401k Plan data: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN plan

PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN
Plan identification number	002

PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 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).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PULMONARY ASSOCIATES OF NORTHERN NEW YORK, PC has sponsored the creation of one or more 401k plans.

Company Name: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, PC

Employer identification number (EIN): 161376941

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 DAVID P RECHLIN 2023-08-07 DAVID P RECHLIN 2023-08-07
002 2021-01-01 DAVID RECHLIN 2022-07-14 DAVID RECHLIN 2022-07-14
002 2020-01-01 DAVID RECHLIN 2021-07-06 DAVID RECHLIN 2021-07-06
002 2019-01-01 DAVID RECHLIN 2020-04-24 DAVID RECHLIN 2020-04-24
002 2018-01-01 DAVID RECHLIN 2019-07-09 DAVID RECHLIN 2019-07-09
002 2017-01-01 DAVID RECHLIN 2018-05-25 DAVID RECHLIN 2018-05-25
002 2016-01-01 DAVID RECHLIN 2017-04-24 DAVID RECHLIN 2017-04-24
002 2015-01-01 DAVID RECHLIN 2016-06-24 DAVID RECHLIN 2016-06-24
002 2014-01-01 DAVID P. RECHLIN 2015-05-18 DAVID P. RECHLIN 2015-05-18
002 2013-01-01 DAVID RECHLIN 2014-05-22 DAVID RECHLIN 2014-05-22
002 2012-01-01 DAVID RECHLIN 2013-06-12 DAVID RECHLIN 2013-06-12
002 2011-01-01 DAVID RECHLIN 2012-07-17 DAVID RECHLIN 2012-07-17
002 2010-01-01 DAVID RECHLIN 2011-07-11 DAVID RECHLIN 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DAVID P RECHLIN	2023-08-07	DAVID P RECHLIN	2023-08-07
002	2021-01-01	DAVID RECHLIN	2022-07-14	DAVID RECHLIN	2022-07-14
002	2020-01-01	DAVID RECHLIN	2021-07-06	DAVID RECHLIN	2021-07-06
002	2019-01-01	DAVID RECHLIN	2020-04-24	DAVID RECHLIN	2020-04-24
002	2018-01-01	DAVID RECHLIN	2019-07-09	DAVID RECHLIN	2019-07-09
002	2017-01-01	DAVID RECHLIN	2018-05-25	DAVID RECHLIN	2018-05-25
002	2016-01-01	DAVID RECHLIN	2017-04-24	DAVID RECHLIN	2017-04-24
002	2015-01-01	DAVID RECHLIN	2016-06-24	DAVID RECHLIN	2016-06-24
002	2014-01-01	DAVID P. RECHLIN	2015-05-18	DAVID P. RECHLIN	2015-05-18
002	2013-01-01	DAVID RECHLIN	2014-05-22	DAVID RECHLIN	2014-05-22
002	2012-01-01	DAVID RECHLIN	2013-06-12	DAVID RECHLIN	2013-06-12
002	2011-01-01	DAVID RECHLIN	2012-07-17	DAVID RECHLIN	2012-07-17
002	2010-01-01	DAVID RECHLIN	2011-07-11	DAVID RECHLIN	2011-07-11

Plan Statistics for PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,028,462
Acturial value of plan assets 2022-12-31 1,028,462
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 909,140
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 909,140
Total participant count 2022-12-31 2
Total funding target for all participants 2022-12-31 909,140
Balance at beginning of prior year after applicable adjustments 2022-12-31 3,636
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 82,924
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 3,636
Amount remaining of prefunding balance 2022-12-31 82,924
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 4,173
Balance of prefunding at beginning of current year 2022-12-31 95,180
Total employer contributions 2022-12-31 140,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 136,992
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 2022-12-31 250,283
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 2022-12-31 235,460
Carryover balance elected to use to offset funding requirement 2022-12-31 4,389
Prefunding balance elected to use to offset funding requirement 2022-12-31 94,079
Additional cash requirement 2022-12-31 136,992
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 136,992
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,264,259
Acturial value of plan assets 2021-12-31 1,264,259
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 165
Active participant vested funding target 2021-12-31 837,660
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 837,660
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 837,825
Balance at beginning of prior year after applicable adjustments 2021-12-31 3,443
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 78,519
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 3,443
Amount remaining of prefunding balance 2021-12-31 78,519
Present value of excess contributions 2021-12-31 106,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 106,108
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 3,636
Balance of prefunding at beginning of current year 2021-12-31 82,924
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 30,021
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,593,808
Acturial value of plan assets 2020-12-31 1,593,808
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 23
Fundng target for terminated vested participants 2020-12-31 553,031
Active participant vested funding target 2020-12-31 768,988
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 768,988
Total participant count 2020-12-31 25
Total funding target for all participants 2020-12-31 1,322,019
Balance at beginning of prior year after applicable adjustments 2020-12-31 3,094
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 70,566
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 3,094
Amount remaining of prefunding balance 2020-12-31 70,566
Present value of excess contributions 2020-12-31 153,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 153,378
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 3,443
Balance of prefunding at beginning of current year 2020-12-31 78,519
Total employer contributions 2020-12-31 106,946
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 2020-12-31 106,108
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 37,774
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 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 106,108
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,368,598
Acturial value of plan assets 2019-12-31 1,368,598
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 395,532
Active participant vested funding target 2019-12-31 863,310
Number of active participants 2019-12-31 21
Total funding liabilities for active participants 2019-12-31 863,890
Total participant count 2019-12-31 25
Total funding target for all participants 2019-12-31 1,259,422
Balance at beginning of prior year after applicable adjustments 2019-12-31 3,248
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 74,069
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 3,248
Amount remaining of prefunding balance 2019-12-31 74,069
Present value of excess contributions 2019-12-31 67,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 67,352
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 3,094
Balance of prefunding at beginning of current year 2019-12-31 70,566
Total employer contributions 2019-12-31 176,445
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 2019-12-31 174,825
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 53,339
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 21,447
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 21,447
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 174,825
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,101,086
Acturial value of plan assets 2018-12-31 1,101,086
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 2018-12-31 362,696
Active participant vested funding target 2018-12-31 772,601
Number of active participants 2018-12-31 19
Total funding liabilities for active participants 2018-12-31 772,601
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 1,135,297
Balance at beginning of prior year after applicable adjustments 2018-12-31 3,101
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 70,710
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 3,101
Amount remaining of prefunding balance 2018-12-31 70,710
Present value of excess contributions 2018-12-31 55,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 55,913
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 3,248
Balance of prefunding at beginning of current year 2018-12-31 74,069
Total employer contributions 2018-12-31 151,397
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 2018-12-31 149,847
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 63,657
Net shortfall amortization installment of oustanding balance 2018-12-31 115,393
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 82,495
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 82,495
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 149,847
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,127,524
Acturial value of plan assets 2017-12-31 1,127,524
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 95,810
Active participant vested funding target 2017-12-31 948,067
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 948,067
Total participant count 2017-12-31 20
Total funding target for all participants 2017-12-31 1,043,877
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,945
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 67,151
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 2,945
Amount remaining of prefunding balance 2017-12-31 67,151
Present value of excess contributions 2017-12-31 26,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 26,297
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 3,101
Balance of prefunding at beginning of current year 2017-12-31 70,710
Total employer contributions 2017-12-31 124,226
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 2017-12-31 123,203
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 72,882
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 67,290
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 67,290
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 123,203
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 991,293
Acturial value of plan assets 2016-12-31 991,293
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 12,514
Active participant vested funding target 2016-12-31 889,461
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 891,601
Total participant count 2016-12-31 20
Total funding target for all participants 2016-12-31 904,115
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,981
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 67,973
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 2,981
Amount remaining of prefunding balance 2016-12-31 67,973
Present value of excess contributions 2016-12-31 29,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 29,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 2,945
Balance of prefunding at beginning of current year 2016-12-31 67,151
Total employer contributions 2016-12-31 85,788
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 84,869
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 71,484
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 58,572
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 58,572
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 84,869
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,028,462
Acturial value of plan assets	2022-12-31	1,028,462
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	909,140
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	909,140
Total participant count	2022-12-31	2
Total funding target for all participants	2022-12-31	909,140
Balance at beginning of prior year after applicable adjustments	2022-12-31	3,636
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	82,924
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	3,636
Amount remaining of prefunding balance	2022-12-31	82,924
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	4,173
Balance of prefunding at beginning of current year	2022-12-31	95,180
Total employer contributions	2022-12-31	140,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	136,992
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	250,283
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	235,460
Carryover balance elected to use to offset funding requirement	2022-12-31	4,389
Prefunding balance elected to use to offset funding requirement	2022-12-31	94,079
Additional cash requirement	2022-12-31	136,992
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	136,992
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,264,259
Acturial value of plan assets	2021-12-31	1,264,259
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	165
Active participant vested funding target	2021-12-31	837,660
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	837,660
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	837,825
Balance at beginning of prior year after applicable adjustments	2021-12-31	3,443
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	78,519
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	3,443
Amount remaining of prefunding balance	2021-12-31	78,519
Present value of excess contributions	2021-12-31	106,108
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	106,108
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	3,636
Balance of prefunding at beginning of current year	2021-12-31	82,924
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	30,021
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,593,808
Acturial value of plan assets	2020-12-31	1,593,808
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	23
Fundng target for terminated vested participants	2020-12-31	553,031
Active participant vested funding target	2020-12-31	768,988
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	768,988
Total participant count	2020-12-31	25
Total funding target for all participants	2020-12-31	1,322,019
Balance at beginning of prior year after applicable adjustments	2020-12-31	3,094
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	70,566
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	3,094
Amount remaining of prefunding balance	2020-12-31	70,566
Present value of excess contributions	2020-12-31	153,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	153,378
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	3,443
Balance of prefunding at beginning of current year	2020-12-31	78,519
Total employer contributions	2020-12-31	106,946
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	106,108
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	37,774
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	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	106,108
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,368,598
Acturial value of plan assets	2019-12-31	1,368,598
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	395,532
Active participant vested funding target	2019-12-31	863,310
Number of active participants	2019-12-31	21
Total funding liabilities for active participants	2019-12-31	863,890
Total participant count	2019-12-31	25
Total funding target for all participants	2019-12-31	1,259,422
Balance at beginning of prior year after applicable adjustments	2019-12-31	3,248
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	74,069
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	3,248
Amount remaining of prefunding balance	2019-12-31	74,069
Present value of excess contributions	2019-12-31	67,352
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	67,352
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	3,094
Balance of prefunding at beginning of current year	2019-12-31	70,566
Total employer contributions	2019-12-31	176,445
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	174,825
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	53,339
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	21,447
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	21,447
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	174,825
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,101,086
Acturial value of plan assets	2018-12-31	1,101,086
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	362,696
Active participant vested funding target	2018-12-31	772,601
Number of active participants	2018-12-31	19
Total funding liabilities for active participants	2018-12-31	772,601
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	1,135,297
Balance at beginning of prior year after applicable adjustments	2018-12-31	3,101
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	70,710
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	3,101
Amount remaining of prefunding balance	2018-12-31	70,710
Present value of excess contributions	2018-12-31	55,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	55,913
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	3,248
Balance of prefunding at beginning of current year	2018-12-31	74,069
Total employer contributions	2018-12-31	151,397
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	149,847
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	63,657
Net shortfall amortization installment of oustanding balance	2018-12-31	115,393
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	82,495
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	82,495
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	149,847
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,127,524
Acturial value of plan assets	2017-12-31	1,127,524
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	95,810
Active participant vested funding target	2017-12-31	948,067
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	948,067
Total participant count	2017-12-31	20
Total funding target for all participants	2017-12-31	1,043,877
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,945
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	67,151
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	2,945
Amount remaining of prefunding balance	2017-12-31	67,151
Present value of excess contributions	2017-12-31	26,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	26,297
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	3,101
Balance of prefunding at beginning of current year	2017-12-31	70,710
Total employer contributions	2017-12-31	124,226
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	123,203
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	72,882
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	67,290
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	67,290
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	123,203
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PULMONARY ASSOCIATES OF NORTHERN NEW YORK, P.C. EMPLOYEES' DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	991,293
Acturial value of plan assets	2016-12-31	991,293
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	12,514
Active participant vested funding target	2016-12-31	889,461
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	891,601
Total participant count	2016-12-31	20
Total funding target for all participants	2016-12-31	904,115
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,981
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	67,973
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,981
Amount remaining of prefunding balance	2016-12-31	67,973
Present value of excess contributions	2016-12-31	29,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	29,365
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,945
Balance of prefunding at beginning of current year	2016-12-31	67,151
Total employer contributions	2016-12-31	85,788
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	84,869
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	71,484
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	58,572
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	58,572
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	84,869
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:	PULMONARY ASSOCIATES OF NORTHERN NEW YORK, PC
Employer identification number (EIN):	161376941
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)