PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP 401k Plan overview

PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP Benefits

401k Sponsoring company profile

Company Name:	PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION
Employer identification number (EIN):	208407634
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	TERRY WELSH, M.D.	2020-03-19
002	2018-01-01	JAKLYN MCCLENDON, M.D.	2019-05-02
002	2017-01-01	JAKLYN MCCLENDON, M.D.	2018-03-30
002	2016-01-01	JAKLYN MCCLENDON, M.D.	2017-06-23
002	2015-01-01	JAKLYN MCCLENDON, M.D.	2016-06-14
002	2013-01-01	JAKLYN MCCLENDON, M.D.	2014-08-08
002	2012-01-01	JAKLYN MCCLENDON, M.D.	2013-05-01
002	2011-01-01	JAKLYN MCCLENDON, M.D.	2012-06-27
002	2010-01-01	JAKLYN MCCLENDON, M.D.	2011-08-11

Plan Statistics for PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP

Measure	Date	Value
2019: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP 2019 401k membership
Market value of plan assets	2019-12-31	1,797,133
Acturial value of plan assets	2019-12-31	1,797,133
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,734,744
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	1,734,744
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,734,744
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	179,025
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	60,799
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	118,226
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	113,438
Total employer contributions	2019-12-31	160,000
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	156,082
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	53,583
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	8,230
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	8,230
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	156,082
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP 2018 401k membership
Market value of plan assets	2018-12-31	1,633,289
Acturial value of plan assets	2018-12-31	1,633,289
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,505,640
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	1,505,640
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,505,640
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	159,929
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	159,929
Present value of excess contributions	2018-12-31	117,336
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	117,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	179,025
Total employer contributions	2018-12-31	160,000
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	163,844
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	217,869
Net shortfall amortization installment of oustanding balance	2018-12-31	60,524
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	227,750
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	63,906
Additional cash requirement	2018-12-31	163,844
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	163,844
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP 2017 401k membership
Market value of plan assets	2017-12-31	1,545,533
Acturial value of plan assets	2017-12-31	1,545,533
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,351,131
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,351,131
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,351,131
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	7,790
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	7,790
Present value of excess contributions	2017-12-31	151,376
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	151,376
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	151,376
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	159,929
Total employer contributions	2017-12-31	160,000
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	163,935
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	72,692
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	46,599
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	46,599
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	163,935
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PATHOLOGY ASSOCIATES OF ANAHEIM, A PROFESSIONAL MEDICAL CORPORATION DBPP 2016 401k membership
Market value of plan assets	2016-12-31	1,212,114
Acturial value of plan assets	2016-12-31	1,212,114
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,272,215
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,272,215
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,272,215
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	62,326
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	54,317
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	8,009
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	7,790
Total employer contributions	2016-12-31	160,000
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	164,046
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	68,312
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	12,670
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	12,670
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	164,046
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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