401k Plan data: MILES & SCHMITT, MD, PC CASH BALANCE PLAN plan

MILES & SCHMITT, MD, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	MILES & SCHMITT, MD, PC CASH BALANCE PLAN
Plan identification number	002

MILES & SCHMITT, MD, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MILES & SCHMITT, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: MILES & SCHMITT, MD, PC

Employer identification number (EIN): 630620636

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILES & SCHMITT, MD, PC 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
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 LES MILES
002 2018-01-01
002 2017-01-01 LES MILES
002 2016-01-01 LES MILES
002 2015-01-01 LES MILES
002 2014-01-01 LES MILES
002 2013-01-01 LES MILES
002 2012-01-01 DAWN BARTON
002 2011-01-01 JAMES E. STIDHAM
002 2009-01-01 JAMES E. STIDHAM

Plan Statistics for MILES & SCHMITT, MD, PC CASH BALANCE PLAN

401k plan membership statisitcs for MILES & SCHMITT, MD, PC CASH BALANCE PLAN

Measure Date Value
2022: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,342,705
Acturial value of plan assets 2022-12-31 1,342,705
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 12,116
Active participant vested funding target 2022-12-31 1,414,287
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 1,414,287
Total participant count 2022-12-31 22
Total funding target for all participants 2022-12-31 1,426,403
Present value of excess contributions 2022-12-31 3,231
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 3,231
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 203,812
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 196,275
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 196,275
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 54,792
Net shortfall amortization installment of oustanding balance 2022-12-31 83,698
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 62,569
Additional cash requirement 2022-12-31 62,569
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 196,275
Unpaid minimum required contributions for current year 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 22
Total participants 2022-01-01 22
2021: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,275,830
Acturial value of plan assets 2021-12-31 1,275,830
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 4,182
Active participant vested funding target 2021-12-31 1,281,561
Number of active participants 2021-12-31 13
Total funding liabilities for active participants 2021-12-31 1,281,561
Total participant count 2021-12-31 18
Total funding target for all participants 2021-12-31 1,285,743
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Present value of excess contributions 2021-12-31 59,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 59,993
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 61,278
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 59,703
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 55,548
Net shortfall amortization installment of oustanding balance 2021-12-31 9,913
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 56,472
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 56,472
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 59,703
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 4
Total of all active and inactive participants 2021-01-01 18
Total participants 2021-01-01 18
2020: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,209,167
Acturial value of plan assets 2020-12-31 1,209,167
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 3,463
Active participant vested funding target 2020-12-31 1,179,647
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 1,179,647
Total participant count 2020-12-31 18
Total funding target for all participants 2020-12-31 1,183,110
Present value of excess contributions 2020-12-31 160,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 160,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 88,448
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 87,505
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 53,569
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 27,512
Additional cash requirement 2020-12-31 27,512
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 87,505
Unpaid minimum required contributions for current year 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 18
Total participants 2020-01-01 18
2019: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 972,052
Acturial value of plan assets 2019-12-31 972,052
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 184
Active participant vested funding target 2019-12-31 1,069,751
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,069,751
Total participant count 2019-12-31 14
Total funding target for all participants 2019-12-31 1,069,935
Present value of excess contributions 2019-12-31 1,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,443
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 235,195
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 231,806
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 54,476
Net shortfall amortization installment of oustanding balance 2019-12-31 97,883
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 71,239
Additional cash requirement 2019-12-31 71,239
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 231,806
Unpaid minimum required contributions for current year 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 925,259
Acturial value of plan assets 2018-12-31 925,259
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 5,065
Active participant vested funding target 2018-12-31 964,438
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 964,438
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 969,503
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Present value of excess contributions 2018-12-31 8,891
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 8,891
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 62,626
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 61,812
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 53,146
Net shortfall amortization installment of oustanding balance 2018-12-31 44,244
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 60,369
Additional cash requirement 2018-12-31 60,369
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 61,812
Unpaid minimum required contributions for current year 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 866,856
Acturial value of plan assets 2017-12-31 866,856
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 4,067
Active participant vested funding target 2017-12-31 857,090
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 857,090
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 861,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 56,349
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 53,210
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 50,118
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 44,319
Additional cash requirement 2017-12-31 44,319
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 53,210
Unpaid minimum required contributions for current year 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
2016: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 706,913
Acturial value of plan assets 2016-12-31 706,913
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 2016-12-31 816
Active participant vested funding target 2016-12-31 744,554
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 744,554
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 745,370
Present value of excess contributions 2016-12-31 20,790
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 20,790
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 159,776
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 158,068
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 47,358
Net shortfall amortization installment of oustanding balance 2016-12-31 38,457
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 53,712
Additional cash requirement 2016-12-31 53,712
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 158,068
Unpaid minimum required contributions for current year 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
2014: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
2009: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,342,705
Acturial value of plan assets	2022-12-31	1,342,705
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	12,116
Active participant vested funding target	2022-12-31	1,414,287
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	1,414,287
Total participant count	2022-12-31	22
Total funding target for all participants	2022-12-31	1,426,403
Present value of excess contributions	2022-12-31	3,231
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	3,231
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	203,812
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	196,275
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	196,275
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	54,792
Net shortfall amortization installment of oustanding balance	2022-12-31	83,698
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	62,569
Additional cash requirement	2022-12-31	62,569
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	196,275
Unpaid minimum required contributions for current year	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	22
Total participants	2022-01-01	22
2021: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,275,830
Acturial value of plan assets	2021-12-31	1,275,830
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	4,182
Active participant vested funding target	2021-12-31	1,281,561
Number of active participants	2021-12-31	13
Total funding liabilities for active participants	2021-12-31	1,281,561
Total participant count	2021-12-31	18
Total funding target for all participants	2021-12-31	1,285,743
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Present value of excess contributions	2021-12-31	59,993
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	59,993
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	61,278
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	59,703
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	55,548
Net shortfall amortization installment of oustanding balance	2021-12-31	9,913
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	56,472
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	56,472
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	59,703
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	4
Total of all active and inactive participants	2021-01-01	18
Total participants	2021-01-01	18
2020: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,209,167
Acturial value of plan assets	2020-12-31	1,209,167
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	3,463
Active participant vested funding target	2020-12-31	1,179,647
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	1,179,647
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	1,183,110
Present value of excess contributions	2020-12-31	160,567
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	160,567
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	88,448
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	87,505
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	53,569
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	27,512
Additional cash requirement	2020-12-31	27,512
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	87,505
Unpaid minimum required contributions for current year	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	18
Total participants	2020-01-01	18
2019: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	972,052
Acturial value of plan assets	2019-12-31	972,052
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	184
Active participant vested funding target	2019-12-31	1,069,751
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,069,751
Total participant count	2019-12-31	14
Total funding target for all participants	2019-12-31	1,069,935
Present value of excess contributions	2019-12-31	1,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,443
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	235,195
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	231,806
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	54,476
Net shortfall amortization installment of oustanding balance	2019-12-31	97,883
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	71,239
Additional cash requirement	2019-12-31	71,239
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	231,806
Unpaid minimum required contributions for current year	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	925,259
Acturial value of plan assets	2018-12-31	925,259
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	5,065
Active participant vested funding target	2018-12-31	964,438
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	964,438
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	969,503
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Present value of excess contributions	2018-12-31	8,891
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	8,891
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	62,626
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	61,812
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	53,146
Net shortfall amortization installment of oustanding balance	2018-12-31	44,244
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	60,369
Additional cash requirement	2018-12-31	60,369
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	61,812
Unpaid minimum required contributions for current year	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	866,856
Acturial value of plan assets	2017-12-31	866,856
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	4,067
Active participant vested funding target	2017-12-31	857,090
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	857,090
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	861,157
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	56,349
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	53,210
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	50,118
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	44,319
Additional cash requirement	2017-12-31	44,319
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	53,210
Unpaid minimum required contributions for current year	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
2016: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	706,913
Acturial value of plan assets	2016-12-31	706,913
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	816
Active participant vested funding target	2016-12-31	744,554
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	744,554
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	745,370
Present value of excess contributions	2016-12-31	20,790
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	20,790
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	159,776
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	158,068
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	47,358
Net shortfall amortization installment of oustanding balance	2016-12-31	38,457
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	53,712
Additional cash requirement	2016-12-31	53,712
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	158,068
Unpaid minimum required contributions for current year	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
2014: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
2009: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MILES & SCHMITT, MD, PC CASH BALANCE PLAN

Measure	Date	Value
2022 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$209,409
Total plan assets at end of year	2022-12-31	$1,546,517
Total plan assets at beginning of year	2022-12-31	$1,337,108
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$5,597
Net income (gross income less expenses)	2022-12-31	$209,409
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,546,517
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,337,108
Total contributions received or receivable from employer(s)	2022-12-31	$203,812
2021 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$39,493
Total plan assets at end of year	2021-12-31	$1,337,108
Total plan assets at beginning of year	2021-12-31	$1,297,615
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$-21,785
Net income (gross income less expenses)	2021-12-31	$39,493
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,337,108
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,297,615
Total contributions received or receivable from employer(s)	2021-12-31	$61,278
2020 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$90,368
Total plan assets at end of year	2020-12-31	$1,297,615
Total plan assets at beginning of year	2020-12-31	$1,207,247
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$1,920
Net income (gross income less expenses)	2020-12-31	$90,368
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,297,615
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,207,247
Total contributions received or receivable from employer(s)	2020-12-31	$88,448
2019 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$236,957
Expenses. Total of all expenses incurred	2019-12-31	$17,595
Benefits paid (including direct rollovers)	2019-12-31	$17,525
Total plan assets at end of year	2019-12-31	$1,207,247
Total plan assets at beginning of year	2019-12-31	$987,885
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$1,762
Net income (gross income less expenses)	2019-12-31	$219,362
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,207,247
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$987,885
Total contributions received or receivable from employer(s)	2019-12-31	$235,195
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$70
2018 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$64,652
Expenses. Total of all expenses incurred	2018-12-31	$70
Total plan assets at end of year	2018-12-31	$987,885
Total plan assets at beginning of year	2018-12-31	$923,303
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$2,026
Net income (gross income less expenses)	2018-12-31	$64,582
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$987,885
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$923,303
Total contributions received or receivable from employer(s)	2018-12-31	$62,626
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$70
2017 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$56,614
Total plan assets at end of year	2017-12-31	$923,303
Total plan assets at beginning of year	2017-12-31	$866,689
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$266
Net income (gross income less expenses)	2017-12-31	$56,614
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$923,303
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$866,689
Total contributions received or receivable from employer(s)	2017-12-31	$56,348
2016 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$159,924
Total plan assets at end of year	2016-12-31	$866,689
Total plan assets at beginning of year	2016-12-31	$706,765
Value of fidelity bond covering the plan	2016-12-31	$87,000
Other income received	2016-12-31	$148
Net income (gross income less expenses)	2016-12-31	$159,924
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$866,689
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$706,765
Total contributions received or receivable from employer(s)	2016-12-31	$159,776
2015 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$54,623
Expenses. Total of all expenses incurred	2015-12-31	$7,013
Benefits paid (including direct rollovers)	2015-12-31	$7,013
Total plan assets at end of year	2015-12-31	$706,765
Total plan assets at beginning of year	2015-12-31	$659,155
Value of fidelity bond covering the plan	2015-12-31	$71,000
Other income received	2015-12-31	$65
Net income (gross income less expenses)	2015-12-31	$47,610
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$706,765
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$659,155
Total contributions received or receivable from employer(s)	2015-12-31	$54,558
2014 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$29,673
Expenses. Total of all expenses incurred	2014-12-31	$50
Total plan assets at end of year	2014-12-31	$659,155
Total plan assets at beginning of year	2014-12-31	$629,532
Value of fidelity bond covering the plan	2014-12-31	$66,000
Other income received	2014-12-31	$61
Net income (gross income less expenses)	2014-12-31	$29,623
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$659,155
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$629,532
Total contributions received or receivable from employer(s)	2014-12-31	$29,612
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
2013 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$31,082
Expenses. Total of all expenses incurred	2013-12-31	$13,785
Benefits paid (including direct rollovers)	2013-12-31	$13,735
Total plan assets at end of year	2013-12-31	$629,532
Total plan assets at beginning of year	2013-12-31	$612,235
Value of fidelity bond covering the plan	2013-12-31	$63,000
Other income received	2013-12-31	$59
Net income (gross income less expenses)	2013-12-31	$17,297
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$629,532
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$612,235
Total contributions received or receivable from employer(s)	2013-12-31	$31,023
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$27,833
Expenses. Total of all expenses incurred	2012-12-31	$50
Total plan assets at end of year	2012-12-31	$612,235
Total plan assets at beginning of year	2012-12-31	$584,452
Value of fidelity bond covering the plan	2012-12-31	$35,000
Other income received	2012-12-31	$83
Net income (gross income less expenses)	2012-12-31	$27,783
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$612,235
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$584,452
Total contributions received or receivable from employer(s)	2012-12-31	$27,750
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
2011 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,184
Expenses. Total of all expenses incurred	2011-12-31	$50
Total plan assets at end of year	2011-12-31	$584,452
Total plan assets at beginning of year	2011-12-31	$532,318
Value of fidelity bond covering the plan	2011-12-31	$59,000
Other income received	2011-12-31	$99
Net income (gross income less expenses)	2011-12-31	$52,134
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$584,452
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$532,318
Total contributions received or receivable from employer(s)	2011-12-31	$52,085
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$54,781
Expenses. Total of all expenses incurred	2010-12-31	$175
Total plan assets at end of year	2010-12-31	$532,318
Total plan assets at beginning of year	2010-12-31	$477,712
Value of fidelity bond covering the plan	2010-12-31	$54,000
Other income received	2010-12-31	$2,538
Net income (gross income less expenses)	2010-12-31	$54,606
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$532,318
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$477,712
Total contributions received or receivable from employer(s)	2010-12-31	$52,243
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$175

Form 5500 Responses for MILES & SCHMITT, MD, PC CASH BALANCE PLAN

2022: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MILES & SCHMITT, MD, PC CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MILES & SCHMITT, MD, PC
Employer identification number (EIN):	630620636
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)