401k Plan data: CAROLINA ANESTHESIA CASH BALANCE PLAN plan

CAROLINA ANESTHESIA CASH BALANCE PLAN 401k Plan overview

Plan Name	CAROLINA ANESTHESIA CASH BALANCE PLAN
Plan identification number	002

CAROLINA ANESTHESIA CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).

401k Sponsoring company profile

CAROLINA ANESTHESIA ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name: CAROLINA ANESTHESIA ASSOCIATES, PA

Employer identification number (EIN): 562029099

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAROLINA ANESTHESIA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JEFF CAUDLE 2023-07-13
002 2021-01-01 JEFF CAUDLE 2022-07-26
002 2020-01-01 JEFF CAUDLE 2021-07-19
002 2019-01-01 JEFF CAUDLE 2020-10-09
002 2018-01-01 JEFF CAUDLE 2019-09-24
002 2017-01-01 JEFF CAUDLE 2018-10-11
002 2016-01-01 JEFF CAUDLE 2017-09-26
002 2015-01-01 JEFF CAUDLE 2016-09-29
002 2014-01-01 JEFF CAUDLE 2015-09-30
002 2013-01-01 JEFF CAUDLE 2014-10-09
002 2012-01-01 JEFF CAUDLE 2013-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JEFF CAUDLE	2023-07-13
002	2021-01-01	JEFF CAUDLE	2022-07-26
002	2020-01-01	JEFF CAUDLE	2021-07-19
002	2019-01-01	JEFF CAUDLE	2020-10-09
002	2018-01-01	JEFF CAUDLE	2019-09-24
002	2017-01-01	JEFF CAUDLE	2018-10-11
002	2016-01-01	JEFF CAUDLE	2017-09-26
002	2015-01-01	JEFF CAUDLE	2016-09-29
002	2014-01-01	JEFF CAUDLE	2015-09-30
002	2013-01-01	JEFF CAUDLE	2014-10-09
002	2012-01-01	JEFF CAUDLE	2013-10-01

Plan Statistics for CAROLINA ANESTHESIA CASH BALANCE PLAN

401k plan membership statisitcs for CAROLINA ANESTHESIA CASH BALANCE PLAN

Measure Date Value
2022: CAROLINA ANESTHESIA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,982,080
Acturial value of plan assets 2022-12-31 2,982,080
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 121,416
Number of terminated vested participants 2022-12-31 12
Fundng target for terminated vested participants 2022-12-31 249,422
Active participant vested funding target 2022-12-31 2,557,954
Number of active participants 2022-12-31 53
Total funding liabilities for active participants 2022-12-31 2,563,063
Total participant count 2022-12-31 66
Total funding target for all participants 2022-12-31 2,933,901
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 135,425
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 2022-12-31 135,425
Present value of excess contributions 2022-12-31 248,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 248,029
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 2022-12-31 148,940
Total employer contributions 2022-12-31 261,621
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 2022-12-31 256,417
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 2022-12-31 304,698
Net shortfall amortization installment of oustanding balance 2022-12-31 108,655
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 314,739
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 58,322
Additional cash requirement 2022-12-31 256,417
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 256,417
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CAROLINA ANESTHESIA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,768,461
Acturial value of plan assets 2021-12-31 2,768,461
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 12
Fundng target for terminated vested participants 2021-12-31 228,725
Active participant vested funding target 2021-12-31 220,715
Number of active participants 2021-12-31 47
Total funding liabilities for active participants 2021-12-31 2,207,115
Total participant count 2021-12-31 59
Total funding target for all participants 2021-12-31 2,435,840
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 133,017
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 2021-12-31 133,017
Present value of excess contributions 2021-12-31 102,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 102,502
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 2021-12-31 135,425
Total employer contributions 2021-12-31 350,000
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 2021-12-31 341,938
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 2021-12-31 283,711
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 93,909
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 93,909
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 341,938
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CAROLINA ANESTHESIA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,272,940
Acturial value of plan assets 2020-12-31 2,272,940
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 142,418
Active participant vested funding target 2020-12-31 1,912,168
Number of active participants 2020-12-31 52
Total funding liabilities for active participants 2020-12-31 1,912,981
Total participant count 2020-12-31 60
Total funding target for all participants 2020-12-31 2,055,399
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 115,717
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 2020-12-31 115,717
Present value of excess contributions 2020-12-31 132,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 132,268
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 2020-12-31 133,017
Total employer contributions 2020-12-31 315,000
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 2020-12-31 321,333
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 2020-12-31 295,906
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 2020-12-31 218,831
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 2020-12-31 218,831
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 321,333
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAROLINA ANESTHESIA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,414,993
Acturial value of plan assets 2019-12-31 2,414,993
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 11
Fundng target for terminated vested participants 2019-12-31 164,613
Active participant vested funding target 2019-12-31 1,866,188
Number of active participants 2019-12-31 62
Total funding liabilities for active participants 2019-12-31 1,882,361
Total participant count 2019-12-31 73
Total funding target for all participants 2019-12-31 2,046,974
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 128,589
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 2019-12-31 128,589
Present value of excess contributions 2019-12-31 206,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 206,598
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 2019-12-31 115,717
Total employer contributions 2019-12-31 215,000
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 2019-12-31 210,644
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 2019-12-31 324,383
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 78,376
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 78,376
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 210,644
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAROLINA ANESTHESIA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,632,765
Acturial value of plan assets 2018-12-31 1,632,765
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 140,062
Active participant vested funding target 2018-12-31 1,514,424
Number of active participants 2018-12-31 58
Total funding liabilities for active participants 2018-12-31 1,525,627
Total participant count 2018-12-31 66
Total funding target for all participants 2018-12-31 1,665,689
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 112,452
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 2018-12-31 112,452
Present value of excess contributions 2018-12-31 31,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 31,261
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 2018-12-31 128,589
Total employer contributions 2018-12-31 560,000
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 2018-12-31 547,050
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 2018-12-31 312,912
Net shortfall amortization installment of oustanding balance 2018-12-31 168,701
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 340,452
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 2018-12-31 340,452
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 547,050
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAROLINA ANESTHESIA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,542,693
Acturial value of plan assets 2017-12-31 1,542,693
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 61,788
Active participant vested funding target 2017-12-31 1,247,421
Number of active participants 2017-12-31 59
Total funding liabilities for active participants 2017-12-31 1,256,543
Total participant count 2017-12-31 66
Total funding target for all participants 2017-12-31 1,318,331
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 91,726
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 91,726
Present value of excess contributions 2017-12-31 12,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 12,810
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 12,810
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 2017-12-31 112,452
Total employer contributions 2017-12-31 235,454
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 2017-12-31 227,368
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 2017-12-31 301,517
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 2017-12-31 196,107
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 2017-12-31 196,107
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 227,368
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAROLINA ANESTHESIA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,167,353
Acturial value of plan assets 2016-12-31 1,167,353
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 12
Fundng target for terminated vested participants 2016-12-31 100,951
Active participant vested funding target 2016-12-31 936,951
Number of active participants 2016-12-31 58
Total funding liabilities for active participants 2016-12-31 946,918
Total participant count 2016-12-31 70
Total funding target for all participants 2016-12-31 1,047,869
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 93,436
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 93,436
Present value of excess contributions 2016-12-31 35,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 35,718
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 91,726
Total employer contributions 2016-12-31 303,709
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 2016-12-31 288,787
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 2016-12-31 298,222
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 275,977
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 2016-12-31 275,977
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 288,787
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: CAROLINA ANESTHESIA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,982,080
Acturial value of plan assets	2022-12-31	2,982,080
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	121,416
Number of terminated vested participants	2022-12-31	12
Fundng target for terminated vested participants	2022-12-31	249,422
Active participant vested funding target	2022-12-31	2,557,954
Number of active participants	2022-12-31	53
Total funding liabilities for active participants	2022-12-31	2,563,063
Total participant count	2022-12-31	66
Total funding target for all participants	2022-12-31	2,933,901
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	135,425
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	135,425
Present value of excess contributions	2022-12-31	248,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	248,029
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	148,940
Total employer contributions	2022-12-31	261,621
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	256,417
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	304,698
Net shortfall amortization installment of oustanding balance	2022-12-31	108,655
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	314,739
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	58,322
Additional cash requirement	2022-12-31	256,417
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	256,417
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CAROLINA ANESTHESIA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,768,461
Acturial value of plan assets	2021-12-31	2,768,461
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	12
Fundng target for terminated vested participants	2021-12-31	228,725
Active participant vested funding target	2021-12-31	220,715
Number of active participants	2021-12-31	47
Total funding liabilities for active participants	2021-12-31	2,207,115
Total participant count	2021-12-31	59
Total funding target for all participants	2021-12-31	2,435,840
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	133,017
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	133,017
Present value of excess contributions	2021-12-31	102,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	102,502
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	135,425
Total employer contributions	2021-12-31	350,000
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	341,938
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	283,711
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	93,909
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	93,909
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	341,938
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CAROLINA ANESTHESIA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,272,940
Acturial value of plan assets	2020-12-31	2,272,940
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	142,418
Active participant vested funding target	2020-12-31	1,912,168
Number of active participants	2020-12-31	52
Total funding liabilities for active participants	2020-12-31	1,912,981
Total participant count	2020-12-31	60
Total funding target for all participants	2020-12-31	2,055,399
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	115,717
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	115,717
Present value of excess contributions	2020-12-31	132,268
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	132,268
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	133,017
Total employer contributions	2020-12-31	315,000
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	321,333
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	295,906
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	218,831
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	218,831
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	321,333
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAROLINA ANESTHESIA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,414,993
Acturial value of plan assets	2019-12-31	2,414,993
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	11
Fundng target for terminated vested participants	2019-12-31	164,613
Active participant vested funding target	2019-12-31	1,866,188
Number of active participants	2019-12-31	62
Total funding liabilities for active participants	2019-12-31	1,882,361
Total participant count	2019-12-31	73
Total funding target for all participants	2019-12-31	2,046,974
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	128,589
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	128,589
Present value of excess contributions	2019-12-31	206,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	206,598
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	115,717
Total employer contributions	2019-12-31	215,000
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	210,644
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	324,383
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	78,376
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	78,376
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	210,644
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAROLINA ANESTHESIA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,632,765
Acturial value of plan assets	2018-12-31	1,632,765
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	140,062
Active participant vested funding target	2018-12-31	1,514,424
Number of active participants	2018-12-31	58
Total funding liabilities for active participants	2018-12-31	1,525,627
Total participant count	2018-12-31	66
Total funding target for all participants	2018-12-31	1,665,689
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	112,452
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	112,452
Present value of excess contributions	2018-12-31	31,261
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	31,261
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	128,589
Total employer contributions	2018-12-31	560,000
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	547,050
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	312,912
Net shortfall amortization installment of oustanding balance	2018-12-31	168,701
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	340,452
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	340,452
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	547,050
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAROLINA ANESTHESIA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,542,693
Acturial value of plan assets	2017-12-31	1,542,693
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	61,788
Active participant vested funding target	2017-12-31	1,247,421
Number of active participants	2017-12-31	59
Total funding liabilities for active participants	2017-12-31	1,256,543
Total participant count	2017-12-31	66
Total funding target for all participants	2017-12-31	1,318,331
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	91,726
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	91,726
Present value of excess contributions	2017-12-31	12,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	12,810
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	12,810
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	112,452
Total employer contributions	2017-12-31	235,454
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	227,368
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	301,517
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	196,107
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	196,107
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	227,368
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAROLINA ANESTHESIA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,167,353
Acturial value of plan assets	2016-12-31	1,167,353
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	12
Fundng target for terminated vested participants	2016-12-31	100,951
Active participant vested funding target	2016-12-31	936,951
Number of active participants	2016-12-31	58
Total funding liabilities for active participants	2016-12-31	946,918
Total participant count	2016-12-31	70
Total funding target for all participants	2016-12-31	1,047,869
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	93,436
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	93,436
Present value of excess contributions	2016-12-31	35,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	35,718
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	91,726
Total employer contributions	2016-12-31	303,709
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	288,787
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	298,222
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	275,977
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	275,977
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	288,787
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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CAROLINA ANESTHESIA PROVIDERS, INC. PROFIT SHARING PLAN [EIN = 570871025]

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Company Name:	CAROLINA ANESTHESIA ASSOCIATES, PA
Employer identification number (EIN):	562029099
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)