401k Plan data: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS plan

SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 401k Plan overview

Plan Name	SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS
Plan identification number	002

SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SAN DIEGO EAR HEAD & NECK SURGERY MEDICAL CLINIC INC. has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO EAR HEAD & NECK SURGERY MEDICAL CLINIC INC.

Employer identification number (EIN): 411340488

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 MAHMOOD MAHDAVI M.D. 2023-10-13 MAHMOOD MAHDAVI M.D. 2023-10-13
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MAHMOOD MAHDAVI MAHMOOD MAHDAVI 2018-09-27
002 2016-01-01 MAHMOOD MAHDAVI 2017-08-23 MAHMOOD MAHDAVI 2017-08-23
002 2015-01-01 MAHMOOD MAHDAVI 2016-09-13 MAHMOOD MAHDAVI 2016-09-13
002 2015-01-01 MAHMOOD MAHDAVI 2016-10-11 MAHMOOD MAHDAVI 2016-10-11
002 2014-01-01 MAHMOOD MAHDAVI 2016-10-11 MAHMOOD MAHDAVI 2016-10-11
002 2014-01-01 MAHMOOD MAHDAVI 2015-07-21 MAHMOOD MAHDAVI 2015-07-21
002 2013-01-01 MAHMOOD MAHDAVI 2014-09-09 MAHMOOD MAHDAVI 2014-09-09
002 2012-01-01 MAHMOOD MAHDAVI 2013-09-20 MAHMOOD MAHDAVI 2013-09-20
002 2011-01-01 MAHMOOD MAHDAVI 2012-07-24
002 2010-01-01 MAHMOOD MAHDAVI 2011-10-04
002 2008-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	MAHMOOD MAHDAVI M.D.	2023-10-13	MAHMOOD MAHDAVI M.D.	2023-10-13
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MAHMOOD MAHDAVI		MAHMOOD MAHDAVI	2018-09-27
002	2016-01-01	MAHMOOD MAHDAVI	2017-08-23	MAHMOOD MAHDAVI	2017-08-23
002	2015-01-01	MAHMOOD MAHDAVI	2016-09-13	MAHMOOD MAHDAVI	2016-09-13
002	2015-01-01	MAHMOOD MAHDAVI	2016-10-11	MAHMOOD MAHDAVI	2016-10-11
002	2014-01-01	MAHMOOD MAHDAVI	2016-10-11	MAHMOOD MAHDAVI	2016-10-11
002	2014-01-01	MAHMOOD MAHDAVI	2015-07-21	MAHMOOD MAHDAVI	2015-07-21
002	2013-01-01	MAHMOOD MAHDAVI	2014-09-09	MAHMOOD MAHDAVI	2014-09-09
002	2012-01-01	MAHMOOD MAHDAVI	2013-09-20	MAHMOOD MAHDAVI	2013-09-20
002	2011-01-01	MAHMOOD MAHDAVI	2012-07-24
002	2010-01-01	MAHMOOD MAHDAVI	2011-10-04
002	2008-01-01

Plan Statistics for SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

401k plan membership statisitcs for SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

Measure Date Value
2022: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2022 401k membership
Market value of plan assets 2022-12-31 2,050,596
Acturial value of plan assets 2022-12-31 2,050,596
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,778,736
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 57,277
Active participant vested funding target 2022-12-31 9,760
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 9,760
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,845,773
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 373,024
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 2022-12-31 373,024
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 2022-12-31 427,001
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
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 38
Net shortfall amortization installment of oustanding balance 2022-12-31 245,407
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 22,716
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 22,716
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 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
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2021 401k membership
Market value of plan assets 2021-12-31 2,955,898
Acturial value of plan assets 2021-12-31 2,955,898
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 6,180
Active participant vested funding target 2021-12-31 1,924,498
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 1,924,498
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 1,930,678
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 338,405
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 2021-12-31 338,405
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 373,024
Total employer contributions 2021-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 72,867
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2020 401k membership
Market value of plan assets 2020-12-31 2,874,174
Acturial value of plan assets 2020-12-31 2,874,174
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 34,870
Active participant vested funding target 2020-12-31 1,883,538
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 1,883,538
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 1,918,408
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 280,904
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 2020-12-31 280,904
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 338,405
Total employer contributions 2020-12-31 0
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 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 2020-12-31 199,506
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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2019 401k membership
Market value of plan assets 2019-12-31 2,813,594
Acturial value of plan assets 2019-12-31 2,813,594
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 5,292
Active participant vested funding target 2019-12-31 1,786,676
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,786,676
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 1,791,968
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 261,598
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 2019-12-31 261,598
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 2019-12-31 280,904
Total employer contributions 2019-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 243,101
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 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2018 401k membership
Market value of plan assets 2018-12-31 2,511,581
Acturial value of plan assets 2018-12-31 2,511,581
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 1,189
Active participant vested funding target 2018-12-31 1,669,587
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 1,669,587
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,670,776
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 236,976
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 2018-12-31 236,976
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 261,598
Total employer contributions 2018-12-31 0
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 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 2018-12-31 199,669
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2017 401k membership
Market value of plan assets 2017-12-31 2,511,589
Acturial value of plan assets 2017-12-31 2,511,589
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 859
Active participant vested funding target 2017-12-31 1,595,722
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 1,595,722
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,596,581
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 196,840
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 2017-12-31 196,840
Present value of excess contributions 2017-12-31 211,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 211,925
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 2017-12-31 236,976
Total employer contributions 2017-12-31 0
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 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 2017-12-31 199,698
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2016 401k membership
Market value of plan assets 2016-12-31 2,219,796
Acturial value of plan assets 2016-12-31 2,219,796
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 735
Active participant vested funding target 2016-12-31 1,499,061
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 1,499,061
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,499,796
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 185,593
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 2016-12-31 185,593
Present value of excess contributions 2016-12-31 200,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 200,418
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 2016-12-31 196,840
Total employer contributions 2016-12-31 219,919
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 2016-12-31 211,925
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 2016-12-31 198,914
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 211,925
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
2022: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2022 401k membership
Market value of plan assets	2022-12-31	2,050,596
Acturial value of plan assets	2022-12-31	2,050,596
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,778,736
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	57,277
Active participant vested funding target	2022-12-31	9,760
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	9,760
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,845,773
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	373,024
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	373,024
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	427,001
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
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	38
Net shortfall amortization installment of oustanding balance	2022-12-31	245,407
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	22,716
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	22,716
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	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
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2021 401k membership
Market value of plan assets	2021-12-31	2,955,898
Acturial value of plan assets	2021-12-31	2,955,898
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	6,180
Active participant vested funding target	2021-12-31	1,924,498
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	1,924,498
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	1,930,678
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	338,405
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	338,405
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	373,024
Total employer contributions	2021-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	72,867
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2020 401k membership
Market value of plan assets	2020-12-31	2,874,174
Acturial value of plan assets	2020-12-31	2,874,174
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	34,870
Active participant vested funding target	2020-12-31	1,883,538
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	1,883,538
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	1,918,408
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	280,904
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	280,904
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	338,405
Total employer contributions	2020-12-31	0
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	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	199,506
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2019 401k membership
Market value of plan assets	2019-12-31	2,813,594
Acturial value of plan assets	2019-12-31	2,813,594
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	5,292
Active participant vested funding target	2019-12-31	1,786,676
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,786,676
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,791,968
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	261,598
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	261,598
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	280,904
Total employer contributions	2019-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	243,101
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	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2018 401k membership
Market value of plan assets	2018-12-31	2,511,581
Acturial value of plan assets	2018-12-31	2,511,581
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	1,189
Active participant vested funding target	2018-12-31	1,669,587
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	1,669,587
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,670,776
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	236,976
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	236,976
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	261,598
Total employer contributions	2018-12-31	0
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	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	199,669
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2017 401k membership
Market value of plan assets	2017-12-31	2,511,589
Acturial value of plan assets	2017-12-31	2,511,589
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	859
Active participant vested funding target	2017-12-31	1,595,722
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	1,595,722
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,596,581
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	196,840
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	196,840
Present value of excess contributions	2017-12-31	211,925
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	211,925
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	236,976
Total employer contributions	2017-12-31	0
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	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	199,698
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2016 401k membership
Market value of plan assets	2016-12-31	2,219,796
Acturial value of plan assets	2016-12-31	2,219,796
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	735
Active participant vested funding target	2016-12-31	1,499,061
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,499,061
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,499,796
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	185,593
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	185,593
Present value of excess contributions	2016-12-31	200,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	200,418
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	196,840
Total employer contributions	2016-12-31	219,919
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	211,925
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	198,914
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	211,925
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 SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

Measure	Date	Value
2022 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-637,525
Expenses. Total of all expenses incurred	2022-12-31	$267,777
Benefits paid (including direct rollovers)	2022-12-31	$260,000
Total plan assets at end of year	2022-12-31	$2,050,596
Total plan assets at beginning of year	2022-12-31	$2,955,898
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-637,525
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-905,302
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,050,596
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,955,898
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$663,600
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$7,777
2021 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$385,769
Expenses. Total of all expenses incurred	2021-12-31	$304,045
Benefits paid (including direct rollovers)	2021-12-31	$297,973
Total plan assets at end of year	2021-12-31	$2,955,898
Total plan assets at beginning of year	2021-12-31	$2,874,174
Value of fidelity bond covering the plan	2021-12-31	$1,710,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$6,072
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$385,769
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$81,724
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,955,898
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,874,174
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$1,045,765
Total contributions received or receivable from employer(s)	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$291,764
Expenses. Total of all expenses incurred	2020-12-31	$231,184
Benefits paid (including direct rollovers)	2020-12-31	$224,174
Total plan assets at end of year	2020-12-31	$2,874,174
Total plan assets at beginning of year	2020-12-31	$2,813,594
Value of fidelity bond covering the plan	2020-12-31	$1,710,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$291,764
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$60,580
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,874,174
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,813,594
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$1,561,808
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$7,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$510,816
Expenses. Total of all expenses incurred	2019-12-31	$208,803
Benefits paid (including direct rollovers)	2019-12-31	$198,400
Total plan assets at end of year	2019-12-31	$2,813,594
Total plan assets at beginning of year	2019-12-31	$2,511,581
Value of fidelity bond covering the plan	2019-12-31	$1,710,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$510,816
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$302,013
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,813,594
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,511,581
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$1,459,035
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$10,403
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$186,235
Expenses. Total of all expenses incurred	2018-12-31	$186,243
Benefits paid (including direct rollovers)	2018-12-31	$175,182
Total plan assets at end of year	2018-12-31	$2,511,581
Total plan assets at beginning of year	2018-12-31	$2,511,589
Value of fidelity bond covering the plan	2018-12-31	$1,750,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$186,235
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-8
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,511,581
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,511,589
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$1,331,416
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$11,061
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$240,233
Expenses. Total of all expenses incurred	2017-12-31	$168,359
Benefits paid (including direct rollovers)	2017-12-31	$157,586
Total plan assets at end of year	2017-12-31	$2,511,589
Total plan assets at beginning of year	2017-12-31	$2,439,715
Value of fidelity bond covering the plan	2017-12-31	$1,459,205
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$240,233
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$71,874
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,511,589
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,439,715
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$1,209,205
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,773
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS

2022: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2008: SAN DIEGO EAR-HEAD & NECK SURG. MED. CLINIC, INC. DEFINED BENEFIT PENS 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	SAN DIEGO EAR HEAD & NECK SURGERY MEDICAL CLINIC INC.
Employer identification number (EIN):	411340488
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)