401k Plan data: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN plan

CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN
Plan identification number	002

CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

CONEJO VALLEY PHYSICAL THERAPY, INC. has sponsored the creation of one or more 401k plans.

Company Name: CONEJO VALLEY PHYSICAL THERAPY, INC.

Employer identification number (EIN): 270732535

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Additional information about CONEJO VALLEY PHYSICAL THERAPY, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 2009-07-23

Company Identification Number: C3220288

Legal Registered Office Address: 90 E. Thousand Oaks Blvd #200

Thousand Oaks
United States of America (USA)
91360

More information about CONEJO VALLEY PHYSICAL THERAPY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JENNIFER VONARB 2023-07-09
002 2021-01-01 JENNIFER VONARB 2022-09-07
002 2020-01-01 JENNIFER L VONARB 2021-08-31 JENNIFER L VONARB 2021-08-31
002 2019-01-01 JENNIFER VONARB 2020-08-25 JENNIFER VONARB 2020-08-25
002 2018-01-01 JENNIFER VONARB 2019-08-10 JENNIFER VONARB 2019-08-10
002 2017-01-01 JENNIFER VONARB 2018-10-15 JENNIFER VONARB 2018-10-15
002 2016-01-01 JENNIFER VONARB 2017-08-22 JENNIFER VONARB 2017-08-22
002 2016-01-01 JENNIFER VONARB 2017-12-11 JENNIFER VONARB 2017-12-11
002 2015-01-01 JENNIFER VONARB 2016-10-12 JENNIFER VONARB 2016-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JENNIFER VONARB	2023-07-09
002	2021-01-01	JENNIFER VONARB	2022-09-07
002	2020-01-01	JENNIFER L VONARB	2021-08-31	JENNIFER L VONARB	2021-08-31
002	2019-01-01	JENNIFER VONARB	2020-08-25	JENNIFER VONARB	2020-08-25
002	2018-01-01	JENNIFER VONARB	2019-08-10	JENNIFER VONARB	2019-08-10
002	2017-01-01	JENNIFER VONARB	2018-10-15	JENNIFER VONARB	2018-10-15
002	2016-01-01	JENNIFER VONARB	2017-08-22	JENNIFER VONARB	2017-08-22
002	2016-01-01	JENNIFER VONARB	2017-12-11	JENNIFER VONARB	2017-12-11
002	2015-01-01	JENNIFER VONARB	2016-10-12	JENNIFER VONARB	2016-10-12

Plan Statistics for CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,042,902
Acturial value of plan assets 2022-12-31 2,042,902
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 17,328
Active participant vested funding target 2022-12-31 1,902,451
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,903,272
Total participant count 2022-12-31 12
Total funding target for all participants 2022-12-31 1,920,600
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 704,044
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 2022-12-31 704,044
Present value of excess contributions 2022-12-31 33,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 33,961
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 2022-12-31 742,696
Total employer contributions 2022-12-31 158,799
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 2022-12-31 159,166
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 2022-12-31 274,673
Net shortfall amortization installment of oustanding balance 2022-12-31 659,386
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 335,608
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 294,072
Additional cash requirement 2022-12-31 41,536
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 159,166
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,244,129
Acturial value of plan assets 2021-12-31 2,244,129
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 12,286
Active participant vested funding target 2021-12-31 1,458,935
Number of active participants 2021-12-31 9
Total funding liabilities for active participants 2021-12-31 1,459,966
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 1,472,252
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 635,706
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 2021-12-31 635,706
Present value of excess contributions 2021-12-31 79,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 79,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 704,044
Total employer contributions 2021-12-31 245,049
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 2021-12-31 248,295
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
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 2021-12-31 246,331
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 2021-12-31 214,334
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 2021-12-31 214,334
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 248,295
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,815,909
Acturial value of plan assets 2020-12-31 1,815,909
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 1,143,985
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 1,145,745
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 1,145,745
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 541,752
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 541,752
Present value of excess contributions 2020-12-31 5,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 5,324
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 5,323
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 2020-12-31 635,706
Total employer contributions 2020-12-31 307,035
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 2020-12-31 311,261
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 2020-12-31 231,283
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 2020-12-31 231,283
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 2020-12-31 231,283
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 311,261
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,417,393
Acturial value of plan assets 2019-12-31 1,417,393
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 2019-12-31 842,960
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 843,768
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 843,768
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 146,179
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 2019-12-31 146,179
Present value of excess contributions 2019-12-31 407,238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 407,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 407,238
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 2019-12-31 541,752
Total employer contributions 2019-12-31 214,439
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 2019-12-31 216,449
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 2019-12-31 213,039
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 211,125
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 211,125
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 216,449
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 618,258
Acturial value of plan assets 2018-12-31 618,258
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 32
Active participant vested funding target 2018-12-31 579,679
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 579,779
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 579,811
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 8,322
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 8,322
Present value of excess contributions 2018-12-31 156,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 156,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 156,126
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 19,120
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 146,179
Total employer contributions 2018-12-31 600,856
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 2018-12-31 602,549
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 194,377
Net shortfall amortization installment of oustanding balance 2018-12-31 4,331
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 195,311
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 2018-12-31 195,311
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 602,549
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 353,419
Acturial value of plan assets 2017-12-31 353,419
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 29
Active participant vested funding target 2017-12-31 347,492
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 347,559
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 347,588
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 21,993
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 13,973
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 8,020
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 8,322
Total employer contributions 2017-12-31 330,000
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 2017-12-31 331,221
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 174,161
Net shortfall amortization installment of oustanding balance 2017-12-31 5,019
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 175,095
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 2017-12-31 175,095
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 331,221
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 175,282
Acturial value of plan assets 2016-12-31 175,282
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 25
Active participant vested funding target 2016-12-31 157,340
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 157,614
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 157,639
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
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 21,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 21,993
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 21,993
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 21,993
Total employer contributions 2016-12-31 145,000
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 2016-12-31 143,977
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 2016-12-31 157,842
Net shortfall amortization installment of oustanding balance 2016-12-31 5,650
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 158,776
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 14,799
Additional cash requirement 2016-12-31 143,977
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 143,977
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: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,042,902
Acturial value of plan assets	2022-12-31	2,042,902
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	17,328
Active participant vested funding target	2022-12-31	1,902,451
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,903,272
Total participant count	2022-12-31	12
Total funding target for all participants	2022-12-31	1,920,600
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	704,044
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	704,044
Present value of excess contributions	2022-12-31	33,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	33,961
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	742,696
Total employer contributions	2022-12-31	158,799
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	159,166
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	274,673
Net shortfall amortization installment of oustanding balance	2022-12-31	659,386
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	335,608
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	294,072
Additional cash requirement	2022-12-31	41,536
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	159,166
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,244,129
Acturial value of plan assets	2021-12-31	2,244,129
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	12,286
Active participant vested funding target	2021-12-31	1,458,935
Number of active participants	2021-12-31	9
Total funding liabilities for active participants	2021-12-31	1,459,966
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	1,472,252
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	635,706
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	635,706
Present value of excess contributions	2021-12-31	79,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	79,978
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	704,044
Total employer contributions	2021-12-31	245,049
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	248,295
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
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	246,331
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	214,334
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	214,334
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	248,295
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,815,909
Acturial value of plan assets	2020-12-31	1,815,909
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	1,143,985
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	1,145,745
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	1,145,745
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	541,752
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	541,752
Present value of excess contributions	2020-12-31	5,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,324
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	5,323
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	635,706
Total employer contributions	2020-12-31	307,035
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	311,261
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	231,283
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	231,283
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	231,283
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	311,261
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,417,393
Acturial value of plan assets	2019-12-31	1,417,393
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	842,960
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	843,768
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	843,768
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	146,179
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	146,179
Present value of excess contributions	2019-12-31	407,238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	407,238
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	407,238
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	541,752
Total employer contributions	2019-12-31	214,439
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	216,449
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	213,039
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	211,125
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	211,125
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	216,449
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	618,258
Acturial value of plan assets	2018-12-31	618,258
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	32
Active participant vested funding target	2018-12-31	579,679
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	579,779
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	579,811
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	8,322
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	8,322
Present value of excess contributions	2018-12-31	156,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	156,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	156,126
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	19,120
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	146,179
Total employer contributions	2018-12-31	600,856
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	602,549
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	194,377
Net shortfall amortization installment of oustanding balance	2018-12-31	4,331
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	195,311
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	195,311
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	602,549
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	353,419
Acturial value of plan assets	2017-12-31	353,419
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	29
Active participant vested funding target	2017-12-31	347,492
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	347,559
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	347,588
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	21,993
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	13,973
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	8,020
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	8,322
Total employer contributions	2017-12-31	330,000
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	331,221
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	174,161
Net shortfall amortization installment of oustanding balance	2017-12-31	5,019
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	175,095
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	175,095
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	331,221
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CONEJO VALLEY PHYSICAL THERAPY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	175,282
Acturial value of plan assets	2016-12-31	175,282
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	25
Active participant vested funding target	2016-12-31	157,340
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	157,614
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	157,639
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
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	21,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	21,993
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	21,993
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	21,993
Total employer contributions	2016-12-31	145,000
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	143,977
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	157,842
Net shortfall amortization installment of oustanding balance	2016-12-31	5,650
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	158,776
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	14,799
Additional cash requirement	2016-12-31	143,977
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	143,977
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:	CONEJO VALLEY PHYSICAL THERAPY, INC.
Employer identification number (EIN):	270732535
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	2009-07-23
Company Identification Number:	C3220288
Legal Registered Office Address:	90 E. Thousand Oaks Blvd #200 Thousand Oaks United States of America (USA) 91360