401k Plan data: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN plan

THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN
Plan identification number	002

THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE 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).
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE VASCULAR INSTITUTE OF BIRMINGHAM PC has sponsored the creation of one or more 401k plans.

Company Name: THE VASCULAR INSTITUTE OF BIRMINGHAM PC

Employer identification number (EIN): 262112695

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 W. DAVID WHITLEY
002 2023-01-01
002 2023-01-01 W. DAVID WHITLEY
002 2022-01-01
002 2022-01-01 W. DAVID WHITLEY
002 2021-01-01
002 2021-01-01 W. DAVID WHITLEY
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 W. DAVID WHITLEY
002 2016-01-01 W. DAVID WHITLEY

Plan Statistics for THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN

401k plan membership statisitcs for THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN

Measure Date Value
2023: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
Number of other retired or separated participants entitled to future benefits 2023-01-01 5
Total of all active and inactive participants 2023-01-01 16
Total participants 2023-01-01 16
2022: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 847,676
Acturial value of plan assets 2022-12-31 847,676
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 6,400
Active participant vested funding target 2022-12-31 697,952
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 698,309
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 704,709
Present value of excess contributions 2022-12-31 112,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 118,927
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 138,270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 126,560
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 108,582
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 126,560
Unpaid minimum required contributions for current year 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 16
Total participants 2022-01-01 16
2021: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 692,581
Acturial value of plan assets 2021-12-31 692,581
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 3,620
Active participant vested funding target 2021-12-31 551,605
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 552,402
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 556,022
Present value of excess contributions 2021-12-31 106,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 111,672
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 123,452
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 112,738
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 104,855
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 112,738
Unpaid minimum required contributions for current year 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 12
Total of all active and inactive participants 2021-01-01 12
Total participants 2021-01-01 12
2020: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 540,274
Acturial value of plan assets 2020-12-31 540,274
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 3,510
Active participant vested funding target 2020-12-31 428,414
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 428,980
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 432,490
Present value of excess contributions 2020-12-31 92,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 97,794
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 115,713
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 106,031
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 103,712
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 106,031
Unpaid minimum required contributions for current year 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 13
Total participants 2020-01-01 13
2019: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 392,980
Acturial value of plan assets 2019-12-31 392,980
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,926
Active participant vested funding target 2019-12-31 302,821
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 304,233
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 306,159
Present value of excess contributions 2019-12-31 108,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 114,717
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 115,398
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 105,388
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 99,478
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 12,657
Additional cash requirement 2019-12-31 12,657
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 105,388
Unpaid minimum required contributions for current year 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 252,583
Acturial value of plan assets 2018-12-31 252,583
Active participant vested funding target 2018-12-31 187,323
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 188,908
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 188,908
Present value of excess contributions 2018-12-31 63,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 67,383
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 151,019
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 137,448
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 92,592
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 28,917
Additional cash requirement 2018-12-31 28,917
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 137,448
Unpaid minimum required contributions for current year 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 120,010
Acturial value of plan assets 2017-12-31 120,010
Active participant vested funding target 2017-12-31 86,559
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 87,562
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 87,562
Present value of excess contributions 2017-12-31 34,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 36,583
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 130,292
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 118,259
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 87,072
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 54,624
Additional cash requirement 2017-12-31 54,624
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 118,259
Unpaid minimum required contributions for current year 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
2016: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 0
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 0
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
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 125,069
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 113,187
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 78,688
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 78,688
Additional cash requirement 2016-12-31 78,688
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 113,187
Total participants, beginning-of-year 2016-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2023: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
Number of other retired or separated participants entitled to future benefits	2023-01-01	5
Total of all active and inactive participants	2023-01-01	16
Total participants	2023-01-01	16
2022: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	847,676
Acturial value of plan assets	2022-12-31	847,676
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	6,400
Active participant vested funding target	2022-12-31	697,952
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	698,309
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	704,709
Present value of excess contributions	2022-12-31	112,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	118,927
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	138,270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	126,560
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	108,582
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	126,560
Unpaid minimum required contributions for current year	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	16
Total participants	2022-01-01	16
2021: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	692,581
Acturial value of plan assets	2021-12-31	692,581
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	3,620
Active participant vested funding target	2021-12-31	551,605
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	552,402
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	556,022
Present value of excess contributions	2021-12-31	106,031
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	111,672
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	123,452
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	112,738
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	104,855
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	112,738
Unpaid minimum required contributions for current year	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	12
Total of all active and inactive participants	2021-01-01	12
Total participants	2021-01-01	12
2020: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	540,274
Acturial value of plan assets	2020-12-31	540,274
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	3,510
Active participant vested funding target	2020-12-31	428,414
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	428,980
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	432,490
Present value of excess contributions	2020-12-31	92,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	97,794
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	115,713
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	106,031
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	103,712
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	106,031
Unpaid minimum required contributions for current year	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	13
Total participants	2020-01-01	13
2019: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	392,980
Acturial value of plan assets	2019-12-31	392,980
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,926
Active participant vested funding target	2019-12-31	302,821
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	304,233
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	306,159
Present value of excess contributions	2019-12-31	108,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	114,717
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	115,398
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	105,388
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	99,478
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	12,657
Additional cash requirement	2019-12-31	12,657
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	105,388
Unpaid minimum required contributions for current year	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	252,583
Acturial value of plan assets	2018-12-31	252,583
Active participant vested funding target	2018-12-31	187,323
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	188,908
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	188,908
Present value of excess contributions	2018-12-31	63,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	67,383
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	151,019
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	137,448
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	92,592
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	28,917
Additional cash requirement	2018-12-31	28,917
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	137,448
Unpaid minimum required contributions for current year	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	120,010
Acturial value of plan assets	2017-12-31	120,010
Active participant vested funding target	2017-12-31	86,559
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	87,562
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	87,562
Present value of excess contributions	2017-12-31	34,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	36,583
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	130,292
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	118,259
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	87,072
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	54,624
Additional cash requirement	2017-12-31	54,624
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	118,259
Unpaid minimum required contributions for current year	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
2016: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	0
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	0
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
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	125,069
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	113,187
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	78,688
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	78,688
Additional cash requirement	2016-12-31	78,688
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	113,187
Total participants, beginning-of-year	2016-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN

Measure	Date	Value
2023 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$178,058
Expenses. Total of all expenses incurred	2023-12-31	$10,778
Total plan assets at end of year	2023-12-31	$1,076,502
Total plan assets at beginning of year	2023-12-31	$909,222
Value of fidelity bond covering the plan	2023-12-31	$91,000
Other income received	2023-12-31	$85,122
Net income (gross income less expenses)	2023-12-31	$167,280
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,076,502
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$909,222
Total contributions received or receivable from employer(s)	2023-12-31	$92,936
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$10,778
2022 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$66,158
Expenses. Total of all expenses incurred	2022-12-31	$9,137
Total plan assets at end of year	2022-12-31	$909,222
Total plan assets at beginning of year	2022-12-31	$852,201
Value of fidelity bond covering the plan	2022-12-31	$86,000
Other income received	2022-12-31	$-72,109
Net income (gross income less expenses)	2022-12-31	$57,021
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$909,222
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$852,201
Total contributions received or receivable from employer(s)	2022-12-31	$138,267
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,137
2021 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$163,740
Expenses. Total of all expenses incurred	2021-12-31	$8,172
Total plan assets at end of year	2021-12-31	$852,201
Total plan assets at beginning of year	2021-12-31	$696,633
Value of fidelity bond covering the plan	2021-12-31	$70,000
Other income received	2021-12-31	$40,288
Net income (gross income less expenses)	2021-12-31	$155,568
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$852,201
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$696,633
Total contributions received or receivable from employer(s)	2021-12-31	$123,452
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$8,172
2020 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$158,092
Expenses. Total of all expenses incurred	2020-12-31	$5,977
Total plan assets at end of year	2020-12-31	$696,633
Total plan assets at beginning of year	2020-12-31	$544,518
Value of fidelity bond covering the plan	2020-12-31	$55,000
Other income received	2020-12-31	$42,379
Net income (gross income less expenses)	2020-12-31	$152,115
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$696,633
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$544,518
Total contributions received or receivable from employer(s)	2020-12-31	$115,713
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$5,977
2019 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$152,874
Expenses. Total of all expenses incurred	2019-12-31	$7,073
Benefits paid (including direct rollovers)	2019-12-31	$3,039
Total plan assets at end of year	2019-12-31	$544,518
Total plan assets at beginning of year	2019-12-31	$398,717
Value of fidelity bond covering the plan	2019-12-31	$55,000
Other income received	2019-12-31	$37,476
Net income (gross income less expenses)	2019-12-31	$145,801
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$544,518
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$398,717
Total contributions received or receivable from employer(s)	2019-12-31	$115,398
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,034
2018 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$143,268
Expenses. Total of all expenses incurred	2018-12-31	$2,201
Total plan assets at end of year	2018-12-31	$398,717
Total plan assets at beginning of year	2018-12-31	$257,650
Value of fidelity bond covering the plan	2018-12-31	$40,000
Other income received	2018-12-31	$-7,751
Net income (gross income less expenses)	2018-12-31	$141,067
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$398,717
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$257,650
Total contributions received or receivable from employer(s)	2018-12-31	$151,019
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$2,201
2017 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$133,043
Expenses. Total of all expenses incurred	2017-12-31	$462
Total plan assets at end of year	2017-12-31	$257,650
Total plan assets at beginning of year	2017-12-31	$125,069
Value of fidelity bond covering the plan	2017-12-31	$26,000
Other income received	2017-12-31	$2,751
Net income (gross income less expenses)	2017-12-31	$132,581
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$257,650
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$125,069
Total contributions received or receivable from employer(s)	2017-12-31	$130,292
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$462
2016 : THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$125,069
Total plan assets at end of year	2016-12-31	$125,069
Total plan assets at beginning of year	2016-12-31	$0
Value of fidelity bond covering the plan	2016-12-31	$13,000
Net income (gross income less expenses)	2016-12-31	$125,069
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$125,069
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$125,069

Form 5500 Responses for THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN

2023: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE VASCULAR INSTITUTE OF BIRMINGHAM, PC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE VASCULAR INSTITUTE OF BIRMINGHAM PC
Employer identification number (EIN):	262112695
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
002	2024-01-01	W. DAVID WHITLEY
002	2023-01-01
002	2023-01-01	W. DAVID WHITLEY
002	2022-01-01
002	2022-01-01	W. DAVID WHITLEY
002	2021-01-01
002	2021-01-01	W. DAVID WHITLEY
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	W. DAVID WHITLEY
002	2016-01-01	W. DAVID WHITLEY