FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN 401k Plan overview

FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	SARAH D. ATKINSON, M.D., P.L.L.C.
Employer identification number (EIN):	300995203
NAIC Classification:	541700

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	STEVEN HESS	2019-12-20
003	2018-01-01	STEVEN HESS	2019-06-13
003	2017-01-01	STEVEN HESS	2018-08-22

Plan Statistics for FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN

Measure	Date	Value
2019: FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-09-30	2,070,654
Acturial value of plan assets	2019-09-30	2,070,654
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	0
Number of terminated vested participants	2019-09-30	3
Fundng target for terminated vested participants	2019-09-30	1,851,840
Active participant vested funding target	2019-09-30	0
Number of active participants	2019-09-30	0
Total funding liabilities for active participants	2019-09-30	0
Total participant count	2019-09-30	3
Total funding target for all participants	2019-09-30	1,851,840
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	16,696
Carryover balanced portion elected for use to offset prior years funding requirement	2019-09-30	0
Prefunding balanced used to offset prior years funding requirement	2019-09-30	0
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	16,696
Present value of excess contributions	2019-09-30	115,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	115,565
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	0
Reductions in caryover balances due to elections or deemed elections	2019-09-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-09-30	0
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	15,903
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-30	0
Unpaid minimum required contributions for all prior years	2019-09-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-30	0
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	114,670
Net shortfall amortization installment of oustanding balance	2019-09-30	0
Waiver amortization installment	2019-09-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	0
Additional cash requirement	2019-09-30	0
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,752,121
Acturial value of plan assets	2018-12-31	1,752,121
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,545,881
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,545,881
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	1,545,881
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	14,857
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	14,857
Present value of excess contributions	2018-12-31	111,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	111,189
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	16,696
Total employer contributions	2018-12-31	125,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	123,661
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	196,717
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	8,096
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	8,096
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	123,661
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: FINGER LAKES CLINICAL RESEARCH DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,735,286
Acturial value of plan assets	2017-12-31	1,735,286
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	8,688
Active participant vested funding target	2017-12-31	1,250,531
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,250,531
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,259,219
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	13,608
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	13,608
Present value of excess contributions	2017-12-31	365,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	365,657
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	14,857
Total employer contributions	2017-12-31	115,000
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	111,189
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	193,263
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	111,189
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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