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| Plan Name | SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
|
| Company Name: | SOUTHEAST TEXAS CARDIOVASCULAR, P.A. |
| Employer identification number (EIN): | 760675083 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about SOUTHEAST TEXAS CARDIOVASCULAR, P.A.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2001-04-04 |
| Company Identification Number: | 0082266903 |
| Legal Registered Office Address: |
8901 FM 1960 BYPASS RD W STE 303 HUMBLE United States of America (USA) 77338 |
More information about SOUTHEAST TEXAS CARDIOVASCULAR, P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JOSHUA MARTIN | 2023-10-15 | ||
| 001 | 2021-01-01 | JOSHUA MARTIN | 2022-10-14 | ||
| 001 | 2020-01-01 | DENISE S. AGARD-WASHINGTON | 2021-12-29 | ||
| 001 | 2019-01-01 | GREGG MILLS | 2020-09-19 | ||
| 001 | 2019-01-01 | GREGG MILLS | 2020-09-24 | ||
| 001 | 2018-01-01 | DEVINDER S. BHATIA | 2019-10-09 | ||
| 001 | 2018-01-01 | GREGG MILLS | 2020-09-19 | ||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | DEVINDER BHATIA | 2015-10-03 | ||
| 001 | 2013-01-01 | DEVINDER S. BHATIA | 2014-10-12 | ||
| 001 | 2012-01-01 | DEVINDER BHATIA | 2013-10-06 | ||
| 001 | 2011-01-01 | ALEXIS VILLA | 2012-10-15 | ||
| 001 | 2010-01-01 | DEVINDER BHATIA | 2011-11-02 |
| Measure | Date | Value |
|---|---|---|
| 2022: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2022 401k membership | ||
| Market value of plan assets | 2022-12-31 | 5,051,263 |
| Acturial value of plan assets | 2022-12-31 | 5,051,263 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 2 |
| Fundng target for terminated vested participants | 2022-12-31 | 5,384 |
| Active participant vested funding target | 2022-12-31 | 3,236,880 |
| Number of active participants | 2022-12-31 | 7 |
| Total funding liabilities for active participants | 2022-12-31 | 3,299,993 |
| Total participant count | 2022-12-31 | 9 |
| Total funding target for all participants | 2022-12-31 | 3,305,377 |
| 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 | 2,171,249 |
| 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 | 48,239 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 2,123,010 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 2,333,400 |
| Total employer contributions | 2022-12-31 | 200,000 |
| 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 | 181,351 |
| 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 | 522,007 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 587,514 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 576,300 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 394,949 |
| Additional cash requirement | 2022-12-31 | 181,351 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 181,351 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2021 401k membership | ||
| Market value of plan assets | 2021-12-31 | 4,543,683 |
| Acturial value of plan assets | 2021-12-31 | 4,543,683 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 2 |
| Fundng target for terminated vested participants | 2021-12-31 | 4,787 |
| Active participant vested funding target | 2021-12-31 | 2,383,319 |
| Number of active participants | 2021-12-31 | 7 |
| Total funding liabilities for active participants | 2021-12-31 | 2,432,659 |
| Total participant count | 2021-12-31 | 9 |
| Total funding target for all participants | 2021-12-31 | 2,437,446 |
| 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 | 2,098,110 |
| 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 | 130,864 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 1,967,246 |
| 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 | 2,171,249 |
| Total employer contributions | 2021-12-31 | 57,112 |
| 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 | 53,077 |
| 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 | 78,737 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 65,012 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 100,286 |
| 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 | 47,209 |
| Additional cash requirement | 2021-12-31 | 53,077 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 53,077 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2020 401k membership | ||
| Market value of plan assets | 2020-12-31 | 4,121,226 |
| Acturial value of plan assets | 2020-12-31 | 4,121,226 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
| Number of terminated vested participants | 2020-12-31 | 1 |
| Fundng target for terminated vested participants | 2020-12-31 | 654 |
| Active participant vested funding target | 2020-12-31 | 2,248,518 |
| Number of active participants | 2020-12-31 | 4 |
| Total funding liabilities for active participants | 2020-12-31 | 2,275,980 |
| Total participant count | 2020-12-31 | 5 |
| Total funding target for all participants | 2020-12-31 | 2,276,634 |
| 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 | 1,653,697 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 1,653,697 |
| Present value of excess contributions | 2020-12-31 | 143,349 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 151,047 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 151,047 |
| 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 | 2,098,110 |
| Total employer contributions | 2020-12-31 | 0 |
| 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 | 0 |
| 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 | 81,396 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 253,518 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 127,377 |
| 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 | 127,377 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2019 401k membership | ||
| Market value of plan assets | 2019-12-31 | 3,300,848 |
| Acturial value of plan assets | 2019-12-31 | 3,300,848 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
| Number of terminated vested participants | 2019-12-31 | 1 |
| Fundng target for terminated vested participants | 2019-12-31 | 590 |
| Active participant vested funding target | 2019-12-31 | 2,042,154 |
| Number of active participants | 2019-12-31 | 4 |
| Total funding liabilities for active participants | 2019-12-31 | 2,045,636 |
| Total participant count | 2019-12-31 | 5 |
| Total funding target for all participants | 2019-12-31 | 2,046,226 |
| 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 | 1,781,695 |
| 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 | 25,432 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 1,756,263 |
| 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 | 1,653,697 |
| Total employer contributions | 2019-12-31 | 244,000 |
| 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 | 224,154 |
| 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 | 28,472 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 141,108 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 80,805 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 80,805 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 224,154 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership | ||
| Market value of plan assets | 2018-12-31 | 3,514,480 |
| Acturial value of plan assets | 2018-12-31 | 3,514,480 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 2 |
| Fundng target for terminated vested participants | 2018-12-31 | 58,343 |
| Active participant vested funding target | 2018-12-31 | 1,873,162 |
| Number of active participants | 2018-12-31 | 2 |
| Total funding liabilities for active participants | 2018-12-31 | 1,873,162 |
| Total participant count | 2018-12-31 | 4 |
| Total funding target for all participants | 2018-12-31 | 1,931,505 |
| 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 | 1,495,006 |
| 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 | 1,495,006 |
| Present value of excess contributions | 2018-12-31 | 95,075 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 100,561 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 100,561 |
| 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 | 1,781,695 |
| Total employer contributions | 2018-12-31 | 45,746 |
| 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 | 39,544 |
| 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 | 0 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 198,720 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 64,797 |
| 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 | 25,253 |
| Additional cash requirement | 2018-12-31 | 39,544 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 39,544 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership | ||
| Market value of plan assets | 2017-12-31 | 2,970,952 |
| Acturial value of plan assets | 2017-12-31 | 2,970,952 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
| Number of terminated vested participants | 2017-12-31 | 1 |
| Fundng target for terminated vested participants | 2017-12-31 | 755 |
| Active participant vested funding target | 2017-12-31 | 1,653,836 |
| Number of active participants | 2017-12-31 | 3 |
| Total funding liabilities for active participants | 2017-12-31 | 1,653,836 |
| Total participant count | 2017-12-31 | 4 |
| Total funding target for all participants | 2017-12-31 | 1,654,591 |
| 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 | 1,193,750 |
| 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 | 1,193,750 |
| Present value of excess contributions | 2017-12-31 | 229,939 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 243,597 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 243,597 |
| 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 | 1,495,006 |
| Total employer contributions | 2017-12-31 | 180,256 |
| 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 | 162,013 |
| 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 | 22,213 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 117,399 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 66,938 |
| 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 | 66,938 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 162,013 |
| 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 CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership | ||
| Market value of plan assets | 2016-12-31 | 2,468,514 |
| Acturial value of plan assets | 2016-12-31 | 2,468,514 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 1 |
| Fundng target for terminated vested participants | 2016-12-31 | 673 |
| Active participant vested funding target | 2016-12-31 | 1,410,833 |
| Number of active participants | 2016-12-31 | 3 |
| Total funding liabilities for active participants | 2016-12-31 | 1,410,833 |
| Total participant count | 2016-12-31 | 4 |
| Total funding target for all participants | 2016-12-31 | 1,411,506 |
| 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 | 468,853 |
| 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 | 468,853 |
| Present value of excess contributions | 2016-12-31 | 666,539 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 709,331 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 709,331 |
| 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 | 1,193,750 |
| Total employer contributions | 2016-12-31 | 381,000 |
| 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 | 357,960 |
| 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 | 83,296 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 156,890 |
| 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 | 128,021 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 128,021 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 357,960 |
| 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 CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2022 401k financial data | ||
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-563,109 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $39,705 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $4,448,449 |
| Total plan assets at beginning of year | 2022-12-31 | $5,051,263 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-763,109 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-602,814 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,448,449 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,051,263 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $432,794 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $200,000 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $39,705 |
| 2021 : SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2021 401k financial data | ||
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $551,827 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $44,247 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $5,051,263 |
| Total plan assets at beginning of year | 2021-12-31 | $4,543,683 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $44,247 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $494,715 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $507,580 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,051,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,543,683 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $442,712 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $57,112 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2020 401k financial data | ||
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $453,184 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $36,292 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $4,543,683 |
| Total plan assets at beginning of year | 2020-12-31 | $4,126,791 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $36,292 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $453,184 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $416,892 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,543,683 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,126,791 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $295,046 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $858,409 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $34,185 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $4,126,791 |
| Total plan assets at beginning of year | 2019-12-31 | $3,302,567 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $34,185 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $614,409 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $824,224 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,126,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,302,567 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $297,888 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $244,000 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-116,517 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $101,868 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $69,277 |
| Total plan assets at end of year | 2018-12-31 | $3,302,567 |
| Total plan assets at beginning of year | 2018-12-31 | $3,520,952 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $32,591 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-162,263 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-218,385 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,302,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,520,952 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $893,401 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $45,746 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2022: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SOUTHEAST TEXAS CARDIOVASCULAR, P.A. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |