401k Plan data: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN plan

DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN
Plan identification number	001

DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Plan covering Self-Employed individuals.
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

DR. THOMAS H. CONKLIN, JR. has sponsored the creation of one or more 401k plans.

Company Name: DR. THOMAS H. CONKLIN, JR.

Employer identification number (EIN): 730591043

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. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 DR. THOMAS CONKLIN, JR. 2017-08-14
001 2015-01-01 DR. THOMAS CONKLIN, JR. 2016-10-03
001 2014-01-01 DR. THOMAS CONKLIN, JR. 2015-10-07
001 2013-01-01 DR. THOMAS CONKLIN, JR. 2014-09-06
001 2012-01-01 DR. THOMAS CONKLIN, JR. 2013-10-15
001 2011-01-01 DR. THOMAS CONKLIN, JR. 2012-07-07
001 2010-01-01 DR. THOMAS CONKLIN, JR. 2011-05-27
001 2009-01-01 DR. THOMAS CONKLIN, JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	DR. THOMAS CONKLIN, JR.	2017-08-14
001	2015-01-01	DR. THOMAS CONKLIN, JR.	2016-10-03
001	2014-01-01	DR. THOMAS CONKLIN, JR.	2015-10-07
001	2013-01-01	DR. THOMAS CONKLIN, JR.	2014-09-06
001	2012-01-01	DR. THOMAS CONKLIN, JR.	2013-10-15
001	2011-01-01	DR. THOMAS CONKLIN, JR.	2012-07-07
001	2010-01-01	DR. THOMAS CONKLIN, JR.	2011-05-27
001	2009-01-01	DR. THOMAS CONKLIN, JR.

Plan Statistics for DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN

401k plan membership statisitcs for DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN

Measure Date Value
2021: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,568,072
Acturial value of plan assets 2021-12-31 1,568,072
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,359,035
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 108,047
Active participant vested funding target 2021-12-31 121,171
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 121,171
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 1,588,253
Balance at beginning of prior year after applicable adjustments 2021-12-31 4,810
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 46,181
Amount remaining of carryover balance 2021-12-31 4,810
Amount remaining of prefunding balance 2021-12-31 46,181
Present value of excess contributions 2021-12-31 151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 159
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 5,172
Balance of prefunding at beginning of current year 2021-12-31 49,658
Total employer contributions 2021-12-31 20,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 18,685
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 5,694
Net shortfall amortization installment of oustanding balance 2021-12-31 75,011
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 13,104
Additional cash requirement 2021-12-31 13,104
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 18,685
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,549,508
Acturial value of plan assets 2020-12-31 1,549,508
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,391,220
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 99,927
Active participant vested funding target 2020-12-31 106,030
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 106,030
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 1,597,177
Balance at beginning of prior year after applicable adjustments 2020-12-31 4,058
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 38,958
Amount remaining of carryover balance 2020-12-31 4,058
Amount remaining of prefunding balance 2020-12-31 38,958
Present value of excess contributions 2020-12-31 9,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 9,889
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 4,810
Balance of prefunding at beginning of current year 2020-12-31 46,181
Total employer contributions 2020-12-31 16,500
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 14,735
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 5,321
Net shortfall amortization installment of oustanding balance 2020-12-31 98,660
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 14,584
Additional cash requirement 2020-12-31 14,584
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 14,735
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,365,762
Acturial value of plan assets 2019-12-31 1,365,762
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,458,236
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 90,794
Active participant vested funding target 2019-12-31 98,134
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 98,134
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 1,647,164
Balance at beginning of prior year after applicable adjustments 2019-12-31 4,555
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 43,728
Amount remaining of carryover balance 2019-12-31 4,555
Amount remaining of prefunding balance 2019-12-31 43,728
Present value of excess contributions 2019-12-31 343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 362
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 4,058
Balance of prefunding at beginning of current year 2019-12-31 38,958
Total employer contributions 2019-12-31 70,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 64,456
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 2,364
Net shortfall amortization installment of oustanding balance 2019-12-31 324,418
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 55,078
Additional cash requirement 2019-12-31 55,078
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 64,456
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,661,707
Acturial value of plan assets 2018-12-31 1,661,707
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,148,519
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 43,411
Active participant vested funding target 2018-12-31 433,284
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 433,284
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 1,625,214
Balance at beginning of prior year after applicable adjustments 2018-12-31 4,237
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 37,749
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 305
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 3,932
Amount remaining of prefunding balance 2018-12-31 37,749
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 4,555
Balance of prefunding at beginning of current year 2018-12-31 43,728
Total employer contributions 2018-12-31 3,500
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 3,089
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 2,746
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 2,746
Additional cash requirement 2018-12-31 2,746
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 3,089
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,515,688
Acturial value of plan assets 2017-12-31 1,515,688
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 40,469
Active participant vested funding target 2017-12-31 1,464,782
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,465,546
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 1,506,015
Balance at beginning of prior year after applicable adjustments 2017-12-31 3,922
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 34,946
Amount remaining of carryover balance 2017-12-31 3,922
Amount remaining of prefunding balance 2017-12-31 34,946
Present value of excess contributions 2017-12-31 1,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,297
Balance of carryovers at beginning of current year 2017-12-31 4,237
Balance of prefunding at beginning of current year 2017-12-31 37,749
Total employer contributions 2017-12-31 7,500
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 6,834
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 7,139
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 7,139
Carryover balance elected to use to offset funding requirement 2017-12-31 305
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 6,834
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 6,834
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,396,263
Acturial value of plan assets 2016-12-31 1,396,263
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 38,453
Active participant vested funding target 2016-12-31 1,245,534
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 1,246,537
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,284,990
Balance at beginning of prior year after applicable adjustments 2016-12-31 4,117
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 36,681
Amount remaining of carryover balance 2016-12-31 4,117
Amount remaining of prefunding balance 2016-12-31 36,681
Present value of excess contributions 2016-12-31 46,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 49,315
Balance of carryovers at beginning of current year 2016-12-31 3,922
Balance of prefunding at beginning of current year 2016-12-31 34,946
Total employer contributions 2016-12-31 89,866
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 82,819
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 2016-12-31 153,999
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 81,594
Additional cash requirement 2016-12-31 81,594
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 82,819
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7

Measure	Date	Value
2021: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,568,072
Acturial value of plan assets	2021-12-31	1,568,072
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,359,035
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	108,047
Active participant vested funding target	2021-12-31	121,171
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	121,171
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	1,588,253
Balance at beginning of prior year after applicable adjustments	2021-12-31	4,810
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	46,181
Amount remaining of carryover balance	2021-12-31	4,810
Amount remaining of prefunding balance	2021-12-31	46,181
Present value of excess contributions	2021-12-31	151
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	159
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	5,172
Balance of prefunding at beginning of current year	2021-12-31	49,658
Total employer contributions	2021-12-31	20,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	18,685
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	5,694
Net shortfall amortization installment of oustanding balance	2021-12-31	75,011
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	13,104
Additional cash requirement	2021-12-31	13,104
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	18,685
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,549,508
Acturial value of plan assets	2020-12-31	1,549,508
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,391,220
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	99,927
Active participant vested funding target	2020-12-31	106,030
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	106,030
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	1,597,177
Balance at beginning of prior year after applicable adjustments	2020-12-31	4,058
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	38,958
Amount remaining of carryover balance	2020-12-31	4,058
Amount remaining of prefunding balance	2020-12-31	38,958
Present value of excess contributions	2020-12-31	9,378
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,889
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	4,810
Balance of prefunding at beginning of current year	2020-12-31	46,181
Total employer contributions	2020-12-31	16,500
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	14,735
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	5,321
Net shortfall amortization installment of oustanding balance	2020-12-31	98,660
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	14,584
Additional cash requirement	2020-12-31	14,584
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	14,735
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,365,762
Acturial value of plan assets	2019-12-31	1,365,762
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,458,236
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	90,794
Active participant vested funding target	2019-12-31	98,134
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	98,134
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,647,164
Balance at beginning of prior year after applicable adjustments	2019-12-31	4,555
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	43,728
Amount remaining of carryover balance	2019-12-31	4,555
Amount remaining of prefunding balance	2019-12-31	43,728
Present value of excess contributions	2019-12-31	343
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	362
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	4,058
Balance of prefunding at beginning of current year	2019-12-31	38,958
Total employer contributions	2019-12-31	70,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	64,456
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	2,364
Net shortfall amortization installment of oustanding balance	2019-12-31	324,418
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	55,078
Additional cash requirement	2019-12-31	55,078
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	64,456
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,661,707
Acturial value of plan assets	2018-12-31	1,661,707
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,148,519
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	43,411
Active participant vested funding target	2018-12-31	433,284
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	433,284
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,625,214
Balance at beginning of prior year after applicable adjustments	2018-12-31	4,237
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	37,749
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	305
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	3,932
Amount remaining of prefunding balance	2018-12-31	37,749
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	4,555
Balance of prefunding at beginning of current year	2018-12-31	43,728
Total employer contributions	2018-12-31	3,500
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	3,089
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	2,746
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	2,746
Additional cash requirement	2018-12-31	2,746
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	3,089
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,515,688
Acturial value of plan assets	2017-12-31	1,515,688
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	40,469
Active participant vested funding target	2017-12-31	1,464,782
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,465,546
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	1,506,015
Balance at beginning of prior year after applicable adjustments	2017-12-31	3,922
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	34,946
Amount remaining of carryover balance	2017-12-31	3,922
Amount remaining of prefunding balance	2017-12-31	34,946
Present value of excess contributions	2017-12-31	1,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,297
Balance of carryovers at beginning of current year	2017-12-31	4,237
Balance of prefunding at beginning of current year	2017-12-31	37,749
Total employer contributions	2017-12-31	7,500
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	6,834
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	7,139
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	7,139
Carryover balance elected to use to offset funding requirement	2017-12-31	305
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	6,834
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	6,834
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,396,263
Acturial value of plan assets	2016-12-31	1,396,263
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	38,453
Active participant vested funding target	2016-12-31	1,245,534
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	1,246,537
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,284,990
Balance at beginning of prior year after applicable adjustments	2016-12-31	4,117
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	36,681
Amount remaining of carryover balance	2016-12-31	4,117
Amount remaining of prefunding balance	2016-12-31	36,681
Present value of excess contributions	2016-12-31	46,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	49,315
Balance of carryovers at beginning of current year	2016-12-31	3,922
Balance of prefunding at beginning of current year	2016-12-31	34,946
Total employer contributions	2016-12-31	89,866
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	82,819
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	153,999
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	81,594
Additional cash requirement	2016-12-31	81,594
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	82,819
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7

Financial Data on DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN

Measure	Date	Value
2009 : DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN

2009: DR. THOMAS H. CONKLIN, JR. DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DR. THOMAS H. CONKLIN, JR.
Employer identification number (EIN):	730591043
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)