401k Plan data: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN plan

WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN
Plan identification number	002

WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

WILLIAM MACK, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM MACK, MD, PA

Employer identification number (EIN): 593486600

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01 WILLIAM MACK 2015-09-25
002 2013-07-01 WILLIAM MACK 2014-09-05
002 2012-07-01 WILLIAM MACK 2013-08-05

Plan Statistics for WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN

401k plan membership statisitcs for WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN

Measure Date Value
2022: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-06-30 2,172,825
Acturial value of plan assets 2022-06-30 2,172,825
Funding target for retired participants and beneficiaries receiving payment 2022-06-30 0
Number of terminated vested participants 2022-06-30 0
Fundng target for terminated vested participants 2022-06-30 0
Active participant vested funding target 2022-06-30 1,706,718
Number of active participants 2022-06-30 5
Total funding liabilities for active participants 2022-06-30 1,723,433
Total participant count 2022-06-30 5
Total funding target for all participants 2022-06-30 1,723,433
Balance at beginning of prior year after applicable adjustments 2022-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-30 176,822
Amount remaining of carryover balance 2022-06-30 0
Amount remaining of prefunding balance 2022-06-30 176,822
Present value of excess contributions 2022-06-30 21,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-30 22,354
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-30 22,354
Reductions in caryover balances due to elections or deemed elections 2022-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2022-06-30 100,000
Balance of carryovers at beginning of current year 2022-06-30 0
Balance of prefunding at beginning of current year 2022-06-30 136,804
Total employer contributions 2022-06-30 856,000
Total employee contributions 2022-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2022-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-06-30 815,939
Unpaid minimum required contributions for all prior years 2022-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-06-30 0
Remaining amount of unpaid minimum required contributions 2022-06-30 0
Minimum required contributions for current year target normal cost 2022-06-30 238,033
Net shortfall amortization installment of oustanding balance 2022-06-30 0
Waiver amortization installment 2022-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-30 0
Additional cash requirement 2022-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2022-06-30 815,939
Unpaid minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for all years 2022-06-30 0
2021: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-06-30 1,599,789
Acturial value of plan assets 2021-06-30 1,599,786
Funding target for retired participants and beneficiaries receiving payment 2021-06-30 0
Number of terminated vested participants 2021-06-30 0
Fundng target for terminated vested participants 2021-06-30 0
Active participant vested funding target 2021-06-30 1,367,621
Number of active participants 2021-06-30 6
Total funding liabilities for active participants 2021-06-30 1,388,929
Total participant count 2021-06-30 6
Total funding target for all participants 2021-06-30 1,388,929
Balance at beginning of prior year after applicable adjustments 2021-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-06-30 192,644
Amount remaining of carryover balance 2021-06-30 0
Amount remaining of prefunding balance 2021-06-30 192,644
Present value of excess contributions 2021-06-30 77,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-30 81,211
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-06-30 81,211
Reductions in caryover balances due to elections or deemed elections 2021-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-06-30 100,000
Balance of carryovers at beginning of current year 2021-06-30 0
Balance of prefunding at beginning of current year 2021-06-30 176,822
Total employer contributions 2021-06-30 200,000
Total employee contributions 2021-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-06-30 198,611
Unpaid minimum required contributions for all prior years 2021-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-06-30 0
Remaining amount of unpaid minimum required contributions 2021-06-30 0
Minimum required contributions for current year target normal cost 2021-06-30 211,401
Net shortfall amortization installment of oustanding balance 2021-06-30 0
Waiver amortization installment 2021-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-06-30 177,366
Additional cash requirement 2021-06-30 177,366
Contributions allocatedtoward minimum required contributions for current year 2021-06-30 198,611
Unpaid minimum required contributions for current year 2021-06-30 0
Unpaid minimum required contributions for all years 2021-06-30 0
2020: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-06-30 1,401,070
Acturial value of plan assets 2020-06-30 1,401,070
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 1
Fundng target for terminated vested participants 2020-06-30 326
Active participant vested funding target 2020-06-30 1,160,633
Number of active participants 2020-06-30 4
Total funding liabilities for active participants 2020-06-30 1,171,825
Total participant count 2020-06-30 5
Total funding target for all participants 2020-06-30 1,172,151
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 134,558
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 134,558
Present value of excess contributions 2020-06-30 120,615
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 127,273
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-30 127,273
Reductions in caryover balances due to elections or deemed elections 2020-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-30 75,000
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 192,644
Total employer contributions 2020-06-30 175,000
Total employee contributions 2020-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 173,348
Unpaid minimum required contributions for all prior years 2020-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 132,536
Net shortfall amortization installment of oustanding balance 2020-06-30 0
Waiver amortization installment 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 96,261
Additional cash requirement 2020-06-30 96,261
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 173,348
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-06-30 1,139,101
Acturial value of plan assets 2019-06-30 1,139,101
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 0
Fundng target for terminated vested participants 2019-06-30 0
Active participant vested funding target 2019-06-30 981,247
Number of active participants 2019-06-30 4
Total funding liabilities for active participants 2019-06-30 989,815
Total participant count 2019-06-30 4
Total funding target for all participants 2019-06-30 989,815
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 87,388
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 87,388
Present value of excess contributions 2019-06-30 37,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 39,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 39,628
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 134,558
Total employer contributions 2019-06-30 215,000
Total employee contributions 2019-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 213,510
Unpaid minimum required contributions for all prior years 2019-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 107,623
Net shortfall amortization installment of oustanding balance 2019-06-30 0
Waiver amortization installment 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 92,895
Additional cash requirement 2019-06-30 92,895
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 213,510
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-06-30 899,765
Acturial value of plan assets 2018-06-30 899,765
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 0
Number of terminated vested participants 2018-06-30 0
Fundng target for terminated vested participants 2018-06-30 0
Active participant vested funding target 2018-06-30 790,665
Number of active participants 2018-06-30 4
Total funding liabilities for active participants 2018-06-30 806,279
Total participant count 2018-06-30 4
Total funding target for all participants 2018-06-30 806,279
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 93,647
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 93,647
Present value of excess contributions 2018-06-30 1,504
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 1,594
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 1,594
Reductions in prefunding balances due to elections or deemed elections 2018-06-30 25,000
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 87,388
Total employer contributions 2018-06-30 150,000
Total employee contributions 2018-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-30 149,204
Unpaid minimum required contributions for all prior years 2018-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 117,822
Net shortfall amortization installment of oustanding balance 2018-06-30 0
Waiver amortization installment 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 111,724
Additional cash requirement 2018-06-30 111,724
Contributions allocatedtoward minimum required contributions for current year 2018-06-30 149,204
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-06-30 685,207
Acturial value of plan assets 2017-06-30 685,207
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 0
Number of terminated vested participants 2017-06-30 0
Fundng target for terminated vested participants 2017-06-30 0
Active participant vested funding target 2017-06-30 303,440
Number of active participants 2017-06-30 6
Total funding liabilities for active participants 2017-06-30 505,733
Total participant count 2017-06-30 6
Total funding target for all participants 2017-06-30 505,733
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 154,927
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 154,927
Present value of excess contributions 2017-06-30 64,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 68,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 68,980
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 128,540
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 93,647
Total employer contributions 2017-06-30 150,000
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 145,765
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 230,088
Net shortfall amortization installment of oustanding balance 2017-06-30 0
Waiver amortization installment 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 144,261
Additional cash requirement 2017-06-30 144,261
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 145,765
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0

Measure	Date	Value
2022: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-06-30	2,172,825
Acturial value of plan assets	2022-06-30	2,172,825
Funding target for retired participants and beneficiaries receiving payment	2022-06-30	0
Number of terminated vested participants	2022-06-30	0
Fundng target for terminated vested participants	2022-06-30	0
Active participant vested funding target	2022-06-30	1,706,718
Number of active participants	2022-06-30	5
Total funding liabilities for active participants	2022-06-30	1,723,433
Total participant count	2022-06-30	5
Total funding target for all participants	2022-06-30	1,723,433
Balance at beginning of prior year after applicable adjustments	2022-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-30	176,822
Amount remaining of carryover balance	2022-06-30	0
Amount remaining of prefunding balance	2022-06-30	176,822
Present value of excess contributions	2022-06-30	21,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-30	22,354
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-30	22,354
Reductions in caryover balances due to elections or deemed elections	2022-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2022-06-30	100,000
Balance of carryovers at beginning of current year	2022-06-30	0
Balance of prefunding at beginning of current year	2022-06-30	136,804
Total employer contributions	2022-06-30	856,000
Total employee contributions	2022-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2022-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-06-30	815,939
Unpaid minimum required contributions for all prior years	2022-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-06-30	0
Remaining amount of unpaid minimum required contributions	2022-06-30	0
Minimum required contributions for current year target normal cost	2022-06-30	238,033
Net shortfall amortization installment of oustanding balance	2022-06-30	0
Waiver amortization installment	2022-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-30	0
Additional cash requirement	2022-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2022-06-30	815,939
Unpaid minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for all years	2022-06-30	0
2021: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-06-30	1,599,789
Acturial value of plan assets	2021-06-30	1,599,786
Funding target for retired participants and beneficiaries receiving payment	2021-06-30	0
Number of terminated vested participants	2021-06-30	0
Fundng target for terminated vested participants	2021-06-30	0
Active participant vested funding target	2021-06-30	1,367,621
Number of active participants	2021-06-30	6
Total funding liabilities for active participants	2021-06-30	1,388,929
Total participant count	2021-06-30	6
Total funding target for all participants	2021-06-30	1,388,929
Balance at beginning of prior year after applicable adjustments	2021-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-06-30	192,644
Amount remaining of carryover balance	2021-06-30	0
Amount remaining of prefunding balance	2021-06-30	192,644
Present value of excess contributions	2021-06-30	77,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-30	81,211
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-06-30	81,211
Reductions in caryover balances due to elections or deemed elections	2021-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-06-30	100,000
Balance of carryovers at beginning of current year	2021-06-30	0
Balance of prefunding at beginning of current year	2021-06-30	176,822
Total employer contributions	2021-06-30	200,000
Total employee contributions	2021-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-06-30	198,611
Unpaid minimum required contributions for all prior years	2021-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-06-30	0
Remaining amount of unpaid minimum required contributions	2021-06-30	0
Minimum required contributions for current year target normal cost	2021-06-30	211,401
Net shortfall amortization installment of oustanding balance	2021-06-30	0
Waiver amortization installment	2021-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-06-30	177,366
Additional cash requirement	2021-06-30	177,366
Contributions allocatedtoward minimum required contributions for current year	2021-06-30	198,611
Unpaid minimum required contributions for current year	2021-06-30	0
Unpaid minimum required contributions for all years	2021-06-30	0
2020: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-06-30	1,401,070
Acturial value of plan assets	2020-06-30	1,401,070
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	1
Fundng target for terminated vested participants	2020-06-30	326
Active participant vested funding target	2020-06-30	1,160,633
Number of active participants	2020-06-30	4
Total funding liabilities for active participants	2020-06-30	1,171,825
Total participant count	2020-06-30	5
Total funding target for all participants	2020-06-30	1,172,151
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	134,558
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	134,558
Present value of excess contributions	2020-06-30	120,615
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	127,273
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	127,273
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	75,000
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	192,644
Total employer contributions	2020-06-30	175,000
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	173,348
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	132,536
Net shortfall amortization installment of oustanding balance	2020-06-30	0
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	96,261
Additional cash requirement	2020-06-30	96,261
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	173,348
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-06-30	1,139,101
Acturial value of plan assets	2019-06-30	1,139,101
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	0
Fundng target for terminated vested participants	2019-06-30	0
Active participant vested funding target	2019-06-30	981,247
Number of active participants	2019-06-30	4
Total funding liabilities for active participants	2019-06-30	989,815
Total participant count	2019-06-30	4
Total funding target for all participants	2019-06-30	989,815
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	87,388
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	87,388
Present value of excess contributions	2019-06-30	37,480
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	39,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	39,628
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	134,558
Total employer contributions	2019-06-30	215,000
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	213,510
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	107,623
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	92,895
Additional cash requirement	2019-06-30	92,895
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	213,510
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-06-30	899,765
Acturial value of plan assets	2018-06-30	899,765
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	0
Fundng target for terminated vested participants	2018-06-30	0
Active participant vested funding target	2018-06-30	790,665
Number of active participants	2018-06-30	4
Total funding liabilities for active participants	2018-06-30	806,279
Total participant count	2018-06-30	4
Total funding target for all participants	2018-06-30	806,279
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	93,647
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	93,647
Present value of excess contributions	2018-06-30	1,504
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	1,594
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	1,594
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	25,000
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	87,388
Total employer contributions	2018-06-30	150,000
Total employee contributions	2018-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	149,204
Unpaid minimum required contributions for all prior years	2018-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	117,822
Net shortfall amortization installment of oustanding balance	2018-06-30	0
Waiver amortization installment	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	111,724
Additional cash requirement	2018-06-30	111,724
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	149,204
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: WILLIAM MACK, MD, PA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-06-30	685,207
Acturial value of plan assets	2017-06-30	685,207
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	0
Number of terminated vested participants	2017-06-30	0
Fundng target for terminated vested participants	2017-06-30	0
Active participant vested funding target	2017-06-30	303,440
Number of active participants	2017-06-30	6
Total funding liabilities for active participants	2017-06-30	505,733
Total participant count	2017-06-30	6
Total funding target for all participants	2017-06-30	505,733
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	154,927
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	154,927
Present value of excess contributions	2017-06-30	64,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	68,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	68,980
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	128,540
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	93,647
Total employer contributions	2017-06-30	150,000
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	145,765
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	230,088
Net shortfall amortization installment of oustanding balance	2017-06-30	0
Waiver amortization installment	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	144,261
Additional cash requirement	2017-06-30	144,261
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	145,765
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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Company Name:	WILLIAM MACK, MD, PA
Employer identification number (EIN):	593486600
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01	WILLIAM MACK	2015-09-25
002	2013-07-01	WILLIAM MACK	2014-09-05
002	2012-07-01	WILLIAM MACK	2013-08-05