401k Plan data: PATHOLOGY ASSOCIATES CASH BALANCE PLAN plan

PATHOLOGY ASSOCIATES CASH BALANCE PLAN 401k Plan overview

Plan Name	PATHOLOGY ASSOCIATES CASH BALANCE PLAN
Plan identification number	003

PATHOLOGY ASSOCIATES CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PATHOLOGY ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: PATHOLOGY ASSOCIATES

Employer identification number (EIN): 420947538

NAIC Classification: 621510
NAIC Description: Medical and Diagnostic Laboratories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATHOLOGY ASSOCIATES CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 CHRISTOPHER LEIGH 2020-10-14
003 2018-01-01 CHRISTOPHER LEIGH 2019-07-22
003 2017-01-01 CHRISTOPHER LEIGH 2018-08-21
003 2016-01-01 CHRISTOPHER LEIGH 2017-07-19
003 2015-01-01 CHRISTOPHER LEIGH 2016-08-22
003 2014-01-01 CHRISTOPHER LEIGH 2015-07-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01	CHRISTOPHER LEIGH	2020-10-14
003	2018-01-01	CHRISTOPHER LEIGH	2019-07-22
003	2017-01-01	CHRISTOPHER LEIGH	2018-08-21
003	2016-01-01	CHRISTOPHER LEIGH	2017-07-19
003	2015-01-01	CHRISTOPHER LEIGH	2016-08-22
003	2014-01-01	CHRISTOPHER LEIGH	2015-07-17

Plan Statistics for PATHOLOGY ASSOCIATES CASH BALANCE PLAN

401k plan membership statisitcs for PATHOLOGY ASSOCIATES CASH BALANCE PLAN

Measure Date Value
2020: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,417,231
Acturial value of plan assets 2020-12-31 1,417,231
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,264,852
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,264,852
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,264,852
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 147,994
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 2020-12-31 147,994
Present value of excess contributions 2020-12-31 4,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 5,152
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 2020-12-31 168,920
Total employer contributions 2020-12-31 240,000
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 2020-12-31 238,442
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 189,236
Net shortfall amortization installment of oustanding balance 2020-12-31 125,886
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 211,167
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 2020-12-31 211,167
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 238,442
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,186,164
Acturial value of plan assets 2019-12-31 1,186,164
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,051,950
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,051,950
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,051,950
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 175,602
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 18,845
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 156,757
Present value of excess contributions 2019-12-31 28,187
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 28,187
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 2019-12-31 147,994
Total employer contributions 2019-12-31 225,000
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 2019-12-31 231,057
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 195,643
Net shortfall amortization installment of oustanding balance 2019-12-31 150,150
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 226,163
Additional cash requirement 2019-12-31 226,163
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 231,057
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 801,422
Acturial value of plan assets 2018-12-31 801,422
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 788,836
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 788,836
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 788,836
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 155,565
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 2018-12-31 155,565
Present value of excess contributions 2018-12-31 12,007
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 12,007
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 2018-12-31 175,602
Total employer contributions 2018-12-31 225,000
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 2018-12-31 229,463
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 2018-12-31 190,641
Net shortfall amortization installment of oustanding balance 2018-12-31 172,709
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 221,161
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 19,885
Additional cash requirement 2018-12-31 201,276
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 229,463
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 666,967
Acturial value of plan assets 2017-12-31 666,967
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 542,401
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 542,401
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 542,401
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 85,211
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 85,211
Present value of excess contributions 2017-12-31 65,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 65,502
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 65,502
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 2017-12-31 155,562
Total employer contributions 2017-12-31 184,000
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 2017-12-31 191,544
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 2017-12-31 173,467
Net shortfall amortization installment of oustanding balance 2017-12-31 28,021
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 179,537
Additional cash requirement 2017-12-31 179,537
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 191,544
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 443,067
Acturial value of plan assets 2016-12-31 443,067
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 99,015
Active participant vested funding target 2016-12-31 342,496
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 342,496
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 441,511
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 36,264
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 36,264
Present value of excess contributions 2016-12-31 50,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 50,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 50,251
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 85,211
Total employer contributions 2016-12-31 276,000
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 2016-12-31 283,665
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 212,093
Net shortfall amortization installment of oustanding balance 2016-12-31 32,437
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 218,163
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 2016-12-31 218,163
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 283,665
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
2020: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,417,231
Acturial value of plan assets	2020-12-31	1,417,231
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,264,852
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,264,852
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,264,852
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	147,994
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	147,994
Present value of excess contributions	2020-12-31	4,894
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	5,152
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	168,920
Total employer contributions	2020-12-31	240,000
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	238,442
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	189,236
Net shortfall amortization installment of oustanding balance	2020-12-31	125,886
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	211,167
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	211,167
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	238,442
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,186,164
Acturial value of plan assets	2019-12-31	1,186,164
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,051,950
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,051,950
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,051,950
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	175,602
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	18,845
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	156,757
Present value of excess contributions	2019-12-31	28,187
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	28,187
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	147,994
Total employer contributions	2019-12-31	225,000
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	231,057
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	195,643
Net shortfall amortization installment of oustanding balance	2019-12-31	150,150
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	226,163
Additional cash requirement	2019-12-31	226,163
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	231,057
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	801,422
Acturial value of plan assets	2018-12-31	801,422
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	788,836
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	788,836
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	788,836
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	155,565
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	155,565
Present value of excess contributions	2018-12-31	12,007
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	12,007
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	175,602
Total employer contributions	2018-12-31	225,000
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	229,463
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	190,641
Net shortfall amortization installment of oustanding balance	2018-12-31	172,709
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	221,161
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	19,885
Additional cash requirement	2018-12-31	201,276
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	229,463
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	666,967
Acturial value of plan assets	2017-12-31	666,967
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	542,401
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	542,401
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	542,401
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	85,211
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	85,211
Present value of excess contributions	2017-12-31	65,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	65,502
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	65,502
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	155,562
Total employer contributions	2017-12-31	184,000
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	191,544
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	173,467
Net shortfall amortization installment of oustanding balance	2017-12-31	28,021
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	179,537
Additional cash requirement	2017-12-31	179,537
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	191,544
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PATHOLOGY ASSOCIATES CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	443,067
Acturial value of plan assets	2016-12-31	443,067
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	99,015
Active participant vested funding target	2016-12-31	342,496
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	342,496
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	441,511
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	36,264
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	36,264
Present value of excess contributions	2016-12-31	50,251
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	50,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	50,251
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	85,211
Total employer contributions	2016-12-31	276,000
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	283,665
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	212,093
Net shortfall amortization installment of oustanding balance	2016-12-31	32,437
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	218,163
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	218,163
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	283,665
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	PATHOLOGY ASSOCIATES
Employer identification number (EIN):	420947538
NAIC Classification:	621510
NAIC Description:	Medical and Diagnostic Laboratories