401k Plan data: C & W MEDICAL, LLC DEFINED BENEFIT PLAN plan

C & W MEDICAL, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	C & W MEDICAL, LLC DEFINED BENEFIT PLAN
Plan identification number	001

C & W MEDICAL, LLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

C & W MEDICAL, LLC has sponsored the creation of one or more 401k plans.

Company Name: C & W MEDICAL, LLC

Employer identification number (EIN): 421608018

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C & W MEDICAL, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JOHN M. BURY, EA 2015-09-22
001 2013-01-01
001 2012-01-01 JOHN BURY 2014-05-27
001 2011-01-01 JOHN BURY 2012-06-25
001 2010-01-01 CHUANXIANG CHI 2011-06-22

Plan Statistics for C & W MEDICAL, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for C & W MEDICAL, LLC DEFINED BENEFIT PLAN

Measure Date Value
2024: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-09-25 5
Total number of particpants at end of year 2024-09-25 2
2022: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,228,469
Acturial value of plan assets 2022-12-31 2,228,469
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 26,600
Active participant vested funding target 2022-12-31 2,127,694
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 2,127,694
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 2,154,294
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 99,481
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 99,481
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 number of particpants at beginning of year 2022-09-19 5
Total number of particpants at end of year 2022-09-19 5
2021: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,710,755
Acturial value of plan assets 2021-12-31 2,710,755
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 28,262
Active participant vested funding target 2021-12-31 2,118,664
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 2,118,664
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 2,146,926
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 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 0
Total employer contributions 2021-12-31 100,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 99,481
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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 99,481
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,156,857
Acturial value of plan assets 2020-12-31 2,156,857
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 3,891
Active participant vested funding target 2020-12-31 1,878,418
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,878,418
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 1,882,309
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 81,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 81,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 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 0
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
2019: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,071,857
Acturial value of plan assets 2019-12-31 2,071,857
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 3,483
Active participant vested funding target 2019-12-31 1,899,324
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,899,324
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 1,902,807
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 95,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 95,576
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 85,000
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 81,980
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 0
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 81,980
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2016: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,609,493
Acturial value of plan assets 2016-12-31 1,609,493
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 2,380
Active participant vested funding target 2016-12-31 1,451,635
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,451,635
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 1,454,015
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 138,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 138,633
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 142,075
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 2016-12-31 139,712
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 2016-12-31 199,088
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 44,136
Additional cash requirement 2016-12-31 44,136
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 139,712
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
2024: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-09-25	5
Total number of particpants at end of year	2024-09-25	2
2022: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,228,469
Acturial value of plan assets	2022-12-31	2,228,469
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	26,600
Active participant vested funding target	2022-12-31	2,127,694
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,127,694
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	2,154,294
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	99,481
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	99,481
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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 number of particpants at beginning of year	2022-09-19	5
Total number of particpants at end of year	2022-09-19	5
2021: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,710,755
Acturial value of plan assets	2021-12-31	2,710,755
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	28,262
Active participant vested funding target	2021-12-31	2,118,664
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	2,118,664
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	2,146,926
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	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	0
Total employer contributions	2021-12-31	100,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	99,481
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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	99,481
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,156,857
Acturial value of plan assets	2020-12-31	2,156,857
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	3,891
Active participant vested funding target	2020-12-31	1,878,418
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,878,418
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	1,882,309
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	81,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	81,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	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	0
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
2019: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,071,857
Acturial value of plan assets	2019-12-31	2,071,857
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	3,483
Active participant vested funding target	2019-12-31	1,899,324
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,899,324
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,902,807
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	95,576
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	95,576
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	85,000
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	81,980
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	0
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	81,980
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2016: C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,609,493
Acturial value of plan assets	2016-12-31	1,609,493
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	2,380
Active participant vested funding target	2016-12-31	1,451,635
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,451,635
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,454,015
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	138,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	138,633
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	142,075
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	139,712
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	199,088
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	44,136
Additional cash requirement	2016-12-31	44,136
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	139,712
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 C & W MEDICAL, LLC DEFINED BENEFIT PLAN

Measure	Date	Value
2024 : C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-25	0
Total liabilities as of the end of the plan year	2024-09-25	0
Total liabilities as of the beginning of the plan year	2024-09-25	0
Total expenses incurred by plan in this plan year	2024-09-25	2441155
Net assets as of the end of the plan year	2024-09-25	29367
Total assets as of the beginning of the plan year	2024-09-25	2228469
Participant contributions to plan in this plan year	2024-09-25	0
Other expenses paid from plan in this plan year	2024-09-25	0
Other contributions to plan in this plan year	2024-09-25	0
Other income to plan in this plan year	2024-09-25	242053
Plan net income in this plan year	2024-09-25	-2199102
Net assets as of the end of the plan year	2024-09-25	29367
Net assets as of the beginning of the plan year	2024-09-25	2228469
Employer contributions to plan in this plan year	2024-09-25	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-25	0
2022 : C & W MEDICAL, LLC DEFINED BENEFIT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-09-19	0
Total liabilities as of the beginning of the plan year	2022-09-19	0
Total expenses incurred by plan in this plan year	2022-09-19	0
Net assets as of the end of the plan year	2022-09-19	2810755
Total assets as of the beginning of the plan year	2022-09-19	2156857
Participant contributions to plan in this plan year	2022-09-19	0
Other expenses paid from plan in this plan year	2022-09-19	0
Other contributions to plan in this plan year	2022-09-19	0
Other income to plan in this plan year	2022-09-19	553898
Plan net income in this plan year	2022-09-19	653898
Net assets as of the end of the plan year	2022-09-19	2810755
Net assets as of the beginning of the plan year	2022-09-19	2156857
Employer contributions to plan in this plan year	2022-09-19	100000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-19	0

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Company Name:	C & W MEDICAL, LLC
Employer identification number (EIN):	421608018
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JOHN M. BURY, EA	2015-09-22
001	2013-01-01
001	2012-01-01	JOHN BURY	2014-05-27
001	2011-01-01	JOHN BURY	2012-06-25
001	2010-01-01	CHUANXIANG CHI	2011-06-22