401k Plan data: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST plan

EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST
Plan identification number	002

EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Profit-sharing
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

EAR, NOSE AND THROAT FAMILY CLINIC has sponsored the creation of one or more 401k plans.

Company Name: EAR, NOSE AND THROAT FAMILY CLINIC

Employer identification number (EIN): 391738005

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 HILEL SWERDLIN 2023-06-30 HILEL SWERDLIN 2023-06-30
002 2021-01-01 HILEL SWERDLIN 2022-06-03 HILEL SWERDLIN 2022-06-03
002 2020-01-01 HILEL SWERDLIN 2021-10-11 HILEL SWERDLIN 2021-10-11
002 2019-01-01 HILEL SWERDLIN 2020-10-09 HILEL SWERDLIN 2020-10-09
002 2018-01-01 HILEL SWERDLIN 2019-09-03 HILEL SWERDLIN 2019-09-03
002 2017-01-01 HILEL SWERDLIN 2018-10-09 HILEL SWERDLIN 2018-10-09
002 2016-01-01 HILEL SWERDLIN 2017-09-25 HILEL SWERDLIN 2017-09-25
002 2015-01-01 HILEL SWERDLIN 2016-10-10 HILEL SWERDLIN 2016-10-10
002 2014-01-01 HILEL SWERDLIN, M.D.
002 2013-01-01 HILEL SWERDLIN, M.D.
002 2012-01-01 HILEL SWERDLIN, M.D.
002 2011-01-01 HILEL SWERDLIN MD
002 2009-01-01 HILEL SWERDLIN MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	HILEL SWERDLIN	2023-06-30	HILEL SWERDLIN	2023-06-30
002	2021-01-01	HILEL SWERDLIN	2022-06-03	HILEL SWERDLIN	2022-06-03
002	2020-01-01	HILEL SWERDLIN	2021-10-11	HILEL SWERDLIN	2021-10-11
002	2019-01-01	HILEL SWERDLIN	2020-10-09	HILEL SWERDLIN	2020-10-09
002	2018-01-01	HILEL SWERDLIN	2019-09-03	HILEL SWERDLIN	2019-09-03
002	2017-01-01	HILEL SWERDLIN	2018-10-09	HILEL SWERDLIN	2018-10-09
002	2016-01-01	HILEL SWERDLIN	2017-09-25	HILEL SWERDLIN	2017-09-25
002	2015-01-01	HILEL SWERDLIN	2016-10-10	HILEL SWERDLIN	2016-10-10
002	2014-01-01	HILEL SWERDLIN, M.D.
002	2013-01-01	HILEL SWERDLIN, M.D.
002	2012-01-01	HILEL SWERDLIN, M.D.
002	2011-01-01	HILEL SWERDLIN MD
002	2009-01-01	HILEL SWERDLIN MD

Plan Statistics for EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST

Measure Date Value
2022: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 1,787,691
Acturial value of plan assets 2022-12-31 1,787,691
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 23,196
Active participant vested funding target 2022-12-31 1,657,352
Number of active participants 2022-12-31 16
Total funding liabilities for active participants 2022-12-31 1,658,052
Total participant count 2022-12-31 20
Total funding target for all participants 2022-12-31 1,681,248
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 2022-12-31 357,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 357,174
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 2022-12-31 500,000
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 2022-12-31 492,744
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 2022-12-31 228,743
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 2022-12-31 122,300
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 2022-12-31 122,300
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 492,744
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,568,362
Acturial value of plan assets 2021-12-31 1,568,362
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 23,881
Active participant vested funding target 2021-12-31 1,370,107
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,370,107
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 1,393,988
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 2021-12-31 145,697
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 145,697
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 2021-12-31 400,000
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 2021-12-31 395,952
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 2021-12-31 213,152
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 38,778
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 38,778
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 395,952
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,382,759
Acturial value of plan assets 2020-12-31 1,382,759
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 5,678
Active participant vested funding target 2020-12-31 1,071,917
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 1,071,917
Total participant count 2020-12-31 15
Total funding target for all participants 2020-12-31 1,077,595
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 229,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 229,502
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 2020-12-31 150,000
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 2020-12-31 145,697
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 2020-12-31 206,614
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 145,697
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,344,222
Acturial value of plan assets 2019-12-31 1,344,222
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 3,922
Active participant vested funding target 2019-12-31 818,049
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 818,049
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 821,971
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 2019-12-31 405,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 405,457
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 2019-12-31 237,248
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 229,502
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 2019-12-31 209,278
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 229,502
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 764,485
Acturial value of plan assets 2018-12-31 764,485
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 3,670
Active participant vested funding target 2018-12-31 560,936
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 560,936
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 564,606
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 2018-12-31 275,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 275,876
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 2018-12-31 421,642
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 2018-12-31 411,884
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 206,306
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 6,427
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 6,427
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 411,884
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 331,431
Acturial value of plan assets 2017-12-31 331,431
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 3,414
Active participant vested funding target 2017-12-31 339,084
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 339,084
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 342,498
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 2017-12-31 757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 757
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 2017-12-31 484,701
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 2017-12-31 462,062
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 2017-12-31 184,264
Net shortfall amortization installment of oustanding balance 2017-12-31 11,067
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 186,186
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 2017-12-31 186,186
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 462,062
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 154,381
Acturial value of plan assets 2016-12-31 154,381
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 2,504
Active participant vested funding target 2016-12-31 157,244
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 157,244
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 159,748
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 1,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,254
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 2016-12-31 166,244
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 2016-12-31 160,368
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 2016-12-31 158,724
Net shortfall amortization installment of oustanding balance 2016-12-31 5,367
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 159,611
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 2016-12-31 159,611
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 160,368
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Total of all active and inactive participants 2014-01-01 5
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
2013: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Total of all active and inactive participants 2013-01-01 5
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
2012: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Total of all active and inactive participants 2012-01-01 5
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
2011: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
2009: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Total of all active and inactive participants 2009-01-01 4
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 4

Measure	Date	Value
2022: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	1,787,691
Acturial value of plan assets	2022-12-31	1,787,691
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	23,196
Active participant vested funding target	2022-12-31	1,657,352
Number of active participants	2022-12-31	16
Total funding liabilities for active participants	2022-12-31	1,658,052
Total participant count	2022-12-31	20
Total funding target for all participants	2022-12-31	1,681,248
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	357,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	357,174
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	500,000
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	492,744
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	228,743
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	122,300
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	122,300
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	492,744
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,568,362
Acturial value of plan assets	2021-12-31	1,568,362
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	23,881
Active participant vested funding target	2021-12-31	1,370,107
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,370,107
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	1,393,988
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	145,697
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	145,697
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	400,000
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	395,952
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	213,152
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	38,778
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	38,778
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	395,952
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,382,759
Acturial value of plan assets	2020-12-31	1,382,759
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	5,678
Active participant vested funding target	2020-12-31	1,071,917
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	1,071,917
Total participant count	2020-12-31	15
Total funding target for all participants	2020-12-31	1,077,595
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	229,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	229,502
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	150,000
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	145,697
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	206,614
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	145,697
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,344,222
Acturial value of plan assets	2019-12-31	1,344,222
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	3,922
Active participant vested funding target	2019-12-31	818,049
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	818,049
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	821,971
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	405,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	405,457
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	237,248
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	229,502
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	209,278
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	229,502
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	764,485
Acturial value of plan assets	2018-12-31	764,485
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	3,670
Active participant vested funding target	2018-12-31	560,936
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	560,936
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	564,606
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	275,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	275,876
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	421,642
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	411,884
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	206,306
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	6,427
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	6,427
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	411,884
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	331,431
Acturial value of plan assets	2017-12-31	331,431
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	3,414
Active participant vested funding target	2017-12-31	339,084
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	339,084
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	342,498
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	757
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	757
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	484,701
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	462,062
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	184,264
Net shortfall amortization installment of oustanding balance	2017-12-31	11,067
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	186,186
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	186,186
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	462,062
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	154,381
Acturial value of plan assets	2016-12-31	154,381
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	2,504
Active participant vested funding target	2016-12-31	157,244
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	157,244
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	159,748
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	1,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,254
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	166,244
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	160,368
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	158,724
Net shortfall amortization installment of oustanding balance	2016-12-31	5,367
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	159,611
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	159,611
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	160,368
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Total of all active and inactive participants	2014-01-01	5
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
2013: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Total of all active and inactive participants	2013-01-01	5
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
2012: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Total of all active and inactive participants	2012-01-01	5
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
2011: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
2009: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Total of all active and inactive participants	2009-01-01	4
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	4

Financial Data on EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST

Measure	Date	Value
2014 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$206,340
Total plan assets at end of year	2014-12-31	$1,632,174
Total plan assets at beginning of year	2014-12-31	$1,425,834
Value of fidelity bond covering the plan	2014-12-31	$165,000
Total contributions received or receivable from participants	2014-12-31	$32,356
Other income received	2014-12-31	$125,114
Net income (gross income less expenses)	2014-12-31	$206,340
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,632,174
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,425,834
Total contributions received or receivable from employer(s)	2014-12-31	$48,870
2013 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$312,057
Total plan assets at end of year	2013-12-31	$1,425,834
Total plan assets at beginning of year	2013-12-31	$1,113,777
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$23,828
Other income received	2013-12-31	$240,625
Net income (gross income less expenses)	2013-12-31	$312,057
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,425,834
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,113,777
Total contributions received or receivable from employer(s)	2013-12-31	$47,604
2012 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$179,262
Total plan assets at end of year	2012-12-31	$1,113,777
Total plan assets at beginning of year	2012-12-31	$934,515
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$24,292
Other income received	2012-12-31	$108,538
Net income (gross income less expenses)	2012-12-31	$179,262
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,113,777
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$934,515
Assets. Value of participant loans	2012-12-31	$30,414
Total contributions received or receivable from employer(s)	2012-12-31	$46,432
2011 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$78,016
Total plan assets at end of year	2011-12-31	$934,515
Total plan assets at beginning of year	2011-12-31	$856,499
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$23,063
Other income received	2011-12-31	$10,077
Net income (gross income less expenses)	2011-12-31	$78,016
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$934,515
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$856,499
Assets. Value of participant loans	2011-12-31	$50,000
Total contributions received or receivable from employer(s)	2011-12-31	$44,876
2010 : EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$164,500
Expenses. Total of all expenses incurred	2010-12-31	$5
Total plan assets at end of year	2010-12-31	$856,499
Total plan assets at beginning of year	2010-12-31	$692,004
Value of fidelity bond covering the plan	2010-12-31	$86,000
Total contributions received or receivable from participants	2010-12-31	$23,106
Expenses. Other expenses not covered elsewhere	2010-12-31	$5
Other income received	2010-12-31	$97,879
Net income (gross income less expenses)	2010-12-31	$164,495
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$856,499
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$692,004
Assets. Value of participant loans	2010-12-31	$50,000
Total contributions received or receivable from employer(s)	2010-12-31	$43,515

Form 5500 Responses for EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST

2014: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EAR, NOSE AND THROAT FAMILY CLINIC OF WISCONSIN, S.C. CASH BALANCE PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EAR, NOSE AND THROAT FAMILY CLINIC
Employer identification number (EIN):	391738005
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)