401k Plan data: ST. GEORGE OBGYN, LLC RETIREMENT PLAN plan

ST. GEORGE OBGYN, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	ST. GEORGE OBGYN, LLC RETIREMENT PLAN
Plan identification number	002

ST. GEORGE OBGYN, LLC RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ST. GEORGE OBGYN, LLC has sponsored the creation of one or more 401k plans.

Company Name: ST. GEORGE OBGYN, LLC

Employer identification number (EIN): 260147804

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. GEORGE OBGYN, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CHAD LUNT 2023-10-11
002 2021-01-01 CHAD LUNT 2022-08-10
002 2020-01-01 CHAD LUNT 2021-09-13
002 2019-01-01 CHAD LUNT 2020-09-02
002 2018-01-01 CHAD LUNT 2019-09-09
002 2017-01-01 CHAD LUNT 2018-07-12
002 2016-01-01 CHAD LUNT 2017-04-26
002 2015-01-01 CHAD LUNT 2016-10-05
002 2014-01-01
002 2013-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	CHAD LUNT	2023-10-11
002	2021-01-01	CHAD LUNT	2022-08-10
002	2020-01-01	CHAD LUNT	2021-09-13
002	2019-01-01	CHAD LUNT	2020-09-02
002	2018-01-01	CHAD LUNT	2019-09-09
002	2017-01-01	CHAD LUNT	2018-07-12
002	2016-01-01	CHAD LUNT	2017-04-26
002	2015-01-01	CHAD LUNT	2016-10-05
002	2014-01-01
002	2013-01-01

Plan Statistics for ST. GEORGE OBGYN, LLC RETIREMENT PLAN

401k plan membership statisitcs for ST. GEORGE OBGYN, LLC RETIREMENT PLAN

Measure Date Value
2022: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,121,042
Acturial value of plan assets 2022-12-31 2,121,042
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 117,479
Active participant vested funding target 2022-12-31 1,990,194
Number of active participants 2022-12-31 16
Total funding liabilities for active participants 2022-12-31 1,990,194
Total participant count 2022-12-31 25
Total funding target for all participants 2022-12-31 2,107,673
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 205,291
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 205,291
Present value of excess contributions 2022-12-31 86,902
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 86,902
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 86,902
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 298,145
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 12,709
Total employer contributions 2022-12-31 176,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 171,797
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 45,339
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 45,339
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 45,339
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 171,797
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,367,731
Acturial value of plan assets 2021-12-31 2,367,731
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 11
Fundng target for terminated vested participants 2021-12-31 188,145
Active participant vested funding target 2021-12-31 1,874,201
Number of active participants 2021-12-31 17
Total funding liabilities for active participants 2021-12-31 1,874,201
Total participant count 2021-12-31 28
Total funding target for all participants 2021-12-31 2,062,346
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 176,526
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 2021-12-31 176,526
Present value of excess contributions 2021-12-31 8,006
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 8,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 8,006
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 2021-12-31 205,291
Total employer contributions 2021-12-31 152,291
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 2021-12-31 149,612
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 2021-12-31 152,108
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 62,710
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 62,710
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 149,612
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,022,980
Acturial value of plan assets 2020-12-31 2,022,980
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 127,090
Active participant vested funding target 2020-12-31 1,700,976
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 1,700,976
Total participant count 2020-12-31 28
Total funding target for all participants 2020-12-31 1,828,066
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 340,042
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 19,258
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 320,784
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 2020-12-31 150,000
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 176,526
Total employer contributions 2020-12-31 151,597
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 2020-12-31 149,018
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 2020-12-31 150,150
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 2020-12-31 141,012
Additional cash requirement 2020-12-31 141,012
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 149,018
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,662,646
Acturial value of plan assets 2019-12-31 1,662,646
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 29,377
Active participant vested funding target 2019-12-31 1,437,341
Number of active participants 2019-12-31 23
Total funding liabilities for active participants 2019-12-31 1,437,341
Total participant count 2019-12-31 26
Total funding target for all participants 2019-12-31 1,466,718
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 233,045
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 2019-12-31 233,045
Present value of excess contributions 2019-12-31 89,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 89,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 89,192
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 2019-12-31 340,042
Total employer contributions 2019-12-31 156,331
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 2019-12-31 151,772
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 2019-12-31 139,426
Net shortfall amortization installment of oustanding balance 2019-12-31 163,258
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 172,114
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 20,342
Additional cash requirement 2019-12-31 151,772
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 151,772
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,386,567
Acturial value of plan assets 2018-12-31 1,386,567
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 15,569
Active participant vested funding target 2018-12-31 1,255,407
Number of active participants 2018-12-31 23
Total funding liabilities for active participants 2018-12-31 1,255,407
Total participant count 2018-12-31 25
Total funding target for all participants 2018-12-31 1,270,976
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 230,607
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 10,317
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 220,290
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 233,045
Total employer contributions 2018-12-31 248,100
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 2018-12-31 244,139
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 2018-12-31 130,527
Net shortfall amortization installment of oustanding balance 2018-12-31 130,738
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 154,947
Additional cash requirement 2018-12-31 154,947
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 244,139
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,144,067
Acturial value of plan assets 2017-12-31 1,144,067
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 14,553
Active participant vested funding target 2017-12-31 1,044,154
Number of active participants 2017-12-31 21
Total funding liabilities for active participants 2017-12-31 1,044,154
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 1,058,707
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 156,066
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 2017-12-31 156,066
Present value of excess contributions 2017-12-31 74,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 74,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 74,057
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 2017-12-31 230,607
Total employer contributions 2017-12-31 146,958
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 2017-12-31 144,708
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 2017-12-31 129,595
Net shortfall amortization installment of oustanding balance 2017-12-31 158,461
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 155,616
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 10,908
Additional cash requirement 2017-12-31 144,708
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 144,708
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 855,527
Acturial value of plan assets 2016-12-31 855,527
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 12,847
Active participant vested funding target 2016-12-31 849,285
Number of active participants 2016-12-31 18
Total funding liabilities for active participants 2016-12-31 849,285
Total participant count 2016-12-31 20
Total funding target for all participants 2016-12-31 862,132
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 135,449
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 2016-12-31 135,449
Present value of excess contributions 2016-12-31 54,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 54,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 54,711
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 32,523
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 156,066
Total employer contributions 2016-12-31 228,771
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 2016-12-31 225,624
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 2016-12-31 121,822
Net shortfall amortization installment of oustanding balance 2016-12-31 172,425
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 151,567
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 2016-12-31 151,567
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 225,624
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: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,121,042
Acturial value of plan assets	2022-12-31	2,121,042
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	117,479
Active participant vested funding target	2022-12-31	1,990,194
Number of active participants	2022-12-31	16
Total funding liabilities for active participants	2022-12-31	1,990,194
Total participant count	2022-12-31	25
Total funding target for all participants	2022-12-31	2,107,673
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	205,291
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	205,291
Present value of excess contributions	2022-12-31	86,902
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	86,902
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	86,902
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	298,145
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	12,709
Total employer contributions	2022-12-31	176,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	171,797
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	45,339
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	45,339
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	45,339
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	171,797
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,367,731
Acturial value of plan assets	2021-12-31	2,367,731
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	11
Fundng target for terminated vested participants	2021-12-31	188,145
Active participant vested funding target	2021-12-31	1,874,201
Number of active participants	2021-12-31	17
Total funding liabilities for active participants	2021-12-31	1,874,201
Total participant count	2021-12-31	28
Total funding target for all participants	2021-12-31	2,062,346
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	176,526
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	176,526
Present value of excess contributions	2021-12-31	8,006
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	8,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	8,006
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	205,291
Total employer contributions	2021-12-31	152,291
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	149,612
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	152,108
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	62,710
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	62,710
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	149,612
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,022,980
Acturial value of plan assets	2020-12-31	2,022,980
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	127,090
Active participant vested funding target	2020-12-31	1,700,976
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	1,700,976
Total participant count	2020-12-31	28
Total funding target for all participants	2020-12-31	1,828,066
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	340,042
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	19,258
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	320,784
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	150,000
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	176,526
Total employer contributions	2020-12-31	151,597
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	149,018
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	150,150
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	141,012
Additional cash requirement	2020-12-31	141,012
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	149,018
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,662,646
Acturial value of plan assets	2019-12-31	1,662,646
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	29,377
Active participant vested funding target	2019-12-31	1,437,341
Number of active participants	2019-12-31	23
Total funding liabilities for active participants	2019-12-31	1,437,341
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	1,466,718
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	233,045
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	233,045
Present value of excess contributions	2019-12-31	89,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	89,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	89,192
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	340,042
Total employer contributions	2019-12-31	156,331
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	151,772
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	139,426
Net shortfall amortization installment of oustanding balance	2019-12-31	163,258
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	172,114
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	20,342
Additional cash requirement	2019-12-31	151,772
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	151,772
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,386,567
Acturial value of plan assets	2018-12-31	1,386,567
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	15,569
Active participant vested funding target	2018-12-31	1,255,407
Number of active participants	2018-12-31	23
Total funding liabilities for active participants	2018-12-31	1,255,407
Total participant count	2018-12-31	25
Total funding target for all participants	2018-12-31	1,270,976
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	230,607
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	10,317
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	220,290
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	233,045
Total employer contributions	2018-12-31	248,100
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	244,139
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	130,527
Net shortfall amortization installment of oustanding balance	2018-12-31	130,738
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	154,947
Additional cash requirement	2018-12-31	154,947
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	244,139
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,144,067
Acturial value of plan assets	2017-12-31	1,144,067
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	14,553
Active participant vested funding target	2017-12-31	1,044,154
Number of active participants	2017-12-31	21
Total funding liabilities for active participants	2017-12-31	1,044,154
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	1,058,707
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	156,066
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	156,066
Present value of excess contributions	2017-12-31	74,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	74,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	74,057
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	230,607
Total employer contributions	2017-12-31	146,958
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	144,708
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	129,595
Net shortfall amortization installment of oustanding balance	2017-12-31	158,461
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	155,616
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	10,908
Additional cash requirement	2017-12-31	144,708
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	144,708
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ST. GEORGE OBGYN, LLC RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	855,527
Acturial value of plan assets	2016-12-31	855,527
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	12,847
Active participant vested funding target	2016-12-31	849,285
Number of active participants	2016-12-31	18
Total funding liabilities for active participants	2016-12-31	849,285
Total participant count	2016-12-31	20
Total funding target for all participants	2016-12-31	862,132
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	135,449
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	135,449
Present value of excess contributions	2016-12-31	54,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	54,711
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	54,711
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	32,523
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	156,066
Total employer contributions	2016-12-31	228,771
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	225,624
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	121,822
Net shortfall amortization installment of oustanding balance	2016-12-31	172,425
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	151,567
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	151,567
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	225,624
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:	ST. GEORGE OBGYN, LLC
Employer identification number (EIN):	260147804
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)