401k Plan data: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST plan

ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 401k Plan overview

Plan Name	ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST
Plan identification number	005

ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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

ROBERT J. SCHNEIDER, M.D. PROFIT SHARING TRUST has sponsored the creation of one or more 401k plans.

Company Name: ROBERT J. SCHNEIDER, M.D. PROFIT SHARING TRUST

Employer identification number (EIN): 133693615

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2020-01-01
005 2018-01-01 ROBERT J. SCHNEIDER 2019-10-01
005 2017-01-01 ROBERT J. SCHNEIDER 2018-09-24
005 2016-01-01 ROBERT J. SCHNEIDER 2017-09-26
005 2015-01-01 ROBERT J. SCHNEIDER 2016-09-15
005 2014-01-01 ROBERT J. SCHNEIDER 2015-09-29
005 2013-01-01 ROBERT J. SCHNEIDER 2014-09-15
005 2012-01-01 ROBERT J. SCHNEIDER 2013-09-21
005 2011-01-01 ROBERT J. SCHNEIDER 2012-09-15
005 2010-01-01 ROBERT J. SCHNEIDER 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
005	2020-01-01
005	2018-01-01	ROBERT J. SCHNEIDER	2019-10-01
005	2017-01-01	ROBERT J. SCHNEIDER	2018-09-24
005	2016-01-01	ROBERT J. SCHNEIDER	2017-09-26
005	2015-01-01	ROBERT J. SCHNEIDER	2016-09-15
005	2014-01-01	ROBERT J. SCHNEIDER	2015-09-29
005	2013-01-01	ROBERT J. SCHNEIDER	2014-09-15
005	2012-01-01	ROBERT J. SCHNEIDER	2013-09-21
005	2011-01-01	ROBERT J. SCHNEIDER	2012-09-15
005	2010-01-01	ROBERT J. SCHNEIDER	2011-09-26

Plan Statistics for ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST

401k plan membership statisitcs for ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST

Measure Date Value
2020: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,650,415
Acturial value of plan assets 2020-12-31 2,650,415
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,980,310
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 1,980,310
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,980,310
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 106,413
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 2020-12-31 106,413
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 115,330
Total employer contributions 2020-12-31 0
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 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 88,855
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,650,415
Acturial value of plan assets 2019-12-31 2,650,415
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,049,849
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 2,049,849
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 2,049,849
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 106,637
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 106,637
Present value of excess contributions 2019-12-31 227,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 227,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 106,413
Total employer contributions 2019-12-31 0
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 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 2019-12-31 201,259
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2018 401k membership
Market value of plan assets 2018-12-31 2,362,042
Acturial value of plan assets 2018-12-31 2,362,042
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,780,243
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 1,780,243
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,780,243
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 101,520
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 2018-12-31 101,520
Present value of excess contributions 2018-12-31 221,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 221,606
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 2018-12-31 106,637
Total employer contributions 2018-12-31 235,970
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 2018-12-31 227,393
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 2018-12-31 184,613
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 227,393
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2017 401k membership
Market value of plan assets 2017-12-31 2,435,884
Acturial value of plan assets 2017-12-31 2,435,884
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 1,778,507
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 1,778,507
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,778,507
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 97,653
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 97,653
Present value of excess contributions 2017-12-31 218,328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 231,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 101,520
Total employer contributions 2017-12-31 231,200
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 2017-12-31 222,562
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 2017-12-31 180,705
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 2017-12-31 956
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 2017-12-31 956
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 222,562
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2016 401k membership
Market value of plan assets 2016-12-31 2,099,319
Acturial value of plan assets 2016-12-31 2,099,319
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,542,264
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,542,264
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,542,264
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 98,441
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 98,441
Present value of excess contributions 2016-12-31 219,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 219,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 97,653
Total employer contributions 2016-12-31 227,250
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 2016-12-31 218,328
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 2016-12-31 176,117
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 218,328
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
2020: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,650,415
Acturial value of plan assets	2020-12-31	2,650,415
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,980,310
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	1,980,310
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,980,310
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	106,413
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	106,413
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	115,330
Total employer contributions	2020-12-31	0
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	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	88,855
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,650,415
Acturial value of plan assets	2019-12-31	2,650,415
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,049,849
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	2,049,849
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	2,049,849
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	106,637
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	106,637
Present value of excess contributions	2019-12-31	227,393
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	227,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	106,413
Total employer contributions	2019-12-31	0
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	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	201,259
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2018 401k membership
Market value of plan assets	2018-12-31	2,362,042
Acturial value of plan assets	2018-12-31	2,362,042
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,780,243
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,780,243
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,780,243
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	101,520
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	101,520
Present value of excess contributions	2018-12-31	221,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	221,606
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	106,637
Total employer contributions	2018-12-31	235,970
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	227,393
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	184,613
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	227,393
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2017 401k membership
Market value of plan assets	2017-12-31	2,435,884
Acturial value of plan assets	2017-12-31	2,435,884
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	1,778,507
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,778,507
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,778,507
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	97,653
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	97,653
Present value of excess contributions	2017-12-31	218,328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	231,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	101,520
Total employer contributions	2017-12-31	231,200
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	222,562
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	180,705
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	956
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	956
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	222,562
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBERT J. SCHNEIDER, M.D. CASH BALANCE PENSION TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,099,319
Acturial value of plan assets	2016-12-31	2,099,319
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,542,264
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,542,264
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,542,264
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	98,441
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	98,441
Present value of excess contributions	2016-12-31	219,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	219,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	97,653
Total employer contributions	2016-12-31	227,250
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	218,328
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	176,117
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	218,328
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:	ROBERT J. SCHNEIDER, M.D. PROFIT SHARING TRUST
Employer identification number (EIN):	133693615
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)