401k Plan data: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN plan

DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN
Plan identification number	002

DR. CRAIG J. BRANDNER, A.P.D.C. 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CRAIG J. BRANDNER, A.P.D.C. has sponsored the creation of one or more 401k plans.

Company Name: CRAIG J. BRANDNER, A.P.D.C.

Employer identification number (EIN): 721315933

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. CRAIG J. BRANDNER, A.P.D.C. 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
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 CRAIG BRANDNER 2015-10-09
002 2013-01-01 CRAIG BRANDNER 2014-10-13
002 2012-01-01 CRAIG BRANDNER 2013-10-08
002 2011-01-01 CRAIG BRANDNER 2012-10-10
002 2010-01-01 CRAIG BRANDNER 2011-09-20
002 2008-01-01 CRAIG BRANDNER
002 2007-01-01 CRAIG BRANDNER

Plan Statistics for DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN

401k plan membership statisitcs for DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN

Measure Date Value
2022: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,502,759
Acturial value of plan assets 2022-12-31 1,502,759
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 46,889
Active participant vested funding target 2022-12-31 1,467,822
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 1,467,822
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 1,514,711
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 3,786
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 3,786
Present value of excess contributions 2022-12-31 126,342
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 126,342
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 3,827
Total employer contributions 2022-12-31 81,002
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 79,559
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 15,983
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,477
Additional cash requirement 2022-12-31 1,477
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 79,559
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,542,304
Acturial value of plan assets 2021-12-31 1,542,304
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 40,638
Active participant vested funding target 2021-12-31 1,401,178
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 1,401,178
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 1,441,816
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 3,579
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 3,579
Present value of excess contributions 2021-12-31 79,468
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 79,468
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 3,786
Total employer contributions 2021-12-31 126,366
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 2021-12-31 126,342
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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 126,342
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,447,686
Acturial value of plan assets 2020-12-31 1,447,686
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 37,466
Active participant vested funding target 2020-12-31 1,340,593
Number of active participants 2020-12-31 13
Total funding liabilities for active participants 2020-12-31 1,340,593
Total participant count 2020-12-31 16
Total funding target for all participants 2020-12-31 1,378,059
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 3,469
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 3,469
Present value of excess contributions 2020-12-31 89,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 89,140
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 3,579
Total employer contributions 2020-12-31 78,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 79,468
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 79,468
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,251,842
Acturial value of plan assets 2019-12-31 1,251,842
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 35,590
Active participant vested funding target 2019-12-31 1,271,118
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 1,271,118
Total participant count 2019-12-31 16
Total funding target for all participants 2019-12-31 1,306,708
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 3,458
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 3,458
Present value of excess contributions 2019-12-31 83,173
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 83,173
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 3,469
Total employer contributions 2019-12-31 114,176
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 2019-12-31 116,432
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 0
Net shortfall amortization installment of oustanding balance 2019-12-31 58,532
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 27,292
Additional cash requirement 2019-12-31 27,292
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 116,432
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,082,446
Acturial value of plan assets 2018-12-31 1,082,446
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 33,365
Active participant vested funding target 2018-12-31 1,196,119
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 1,196,119
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 1,229,484
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 3,407
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 3,407
Present value of excess contributions 2018-12-31 59
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 59
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 3,458
Total employer contributions 2018-12-31 130,824
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 2018-12-31 131,520
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 16,062
Net shortfall amortization installment of oustanding balance 2018-12-31 150,679
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 48,347
Additional cash requirement 2018-12-31 48,347
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 131,520
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 969,940
Acturial value of plan assets 2017-12-31 969,940
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 30,772
Active participant vested funding target 2017-12-31 1,070,571
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 1,071,106
Total participant count 2017-12-31 15
Total funding target for all participants 2017-12-31 1,101,878
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 3,339
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 3,339
Present value of excess contributions 2017-12-31 414
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 414
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 3,407
Total employer contributions 2017-12-31 108,632
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 2017-12-31 110,606
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 74,139
Net shortfall amortization installment of oustanding balance 2017-12-31 135,525
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 110,547
Additional cash requirement 2017-12-31 110,547
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 110,606
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 850,962
Acturial value of plan assets 2016-12-31 850,962
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 19,208
Active participant vested funding target 2016-12-31 957,506
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 957,506
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 976,714
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 3,360
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 3,360
Present value of excess contributions 2016-12-31 253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 253
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 3,339
Total employer contributions 2016-12-31 104,263
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 2016-12-31 105,875
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 73,035
Net shortfall amortization installment of oustanding balance 2016-12-31 129,266
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 105,461
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 105,461
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 105,875
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2008: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 11
Number of other retired or separated participants entitled to future benefits 2008-01-01 1
Total of all active and inactive participants 2008-01-01 12
Total participants 2008-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 1
2007: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2007 401k membership
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 10
Number of other retired or separated participants entitled to future benefits 2007-01-01 1
Total of all active and inactive participants 2007-01-01 11
Total participants 2007-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 1

Measure	Date	Value
2022: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,502,759
Acturial value of plan assets	2022-12-31	1,502,759
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	46,889
Active participant vested funding target	2022-12-31	1,467,822
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	1,467,822
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	1,514,711
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	3,786
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	3,786
Present value of excess contributions	2022-12-31	126,342
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	126,342
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	3,827
Total employer contributions	2022-12-31	81,002
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	79,559
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	15,983
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,477
Additional cash requirement	2022-12-31	1,477
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	79,559
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,542,304
Acturial value of plan assets	2021-12-31	1,542,304
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	40,638
Active participant vested funding target	2021-12-31	1,401,178
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	1,401,178
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	1,441,816
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	3,579
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	3,579
Present value of excess contributions	2021-12-31	79,468
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	79,468
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	3,786
Total employer contributions	2021-12-31	126,366
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	126,342
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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	126,342
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,447,686
Acturial value of plan assets	2020-12-31	1,447,686
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	37,466
Active participant vested funding target	2020-12-31	1,340,593
Number of active participants	2020-12-31	13
Total funding liabilities for active participants	2020-12-31	1,340,593
Total participant count	2020-12-31	16
Total funding target for all participants	2020-12-31	1,378,059
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	3,469
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	3,469
Present value of excess contributions	2020-12-31	89,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	89,140
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	3,579
Total employer contributions	2020-12-31	78,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	79,468
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	79,468
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,251,842
Acturial value of plan assets	2019-12-31	1,251,842
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	35,590
Active participant vested funding target	2019-12-31	1,271,118
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	1,271,118
Total participant count	2019-12-31	16
Total funding target for all participants	2019-12-31	1,306,708
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	3,458
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	3,458
Present value of excess contributions	2019-12-31	83,173
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	83,173
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	3,469
Total employer contributions	2019-12-31	114,176
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	116,432
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	0
Net shortfall amortization installment of oustanding balance	2019-12-31	58,532
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	27,292
Additional cash requirement	2019-12-31	27,292
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	116,432
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,082,446
Acturial value of plan assets	2018-12-31	1,082,446
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	33,365
Active participant vested funding target	2018-12-31	1,196,119
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	1,196,119
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	1,229,484
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	3,407
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	3,407
Present value of excess contributions	2018-12-31	59
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	59
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	3,458
Total employer contributions	2018-12-31	130,824
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	131,520
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	16,062
Net shortfall amortization installment of oustanding balance	2018-12-31	150,679
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	48,347
Additional cash requirement	2018-12-31	48,347
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	131,520
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	969,940
Acturial value of plan assets	2017-12-31	969,940
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	30,772
Active participant vested funding target	2017-12-31	1,070,571
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	1,071,106
Total participant count	2017-12-31	15
Total funding target for all participants	2017-12-31	1,101,878
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	3,339
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	3,339
Present value of excess contributions	2017-12-31	414
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	414
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	3,407
Total employer contributions	2017-12-31	108,632
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	110,606
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	74,139
Net shortfall amortization installment of oustanding balance	2017-12-31	135,525
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	110,547
Additional cash requirement	2017-12-31	110,547
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	110,606
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	850,962
Acturial value of plan assets	2016-12-31	850,962
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	19,208
Active participant vested funding target	2016-12-31	957,506
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	957,506
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	976,714
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	3,360
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	3,360
Present value of excess contributions	2016-12-31	253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	253
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	3,339
Total employer contributions	2016-12-31	104,263
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	105,875
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	73,035
Net shortfall amortization installment of oustanding balance	2016-12-31	129,266
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	105,461
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	105,461
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	105,875
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2008: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	11
Number of other retired or separated participants entitled to future benefits	2008-01-01	1
Total of all active and inactive participants	2008-01-01	12
Total participants	2008-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	1
2007: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2007 401k membership
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	10
Number of other retired or separated participants entitled to future benefits	2007-01-01	1
Total of all active and inactive participants	2007-01-01	11
Total participants	2007-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	1

Form 5500 Responses for DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN

2008: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: DR. CRAIG J. BRANDNER, A.P.D.C. CASH BALANCE PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	First time form 5500 has been submitted	Yes
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CRAIG J. BRANDNER, A.P.D.C.
Employer identification number (EIN):	721315933
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	CRAIG BRANDNER	2015-10-09
002	2013-01-01	CRAIG BRANDNER	2014-10-13
002	2012-01-01	CRAIG BRANDNER	2013-10-08
002	2011-01-01	CRAIG BRANDNER	2012-10-10
002	2010-01-01	CRAIG BRANDNER	2011-09-20
002	2008-01-01	CRAIG BRANDNER
002	2007-01-01	CRAIG BRANDNER