401k Plan data: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN plan

GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN
Plan identification number	001

GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

GEORGE A. TOLEDO, MD has sponsored the creation of one or more 401k plans.

Company Name: GEORGE A. TOLEDO, MD

Employer identification number (EIN): 205861270

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 GEORGE A. TOLEDO, M.D. 2020-02-25 GEORGE A. TOLEDO, M.D. 2020-02-25
001 2018-01-01 GEORGE A. TOLEDO, M.D. 2019-09-25 GEORGE A. TOLEDO, M.D. 2019-09-25
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JERRY BROCKETT JERRY BROCKETT 2013-09-15
001 2011-01-01 JERRY BROCKETT JERRY BROCKETT 2012-09-05
001 2010-01-01 JERRY L. BROCKETT JERRY L. BROCKETT 2011-08-30
001 2009-01-01 GEORGE TOLEDO GEORGE TOLEDO 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	GEORGE A. TOLEDO, M.D.	2020-02-25	GEORGE A. TOLEDO, M.D.	2020-02-25
001	2018-01-01	GEORGE A. TOLEDO, M.D.	2019-09-25	GEORGE A. TOLEDO, M.D.	2019-09-25
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JERRY BROCKETT		JERRY BROCKETT	2013-09-15
001	2011-01-01	JERRY BROCKETT		JERRY BROCKETT	2012-09-05
001	2010-01-01	JERRY L. BROCKETT		JERRY L. BROCKETT	2011-08-30
001	2009-01-01	GEORGE TOLEDO		GEORGE TOLEDO	2010-10-04

Plan Statistics for GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN

401k plan membership statisitcs for GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN

Measure Date Value
2019: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-26 3,143,903
Acturial value of plan assets 2019-12-26 3,143,903
Funding target for retired participants and beneficiaries receiving payment 2019-12-26 0
Number of terminated vested participants 2019-12-26 1
Fundng target for terminated vested participants 2019-12-26 185,015
Active participant vested funding target 2019-12-26 2,558,564
Number of active participants 2019-12-26 3
Total funding liabilities for active participants 2019-12-26 2,558,564
Total participant count 2019-12-26 4
Total funding target for all participants 2019-12-26 2,743,579
Balance at beginning of prior year after applicable adjustments 2019-12-26 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-26 143,953
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-26 0
Prefunding balanced used to offset prior years funding requirement 2019-12-26 0
Amount remaining of carryover balance 2019-12-26 0
Amount remaining of prefunding balance 2019-12-26 143,953
Present value of excess contributions 2019-12-26 169,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-26 178,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-26 178,511
Reductions in caryover balances due to elections or deemed elections 2019-12-26 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-26 0
Balance of carryovers at beginning of current year 2019-12-26 0
Balance of prefunding at beginning of current year 2019-12-26 331,605
Total employer contributions 2019-12-26 0
Total employee contributions 2019-12-26 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-26 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-26 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-26 0
Unpaid minimum required contributions for all prior years 2019-12-26 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-26 0
Remaining amount of unpaid minimum required contributions 2019-12-26 0
Minimum required contributions for current year target normal cost 2019-12-26 0
Net shortfall amortization installment of oustanding balance 2019-12-26 0
Waiver amortization installment 2019-12-26 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-26 0
Carryover balance elected to use to offset funding requirement 2019-12-26 0
Prefunding balance elected to use to offset funding requirement 2019-12-26 0
Additional cash requirement 2019-12-26 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-26 0
Unpaid minimum required contributions for current year 2019-12-26 0
Unpaid minimum required contributions for all years 2019-12-26 0
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,787,367
Acturial value of plan assets 2018-12-31 2,787,367
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 163,801
Active participant vested funding target 2018-12-31 2,425,660
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 2,425,660
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 2,589,461
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 7,511
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 7,511
Present value of excess contributions 2018-12-31 129,018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 135,946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 135,946
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 143,953
Total employer contributions 2018-12-31 175,000
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 2018-12-31 169,752
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 169,752
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,451,483
Acturial value of plan assets 2017-12-31 2,451,483
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,420,091
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 2,450,787
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 2,450,787
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 111,458
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 2017-12-31 104,444
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 7,014
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 7,511
Total employer contributions 2017-12-31 175,000
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 2017-12-31 165,120
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 173,071
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 36,102
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 36,102
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 165,120
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,129,065
Acturial value of plan assets 2016-12-31 2,129,065
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 2,178,292
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 2,217,031
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 2,217,031
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 151,683
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 37,834
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 113,849
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 111,458
Total employer contributions 2016-12-31 175,000
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 2016-12-31 158,295
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 225,485
Net shortfall amortization installment of oustanding balance 2016-12-31 199,424
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 261,587
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 103,292
Additional cash requirement 2016-12-31 158,295
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 158,295
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2019: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-26	3,143,903
Acturial value of plan assets	2019-12-26	3,143,903
Funding target for retired participants and beneficiaries receiving payment	2019-12-26	0
Number of terminated vested participants	2019-12-26	1
Fundng target for terminated vested participants	2019-12-26	185,015
Active participant vested funding target	2019-12-26	2,558,564
Number of active participants	2019-12-26	3
Total funding liabilities for active participants	2019-12-26	2,558,564
Total participant count	2019-12-26	4
Total funding target for all participants	2019-12-26	2,743,579
Balance at beginning of prior year after applicable adjustments	2019-12-26	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-26	143,953
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-26	0
Prefunding balanced used to offset prior years funding requirement	2019-12-26	0
Amount remaining of carryover balance	2019-12-26	0
Amount remaining of prefunding balance	2019-12-26	143,953
Present value of excess contributions	2019-12-26	169,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-26	178,511
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-26	178,511
Reductions in caryover balances due to elections or deemed elections	2019-12-26	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-26	0
Balance of carryovers at beginning of current year	2019-12-26	0
Balance of prefunding at beginning of current year	2019-12-26	331,605
Total employer contributions	2019-12-26	0
Total employee contributions	2019-12-26	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-26	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-26	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-26	0
Unpaid minimum required contributions for all prior years	2019-12-26	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-26	0
Remaining amount of unpaid minimum required contributions	2019-12-26	0
Minimum required contributions for current year target normal cost	2019-12-26	0
Net shortfall amortization installment of oustanding balance	2019-12-26	0
Waiver amortization installment	2019-12-26	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-26	0
Carryover balance elected to use to offset funding requirement	2019-12-26	0
Prefunding balance elected to use to offset funding requirement	2019-12-26	0
Additional cash requirement	2019-12-26	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-26	0
Unpaid minimum required contributions for current year	2019-12-26	0
Unpaid minimum required contributions for all years	2019-12-26	0
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,787,367
Acturial value of plan assets	2018-12-31	2,787,367
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	163,801
Active participant vested funding target	2018-12-31	2,425,660
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	2,425,660
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	2,589,461
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	7,511
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	7,511
Present value of excess contributions	2018-12-31	129,018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	135,946
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	135,946
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	143,953
Total employer contributions	2018-12-31	175,000
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	169,752
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	169,752
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,451,483
Acturial value of plan assets	2017-12-31	2,451,483
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,420,091
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	2,450,787
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	2,450,787
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	111,458
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	104,444
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	7,014
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	7,511
Total employer contributions	2017-12-31	175,000
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	165,120
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	173,071
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	36,102
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	36,102
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	165,120
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,129,065
Acturial value of plan assets	2016-12-31	2,129,065
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	2,178,292
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	2,217,031
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	2,217,031
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	151,683
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	37,834
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	113,849
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	111,458
Total employer contributions	2016-12-31	175,000
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	158,295
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	225,485
Net shortfall amortization installment of oustanding balance	2016-12-31	199,424
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	261,587
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	103,292
Additional cash requirement	2016-12-31	158,295
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	158,295
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN

Measure	Date	Value
2019 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-26	$-107,650
Total plan liabilities at end of year	2019-12-26	$0
Total income from all sources	2019-12-26	$188,238
Expenses. Total of all expenses incurred	2019-12-26	$3,224,491
Benefits paid (including direct rollovers)	2019-12-26	$3,224,491
Total plan assets at end of year	2019-12-26	$0
Total plan assets at beginning of year	2019-12-26	$3,143,903
Value of fidelity bond covering the plan	2019-12-26	$450,000
Total contributions received or receivable from participants	2019-12-26	$0
Expenses. Other expenses not covered elsewhere	2019-12-26	$0
Contributions received from other sources (not participants or employers)	2019-12-26	$0
Other income received	2019-12-26	$188,238
Net income (gross income less expenses)	2019-12-26	$-3,036,253
Net plan assets at end of year (total assets less liabilities)	2019-12-26	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-26	$3,143,903
Total contributions received or receivable from employer(s)	2019-12-26	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-26	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-26	$1,408,027
2018 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$355,990
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$3,143,903
Total plan assets at beginning of year	2018-12-31	$2,787,913
Value of fidelity bond covering the plan	2018-12-31	$450,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$180,990
Net income (gross income less expenses)	2018-12-31	$355,990
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,143,903
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,787,913
Assets. Value of real-estate (other than employer real property)	2018-12-31	$114,618
Total contributions received or receivable from employer(s)	2018-12-31	$175,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$334,130
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$2,787,913
Total plan assets at beginning of year	2017-12-31	$2,453,783
Value of fidelity bond covering the plan	2017-12-31	$450,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$159,130
Net income (gross income less expenses)	2017-12-31	$334,130
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,787,913
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,453,783
Assets. Value of real-estate (other than employer real property)	2017-12-31	$223,298
Total contributions received or receivable from employer(s)	2017-12-31	$175,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$320,339
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,453,783
Total plan assets at beginning of year	2016-12-31	$2,133,444
Value of fidelity bond covering the plan	2016-12-31	$450,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$145,339
Net income (gross income less expenses)	2016-12-31	$320,339
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,453,783
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,133,444
Assets. Value of real-estate (other than employer real property)	2016-12-31	$296,278
Total contributions received or receivable from employer(s)	2016-12-31	$175,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$159,936
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$2,133,444
Total plan assets at beginning of year	2015-12-31	$1,973,508
Value of fidelity bond covering the plan	2015-12-31	$450,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-40,064
Net income (gross income less expenses)	2015-12-31	$159,936
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,133,444
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,973,508
Assets. Value of real-estate (other than employer real property)	2015-12-31	$296,278
Total contributions received or receivable from employer(s)	2015-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$321,365
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$2,023,508
Total plan assets at beginning of year	2014-12-31	$1,702,143
Value of fidelity bond covering the plan	2014-12-31	$450,000
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$10,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$121,365
Net income (gross income less expenses)	2014-12-31	$321,365
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,023,508
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,702,143
Assets. Value of real-estate (other than employer real property)	2014-12-31	$323,425
Total contributions received or receivable from employer(s)	2014-12-31	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$227,222
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,702,143
Total plan assets at beginning of year	2013-12-31	$1,474,921
Value of fidelity bond covering the plan	2013-12-31	$450,000
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$28,117
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-4,778
Net income (gross income less expenses)	2013-12-31	$227,222
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,702,143
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,474,921
Assets. Value of real-estate (other than employer real property)	2013-12-31	$249,111
Total contributions received or receivable from employer(s)	2013-12-31	$232,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$322,911
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,474,921
Total plan assets at beginning of year	2012-12-31	$1,152,010
Value of fidelity bond covering the plan	2012-12-31	$450,000
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$28,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$176,911
Net income (gross income less expenses)	2012-12-31	$322,911
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,474,921
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,152,010
Assets. Value of real-estate (other than employer real property)	2012-12-31	$220,000
Total contributions received or receivable from employer(s)	2012-12-31	$146,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$376,145
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,152,010
Total plan assets at beginning of year	2011-12-31	$775,865
Value of fidelity bond covering the plan	2011-12-31	$450,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$131,145
Net income (gross income less expenses)	2011-12-31	$376,145
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,152,010
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$775,865
Assets. Value of real-estate (other than employer real property)	2011-12-31	$448,000
Total contributions received or receivable from employer(s)	2011-12-31	$245,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$218,204
Expenses. Total of all expenses incurred	2010-12-31	$5,628
Benefits paid (including direct rollovers)	2010-12-31	$5,628
Total plan assets at end of year	2010-12-31	$775,865
Total plan assets at beginning of year	2010-12-31	$563,289
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$-31,796
Net income (gross income less expenses)	2010-12-31	$212,576
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$775,865
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$563,289
Assets. Value of real-estate (other than employer real property)	2010-12-31	$625,865
Total contributions received or receivable from employer(s)	2010-12-31	$250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN

2019: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GEORGE A. TOLEDO, MD DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GEORGE A. TOLEDO, MD
Employer identification number (EIN):	205861270
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)