401k Plan data: THE ARTHRITIS CLINIC CASH BALANCE PLAN plan

THE ARTHRITIS CLINIC CASH BALANCE PLAN 401k Plan overview

Plan Name	THE ARTHRITIS CLINIC CASH BALANCE PLAN
Plan identification number	001

THE ARTHRITIS CLINIC 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).
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

THE ARTHRITIS CLINIC has sponsored the creation of one or more 401k plans.

Company Name: THE ARTHRITIS CLINIC

Employer identification number (EIN): 593384750

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARTHRITIS CLINIC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANAS MOUREIDEN 2023-09-13
001 2021-01-01 ANAS MOUREIDEN 2022-09-12
001 2020-01-01 ANAS MOUREIDEN 2021-08-23
001 2019-01-01 ANAS MOUREIDEN 2020-10-07
001 2018-01-01 ANAS MOUREIDEN 2019-09-25
001 2017-01-01 ANAS MOUREIDEN 2018-09-18
001 2016-01-01 ANAS MOUREIDEN 2017-09-20
001 2015-01-01 ANAS MOUREIDEN 2016-10-10
001 2014-01-01 ANAS MOUREIDEN 2015-10-15
001 2013-01-01 ANAS MOUREIDEN 2014-10-13
001 2012-01-01 ANAS MOUREIDEN 2013-10-07
001 2011-01-01 ANAS MOUREIDEN 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ANAS MOUREIDEN	2023-09-13
001	2021-01-01	ANAS MOUREIDEN	2022-09-12
001	2020-01-01	ANAS MOUREIDEN	2021-08-23
001	2019-01-01	ANAS MOUREIDEN	2020-10-07
001	2018-01-01	ANAS MOUREIDEN	2019-09-25
001	2017-01-01	ANAS MOUREIDEN	2018-09-18
001	2016-01-01	ANAS MOUREIDEN	2017-09-20
001	2015-01-01	ANAS MOUREIDEN	2016-10-10
001	2014-01-01	ANAS MOUREIDEN	2015-10-15
001	2013-01-01	ANAS MOUREIDEN	2014-10-13
001	2012-01-01	ANAS MOUREIDEN	2013-10-07
001	2011-01-01	ANAS MOUREIDEN	2012-10-15

Plan Statistics for THE ARTHRITIS CLINIC CASH BALANCE PLAN

401k plan membership statisitcs for THE ARTHRITIS CLINIC CASH BALANCE PLAN

Measure Date Value
2022: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,962,240
Acturial value of plan assets 2022-12-31 1,962,240
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 11,061
Active participant vested funding target 2022-12-31 1,985,776
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 1,985,776
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 1,996,837
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 4,966
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 2,163
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 2,803
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2,903
Total employer contributions 2022-12-31 162,164
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 2022-12-31 144,120
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 2022-12-31 143,065
Net shortfall amortization installment of oustanding balance 2022-12-31 37,500
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 146,530
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 2,410
Additional cash requirement 2022-12-31 144,120
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 144,120
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,720,385
Acturial value of plan assets 2021-12-31 1,720,385
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 2,802
Active participant vested funding target 2021-12-31 1,818,752
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 1,818,752
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 1,821,554
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 80
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 80
Present value of excess contributions 2021-12-31 4,704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 4,879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 4,879
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 4,966
Total employer contributions 2021-12-31 195,214
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 2021-12-31 179,463
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 2021-12-31 146,502
Net shortfall amortization installment of oustanding balance 2021-12-31 106,135
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 181,626
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 2,163
Additional cash requirement 2021-12-31 179,463
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 179,463
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,424,785
Acturial value of plan assets 2020-12-31 1,424,785
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 3,171
Active participant vested funding target 2020-12-31 1,603,892
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 1,604,063
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,607,234
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 546
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 2020-12-31 474
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 72
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 80
Total employer contributions 2020-12-31 207,129
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 2020-12-31 191,777
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 2020-12-31 145,376
Net shortfall amortization installment of oustanding balance 2020-12-31 182,529
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 187,073
Additional cash requirement 2020-12-31 187,073
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 191,777
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,115,410
Acturial value of plan assets 2019-12-31 1,115,410
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 2,935
Active participant vested funding target 2019-12-31 1,401,217
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,401,217
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 1,404,152
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 1,257
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 2019-12-31 703
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 554
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available 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 2019-12-31 546
Total employer contributions 2019-12-31 218,018
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 2019-12-31 197,246
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 2019-12-31 145,276
Net shortfall amortization installment of oustanding balance 2019-12-31 289,288
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 197,720
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 474
Additional cash requirement 2019-12-31 197,246
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 197,246
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 941,870
Acturial value of plan assets 2018-12-31 941,870
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 2,194
Active participant vested funding target 2018-12-31 1,110,938
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,110,938
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,113,132
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 13,500
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 12,337
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 1,163
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 1,257
Total employer contributions 2018-12-31 185,920
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 2018-12-31 163,763
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 2018-12-31 134,527
Net shortfall amortization installment of oustanding balance 2018-12-31 172,519
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 164,466
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 703
Additional cash requirement 2018-12-31 163,763
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 163,763
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 836,762
Acturial value of plan assets 2017-12-31 836,762
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 2,017
Active participant vested funding target 2017-12-31 912,543
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 912,661
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 914,678
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 117,709
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 41,002
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 76,707
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 65,600
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 13,500
Total employer contributions 2017-12-31 146,633
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 2017-12-31 134,536
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 2017-12-31 131,861
Net shortfall amortization installment of oustanding balance 2017-12-31 91,416
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 146,873
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 12,337
Additional cash requirement 2017-12-31 134,536
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 134,536
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 862,752
Acturial value of plan assets 2016-12-31 862,752
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 3,037
Active participant vested funding target 2016-12-31 726,838
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 726,838
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 729,875
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 502
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 2016-12-31 502
Present value of excess contributions 2016-12-31 110,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 117,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 117,203
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 2016-12-31 117,709
Total employer contributions 2016-12-31 79,532
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 72,330
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 2016-12-31 128,500
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 2016-12-31 113,332
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 41,002
Additional cash requirement 2016-12-31 72,330
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 72,330
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: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,962,240
Acturial value of plan assets	2022-12-31	1,962,240
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	11,061
Active participant vested funding target	2022-12-31	1,985,776
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	1,985,776
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	1,996,837
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	4,966
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	2,163
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	2,803
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	2,903
Total employer contributions	2022-12-31	162,164
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	144,120
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	143,065
Net shortfall amortization installment of oustanding balance	2022-12-31	37,500
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	146,530
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	2,410
Additional cash requirement	2022-12-31	144,120
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	144,120
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,720,385
Acturial value of plan assets	2021-12-31	1,720,385
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	2,802
Active participant vested funding target	2021-12-31	1,818,752
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	1,818,752
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	1,821,554
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	80
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	80
Present value of excess contributions	2021-12-31	4,704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	4,879
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	4,879
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	4,966
Total employer contributions	2021-12-31	195,214
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	179,463
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	146,502
Net shortfall amortization installment of oustanding balance	2021-12-31	106,135
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	181,626
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	2,163
Additional cash requirement	2021-12-31	179,463
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	179,463
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,424,785
Acturial value of plan assets	2020-12-31	1,424,785
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	3,171
Active participant vested funding target	2020-12-31	1,603,892
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	1,604,063
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,607,234
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	546
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	474
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	72
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	80
Total employer contributions	2020-12-31	207,129
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	191,777
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	145,376
Net shortfall amortization installment of oustanding balance	2020-12-31	182,529
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	187,073
Additional cash requirement	2020-12-31	187,073
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	191,777
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,115,410
Acturial value of plan assets	2019-12-31	1,115,410
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	2,935
Active participant vested funding target	2019-12-31	1,401,217
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,401,217
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	1,404,152
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	1,257
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	703
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	554
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available 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	546
Total employer contributions	2019-12-31	218,018
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	197,246
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	145,276
Net shortfall amortization installment of oustanding balance	2019-12-31	289,288
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	197,720
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	474
Additional cash requirement	2019-12-31	197,246
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	197,246
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	941,870
Acturial value of plan assets	2018-12-31	941,870
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	2,194
Active participant vested funding target	2018-12-31	1,110,938
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,110,938
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,113,132
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	13,500
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	12,337
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	1,163
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	1,257
Total employer contributions	2018-12-31	185,920
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	163,763
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	134,527
Net shortfall amortization installment of oustanding balance	2018-12-31	172,519
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	164,466
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	703
Additional cash requirement	2018-12-31	163,763
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	163,763
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	836,762
Acturial value of plan assets	2017-12-31	836,762
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	2,017
Active participant vested funding target	2017-12-31	912,543
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	912,661
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	914,678
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	117,709
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	41,002
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	76,707
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	65,600
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	13,500
Total employer contributions	2017-12-31	146,633
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	134,536
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	131,861
Net shortfall amortization installment of oustanding balance	2017-12-31	91,416
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	146,873
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	12,337
Additional cash requirement	2017-12-31	134,536
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	134,536
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE ARTHRITIS CLINIC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	862,752
Acturial value of plan assets	2016-12-31	862,752
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	3,037
Active participant vested funding target	2016-12-31	726,838
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	726,838
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	729,875
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	502
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	502
Present value of excess contributions	2016-12-31	110,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	117,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	117,203
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	117,709
Total employer contributions	2016-12-31	79,532
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	72,330
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	128,500
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	113,332
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	41,002
Additional cash requirement	2016-12-31	72,330
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	72,330
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	THE ARTHRITIS CLINIC
Employer identification number (EIN):	593384750
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)