401k Plan data: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN plan

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 401k Plan overview

Plan Name	SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN
Plan identification number	003

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER

Employer identification number (EIN): 330061064

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 RICHARD PARKER 2023-10-02
003 2021-01-01 RICHARD PARKER 2022-10-13
003 2020-01-01 RICHARD PARKER 2021-10-07
003 2020-01-01 RICHARD PARKER 2022-11-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	RICHARD PARKER	2023-10-02
003	2021-01-01	RICHARD PARKER	2022-10-13
003	2020-01-01	RICHARD PARKER	2021-10-07
003	2020-01-01	RICHARD PARKER	2022-11-28

Plan Statistics for SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN

401k plan membership statisitcs for SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN

Measure Date Value
2022: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,706,062
Acturial value of plan assets 2022-12-31 1,706,062
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 911
Active participant vested funding target 2022-12-31 1,698,892
Number of active participants 2022-12-31 53
Total funding liabilities for active participants 2022-12-31 1,707,626
Total participant count 2022-12-31 55
Total funding target for all participants 2022-12-31 1,708,537
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 4,452
Prefunding balanced used to offset prior years funding requirement 2022-12-31 4,452
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 39,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 41,162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 41,162
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 41,162
Total employer contributions 2022-12-31 917,466
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 2022-12-31 872,583
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 2022-12-31 814,992
Net shortfall amortization installment of oustanding balance 2022-12-31 43,637
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 819,025
Prefunding balance elected to use to offset funding requirement 2022-12-31 41,162
Additional cash requirement 2022-12-31 777,863
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 872,583
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 813,777
Acturial value of plan assets 2021-12-31 813,777
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 804,638
Number of active participants 2021-12-31 53
Total funding liabilities for active participants 2021-12-31 809,021
Total participant count 2021-12-31 53
Total funding target for all participants 2021-12-31 809,021
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
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 4,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 4,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 4,452
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 4,452
Total employer contributions 2021-12-31 860,227
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 810,790
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 776,430
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 776,126
Prefunding balance elected to use to offset funding requirement 2021-12-31 4,452
Additional cash requirement 2021-12-31 771,674
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 810,790
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
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 0
Number of active participants 2020-12-31 72
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 72
Total funding target for all participants 2020-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 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 2020-12-31 842,047
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 772,326
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 696,978
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 696,978
Additional cash requirement 2020-12-31 696,978
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 772,326
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2022: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,706,062
Acturial value of plan assets	2022-12-31	1,706,062
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	911
Active participant vested funding target	2022-12-31	1,698,892
Number of active participants	2022-12-31	53
Total funding liabilities for active participants	2022-12-31	1,707,626
Total participant count	2022-12-31	55
Total funding target for all participants	2022-12-31	1,708,537
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	4,452
Prefunding balanced used to offset prior years funding requirement	2022-12-31	4,452
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	39,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	41,162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	41,162
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	41,162
Total employer contributions	2022-12-31	917,466
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	872,583
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	814,992
Net shortfall amortization installment of oustanding balance	2022-12-31	43,637
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	819,025
Prefunding balance elected to use to offset funding requirement	2022-12-31	41,162
Additional cash requirement	2022-12-31	777,863
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	872,583
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	813,777
Acturial value of plan assets	2021-12-31	813,777
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	804,638
Number of active participants	2021-12-31	53
Total funding liabilities for active participants	2021-12-31	809,021
Total participant count	2021-12-31	53
Total funding target for all participants	2021-12-31	809,021
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
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	4,224
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	4,452
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	4,452
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	4,452
Total employer contributions	2021-12-31	860,227
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	810,790
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	776,430
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	776,126
Prefunding balance elected to use to offset funding requirement	2021-12-31	4,452
Additional cash requirement	2021-12-31	771,674
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	810,790
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
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	0
Number of active participants	2020-12-31	72
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	72
Total funding target for all participants	2020-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	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	842,047
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	772,326
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	696,978
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	696,978
Additional cash requirement	2020-12-31	696,978
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	772,326
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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Company Name:	SAN DIEGO SPORTS MEDICINE AND FAMILY HEALTH CENTER
Employer identification number (EIN):	330061064
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)