401k Plan data: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN plan

SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 401k Plan overview

Plan Name	SOUTH LAKE GASTROENTEROLOGY PENSION PLAN
Plan identification number	001

SOUTH LAKE GASTROENTEROLOGY PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

SOUTH LAKE GASTROENTEROLOGY has sponsored the creation of one or more 401k plans.

Company Name: SOUTH LAKE GASTROENTEROLOGY

Employer identification number (EIN): 204102308

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH LAKE GASTROENTEROLOGY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 RAJAB ABUKHADRAH 2023-10-11
001 2021-01-01 RAJAB ABUKHADRAH 2022-12-13
001 2020-01-01 RAJAB ABUKHADRAH 2021-11-23
001 2019-01-01 RAJAB ABUKHADRAH 2020-10-12
001 2018-01-01 RAJAB ABUKHADRAH 2019-10-11
001 2017-01-01 RAJAB ABUKHADRAH 2018-10-15
001 2016-01-01 RAJAB ABUKHADRAH 2017-10-16
001 2015-01-01 RAJAB ABUKHADRAH 2016-10-14
001 2014-01-01 RAJAB ABUKHADRAH 2015-10-13
001 2013-01-01 RAJAB ABUKHADRAH 2014-10-10
001 2012-01-01 RAJAB ABUKHADRAH 2013-10-14
001 2011-01-01 RAJAB ABUKHADRAH 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	RAJAB ABUKHADRAH	2023-10-11
001	2021-01-01	RAJAB ABUKHADRAH	2022-12-13
001	2020-01-01	RAJAB ABUKHADRAH	2021-11-23
001	2019-01-01	RAJAB ABUKHADRAH	2020-10-12
001	2018-01-01	RAJAB ABUKHADRAH	2019-10-11
001	2017-01-01	RAJAB ABUKHADRAH	2018-10-15
001	2016-01-01	RAJAB ABUKHADRAH	2017-10-16
001	2015-01-01	RAJAB ABUKHADRAH	2016-10-14
001	2014-01-01	RAJAB ABUKHADRAH	2015-10-13
001	2013-01-01	RAJAB ABUKHADRAH	2014-10-10
001	2012-01-01	RAJAB ABUKHADRAH	2013-10-14
001	2011-01-01	RAJAB ABUKHADRAH	2012-10-11

Plan Statistics for SOUTH LAKE GASTROENTEROLOGY PENSION PLAN

401k plan membership statisitcs for SOUTH LAKE GASTROENTEROLOGY PENSION PLAN

Measure Date Value
2022: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,344,016
Acturial value of plan assets 2022-12-31 1,344,016
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 20,793
Active participant vested funding target 2022-12-31 1,275,347
Number of active participants 2022-12-31 18
Total funding liabilities for active participants 2022-12-31 1,276,827
Total participant count 2022-12-31 26
Total funding target for all participants 2022-12-31 1,297,620
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 11,404
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 11,404
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 0
Balance of prefunding at beginning of current year 2022-12-31 12,598
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 23,481
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,278,339
Acturial value of plan assets 2021-12-31 1,278,339
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 6
Fundng target for terminated vested participants 2021-12-31 6,955
Active participant vested funding target 2021-12-31 1,176,545
Number of active participants 2021-12-31 16
Total funding liabilities for active participants 2021-12-31 1,177,520
Total participant count 2021-12-31 22
Total funding target for all participants 2021-12-31 1,184,475
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 9,875
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 0
Amount remaining of prefunding balance 2021-12-31 9,875
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 11,404
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 19,356
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,138,566
Acturial value of plan assets 2020-12-31 1,138,566
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 5,800
Active participant vested funding target 2020-12-31 1,098,533
Number of active participants 2020-12-31 14
Total funding liabilities for active participants 2020-12-31 1,099,196
Total participant count 2020-12-31 18
Total funding target for all participants 2020-12-31 1,104,996
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 45,326
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 35,495
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 9,831
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
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 1,800
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 9,875
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 15,159
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
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 909,096
Acturial value of plan assets 2019-12-31 909,096
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 5,050
Active participant vested funding target 2019-12-31 954,676
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 954,676
Total participant count 2019-12-31 16
Total funding target for all participants 2019-12-31 959,726
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 106,286
Prefunding balanced used to offset prior years funding requirement 2019-12-31 38,158
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 68,128
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
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 17,100
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 45,326
Total employer contributions 2019-12-31 100,000
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 91,400
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 2019-12-31 111,303
Net shortfall amortization installment of oustanding balance 2019-12-31 95,956
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 126,895
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 35,495
Additional cash requirement 2019-12-31 91,400
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 91,400
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 929,248
Acturial value of plan assets 2018-12-31 929,248
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 4,235
Active participant vested funding target 2018-12-31 793,093
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 795,929
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 800,164
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 99,684
Prefunding balanced used to offset prior years funding requirement 2018-12-31 6,752
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 92,932
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 106,286
Total employer contributions 2018-12-31 50,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 45,602
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 2018-12-31 106,558
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 83,760
Prefunding balance elected to use to offset funding requirement 2018-12-31 38,158
Additional cash requirement 2018-12-31 45,602
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 45,602
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 748,501
Acturial value of plan assets 2017-12-31 748,501
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 1,861
Active participant vested funding target 2017-12-31 645,316
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 646,914
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 648,775
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 138,068
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 2017-12-31 877
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 137,191
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 42,995
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 99,684
Total employer contributions 2017-12-31 100,000
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 93,730
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 2017-12-31 100,524
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 2017-12-31 100,482
Prefunding balance elected to use to offset funding requirement 2017-12-31 6,752
Additional cash requirement 2017-12-31 93,730
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 93,730
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 648,912
Acturial value of plan assets 2016-12-31 648,912
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 1,664
Active participant vested funding target 2016-12-31 508,981
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 509,179
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 510,843
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 189,803
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 2016-12-31 189,803
Present value of excess contributions 2016-12-31 4,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 4,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 4,516
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 53,499
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 138,068
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 93,844
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 94,722
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 94,721
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 877
Additional cash requirement 2016-12-31 93,844
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 93,844
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,344,016
Acturial value of plan assets	2022-12-31	1,344,016
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	20,793
Active participant vested funding target	2022-12-31	1,275,347
Number of active participants	2022-12-31	18
Total funding liabilities for active participants	2022-12-31	1,276,827
Total participant count	2022-12-31	26
Total funding target for all participants	2022-12-31	1,297,620
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	11,404
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	11,404
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	0
Balance of prefunding at beginning of current year	2022-12-31	12,598
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	23,481
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,278,339
Acturial value of plan assets	2021-12-31	1,278,339
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	6
Fundng target for terminated vested participants	2021-12-31	6,955
Active participant vested funding target	2021-12-31	1,176,545
Number of active participants	2021-12-31	16
Total funding liabilities for active participants	2021-12-31	1,177,520
Total participant count	2021-12-31	22
Total funding target for all participants	2021-12-31	1,184,475
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	9,875
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	0
Amount remaining of prefunding balance	2021-12-31	9,875
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	11,404
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	19,356
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,138,566
Acturial value of plan assets	2020-12-31	1,138,566
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	5,800
Active participant vested funding target	2020-12-31	1,098,533
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	1,099,196
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	1,104,996
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	45,326
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	35,495
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	9,831
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
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	1,800
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	9,875
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	15,159
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
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: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	909,096
Acturial value of plan assets	2019-12-31	909,096
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	5,050
Active participant vested funding target	2019-12-31	954,676
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	954,676
Total participant count	2019-12-31	16
Total funding target for all participants	2019-12-31	959,726
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	106,286
Prefunding balanced used to offset prior years funding requirement	2019-12-31	38,158
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	68,128
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
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	17,100
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	45,326
Total employer contributions	2019-12-31	100,000
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	91,400
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	111,303
Net shortfall amortization installment of oustanding balance	2019-12-31	95,956
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	126,895
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	35,495
Additional cash requirement	2019-12-31	91,400
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	91,400
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	929,248
Acturial value of plan assets	2018-12-31	929,248
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	4,235
Active participant vested funding target	2018-12-31	793,093
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	795,929
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	800,164
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	99,684
Prefunding balanced used to offset prior years funding requirement	2018-12-31	6,752
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	92,932
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	106,286
Total employer contributions	2018-12-31	50,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	45,602
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	106,558
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	83,760
Prefunding balance elected to use to offset funding requirement	2018-12-31	38,158
Additional cash requirement	2018-12-31	45,602
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	45,602
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	748,501
Acturial value of plan assets	2017-12-31	748,501
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	1,861
Active participant vested funding target	2017-12-31	645,316
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	646,914
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	648,775
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	138,068
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	877
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	137,191
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	42,995
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	99,684
Total employer contributions	2017-12-31	100,000
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	93,730
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	100,524
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	100,482
Prefunding balance elected to use to offset funding requirement	2017-12-31	6,752
Additional cash requirement	2017-12-31	93,730
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	93,730
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SOUTH LAKE GASTROENTEROLOGY PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	648,912
Acturial value of plan assets	2016-12-31	648,912
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	1,664
Active participant vested funding target	2016-12-31	508,981
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	509,179
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	510,843
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	189,803
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	189,803
Present value of excess contributions	2016-12-31	4,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	4,516
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	4,516
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	53,499
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	138,068
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	93,844
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	94,722
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	94,721
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	877
Additional cash requirement	2016-12-31	93,844
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	93,844
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:	SOUTH LAKE GASTROENTEROLOGY
Employer identification number (EIN):	204102308
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)