401k Plan data: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST plan

ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan Name	ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST
Plan identification number	002

ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 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

ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C.

Employer identification number (EIN): 364408211

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DANIEL LYNCH 2024-10-14 DANIEL LYNCH 2024-10-14
002 2022-01-01 DANIEL LYNCH 2024-10-08 DANIEL LYNCH 2024-10-08
002 2021-01-01 DANIEL LYNCH 2022-10-16 DANIEL LYNCH 2022-10-16
002 2021-01-01 DANIEL LYNCH 2022-10-16 DANIEL LYNCH 2022-10-16
002 2020-01-01 DANIEL LYNCH 2021-10-12 DANIEL LYNCH 2021-10-12
002 2019-01-01 DANIEL LYNCH 2020-10-14 DANIEL LYNCH 2020-10-14
002 2018-01-01 DANIEL LYNCH 2019-10-14 DANIEL LYNCH 2019-10-14
002 2017-01-01 DANIEL J LYNCH 2018-10-15 DANIEL J LYNCH 2018-10-15
002 2016-01-01 DANIEL LYNCH 2017-10-16 DANIEL LYNCH 2017-10-16
002 2015-01-01 DANIEL LYNCH 2016-10-17 DANIEL LYNCH 2016-10-17
002 2013-01-01 DANIEL LYNCH 2014-08-28 DANIEL LYNCH 2014-08-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DANIEL LYNCH	2024-10-14	DANIEL LYNCH	2024-10-14
002	2022-01-01	DANIEL LYNCH	2024-10-08	DANIEL LYNCH	2024-10-08
002	2021-01-01	DANIEL LYNCH	2022-10-16	DANIEL LYNCH	2022-10-16
002	2021-01-01	DANIEL LYNCH	2022-10-16	DANIEL LYNCH	2022-10-16
002	2020-01-01	DANIEL LYNCH	2021-10-12	DANIEL LYNCH	2021-10-12
002	2019-01-01	DANIEL LYNCH	2020-10-14	DANIEL LYNCH	2020-10-14
002	2018-01-01	DANIEL LYNCH	2019-10-14	DANIEL LYNCH	2019-10-14
002	2017-01-01	DANIEL J LYNCH	2018-10-15	DANIEL J LYNCH	2018-10-15
002	2016-01-01	DANIEL LYNCH	2017-10-16	DANIEL LYNCH	2017-10-16
002	2015-01-01	DANIEL LYNCH	2016-10-17	DANIEL LYNCH	2016-10-17
002	2013-01-01	DANIEL LYNCH	2014-08-28	DANIEL LYNCH	2014-08-28

Plan Statistics for ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST

401k plan membership statisitcs for ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2025: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-10-10 20
Total number of particpants at end of year 2025-10-10 20
Total number of particpants at beginning of year 2025-10-07 20
Total number of particpants at end of year 2025-10-07 20
2024: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 10
Total number of particpants at end of year 2024-10-14 10
2022: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2022 401k membership
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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
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 0
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 0
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
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Market value of plan assets 2022-12-31 1,873,430
Acturial value of plan assets 2022-12-31 1,873,430
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 11
Fundng target for terminated vested participants 2022-12-31 25,474
Active participant vested funding target 2022-12-31 2,080,763
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 2,081,549
Total participant count 2022-12-31 19
Total funding target for all participants 2022-12-31 2,107,023
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
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Total number of particpants at beginning of year 2022-10-17 16
Total number of particpants at end of year 2022-10-17 6
2021: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,798,510
Acturial value of plan assets 2021-12-31 1,798,510
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 12
Fundng target for terminated vested participants 2021-12-31 29,728
Active participant vested funding target 2021-12-31 1,781,683
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 1,782,122
Total participant count 2021-12-31 19
Total funding target for all participants 2021-12-31 1,811,850
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 16,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 16,538
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 2021-12-31 210,000
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 2021-12-31 202,012
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 2021-12-31 193,732
Net shortfall amortization installment of oustanding balance 2021-12-31 13,340
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 194,976
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 2021-12-31 194,976
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 202,012
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,546,590
Acturial value of plan assets 2020-12-31 1,546,590
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 10
Fundng target for terminated vested participants 2020-12-31 19,472
Active participant vested funding target 2020-12-31 1,515,028
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,515,028
Total participant count 2020-12-31 16
Total funding target for all participants 2020-12-31 1,534,500
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 2020-12-31 547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 547
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 2020-12-31 208,000
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 2020-12-31 195,006
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 2020-12-31 190,558
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 2020-12-31 178,468
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 2020-12-31 178,468
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 195,006
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2017: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 826,679
Acturial value of plan assets 2017-12-31 826,679
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 3,102
Active participant vested funding target 2017-12-31 814,337
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 814,337
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 817,439
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 188,112
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 2017-12-31 175,369
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 184,570
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 2017-12-31 175,330
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 175,330
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 175,369
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 575,812
Acturial value of plan assets 2016-12-31 575,812
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 2,582
Active participant vested funding target 2016-12-31 591,483
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 591,483
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 594,065
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 27,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 27,525
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 2016-12-31 200,133
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 2016-12-31 186,265
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 183,101
Net shortfall amortization installment of oustanding balance 2016-12-31 18,253
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 186,265
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 2016-12-31 186,265
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 186,265
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
2025: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-10-10	20
Total number of particpants at end of year	2025-10-10	20
Total number of particpants at beginning of year	2025-10-07	20
Total number of particpants at end of year	2025-10-07	20
2024: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	10
Total number of particpants at end of year	2024-10-14	10
2022: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2022 401k membership
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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
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	0
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	0
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
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Market value of plan assets	2022-12-31	1,873,430
Acturial value of plan assets	2022-12-31	1,873,430
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	11
Fundng target for terminated vested participants	2022-12-31	25,474
Active participant vested funding target	2022-12-31	2,080,763
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	2,081,549
Total participant count	2022-12-31	19
Total funding target for all participants	2022-12-31	2,107,023
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
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Total number of particpants at beginning of year	2022-10-17	16
Total number of particpants at end of year	2022-10-17	6
2021: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,798,510
Acturial value of plan assets	2021-12-31	1,798,510
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	12
Fundng target for terminated vested participants	2021-12-31	29,728
Active participant vested funding target	2021-12-31	1,781,683
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	1,782,122
Total participant count	2021-12-31	19
Total funding target for all participants	2021-12-31	1,811,850
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	16,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	16,538
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	210,000
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	202,012
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	193,732
Net shortfall amortization installment of oustanding balance	2021-12-31	13,340
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	194,976
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	194,976
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	202,012
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,546,590
Acturial value of plan assets	2020-12-31	1,546,590
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	10
Fundng target for terminated vested participants	2020-12-31	19,472
Active participant vested funding target	2020-12-31	1,515,028
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,515,028
Total participant count	2020-12-31	16
Total funding target for all participants	2020-12-31	1,534,500
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	547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	547
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	208,000
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	195,006
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	190,558
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	178,468
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	178,468
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	195,006
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2017: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	826,679
Acturial value of plan assets	2017-12-31	826,679
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	3,102
Active participant vested funding target	2017-12-31	814,337
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	814,337
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	817,439
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	188,112
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	175,369
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	184,570
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	175,330
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	175,330
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	175,369
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	575,812
Acturial value of plan assets	2016-12-31	575,812
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	2,582
Active participant vested funding target	2016-12-31	591,483
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	591,483
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	594,065
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	27,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	27,525
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	200,133
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	186,265
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	183,101
Net shortfall amortization installment of oustanding balance	2016-12-31	18,253
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	186,265
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	186,265
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	186,265
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 ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST

Measure	Date	Value
2025 : ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2025 401k financial data
Net assets as of the end of the plan year	2025-10-10	2721332
Total assets as of the beginning of the plan year	2025-10-10	2463864
Other income to plan in this plan year	2025-10-10	103662
Plan net income in this plan year	2025-10-10	257468
Net assets as of the end of the plan year	2025-10-10	2721332
Net assets as of the beginning of the plan year	2025-10-10	2463864
Value of funding deficiency	2025-10-10	0
Value of employer contributions paid	2025-10-10	351610
Employer contributions to plan in this plan year	2025-10-10	153806
Net assets as of the end of the plan year	2025-10-07	2721332
Total assets as of the beginning of the plan year	2025-10-07	2463864
Other income to plan in this plan year	2025-10-07	103662
Plan net income in this plan year	2025-10-07	257468
Net assets as of the end of the plan year	2025-10-07	2721332
Net assets as of the beginning of the plan year	2025-10-07	2463864
Value of funding deficiency	2025-10-07	0
Value of employer contributions paid	2025-10-07	351610
Employer contributions to plan in this plan year	2025-10-07	153806
2024 : ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-14	0
Net assets as of the end of the plan year	2024-10-14	2463864
Total assets as of the beginning of the plan year	2024-10-14	2071234
Other income to plan in this plan year	2024-10-14	133862
Plan net income in this plan year	2024-10-14	392630
Net assets as of the end of the plan year	2024-10-14	2463864
Net assets as of the beginning of the plan year	2024-10-14	2071234
Employer contributions to plan in this plan year	2024-10-14	258768
2022 : ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C. CASH BALANCE PENSION PLAN & TRUST 2022 401k financial data
Net assets as of the end of the plan year	2022-10-17	2008510
Total assets as of the beginning of the plan year	2022-10-17	1754590
Other income to plan in this plan year	2022-10-17	43920
Plan net income in this plan year	2022-10-17	253920
Net assets as of the end of the plan year	2022-10-17	2008510
Net assets as of the beginning of the plan year	2022-10-17	1754590
Employer contributions to plan in this plan year	2022-10-17	210000

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Company Name:	ASSOCIATED PHYSICIANS OF LIBERTYVILLE S.C.
Employer identification number (EIN):	364408211
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)