401k Plan data: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN plan

JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN
Plan identification number	002

JONES FAMILY MEDICINE CLINIC, PLLC 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JONES FAMILY MEDICINE CLINIC PLLC has sponsored the creation of one or more 401k plans.

Company Name: JONES FAMILY MEDICINE CLINIC PLLC

Employer identification number (EIN): 352168757

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES FAMILY MEDICINE CLINIC, PLLC 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 MATTHEW B. JONES, M.D. 2024-10-04 MATTHEW B. JONES, M.D. 2024-10-04
002 2022-01-01 MATTHEW B. JONES, M.D. 2023-09-12 MATTHEW B. JONES, M.D. 2023-09-12
002 2021-01-01 MATTEHW B. JONES, M.D. 2022-09-26 MATTEHW B. JONES, M.D. 2022-09-26
002 2020-01-01 MATTHEW B. JONES, M.D. 2021-10-04 MATTHEW B. JONES, M.D. 2021-10-04
002 2019-01-01 MATTHEW B. JONES, M.D. 2020-09-16 MATTHEW B. JONES, M.D. 2020-09-16
002 2018-01-01 MATTHEW B. JONES, M.D. 2019-08-21 MATTHEW B. JONES, M.D. 2019-08-21
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2015-01-01 MATTHEW B. JONES, M.D. 2018-07-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MATTHEW B. JONES, M.D.	2024-10-04	MATTHEW B. JONES, M.D.	2024-10-04
002	2022-01-01	MATTHEW B. JONES, M.D.	2023-09-12	MATTHEW B. JONES, M.D.	2023-09-12
002	2021-01-01	MATTEHW B. JONES, M.D.	2022-09-26	MATTEHW B. JONES, M.D.	2022-09-26
002	2020-01-01	MATTHEW B. JONES, M.D.	2021-10-04	MATTHEW B. JONES, M.D.	2021-10-04
002	2019-01-01	MATTHEW B. JONES, M.D.	2020-09-16	MATTHEW B. JONES, M.D.	2020-09-16
002	2018-01-01	MATTHEW B. JONES, M.D.	2019-08-21	MATTHEW B. JONES, M.D.	2019-08-21
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2015-01-01	MATTHEW B. JONES, M.D.	2018-07-17

Plan Statistics for JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN

Measure Date Value
2023: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 23
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 30
Total of all active and inactive participants 2023-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,716,445
Acturial value of plan assets 2022-12-31 1,716,445
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 18
Fundng target for terminated vested participants 2022-12-31 53,247
Active participant vested funding target 2022-12-31 1,904,871
Number of active participants 2022-12-31 20
Total funding liabilities for active participants 2022-12-31 1,905,365
Total participant count 2022-12-31 38
Total funding target for all participants 2022-12-31 1,958,612
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 84,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 84,679
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 2022-12-31 406,690
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 2022-12-31 392,349
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 2022-12-31 369,970
Net shortfall amortization installment of oustanding balance 2022-12-31 242,167
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 392,349
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 392,349
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 392,349
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 37
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 20
Number of other retired or separated participants entitled to future benefits 2022-01-01 19
Total of all active and inactive participants 2022-01-01 39
Total participants 2022-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,549,914
Acturial value of plan assets 2021-12-31 1,549,914
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 16
Fundng target for terminated vested participants 2021-12-31 38,177
Active participant vested funding target 2021-12-31 1,458,211
Number of active participants 2021-12-31 20
Total funding liabilities for active participants 2021-12-31 1,458,211
Total participant count 2021-12-31 36
Total funding target for all participants 2021-12-31 1,496,388
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 34,008
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 34,008
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 2021-12-31 296,801
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 2021-12-31 279,834
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 248,681
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 2021-12-31 195,155
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 195,155
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 279,834
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 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 20
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 16
Total of all active and inactive participants 2021-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,137,004
Acturial value of plan assets 2020-12-31 1,137,004
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 16
Fundng target for terminated vested participants 2020-12-31 34,800
Active participant vested funding target 2020-12-31 1,118,129
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,118,129
Total participant count 2020-12-31 27
Total funding target for all participants 2020-12-31 1,152,929
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 16,097
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 16,097
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 2020-12-31 289,858
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 2020-12-31 272,360
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 234,538
Net shortfall amortization installment of oustanding balance 2020-12-31 15,925
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 238,352
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 238,352
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 272,360
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 16
Total of all active and inactive participants 2020-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 847,201
Acturial value of plan assets 2019-12-31 847,201
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 28,653
Active participant vested funding target 2019-12-31 819,168
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 819,168
Total participant count 2019-12-31 24
Total funding target for all participants 2019-12-31 847,821
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 3,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 3,786
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 2019-12-31 294,266
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 2019-12-31 276,661
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 259,472
Net shortfall amortization installment of oustanding balance 2019-12-31 620
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 260,564
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 2019-12-31 260,564
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 276,661
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 12
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 553,535
Acturial value of plan assets 2018-12-31 553,535
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 13,225
Active participant vested funding target 2018-12-31 591,413
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 591,413
Total participant count 2018-12-31 30
Total funding target for all participants 2018-12-31 604,638
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 2018-12-31 124,833
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 124,833
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 2018-12-31 195,086
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 2018-12-31 187,753
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 2018-12-31 175,624
Net shortfall amortization installment of oustanding balance 2018-12-31 51,103
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 183,967
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 183,967
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 187,753
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 22
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 30
Total participants 2018-01-01 30
2017: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 411,103
Acturial value of plan assets 2017-12-31 411,103
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 11,368
Active participant vested funding target 2017-12-31 312,610
Number of active participants 2017-12-31 13
Total funding liabilities for active participants 2017-12-31 312,610
Total participant count 2017-12-31 20
Total funding target for all participants 2017-12-31 323,978
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 88,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 88,534
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 2017-12-31 194,159
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 2017-12-31 185,807
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 2017-12-31 148,099
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 60,974
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 60,974
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 185,807
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 20
Total participants 2017-01-01 20
2016: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 190,729
Acturial value of plan assets 2016-12-31 190,729
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 9,238
Active participant vested funding target 2016-12-31 148,708
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 148,708
Total participant count 2016-12-31 17
Total funding target for all participants 2016-12-31 157,946
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 40,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 40,240
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 2016-12-31 193,463
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 2016-12-31 184,881
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 2016-12-31 129,130
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 96,347
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 96,347
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 184,881
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 12
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	23
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	30
Total of all active and inactive participants	2023-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,716,445
Acturial value of plan assets	2022-12-31	1,716,445
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	18
Fundng target for terminated vested participants	2022-12-31	53,247
Active participant vested funding target	2022-12-31	1,904,871
Number of active participants	2022-12-31	20
Total funding liabilities for active participants	2022-12-31	1,905,365
Total participant count	2022-12-31	38
Total funding target for all participants	2022-12-31	1,958,612
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	84,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	84,679
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	406,690
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	392,349
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	369,970
Net shortfall amortization installment of oustanding balance	2022-12-31	242,167
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	392,349
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	392,349
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	392,349
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	37
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	20
Number of other retired or separated participants entitled to future benefits	2022-01-01	19
Total of all active and inactive participants	2022-01-01	39
Total participants	2022-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,549,914
Acturial value of plan assets	2021-12-31	1,549,914
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	16
Fundng target for terminated vested participants	2021-12-31	38,177
Active participant vested funding target	2021-12-31	1,458,211
Number of active participants	2021-12-31	20
Total funding liabilities for active participants	2021-12-31	1,458,211
Total participant count	2021-12-31	36
Total funding target for all participants	2021-12-31	1,496,388
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	34,008
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	34,008
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	296,801
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	279,834
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	248,681
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	195,155
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	195,155
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	279,834
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	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	20
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	16
Total of all active and inactive participants	2021-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,137,004
Acturial value of plan assets	2020-12-31	1,137,004
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	34,800
Active participant vested funding target	2020-12-31	1,118,129
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,118,129
Total participant count	2020-12-31	27
Total funding target for all participants	2020-12-31	1,152,929
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	16,097
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	16,097
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	289,858
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	272,360
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	234,538
Net shortfall amortization installment of oustanding balance	2020-12-31	15,925
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	238,352
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	238,352
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	272,360
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	16
Total of all active and inactive participants	2020-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	847,201
Acturial value of plan assets	2019-12-31	847,201
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	28,653
Active participant vested funding target	2019-12-31	819,168
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	819,168
Total participant count	2019-12-31	24
Total funding target for all participants	2019-12-31	847,821
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	3,786
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,786
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	294,266
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	276,661
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	259,472
Net shortfall amortization installment of oustanding balance	2019-12-31	620
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	260,564
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	260,564
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	276,661
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	12
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	553,535
Acturial value of plan assets	2018-12-31	553,535
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	13,225
Active participant vested funding target	2018-12-31	591,413
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	591,413
Total participant count	2018-12-31	30
Total funding target for all participants	2018-12-31	604,638
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	124,833
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	124,833
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	195,086
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	187,753
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	175,624
Net shortfall amortization installment of oustanding balance	2018-12-31	51,103
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	183,967
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	183,967
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	187,753
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	22
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	30
Total participants	2018-01-01	30
2017: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	411,103
Acturial value of plan assets	2017-12-31	411,103
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	11,368
Active participant vested funding target	2017-12-31	312,610
Number of active participants	2017-12-31	13
Total funding liabilities for active participants	2017-12-31	312,610
Total participant count	2017-12-31	20
Total funding target for all participants	2017-12-31	323,978
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	88,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	88,534
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	194,159
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	185,807
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	148,099
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	60,974
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	60,974
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	185,807
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	20
Total participants	2017-01-01	20
2016: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	190,729
Acturial value of plan assets	2016-12-31	190,729
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	9,238
Active participant vested funding target	2016-12-31	148,708
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	148,708
Total participant count	2016-12-31	17
Total funding target for all participants	2016-12-31	157,946
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	40,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	40,240
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	193,463
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	184,881
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	129,130
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	96,347
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	96,347
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	184,881
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	12
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN

Measure	Date	Value
2023 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$126,067
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$2,468,314
Total plan assets at beginning of year	2023-12-31	$2,342,247
Value of fidelity bond covering the plan	2023-12-31	$300,000
Other income received	2023-12-31	$117,112
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$126,067
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,468,314
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,342,247
Total contributions received or receivable from employer(s)	2023-12-31	$8,955
2022 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$450,395
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$2,342,247
Total plan assets at beginning of year	2022-12-31	$1,891,852
Value of fidelity bond covering the plan	2022-12-31	$300,000
Other income received	2022-12-31	$94,592
Net income (gross income less expenses)	2022-12-31	$450,395
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,342,247
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,891,852
Total contributions received or receivable from employer(s)	2022-12-31	$355,803
2021 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$372,757
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,891,852
Total plan assets at beginning of year	2021-12-31	$1,519,095
Value of fidelity bond covering the plan	2021-12-31	$300,000
Other income received	2021-12-31	$75,956
Net income (gross income less expenses)	2021-12-31	$372,757
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,891,852
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,519,095
Total contributions received or receivable from employer(s)	2021-12-31	$296,801
Value of corrective distributions	2021-12-31	$0
2020 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$377,629
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$1,519,095
Total plan assets at beginning of year	2020-12-31	$1,141,466
Value of fidelity bond covering the plan	2020-12-31	$300,000
Other income received	2020-12-31	$87,771
Net income (gross income less expenses)	2020-12-31	$377,629
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,519,095
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,141,466
Total contributions received or receivable from employer(s)	2020-12-31	$289,858
2019 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$305,999
Total plan assets at end of year	2019-12-31	$1,141,466
Total plan assets at beginning of year	2019-12-31	$835,467
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$11,733
Net income (gross income less expenses)	2019-12-31	$305,999
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,141,466
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$835,467
Total contributions received or receivable from employer(s)	2019-12-31	$294,266
2018 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$225,581
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$835,467
Total plan assets at beginning of year	2018-12-31	$609,886
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$30,495
Net income (gross income less expenses)	2018-12-31	$225,581
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$835,467
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$609,886
Total contributions received or receivable from employer(s)	2018-12-31	$195,086
2017 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$213,966
Expenses. Total of all expenses incurred	2017-12-31	$230
Benefits paid (including direct rollovers)	2017-12-31	$230
Total plan assets at end of year	2017-12-31	$609,886
Total plan assets at beginning of year	2017-12-31	$396,150
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$19,807
Net income (gross income less expenses)	2017-12-31	$213,736
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$609,886
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$396,150
Total contributions received or receivable from employer(s)	2017-12-31	$194,159
2016 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$203,115
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$396,150
Total plan assets at beginning of year	2016-12-31	$193,035
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$9,652
Net income (gross income less expenses)	2016-12-31	$203,115
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$396,150
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$193,035
Total contributions received or receivable from employer(s)	2016-12-31	$193,463
2015 : JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$193,035
Total plan assets at end of year	2015-12-31	$193,035
Value of fidelity bond covering the plan	2015-12-31	$100,000
Net income (gross income less expenses)	2015-12-31	$193,035
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$193,035
Total contributions received or receivable from employer(s)	2015-12-31	$193,035

Form 5500 Responses for JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN

2023: JONES FAMILY MEDICINE CLINIC, PLLC 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	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: JONES FAMILY MEDICINE CLINIC, PLLC 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: JONES FAMILY MEDICINE CLINIC, PLLC 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
2020: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JONES FAMILY MEDICINE CLINIC, PLLC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JONES FAMILY MEDICINE CLINIC PLLC
Employer identification number (EIN):	352168757
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)