401k Plan data: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN plan

STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN
Plan identification number	003

STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STUART M. WEIL, M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name: STUART M. WEIL, M.D., P.A.

Employer identification number (EIN): 760427855

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 STUART M. WEIL, M.D. 2015-10-06
003 2013-01-01 STUART M. WEIL, M.D. 2014-09-22
003 2012-01-01 STUART M. WEIL, M.D. 2013-10-10
003 2011-01-01 STUART M. WEIL, M.D. 2012-10-15
003 2010-01-01 STUART M. WEIL, M.D. 2011-10-07

Plan Statistics for STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN

Measure Date Value
2022: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 7,139,301
Acturial value of plan assets 2022-12-31 7,139,301
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 25,008
Active participant vested funding target 2022-12-31 6,433,566
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 6,449,139
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 6,474,147
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 57,176
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 57,176
Present value of excess contributions 2022-12-31 2,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 2,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 2,582
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 66,756
Total employer contributions 2022-12-31 150,000
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 2022-12-31 140,085
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 27,329
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 140,085
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,237,511
Acturial value of plan assets 2021-12-31 6,237,511
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 23,552
Active participant vested funding target 2021-12-31 6,357,404
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 6,360,397
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 6,383,949
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 208,546
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 2021-12-31 157,143
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 51,403
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 57,176
Total employer contributions 2021-12-31 181,000
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 2021-12-31 172,894
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 49,178
Net shortfall amortization installment of oustanding balance 2021-12-31 203,614
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 170,415
Additional cash requirement 2021-12-31 170,415
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 172,894
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,425,230
Acturial value of plan assets 2020-12-31 5,425,230
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 45,383
Active participant vested funding target 2020-12-31 5,759,350
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 5,765,844
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 5,811,227
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 318,528
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 2020-12-31 129,336
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 189,192
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 208,546
Total employer contributions 2020-12-31 175,000
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 2020-12-31 157,798
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 2020-12-31 153,287
Net shortfall amortization installment of oustanding balance 2020-12-31 594,543
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 314,941
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 157,143
Additional cash requirement 2020-12-31 157,798
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 157,798
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,717,504
Acturial value of plan assets 2019-12-31 4,717,504
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 39,195
Active participant vested funding target 2019-12-31 5,036,965
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 5,040,971
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 5,080,166
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 384,434
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 56,900
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 327,534
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 2019-12-31 318,527
Total employer contributions 2019-12-31 200,000
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 2019-12-31 179,572
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 2019-12-31 154,247
Net shortfall amortization installment of oustanding balance 2019-12-31 681,189
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 308,908
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 179,572
Additional cash requirement 2019-12-31 129,336
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 179,572
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,613,500
Acturial value of plan assets 2018-12-31 4,613,500
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 31,506
Active participant vested funding target 2018-12-31 4,565,018
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 4,569,519
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 4,601,025
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 414,872
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 74,091
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 340,781
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2018-12-31 384,435
Total employer contributions 2018-12-31 205,000
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 2018-12-31 185,248
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 2018-12-31 150,861
Net shortfall amortization installment of oustanding balance 2018-12-31 371,961
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 242,148
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 56,900
Additional cash requirement 2018-12-31 185,248
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 185,248
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,831,584
Acturial value of plan assets 2017-12-31 3,831,584
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 26,796
Active participant vested funding target 2017-12-31 3,898,471
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 3,901,529
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 3,928,325
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 648,621
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 2017-12-31 256,826
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 391,795
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available 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 2017-12-31 414,872
Total employer contributions 2017-12-31 290,000
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 2017-12-31 263,717
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 2017-12-31 236,563
Net shortfall amortization installment of oustanding balance 2017-12-31 511,613
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 337,808
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 74,091
Additional cash requirement 2017-12-31 263,717
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 263,717
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,403,913
Acturial value of plan assets 2016-12-31 3,403,913
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 22,348
Active participant vested funding target 2016-12-31 3,343,360
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 3,347,747
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 3,370,095
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 670,533
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 4,598
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 665,935
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 2016-12-31 648,621
Total employer contributions 2016-12-31 225,000
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 2016-12-31 205,000
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 2016-12-31 355,766
Net shortfall amortization installment of oustanding balance 2016-12-31 614,804
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 461,826
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 256,826
Additional cash requirement 2016-12-31 205,000
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 205,000
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
2022: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	7,139,301
Acturial value of plan assets	2022-12-31	7,139,301
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	25,008
Active participant vested funding target	2022-12-31	6,433,566
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	6,449,139
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	6,474,147
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	57,176
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	57,176
Present value of excess contributions	2022-12-31	2,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	2,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	2,582
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	66,756
Total employer contributions	2022-12-31	150,000
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	140,085
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	27,329
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	140,085
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,237,511
Acturial value of plan assets	2021-12-31	6,237,511
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	23,552
Active participant vested funding target	2021-12-31	6,357,404
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	6,360,397
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	6,383,949
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	208,546
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	157,143
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	51,403
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	57,176
Total employer contributions	2021-12-31	181,000
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	172,894
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	49,178
Net shortfall amortization installment of oustanding balance	2021-12-31	203,614
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	170,415
Additional cash requirement	2021-12-31	170,415
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	172,894
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,425,230
Acturial value of plan assets	2020-12-31	5,425,230
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	45,383
Active participant vested funding target	2020-12-31	5,759,350
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	5,765,844
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	5,811,227
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	318,528
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	129,336
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	189,192
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	208,546
Total employer contributions	2020-12-31	175,000
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	157,798
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	153,287
Net shortfall amortization installment of oustanding balance	2020-12-31	594,543
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	314,941
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	157,143
Additional cash requirement	2020-12-31	157,798
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	157,798
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,717,504
Acturial value of plan assets	2019-12-31	4,717,504
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	39,195
Active participant vested funding target	2019-12-31	5,036,965
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	5,040,971
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	5,080,166
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	384,434
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	56,900
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	327,534
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	318,527
Total employer contributions	2019-12-31	200,000
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	179,572
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	154,247
Net shortfall amortization installment of oustanding balance	2019-12-31	681,189
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	308,908
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	179,572
Additional cash requirement	2019-12-31	129,336
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	179,572
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,613,500
Acturial value of plan assets	2018-12-31	4,613,500
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	31,506
Active participant vested funding target	2018-12-31	4,565,018
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	4,569,519
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	4,601,025
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	414,872
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	74,091
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	340,781
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
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	384,435
Total employer contributions	2018-12-31	205,000
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	185,248
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	150,861
Net shortfall amortization installment of oustanding balance	2018-12-31	371,961
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	242,148
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	56,900
Additional cash requirement	2018-12-31	185,248
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	185,248
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,831,584
Acturial value of plan assets	2017-12-31	3,831,584
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	26,796
Active participant vested funding target	2017-12-31	3,898,471
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	3,901,529
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	3,928,325
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	648,621
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	256,826
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	391,795
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available 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	414,872
Total employer contributions	2017-12-31	290,000
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	263,717
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	236,563
Net shortfall amortization installment of oustanding balance	2017-12-31	511,613
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	337,808
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	74,091
Additional cash requirement	2017-12-31	263,717
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	263,717
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: STUART M. WEIL, M.D., P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,403,913
Acturial value of plan assets	2016-12-31	3,403,913
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	22,348
Active participant vested funding target	2016-12-31	3,343,360
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	3,347,747
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	3,370,095
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	670,533
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	4,598
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	665,935
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	648,621
Total employer contributions	2016-12-31	225,000
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	205,000
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	355,766
Net shortfall amortization installment of oustanding balance	2016-12-31	614,804
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	461,826
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	256,826
Additional cash requirement	2016-12-31	205,000
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	205,000
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	STUART M. WEIL, M.D., P.A.
Employer identification number (EIN):	760427855
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	STUART M. WEIL, M.D.	2015-10-06
003	2013-01-01	STUART M. WEIL, M.D.	2014-09-22
003	2012-01-01	STUART M. WEIL, M.D.	2013-10-10
003	2011-01-01	STUART M. WEIL, M.D.	2012-10-15
003	2010-01-01	STUART M. WEIL, M.D.	2011-10-07