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 433,014
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 2019-12-31 433,014
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 2019-12-31 389,496
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 2019-12-31 228,067
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 1,142
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 1,142
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 1,142
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 228,067
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,087,555
Acturial value of plan assets 2018-12-31 2,087,555
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 54,167
Active participant vested funding target 2018-12-31 1,402,547
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,403,464
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,457,631
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 291,300
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 2018-12-31 291,300
Present value of excess contributions 2018-12-31 88,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 93,416
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 93,416
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 2018-12-31 433,014
Total employer contributions 2018-12-31 0
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 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 7,397
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 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,710,960
Acturial value of plan assets 2017-12-31 1,710,960
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 16,854
Active participant vested funding target 2017-12-31 1,398,659
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,399,807
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,416,661
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 254,500
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 2017-12-31 254,500
Present value of excess contributions 2017-12-31 81,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 86,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 86,747
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 63,054
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 291,300
Total employer contributions 2017-12-31 101,780
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 94,591
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 8,621
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 5,622
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 5,622
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 93,842
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,553,855
Acturial value of plan assets 2016-12-31 1,553,855
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 14,268
Active participant vested funding target 2016-12-31 1,283,457
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 1,285,037
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 1,299,305
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 329,488
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 30,935
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 298,553
Present value of excess contributions 2016-12-31 91,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 95,599
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 95,599
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 142,966
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 254,500
Total employer contributions 2016-12-31 100,000
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 91,290
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 9,557
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 9,507
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 9,507
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 91,290
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
2025: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-10	9
Total number of particpants at end of year	2025-10-10	8
2024: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	9
Total number of particpants at end of year	2024-10-14	9
2022: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,083,446
Acturial value of plan assets	2022-12-31	3,083,446
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	41,173
Active participant vested funding target	2022-12-31	1,825,009
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,825,573
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	1,866,746
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	355,342
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	355,342
Present value of excess contributions	2022-12-31	124,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	131,219
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	407,009
Total employer contributions	2022-12-31	0
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	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	211,342
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,580,897
Acturial value of plan assets	2021-12-31	2,580,897
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	36,240
Active participant vested funding target	2021-12-31	1,798,112
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,798,112
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	1,834,352
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	467,045
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	129,460
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	337,585
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	355,342
Total employer contributions	2021-12-31	136,268
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	124,331
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	32,516
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	124,331
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,385,676
Acturial value of plan assets	2020-12-31	2,385,676
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	34,970
Active participant vested funding target	2020-12-31	1,754,929
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,755,146
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,790,116
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	389,496
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	389,496
Present value of excess contributions	2020-12-31	226,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	239,497
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	467,045
Total employer contributions	2020-12-31	71,526
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	65,724
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	323,699
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	195,184
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	129,460
Additional cash requirement	2020-12-31	65,724
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	65,724
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,788,836
Acturial value of plan assets	2019-12-31	1,788,836
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	28,579
Active participant vested funding target	2019-12-31	1,455,611
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	1,458,340
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,486,919
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	433,014
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	433,014
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	389,496
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	228,067
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	1,142
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	1,142
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	1,142
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	228,067
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,087,555
Acturial value of plan assets	2018-12-31	2,087,555
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	54,167
Active participant vested funding target	2018-12-31	1,402,547
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,403,464
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,457,631
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	291,300
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	291,300
Present value of excess contributions	2018-12-31	88,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	93,416
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	93,416
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	433,014
Total employer contributions	2018-12-31	0
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	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	7,397
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	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,710,960
Acturial value of plan assets	2017-12-31	1,710,960
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	16,854
Active participant vested funding target	2017-12-31	1,398,659
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,399,807
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,416,661
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	254,500
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	254,500
Present value of excess contributions	2017-12-31	81,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	86,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	86,747
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	63,054
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	291,300
Total employer contributions	2017-12-31	101,780
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	94,591
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	8,621
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	5,622
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	5,622
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	93,842
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,553,855
Acturial value of plan assets	2016-12-31	1,553,855
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	14,268
Active participant vested funding target	2016-12-31	1,283,457
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,285,037
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	1,299,305
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	329,488
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	30,935
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	298,553
Present value of excess contributions	2016-12-31	91,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	95,599
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	95,599
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	142,966
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	254,500
Total employer contributions	2016-12-31	100,000
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	91,290
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	9,557
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	9,507
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	9,507
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	91,290
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-10	0
Total liabilities as of the end of the plan year	2025-10-10	0
Total liabilities as of the beginning of the plan year	2025-10-10	0
Total expenses incurred by plan in this plan year	2025-10-10	106
Net assets as of the end of the plan year	2025-10-10	3309519
Total assets as of the beginning of the plan year	2025-10-10	2912468
Value of plan covered by a fidelity bond	2025-10-10	500000
Participant contributions to plan in this plan year	2025-10-10	0
Other expenses paid from plan in this plan year	2025-10-10	0
Other contributions to plan in this plan year	2025-10-10	0
Other income to plan in this plan year	2025-10-10	397157
Plan net income in this plan year	2025-10-10	397051
Net assets as of the end of the plan year	2025-10-10	3309519
Net assets as of the beginning of the plan year	2025-10-10	2912468
Employer contributions to plan in this plan year	2025-10-10	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-10	0
2024 : ALAN H. GREENSPAN, M.D. DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-14	0
Total liabilities as of the end of the plan year	2024-10-14	0
Total liabilities as of the beginning of the plan year	2024-10-14	0
Total expenses incurred by plan in this plan year	2024-10-14	0
Net assets as of the end of the plan year	2024-10-14	2912468
Total assets as of the beginning of the plan year	2024-10-14	2534096
Value of plan covered by a fidelity bond	2024-10-14	500000
Participant contributions to plan in this plan year	2024-10-14	0
Other expenses paid from plan in this plan year	2024-10-14	0
Other contributions to plan in this plan year	2024-10-14	0
Other income to plan in this plan year	2024-10-14	378372
Plan net income in this plan year	2024-10-14	378372
Net assets as of the end of the plan year	2024-10-14	2912468
Net assets as of the beginning of the plan year	2024-10-14	2534096
Employer contributions to plan in this plan year	2024-10-14	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	0

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Company Name:	ALAN H. GREENSPAN, M.D.
Employer identification number (EIN):	133306435
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners