401k Plan data: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN plan

CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 401k Plan overview

Plan Name	CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN
Plan identification number	002

CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 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

CHARLES W. MONTEITH, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: CHARLES W. MONTEITH, M.D., P.A.

Employer identification number (EIN): 462184431

NAIC Classification: 621498
NAIC Description: All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MARY HERAMIA 2024-08-14 MARY HERAMIA 2024-08-14
002 2022-01-01 MARY HERAMIA 2023-08-18 MARY HERAMIA 2023-08-18
002 2021-01-01 MARY HERAMIA 2022-08-24 MARY HERAMIA 2022-08-24
002 2020-01-01 MARY MONTEITH 2021-06-03 MARY MONTEITH 2021-06-03
002 2019-01-01 MARY MONTEITH 2020-07-09 MARY MONTEITH 2020-07-09
002 2018-01-01 MARY MONTEITH 2019-07-25 MARY MONTEITH 2019-07-25
002 2017-01-01 MARY HERAMIA 2018-04-19 MARY HERAMIA 2018-04-19
002 2016-01-01 MARY MONTEITH 2017-09-20 MARY MONTEITH 2017-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MARY HERAMIA	2024-08-14	MARY HERAMIA	2024-08-14
002	2022-01-01	MARY HERAMIA	2023-08-18	MARY HERAMIA	2023-08-18
002	2021-01-01	MARY HERAMIA	2022-08-24	MARY HERAMIA	2022-08-24
002	2020-01-01	MARY MONTEITH	2021-06-03	MARY MONTEITH	2021-06-03
002	2019-01-01	MARY MONTEITH	2020-07-09	MARY MONTEITH	2020-07-09
002	2018-01-01	MARY MONTEITH	2019-07-25	MARY MONTEITH	2019-07-25
002	2017-01-01	MARY HERAMIA	2018-04-19	MARY HERAMIA	2018-04-19
002	2016-01-01	MARY MONTEITH	2017-09-20	MARY MONTEITH	2017-09-20

Plan Statistics for CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN

401k plan membership statisitcs for CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN

Measure Date Value
2025: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-10 10
Total number of particpants at end of year 2025-06-10 10
2024: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-14 11
Total number of particpants at end of year 2024-08-14 10
2022: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 984,169
Acturial value of plan assets 2022-12-31 984,169
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 6,104
Active participant vested funding target 2022-12-31 1,092,116
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 1,092,116
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 1,098,220
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 68,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 68,493
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 2022-12-31 168,833
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 2022-12-31 168,547
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 2022-12-31 156,977
Net shortfall amortization installment of oustanding balance 2022-12-31 114,051
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 167,517
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 167,517
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 168,547
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 2022-08-24 8
Total number of particpants at end of year 2022-08-24 8
2021: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 973,534
Acturial value of plan assets 2021-12-31 973,534
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 3,195
Active participant vested funding target 2021-12-31 872,934
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 872,934
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 876,129
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 64,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 64,813
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 2021-12-31 120,000
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 2021-12-31 123,275
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 2021-12-31 152,187
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 54,782
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 54,782
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 123,275
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 729,353
Acturial value of plan assets 2020-12-31 729,353
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 1,282
Active participant vested funding target 2020-12-31 668,231
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 668,231
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 669,513
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 20,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 20,707
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 2020-12-31 153,586
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 2020-12-31 153,768
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 2020-12-31 148,795
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 88,955
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 88,955
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 153,768
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 505,349
Acturial value of plan assets 2019-12-31 505,349
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 1,272
Active participant vested funding target 2019-12-31 494,545
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 494,545
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 495,817
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 9,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 9,074
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 160,066
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 2019-12-31 162,263
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 2019-12-31 151,088
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 2019-12-31 141,556
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 2019-12-31 141,556
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 162,263
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 299,175
Acturial value of plan assets 2018-12-31 299,175
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 705
Active participant vested funding target 2018-12-31 312,047
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 312,047
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 312,752
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 29,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 29,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 158,739
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 2018-12-31 158,625
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 2018-12-31 147,335
Net shortfall amortization installment of oustanding balance 2018-12-31 13,577
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 149,551
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 2018-12-31 149,551
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 158,625
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 174,456
Acturial value of plan assets 2017-12-31 174,456
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 0
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 147,626
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 147,626
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 22,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 22,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 144,594
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 2017-12-31 144,603
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 2017-12-31 141,866
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 2017-12-31 115,036
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 2017-12-31 115,036
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 144,603
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 160,752
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 2016-12-31 159,057
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 2016-12-31 136,691
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 2016-12-31 136,691
Additional cash requirement 2016-12-31 136,691
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 159,057
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
2025: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-10	10
Total number of particpants at end of year	2025-06-10	10
2024: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-14	11
Total number of particpants at end of year	2024-08-14	10
2022: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	984,169
Acturial value of plan assets	2022-12-31	984,169
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	6,104
Active participant vested funding target	2022-12-31	1,092,116
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	1,092,116
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	1,098,220
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	68,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	68,493
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	168,833
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	168,547
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	156,977
Net shortfall amortization installment of oustanding balance	2022-12-31	114,051
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	167,517
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	167,517
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	168,547
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	2022-08-24	8
Total number of particpants at end of year	2022-08-24	8
2021: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	973,534
Acturial value of plan assets	2021-12-31	973,534
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	3,195
Active participant vested funding target	2021-12-31	872,934
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	872,934
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	876,129
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	64,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	64,813
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	120,000
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	123,275
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	152,187
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	54,782
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	54,782
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	123,275
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	729,353
Acturial value of plan assets	2020-12-31	729,353
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	1,282
Active participant vested funding target	2020-12-31	668,231
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	668,231
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	669,513
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	20,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	20,707
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	153,586
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	153,768
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	148,795
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	88,955
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	88,955
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	153,768
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	505,349
Acturial value of plan assets	2019-12-31	505,349
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	1,272
Active participant vested funding target	2019-12-31	494,545
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	494,545
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	495,817
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	9,074
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	9,074
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	160,066
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	162,263
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	151,088
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	141,556
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	141,556
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	162,263
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	299,175
Acturial value of plan assets	2018-12-31	299,175
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	705
Active participant vested funding target	2018-12-31	312,047
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	312,047
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	312,752
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	29,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	29,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	158,739
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	158,625
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	147,335
Net shortfall amortization installment of oustanding balance	2018-12-31	13,577
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	149,551
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	149,551
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	158,625
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	174,456
Acturial value of plan assets	2017-12-31	174,456
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	0
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	147,626
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	147,626
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	22,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	22,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	144,594
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	144,603
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	141,866
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	115,036
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	115,036
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	144,603
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	160,752
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	159,057
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	136,691
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	136,691
Additional cash requirement	2016-12-31	136,691
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	159,057
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 CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN

Measure	Date	Value
2025 : CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-10	0
Total liabilities as of the end of the plan year	2025-06-10	0
Total liabilities as of the beginning of the plan year	2025-06-10	0
Total expenses incurred by plan in this plan year	2025-06-10	6876
Net assets as of the end of the plan year	2025-06-10	1693781
Total assets as of the beginning of the plan year	2025-06-10	1396284
Value of plan covered by a fidelity bond	2025-06-10	190000
Participant contributions to plan in this plan year	2025-06-10	0
Other expenses paid from plan in this plan year	2025-06-10	0
Other contributions to plan in this plan year	2025-06-10	0
Other income to plan in this plan year	2025-06-10	108726
Plan net income in this plan year	2025-06-10	297497
Net assets as of the end of the plan year	2025-06-10	1693781
Net assets as of the beginning of the plan year	2025-06-10	1396284
Employer contributions to plan in this plan year	2025-06-10	195647
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-10	0
2024 : CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-08-14	0
Net assets as of the end of the plan year	2024-08-14	1396284
Total assets as of the beginning of the plan year	2024-08-14	1153401
Value of plan covered by a fidelity bond	2024-08-14	190000
Participant contributions to plan in this plan year	2024-08-14	0
Other expenses paid from plan in this plan year	2024-08-14	0
Other income to plan in this plan year	2024-08-14	54883
Plan net income in this plan year	2024-08-14	242883
Net assets as of the end of the plan year	2024-08-14	1396284
Net assets as of the beginning of the plan year	2024-08-14	1153401
Employer contributions to plan in this plan year	2024-08-14	188000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-14	0
2022 : CHARLES W. MONTEITH, M.D., P. A. DBA A PERSONAL CHOICE CASH BALANCE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-24	0
Net assets as of the end of the plan year	2022-08-24	1096810
Total assets as of the beginning of the plan year	2022-08-24	883450
Value of plan covered by a fidelity bond	2022-08-24	190000
Participant contributions to plan in this plan year	2022-08-24	0
Other expenses paid from plan in this plan year	2022-08-24	0
Other income to plan in this plan year	2022-08-24	93360
Plan net income in this plan year	2022-08-24	213360
Net assets as of the end of the plan year	2022-08-24	1096810
Net assets as of the beginning of the plan year	2022-08-24	883450
Employer contributions to plan in this plan year	2022-08-24	120000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-24	0

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Company Name:	CHARLES W. MONTEITH, M.D., P.A.
Employer identification number (EIN):	462184431
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers