401k Plan data: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN plan

SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN
Plan identification number	002

SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).

401k Sponsoring company profile

SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A.

Employer identification number (EIN): 760448631

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

Additional information about SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1994-08-18

Company Identification Number: 0081549403

Legal Registered Office Address: 755 N 11TH ST STE P4200

BEAUMONT
United States of America (USA)
77702

More information about SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 BRENT BOST 2015-05-22
002 2013-01-01 BRENT BOST 2014-04-14
002 2012-01-01 BRENT BOST 2013-06-05
002 2011-01-01 BRENT BOST 2012-07-19

Plan Statistics for SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN

Measure Date Value
2022: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,325,936
Acturial value of plan assets 2022-12-31 4,325,936
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 19
Fundng target for terminated vested participants 2022-12-31 172,171
Active participant vested funding target 2022-12-31 3,047,646
Number of active participants 2022-12-31 64
Total funding liabilities for active participants 2022-12-31 3,047,646
Total participant count 2022-12-31 83
Total funding target for all participants 2022-12-31 3,219,817
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 209,737
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 2022-12-31 209,737
Present value of excess contributions 2022-12-31 564,103
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 595,185
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 595,185
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 2022-12-31 826,714
Total employer contributions 2022-12-31 397,073
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 2022-12-31 378,801
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Waived amount of outstanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 378,801
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,437,287
Acturial value of plan assets 2021-12-31 3,437,287
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 46,817
Active participant vested funding target 2021-12-31 2,978,072
Number of active participants 2021-12-31 61
Total funding liabilities for active participants 2021-12-31 2,978,072
Total participant count 2021-12-31 75
Total funding target for all participants 2021-12-31 3,024,889
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 85,957
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 85,957
Present value of excess contributions 2021-12-31 101,042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 106,296
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 106,296
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 2021-12-31 209,737
Total employer contributions 2021-12-31 600,000
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 2021-12-31 564,103
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 564,103
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,010,278
Acturial value of plan assets 2020-12-31 3,010,278
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 338,447
Active participant vested funding target 2020-12-31 2,937,851
Number of active participants 2020-12-31 64
Total funding liabilities for active participants 2020-12-31 2,943,093
Total participant count 2020-12-31 72
Total funding target for all participants 2020-12-31 3,281,540
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 234,000
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 2020-12-31 154,996
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 79,004
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 85,956
Total employer contributions 2020-12-31 200,000
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 2020-12-31 191,886
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 357,218
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 90,844
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 90,844
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 191,886
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,547,074
Acturial value of plan assets 2019-12-31 2,547,074
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 332,197
Active participant vested funding target 2019-12-31 2,436,742
Number of active participants 2019-12-31 67
Total funding liabilities for active participants 2019-12-31 2,437,237
Total participant count 2019-12-31 76
Total funding target for all participants 2019-12-31 2,769,434
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 273,082
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 39,268
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 233,814
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 2019-12-31 234,001
Total employer contributions 2019-12-31 280,000
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 2019-12-31 264,556
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 2019-12-31 325,131
Net shortfall amortization installment of oustanding balance 2019-12-31 456,361
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 419,552
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 154,996
Additional cash requirement 2019-12-31 264,556
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 264,556
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,188,168
Acturial value of plan assets 2018-12-31 2,188,168
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 12
Fundng target for terminated vested participants 2018-12-31 31,244
Active participant vested funding target 2018-12-31 2,223,043
Number of active participants 2018-12-31 62
Total funding liabilities for active participants 2018-12-31 2,224,204
Total participant count 2018-12-31 74
Total funding target for all participants 2018-12-31 2,255,448
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 257,814
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 2018-12-31 257,814
Present value of excess contributions 2018-12-31 14,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 15,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 15,267
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 2018-12-31 273,081
Total employer contributions 2018-12-31 394,090
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 2018-12-31 369,504
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 2018-12-31 341,809
Net shortfall amortization installment of oustanding balance 2018-12-31 340,361
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 408,772
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 39,268
Additional cash requirement 2018-12-31 369,504
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 369,504
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,756,369
Acturial value of plan assets 2017-12-31 1,756,369
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 11
Fundng target for terminated vested participants 2017-12-31 85,675
Active participant vested funding target 2017-12-31 1,651,916
Number of active participants 2017-12-31 69
Total funding liabilities for active participants 2017-12-31 1,689,245
Total participant count 2017-12-31 80
Total funding target for all participants 2017-12-31 1,774,920
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 232,634
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 2017-12-31 232,634
Present value of excess contributions 2017-12-31 18,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 20,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 20,388
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 2017-12-31 257,814
Total employer contributions 2017-12-31 382,304
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 2017-12-31 361,093
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 2017-12-31 296,244
Net shortfall amortization installment of oustanding balance 2017-12-31 276,365
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 346,675
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 2017-12-31 346,675
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 361,093
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,395,255
Acturial value of plan assets 2016-12-31 1,395,255
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 14
Fundng target for terminated vested participants 2016-12-31 69,787
Active participant vested funding target 2016-12-31 1,270,955
Number of active participants 2016-12-31 73
Total funding liabilities for active participants 2016-12-31 1,283,037
Total participant count 2016-12-31 87
Total funding target for all participants 2016-12-31 1,352,824
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 177,569
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 2016-12-31 177,569
Present value of excess contributions 2016-12-31 53,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 56,609
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 56,609
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 2016-12-31 232,633
Total employer contributions 2016-12-31 342,043
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 2016-12-31 321,650
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 2016-12-31 270,111
Net shortfall amortization installment of oustanding balance 2016-12-31 190,202
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 302,683
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 2016-12-31 302,683
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 321,650
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: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,325,936
Acturial value of plan assets	2022-12-31	4,325,936
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	19
Fundng target for terminated vested participants	2022-12-31	172,171
Active participant vested funding target	2022-12-31	3,047,646
Number of active participants	2022-12-31	64
Total funding liabilities for active participants	2022-12-31	3,047,646
Total participant count	2022-12-31	83
Total funding target for all participants	2022-12-31	3,219,817
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	209,737
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	209,737
Present value of excess contributions	2022-12-31	564,103
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	595,185
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	595,185
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	826,714
Total employer contributions	2022-12-31	397,073
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	378,801
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Waived amount of outstanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	378,801
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,437,287
Acturial value of plan assets	2021-12-31	3,437,287
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	46,817
Active participant vested funding target	2021-12-31	2,978,072
Number of active participants	2021-12-31	61
Total funding liabilities for active participants	2021-12-31	2,978,072
Total participant count	2021-12-31	75
Total funding target for all participants	2021-12-31	3,024,889
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	85,957
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	85,957
Present value of excess contributions	2021-12-31	101,042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	106,296
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	106,296
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	209,737
Total employer contributions	2021-12-31	600,000
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	564,103
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	564,103
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,010,278
Acturial value of plan assets	2020-12-31	3,010,278
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	338,447
Active participant vested funding target	2020-12-31	2,937,851
Number of active participants	2020-12-31	64
Total funding liabilities for active participants	2020-12-31	2,943,093
Total participant count	2020-12-31	72
Total funding target for all participants	2020-12-31	3,281,540
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	234,000
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	154,996
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	79,004
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	85,956
Total employer contributions	2020-12-31	200,000
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	191,886
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	357,218
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	90,844
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	90,844
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	191,886
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,547,074
Acturial value of plan assets	2019-12-31	2,547,074
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	332,197
Active participant vested funding target	2019-12-31	2,436,742
Number of active participants	2019-12-31	67
Total funding liabilities for active participants	2019-12-31	2,437,237
Total participant count	2019-12-31	76
Total funding target for all participants	2019-12-31	2,769,434
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	273,082
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	39,268
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	233,814
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	234,001
Total employer contributions	2019-12-31	280,000
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	264,556
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	325,131
Net shortfall amortization installment of oustanding balance	2019-12-31	456,361
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	419,552
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	154,996
Additional cash requirement	2019-12-31	264,556
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	264,556
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,188,168
Acturial value of plan assets	2018-12-31	2,188,168
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	31,244
Active participant vested funding target	2018-12-31	2,223,043
Number of active participants	2018-12-31	62
Total funding liabilities for active participants	2018-12-31	2,224,204
Total participant count	2018-12-31	74
Total funding target for all participants	2018-12-31	2,255,448
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	257,814
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	257,814
Present value of excess contributions	2018-12-31	14,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	15,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	15,267
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	273,081
Total employer contributions	2018-12-31	394,090
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	369,504
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	341,809
Net shortfall amortization installment of oustanding balance	2018-12-31	340,361
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	408,772
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	39,268
Additional cash requirement	2018-12-31	369,504
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	369,504
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,756,369
Acturial value of plan assets	2017-12-31	1,756,369
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	11
Fundng target for terminated vested participants	2017-12-31	85,675
Active participant vested funding target	2017-12-31	1,651,916
Number of active participants	2017-12-31	69
Total funding liabilities for active participants	2017-12-31	1,689,245
Total participant count	2017-12-31	80
Total funding target for all participants	2017-12-31	1,774,920
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	232,634
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	232,634
Present value of excess contributions	2017-12-31	18,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	20,388
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	20,388
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	257,814
Total employer contributions	2017-12-31	382,304
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	361,093
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	296,244
Net shortfall amortization installment of oustanding balance	2017-12-31	276,365
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	346,675
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	346,675
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	361,093
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,395,255
Acturial value of plan assets	2016-12-31	1,395,255
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	14
Fundng target for terminated vested participants	2016-12-31	69,787
Active participant vested funding target	2016-12-31	1,270,955
Number of active participants	2016-12-31	73
Total funding liabilities for active participants	2016-12-31	1,283,037
Total participant count	2016-12-31	87
Total funding target for all participants	2016-12-31	1,352,824
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	177,569
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	177,569
Present value of excess contributions	2016-12-31	53,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	56,609
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	56,609
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	232,633
Total employer contributions	2016-12-31	342,043
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	321,650
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	270,111
Net shortfall amortization installment of oustanding balance	2016-12-31	190,202
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	302,683
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	302,683
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	321,650
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:	SOUTHEAST TEXAS OB/GYN ASSOCIATES, P.A.
Employer identification number (EIN):	760448631
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1994-08-18
Company Identification Number:	0081549403
Legal Registered Office Address:	755 N 11TH ST STE P4200 BEAUMONT United States of America (USA) 77702

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	BRENT BOST	2015-05-22
002	2013-01-01	BRENT BOST	2014-04-14
002	2012-01-01	BRENT BOST	2013-06-05
002	2011-01-01	BRENT BOST	2012-07-19