401k Plan data: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN plan

CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN
Plan identification number	002

CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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

CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A.

Employer identification number (EIN): 751919856

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 GAYE TOMLIN 2024-10-09
002 2022-01-01 GAYE TOMLIN 2023-09-27
002 2022-01-01 GAYE TOMLIN 2024-05-14
002 2021-01-01 GAYE TOMLIN 2022-07-27
002 2020-01-01
002 2019-01-01
002 2018-01-01 GAYE TOMLIN 2019-07-25
002 2017-01-01 GAYE TOMLIN 2018-09-20
002 2016-01-01 GAYE TOMLIN 2017-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	GAYE TOMLIN	2024-10-09
002	2022-01-01	GAYE TOMLIN	2023-09-27
002	2022-01-01	GAYE TOMLIN	2024-05-14
002	2021-01-01	GAYE TOMLIN	2022-07-27
002	2020-01-01
002	2019-01-01
002	2018-01-01	GAYE TOMLIN	2019-07-25
002	2017-01-01	GAYE TOMLIN	2018-09-20
002	2016-01-01	GAYE TOMLIN	2017-07-26

Plan Statistics for CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN

Measure Date Value
2025: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-02-18 63
Total number of particpants at end of year 2025-02-18 0
Number of Participants With Account Balances 2025-02-18 0
2024: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-09 94
Total number of particpants at end of year 2024-10-09 63
2022: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,201,328
Acturial value of plan assets 2022-12-31 5,201,328
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 28
Fundng target for terminated vested participants 2022-12-31 56,361
Active participant vested funding target 2022-12-31 5,473,945
Number of active participants 2022-12-31 64
Total funding liabilities for active participants 2022-12-31 5,474,459
Total participant count 2022-12-31 92
Total funding target for all participants 2022-12-31 5,530,820
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 0
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 0
Present value of excess contributions 2022-12-31 765,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 765,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 1,176,428
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 1,194,834
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 2022-12-31 928,976
Net shortfall amortization installment of oustanding balance 2022-12-31 329,492
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 959,425
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 959,425
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,194,834
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-07-27 88
Total number of particpants at end of year 2022-07-27 96
2021: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,967,036
Acturial value of plan assets 2021-12-31 4,967,036
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 20
Fundng target for terminated vested participants 2021-12-31 33,885
Active participant vested funding target 2021-12-31 4,200,747
Number of active participants 2021-12-31 68
Total funding liabilities for active participants 2021-12-31 4,201,242
Total participant count 2021-12-31 88
Total funding target for all participants 2021-12-31 4,235,127
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
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 479,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 479,684
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 2021-12-31 997,917
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 1,019,852
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 2021-12-31 986,334
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 2021-12-31 254,425
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 2021-12-31 254,425
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,019,852
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,874,801
Acturial value of plan assets 2020-12-31 3,874,801
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 17
Fundng target for terminated vested participants 2020-12-31 22,446
Active participant vested funding target 2020-12-31 3,147,618
Number of active participants 2020-12-31 72
Total funding liabilities for active participants 2020-12-31 3,148,343
Total participant count 2020-12-31 89
Total funding target for all participants 2020-12-31 3,170,789
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 0
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 0
Present value of excess contributions 2020-12-31 326,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 326,613
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 2020-12-31 574,081
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 2020-12-31 587,114
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 2020-12-31 811,442
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 2020-12-31 107,430
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 107,430
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 587,114
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,511,685
Acturial value of plan assets 2019-12-31 2,511,685
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 10
Fundng target for terminated vested participants 2019-12-31 10,922
Active participant vested funding target 2019-12-31 2,219,699
Number of active participants 2019-12-31 77
Total funding liabilities for active participants 2019-12-31 2,220,695
Total participant count 2019-12-31 87
Total funding target for all participants 2019-12-31 2,231,617
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 0
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 0
Present value of excess contributions 2019-12-31 254,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 254,752
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 841,500
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 2019-12-31 840,823
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 2019-12-31 794,278
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 514,210
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 514,210
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 840,823
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,287,311
Acturial value of plan assets 2018-12-31 1,287,311
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 4,550
Active participant vested funding target 2018-12-31 1,418,507
Number of active participants 2018-12-31 72
Total funding liabilities for active participants 2018-12-31 1,418,918
Total participant count 2018-12-31 78
Total funding target for all participants 2018-12-31 1,423,468
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 126,883
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 126,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 927,094
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 2018-12-31 940,965
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 2018-12-31 663,985
Net shortfall amortization installment of oustanding balance 2018-12-31 136,157
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 686,213
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 686,213
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 940,965
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 754,293
Acturial value of plan assets 2017-12-31 754,293
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 3,034
Active participant vested funding target 2017-12-31 675,754
Number of active participants 2017-12-31 68
Total funding liabilities for active participants 2017-12-31 676,568
Total participant count 2017-12-31 75
Total funding target for all participants 2017-12-31 679,602
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 0
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 0
Present value of excess contributions 2017-12-31 92,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 92,776
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 0
Total employer contributions 2017-12-31 682,031
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 2017-12-31 699,098
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 2017-12-31 646,906
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 2017-12-31 572,215
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 572,215
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 699,098
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 69
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 72
Total funding target for all participants 2016-12-31 0
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 0
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 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 710,000
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 2016-12-31 723,403
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 2016-12-31 630,627
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 2016-12-31 630,627
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 2016-12-31 630,627
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 723,403
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-02-18	63
Total number of particpants at end of year	2025-02-18	0
Number of Participants With Account Balances	2025-02-18	0
2024: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-09	94
Total number of particpants at end of year	2024-10-09	63
2022: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,201,328
Acturial value of plan assets	2022-12-31	5,201,328
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	28
Fundng target for terminated vested participants	2022-12-31	56,361
Active participant vested funding target	2022-12-31	5,473,945
Number of active participants	2022-12-31	64
Total funding liabilities for active participants	2022-12-31	5,474,459
Total participant count	2022-12-31	92
Total funding target for all participants	2022-12-31	5,530,820
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	0
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	0
Present value of excess contributions	2022-12-31	765,427
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	765,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	1,176,428
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	1,194,834
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	928,976
Net shortfall amortization installment of oustanding balance	2022-12-31	329,492
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	959,425
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	959,425
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,194,834
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-07-27	88
Total number of particpants at end of year	2022-07-27	96
2021: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,967,036
Acturial value of plan assets	2021-12-31	4,967,036
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	20
Fundng target for terminated vested participants	2021-12-31	33,885
Active participant vested funding target	2021-12-31	4,200,747
Number of active participants	2021-12-31	68
Total funding liabilities for active participants	2021-12-31	4,201,242
Total participant count	2021-12-31	88
Total funding target for all participants	2021-12-31	4,235,127
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
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	479,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	479,684
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	997,917
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	1,019,852
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	986,334
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	254,425
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	254,425
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,019,852
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,874,801
Acturial value of plan assets	2020-12-31	3,874,801
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	17
Fundng target for terminated vested participants	2020-12-31	22,446
Active participant vested funding target	2020-12-31	3,147,618
Number of active participants	2020-12-31	72
Total funding liabilities for active participants	2020-12-31	3,148,343
Total participant count	2020-12-31	89
Total funding target for all participants	2020-12-31	3,170,789
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	0
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	0
Present value of excess contributions	2020-12-31	326,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	326,613
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	574,081
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	587,114
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	811,442
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	107,430
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	107,430
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	587,114
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,511,685
Acturial value of plan assets	2019-12-31	2,511,685
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	10
Fundng target for terminated vested participants	2019-12-31	10,922
Active participant vested funding target	2019-12-31	2,219,699
Number of active participants	2019-12-31	77
Total funding liabilities for active participants	2019-12-31	2,220,695
Total participant count	2019-12-31	87
Total funding target for all participants	2019-12-31	2,231,617
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	0
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	0
Present value of excess contributions	2019-12-31	254,752
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	254,752
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	841,500
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	840,823
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	794,278
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	514,210
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	514,210
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	840,823
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,287,311
Acturial value of plan assets	2018-12-31	1,287,311
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	4,550
Active participant vested funding target	2018-12-31	1,418,507
Number of active participants	2018-12-31	72
Total funding liabilities for active participants	2018-12-31	1,418,918
Total participant count	2018-12-31	78
Total funding target for all participants	2018-12-31	1,423,468
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
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	126,883
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	126,883
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	927,094
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	940,965
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	663,985
Net shortfall amortization installment of oustanding balance	2018-12-31	136,157
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	686,213
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	686,213
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	940,965
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	754,293
Acturial value of plan assets	2017-12-31	754,293
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	3,034
Active participant vested funding target	2017-12-31	675,754
Number of active participants	2017-12-31	68
Total funding liabilities for active participants	2017-12-31	676,568
Total participant count	2017-12-31	75
Total funding target for all participants	2017-12-31	679,602
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	0
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	0
Present value of excess contributions	2017-12-31	92,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	92,776
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
Total employer contributions	2017-12-31	682,031
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	699,098
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	646,906
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	572,215
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	572,215
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	699,098
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	69
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	72
Total funding target for all participants	2016-12-31	0
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	0
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	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	710,000
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	723,403
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	630,627
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	630,627
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	630,627
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	723,403
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN

Measure	Date	Value
2025 : CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-02-18	0
Total liabilities as of the beginning of the plan year	2025-02-18	0
Total expenses incurred by plan in this plan year	2025-02-18	118617
Net assets as of the end of the plan year	2025-02-18	0
Total assets as of the beginning of the plan year	2025-02-18	116618
Value of plan covered by a fidelity bond	2025-02-18	639889
Other income to plan in this plan year	2025-02-18	1999
Plan net income in this plan year	2025-02-18	-116618
Net assets as of the end of the plan year	2025-02-18	0
Net assets as of the beginning of the plan year	2025-02-18	116618
2024 : CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-09	0
Total liabilities as of the end of the plan year	2024-10-09	0
Total liabilities as of the beginning of the plan year	2024-10-09	0
Total expenses incurred by plan in this plan year	2024-10-09	6837765
Net assets as of the end of the plan year	2024-10-09	116618
Total assets as of the beginning of the plan year	2024-10-09	6392730
Value of plan covered by a fidelity bond	2024-10-09	639889
Participant contributions to plan in this plan year	2024-10-09	0
Other expenses paid from plan in this plan year	2024-10-09	0
Other contributions to plan in this plan year	2024-10-09	0
Other income to plan in this plan year	2024-10-09	555498
Plan net income in this plan year	2024-10-09	-6276112
Net assets as of the end of the plan year	2024-10-09	116618
Net assets as of the beginning of the plan year	2024-10-09	6392730
Employer contributions to plan in this plan year	2024-10-09	6155
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-09	40595
2022 : CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A. CASH BALANCE PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-27	0
Total liabilities as of the end of the plan year	2022-07-27	0
Total liabilities as of the beginning of the plan year	2022-07-27	0
Total expenses incurred by plan in this plan year	2022-07-27	67162
Net assets as of the end of the plan year	2022-07-27	5986888
Total assets as of the beginning of the plan year	2022-07-27	4461915
Value of plan covered by a fidelity bond	2022-07-27	2600000
Participant contributions to plan in this plan year	2022-07-27	0
Other expenses paid from plan in this plan year	2022-07-27	0
Other contributions to plan in this plan year	2022-07-27	0
Other income to plan in this plan year	2022-07-27	594218
Plan net income in this plan year	2022-07-27	1524973
Net assets as of the end of the plan year	2022-07-27	5986888
Net assets as of the beginning of the plan year	2022-07-27	4461915
Employer contributions to plan in this plan year	2022-07-27	997917
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-27	44401

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Company Name:	CARDIOVASCULAR ASSOCIATES OF EAST TEXAS, P.A.
Employer identification number (EIN):	751919856
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)