401k Plan data: DR. PHILIP FILIPPIS CASH BALANCE PLAN plan

DR. PHILIP FILIPPIS CASH BALANCE PLAN 401k Plan overview

Plan Name	DR. PHILIP FILIPPIS CASH BALANCE PLAN
Plan identification number	002

DR. PHILIP FILIPPIS CASH BALANCE 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

DR. PHILIP FILIPPIS has sponsored the creation of one or more 401k plans.

Company Name: DR. PHILIP FILIPPIS

Employer identification number (EIN): 223891813

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. PHILIP FILIPPIS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PHILIP FILIPPIS, MD 2023-09-25
002 2021-01-01 PHILIP FILIPPIS 2022-11-14
002 2021-01-01 PHILIP FILIPPIS 2022-10-08
002 2020-01-01 PHILIP FILIPPIS 2021-09-20
002 2019-01-01 PHILIP FILIPPIS 2020-09-30
002 2018-01-01 PHILIP FILIPPIS 2019-07-19
002 2017-01-01 PHILIP FILIPPIS 2018-06-19
002 2016-01-01 PHILIP FILIPPIS 2017-03-22
002 2015-01-01 PHILIP FILIPPIS 2016-06-02
002 2014-01-01 PHILIP FILIPPIS 2015-07-28
002 2013-01-01 PHILIP FILIPPIS 2014-09-08
002 2012-01-01 PHILIP FILIPPIS 2013-07-10
002 2011-01-01 PHILIP FILIPPIS 2012-10-07
002 2010-01-01 PHILIP FILIPPIS 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	PHILIP FILIPPIS, MD	2023-09-25
002	2021-01-01	PHILIP FILIPPIS	2022-11-14
002	2021-01-01	PHILIP FILIPPIS	2022-10-08
002	2020-01-01	PHILIP FILIPPIS	2021-09-20
002	2019-01-01	PHILIP FILIPPIS	2020-09-30
002	2018-01-01	PHILIP FILIPPIS	2019-07-19
002	2017-01-01	PHILIP FILIPPIS	2018-06-19
002	2016-01-01	PHILIP FILIPPIS	2017-03-22
002	2015-01-01	PHILIP FILIPPIS	2016-06-02
002	2014-01-01	PHILIP FILIPPIS	2015-07-28
002	2013-01-01	PHILIP FILIPPIS	2014-09-08
002	2012-01-01	PHILIP FILIPPIS	2013-07-10
002	2011-01-01	PHILIP FILIPPIS	2012-10-07
002	2010-01-01	PHILIP FILIPPIS	2011-10-10

Plan Statistics for DR. PHILIP FILIPPIS CASH BALANCE PLAN

401k plan membership statisitcs for DR. PHILIP FILIPPIS CASH BALANCE PLAN

Measure Date Value
2022: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,817,687
Acturial value of plan assets 2022-12-31 3,817,687
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 3,318,525
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 3,318,525
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 3,318,525
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 414,731
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 28,505
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 386,226
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 2022-12-31 424,115
Total employer contributions 2022-12-31 144,948
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 2022-12-31 135,608
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 2022-12-31 134,613
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 59,566
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 59,566
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 135,608
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,320,383
Acturial value of plan assets 2021-12-31 3,320,383
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 2,905,631
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 2,905,631
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 2,905,631
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 295,175
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 2021-12-31 295,175
Present value of excess contributions 2021-12-31 92,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 97,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 97,241
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 2021-12-31 414,731
Total employer contributions 2021-12-31 205,000
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 2021-12-31 189,591
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 2021-12-31 178,212
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 2021-12-31 178,191
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 2021-12-31 178,191
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 189,591
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,913,420
Acturial value of plan assets 2020-12-31 2,913,420
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,406,842
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,406,842
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 2,406,842
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 339,500
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 84,136
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 255,364
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 295,175
Total employer contributions 2020-12-31 177,710
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 2020-12-31 163,127
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 2020-12-31 282,113
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 70,710
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 70,710
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 163,127
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,322,947
Acturial value of plan assets 2019-12-31 2,322,947
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 1,983,357
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,983,357
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 1,983,357
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 630,039
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 630,039
Present value of excess contributions 2019-12-31 15,667
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 16,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 16,533
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 269,333
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 339,500
Total employer contributions 2019-12-31 212,000
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 2019-12-31 193,977
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 2019-12-31 278,203
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 278,113
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 84,136
Additional cash requirement 2019-12-31 193,977
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 193,977
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,214,935
Acturial value of plan assets 2018-12-31 2,214,935
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 1,581,016
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,581,016
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 1,581,016
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 569,100
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 2018-12-31 569,100
Present value of excess contributions 2018-12-31 18,236
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 19,281
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 19,281
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 2018-12-31 630,039
Total employer contributions 2018-12-31 250,000
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 2018-12-31 230,776
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 2018-12-31 218,989
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 215,109
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 2018-12-31 215,109
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 230,776
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,824,495
Acturial value of plan assets 2017-12-31 1,824,495
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 1,255,322
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,255,322
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,255,322
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 575,100
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 2017-12-31 575,100
Present value of excess contributions 2017-12-31 25,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 26,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 26,833
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 48,418
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 569,100
Total employer contributions 2017-12-31 250,000
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 2017-12-31 231,789
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 2017-12-31 213,626
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 213,553
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 2017-12-31 213,553
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 231,789
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,530,569
Acturial value of plan assets 2016-12-31 1,530,569
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 2016-12-31 955,442
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 955,442
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 955,442
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 568,474
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 2016-12-31 568,474
Present value of excess contributions 2016-12-31 78,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 83,398
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 83,398
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 70,632
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 575,100
Total employer contributions 2016-12-31 250,000
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 2016-12-31 233,739
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 2016-12-31 208,433
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 2016-12-31 208,406
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 2016-12-31 208,406
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 233,739
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: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,817,687
Acturial value of plan assets	2022-12-31	3,817,687
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	3,318,525
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	3,318,525
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	3,318,525
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	414,731
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	28,505
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	386,226
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	424,115
Total employer contributions	2022-12-31	144,948
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	135,608
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	134,613
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	59,566
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	59,566
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	135,608
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,320,383
Acturial value of plan assets	2021-12-31	3,320,383
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	2,905,631
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	2,905,631
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	2,905,631
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	295,175
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	295,175
Present value of excess contributions	2021-12-31	92,417
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	97,241
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	97,241
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	414,731
Total employer contributions	2021-12-31	205,000
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	189,591
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	178,212
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	178,191
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	178,191
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	189,591
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,913,420
Acturial value of plan assets	2020-12-31	2,913,420
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,406,842
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,406,842
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	2,406,842
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	339,500
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	84,136
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	255,364
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	295,175
Total employer contributions	2020-12-31	177,710
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	163,127
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	282,113
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	70,710
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	70,710
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	163,127
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,322,947
Acturial value of plan assets	2019-12-31	2,322,947
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	1,983,357
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,983,357
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	1,983,357
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	630,039
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	630,039
Present value of excess contributions	2019-12-31	15,667
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	16,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	16,533
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	269,333
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	339,500
Total employer contributions	2019-12-31	212,000
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	193,977
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	278,203
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	278,113
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	84,136
Additional cash requirement	2019-12-31	193,977
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	193,977
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,214,935
Acturial value of plan assets	2018-12-31	2,214,935
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	1,581,016
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,581,016
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	1,581,016
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	569,100
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	569,100
Present value of excess contributions	2018-12-31	18,236
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	19,281
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	19,281
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	630,039
Total employer contributions	2018-12-31	250,000
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	230,776
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	218,989
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	215,109
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	215,109
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	230,776
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,824,495
Acturial value of plan assets	2017-12-31	1,824,495
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	1,255,322
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,255,322
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,255,322
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	575,100
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	575,100
Present value of excess contributions	2017-12-31	25,333
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	26,833
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	26,833
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	48,418
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	569,100
Total employer contributions	2017-12-31	250,000
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	231,789
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	213,626
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	213,553
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	213,553
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	231,789
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DR. PHILIP FILIPPIS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,530,569
Acturial value of plan assets	2016-12-31	1,530,569
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	955,442
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	955,442
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	955,442
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	568,474
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	568,474
Present value of excess contributions	2016-12-31	78,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	83,398
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	83,398
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	70,632
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	575,100
Total employer contributions	2016-12-31	250,000
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	233,739
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	208,433
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	208,406
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	208,406
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	233,739
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:	DR. PHILIP FILIPPIS
Employer identification number (EIN):	223891813
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)