401k Plan data: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN plan

CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN
Plan identification number	002

CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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 covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANS has sponsored the creation of one or more 401k plans.

Company Name: CENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANS

Employer identification number (EIN): 311702392

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2023-01-01 ANTHONY WARREN
002 2022-01-01
002 2022-01-01 ANTHONY WARREN
002 2021-01-01
002 2021-01-01 ANTHONY WARREN
002 2020-01-01 ADAM WARREN 2021-10-15
002 2019-01-01 ADAM WARREN 2020-10-04
002 2018-01-01 STEPHEN BEHNKE 2019-10-01
002 2017-01-01 STEPHEN BEHNKE 2018-10-02
002 2016-01-01 STEPHEN BEHNKE 2017-09-18
002 2014-01-01 STEPHEN BEHNKE 2015-10-14
002 2013-01-01 STEPHEN BEHNKE 2014-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2023-01-01	ANTHONY WARREN
002	2022-01-01
002	2022-01-01	ANTHONY WARREN
002	2021-01-01
002	2021-01-01	ANTHONY WARREN
002	2020-01-01	ADAM WARREN	2021-10-15
002	2019-01-01	ADAM WARREN	2020-10-04
002	2018-01-01	STEPHEN BEHNKE	2019-10-01
002	2017-01-01	STEPHEN BEHNKE	2018-10-02
002	2016-01-01	STEPHEN BEHNKE	2017-09-18
002	2014-01-01	STEPHEN BEHNKE	2015-10-14
002	2013-01-01	STEPHEN BEHNKE	2014-09-30

Plan Statistics for CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN

401k plan membership statisitcs for CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN

Measure Date Value
2023: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,132,038
Acturial value of plan assets 2022-12-31 3,132,038
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 321,474
Active participant vested funding target 2022-12-31 2,246,846
Number of active participants 2022-12-31 117
Total funding liabilities for active participants 2022-12-31 2,333,655
Total participant count 2022-12-31 122
Total funding target for all participants 2022-12-31 2,655,129
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 0
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 0
Present value of excess contributions 2022-12-31 330,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 349,196
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 0
Total employer contributions 2022-12-31 501,984
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 2022-12-31 468,103
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 2022-12-31 252,118
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 468,103
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 123
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,801,391
Acturial value of plan assets 2021-12-31 2,801,391
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 329,846
Active participant vested funding target 2021-12-31 1,989,528
Number of active participants 2021-12-31 114
Total funding liabilities for active participants 2021-12-31 2,002,724
Total participant count 2021-12-31 121
Total funding target for all participants 2021-12-31 2,332,570
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 0
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 0
Present value of excess contributions 2021-12-31 163,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 163,263
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 0
Total employer contributions 2021-12-31 341,795
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 2021-12-31 330,647
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 2021-12-31 263,801
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 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 330,647
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,655,026
Acturial value of plan assets 2020-12-31 2,655,026
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 35,120
Active participant vested funding target 2020-12-31 2,157,682
Number of active participants 2020-12-31 96
Total funding liabilities for active participants 2020-12-31 2,165,789
Total participant count 2020-12-31 98
Total funding target for all participants 2020-12-31 2,200,909
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 0
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 0
Present value of excess contributions 2020-12-31 229,793
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 229,793
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 165,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 163,263
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 2020-12-31 246,189
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 163,263
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,154,687
Acturial value of plan assets 2019-12-31 2,154,687
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 56,407
Active participant vested funding target 2019-12-31 1,796,133
Number of active participants 2019-12-31 71
Total funding liabilities for active participants 2019-12-31 1,802,279
Total participant count 2019-12-31 80
Total funding target for all participants 2019-12-31 1,858,686
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 0
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 0
Present value of excess contributions 2019-12-31 182,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 182,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Total employer contributions 2019-12-31 233,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 229,793
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 2019-12-31 199,929
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 229,793
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,670,484
Acturial value of plan assets 2018-12-31 1,670,484
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 44,560
Active participant vested funding target 2018-12-31 1,474,097
Number of active participants 2018-12-31 55
Total funding liabilities for active participants 2018-12-31 1,475,598
Total participant count 2018-12-31 63
Total funding target for all participants 2018-12-31 1,520,158
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 0
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 0
Present value of excess contributions 2018-12-31 211,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 211,684
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 0
Total employer contributions 2018-12-31 223,000
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 2018-12-31 218,752
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 2018-12-31 186,350
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 36,024
Additional cash requirement 2018-12-31 36,024
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 218,752
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,576,913
Acturial value of plan assets 2017-12-31 1,576,913
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 71,973
Active participant vested funding target 2017-12-31 1,207,308
Number of active participants 2017-12-31 48
Total funding liabilities for active participants 2017-12-31 1,209,488
Total participant count 2017-12-31 55
Total funding target for all participants 2017-12-31 1,281,461
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 0
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 0
Present value of excess contributions 2017-12-31 178,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 178,089
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 0
Total employer contributions 2017-12-31 216,000
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 2017-12-31 211,684
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 2017-12-31 173,595
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
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 211,684
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,274,891
Acturial value of plan assets 2016-12-31 1,274,891
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 3,580
Active participant vested funding target 2016-12-31 1,003,938
Number of active participants 2016-12-31 49
Total funding liabilities for active participants 2016-12-31 1,006,144
Total participant count 2016-12-31 51
Total funding target for all participants 2016-12-31 1,009,724
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 2016-12-31 263,921
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 263,921
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
Total employer contributions 2016-12-31 184,000
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 2016-12-31 178,089
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 2016-12-31 140,667
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 178,089
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
2023: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,132,038
Acturial value of plan assets	2022-12-31	3,132,038
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	321,474
Active participant vested funding target	2022-12-31	2,246,846
Number of active participants	2022-12-31	117
Total funding liabilities for active participants	2022-12-31	2,333,655
Total participant count	2022-12-31	122
Total funding target for all participants	2022-12-31	2,655,129
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	0
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	0
Present value of excess contributions	2022-12-31	330,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	349,196
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	0
Total employer contributions	2022-12-31	501,984
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	468,103
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	252,118
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	468,103
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	123
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,801,391
Acturial value of plan assets	2021-12-31	2,801,391
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	329,846
Active participant vested funding target	2021-12-31	1,989,528
Number of active participants	2021-12-31	114
Total funding liabilities for active participants	2021-12-31	2,002,724
Total participant count	2021-12-31	121
Total funding target for all participants	2021-12-31	2,332,570
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	0
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	0
Present value of excess contributions	2021-12-31	163,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	163,263
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	0
Total employer contributions	2021-12-31	341,795
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	330,647
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	263,801
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	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	330,647
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,655,026
Acturial value of plan assets	2020-12-31	2,655,026
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	35,120
Active participant vested funding target	2020-12-31	2,157,682
Number of active participants	2020-12-31	96
Total funding liabilities for active participants	2020-12-31	2,165,789
Total participant count	2020-12-31	98
Total funding target for all participants	2020-12-31	2,200,909
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	0
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	0
Present value of excess contributions	2020-12-31	229,793
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	229,793
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	165,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	163,263
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	246,189
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	163,263
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,154,687
Acturial value of plan assets	2019-12-31	2,154,687
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	56,407
Active participant vested funding target	2019-12-31	1,796,133
Number of active participants	2019-12-31	71
Total funding liabilities for active participants	2019-12-31	1,802,279
Total participant count	2019-12-31	80
Total funding target for all participants	2019-12-31	1,858,686
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	0
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	0
Present value of excess contributions	2019-12-31	182,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	182,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Total employer contributions	2019-12-31	233,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	229,793
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	199,929
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	229,793
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,670,484
Acturial value of plan assets	2018-12-31	1,670,484
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	44,560
Active participant vested funding target	2018-12-31	1,474,097
Number of active participants	2018-12-31	55
Total funding liabilities for active participants	2018-12-31	1,475,598
Total participant count	2018-12-31	63
Total funding target for all participants	2018-12-31	1,520,158
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	0
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	0
Present value of excess contributions	2018-12-31	211,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	211,684
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	0
Total employer contributions	2018-12-31	223,000
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	218,752
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	186,350
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	36,024
Additional cash requirement	2018-12-31	36,024
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	218,752
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,576,913
Acturial value of plan assets	2017-12-31	1,576,913
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	71,973
Active participant vested funding target	2017-12-31	1,207,308
Number of active participants	2017-12-31	48
Total funding liabilities for active participants	2017-12-31	1,209,488
Total participant count	2017-12-31	55
Total funding target for all participants	2017-12-31	1,281,461
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	0
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	0
Present value of excess contributions	2017-12-31	178,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	178,089
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	0
Total employer contributions	2017-12-31	216,000
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	211,684
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	173,595
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
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	211,684
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,274,891
Acturial value of plan assets	2016-12-31	1,274,891
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	3,580
Active participant vested funding target	2016-12-31	1,003,938
Number of active participants	2016-12-31	49
Total funding liabilities for active participants	2016-12-31	1,006,144
Total participant count	2016-12-31	51
Total funding target for all participants	2016-12-31	1,009,724
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	263,921
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	263,921
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	184,000
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	178,089
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	140,667
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	178,089
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN

Measure	Date	Value
2023 : CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-11-30	$0
Total income from all sources (including contributions)	2023-11-30	$92,748
Total loss/gain on sale of assets	2023-11-30	$0
Total of all expenses incurred	2023-11-30	$3,371,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-11-30	$3,364,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-11-30	$0
Value of total assets at end of year	2023-11-30	$0
Value of total assets at beginning of year	2023-11-30	$3,278,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-11-30	$6,950
Total interest from all sources	2023-11-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-11-30	$38,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-11-30	$38,304
Was this plan covered by a fidelity bond	2023-11-30	Yes
Value of fidelity bond cover	2023-11-30	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2023-11-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-11-30	No
Value of net income/loss	2023-11-30	$-3,278,566
Value of net assets at end of year (total assets less liabilities)	2023-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-11-30	$3,278,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-11-30	No
Were any leases to which the plan was party in default or uncollectible	2023-11-30	No
Investment advisory and management fees	2023-11-30	$6,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-11-30	$2,733,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-11-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-11-30	$43,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-11-30	$43,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-11-30	$54,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-11-30	Yes
Was there a failure to transmit to the plan any participant contributions	2023-11-30	No
Has the plan failed to provide any benefit when due under the plan	2023-11-30	No
Employer contributions (assets) at end of year	2023-11-30	$0
Employer contributions (assets) at beginning of year	2023-11-30	$501,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-11-30	$3,364,364
Did the plan have assets held for investment	2023-11-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2023-11-30	Unqualified
Accountancy firm name	2023-11-30	CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN	2023-11-30	310800053
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$92,748
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$3,371,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$3,364,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$0
Value of total assets at end of year	2023-01-01	$0
Value of total assets at beginning of year	2023-01-01	$3,278,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$6,950
Total interest from all sources	2023-01-01	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$38,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-01-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$38,304
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$-3,278,566
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$3,278,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$6,950
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$2,733,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$54,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$501,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$3,364,364
Did the plan have assets held for investment	2023-01-01	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	Yes
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN	2023-01-01	310800053
2022 : CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$154,598
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$19,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$11,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$501,984
Value of total assets at end of year	2022-12-31	$3,278,566
Value of total assets at beginning of year	2022-12-31	$3,143,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,161
Total interest from all sources	2022-12-31	$756
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$134,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$134,388
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$135,379
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,278,566
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,143,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$8,161
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,733,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,799,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$43,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-482,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$501,984
Employer contributions (assets) at end of year	2022-12-31	$501,984
Employer contributions (assets) at beginning of year	2022-12-31	$341,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$11,058
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN	2022-12-31	310800053
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$154,598
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$19,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$11,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$501,984
Value of total assets at end of year	2022-01-01	$3,278,566
Value of total assets at beginning of year	2022-01-01	$3,143,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$8,161
Total interest from all sources	2022-01-01	$756
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$134,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-01-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$134,388
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$135,379
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$3,278,566
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$3,143,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$8,161
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$2,733,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$2,799,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-01-01	$43,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-01-01	$756
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-482,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$501,984
Employer contributions (assets) at end of year	2022-01-01	$501,984
Employer contributions (assets) at beginning of year	2022-01-01	$341,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$11,058
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN	2022-01-01	310800053
2021 : CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$584,295
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$261,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$252,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$341,795
Value of total assets at end of year	2021-12-31	$3,143,187
Value of total assets at beginning of year	2021-12-31	$2,820,026
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$8,272
Total interest from all sources	2021-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$119,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$119,545
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$323,161
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,143,187
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,820,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$8,272
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,799,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,395,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$259,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$259,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$122,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$341,795
Employer contributions (assets) at end of year	2021-12-31	$341,795
Employer contributions (assets) at beginning of year	2021-12-31	$165,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$252,862
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLARK SCHAEFER HACKETT & CO
Accountancy firm EIN	2021-12-31	310800053

Form 5500 Responses for CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN

2023: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CENTRAL OHIO HOSPITALISTS, INC. CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANS
Employer identification number (EIN):	311702392
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)