| Plan Name | TWIN CITIES HEART & LUNG, P.A. CASH BALANCE PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | TWIN CITIES HEART & LUNG, P.A. |
| Employer identification number (EIN): | 411498352 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2021-01-01 | GEORGE FRALEY | 2022-02-25 | GEORGE FRALEY | 2022-02-25 |
| 003 | 2020-01-01 | BRIAN TELL | 2021-08-26 | BRIAN TELL | 2021-08-26 |
| 003 | 2019-01-01 | BRIAN TELL | 2020-08-19 | BRIAN TELL | 2020-08-19 |
| 003 | 2018-01-01 | BRIAN TELL | 2019-08-01 | BRIAN TELL | 2019-08-01 |
| 003 | 2017-01-01 | GEORGE FRALEY | 2018-09-27 | GEORGE FRALEY | 2018-09-27 |
| 003 | 2016-01-01 | BRIAN TELL | 2017-05-26 | BRIAN TELL | 2017-05-26 |
| 003 | 2015-01-01 | DR. BRIAN TELL | 2016-04-04 | DR. BRIAN TELL | 2016-04-04 |
| Measure | Date | Value |
|---|---|---|
| 2022 : TWIN CITIES HEART & LUNG, P.A. CASH BALANCE PLAN 2022 401k financial data | ||
| Total liabilities as of the end of the plan year | 2022-02-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-25 | 3234796 |
| Net assets as of the end of the plan year | 2022-02-25 | 0 |
| Total assets as of the beginning of the plan year | 2022-02-25 | 2889129 |
| Value of plan covered by a fidelity bond | 2022-02-25 | 400000 |
| Other income to plan in this plan year | 2022-02-25 | 255667 |
| Plan net income in this plan year | 2022-02-25 | -2889129 |
| Net assets as of the end of the plan year | 2022-02-25 | 0 |
| Net assets as of the beginning of the plan year | 2022-02-25 | 2889129 |
| Employer contributions to plan in this plan year | 2022-02-25 | 90000 |