THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN 401k Plan overview

THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	THOMAS D. FERRO, M.D. A MEDICAL CORPORATION
Employer identification number (EIN):	770369909
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	THOMAS D. FERRO	2023-09-29
002	2021-01-01	THOMAS D. FERRO	2022-10-14
002	2020-01-01	THOMAS D. FERRO	2021-10-14
002	2019-01-01	THOMAS D. FERRO	2020-10-14
002	2018-01-01	THOMAS D. FERRO	2019-10-11

Plan Statistics for THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN

Measure	Date	Value
2022: THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,587,018
Acturial value of plan assets	2022-12-31	2,587,018
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	53,451
Active participant vested funding target	2022-12-31	2,289,114
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	2,303,068
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	2,356,519
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	105
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	105
Present value of excess contributions	2022-12-31	107,890
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	113,964
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	113,964
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	114,086
Total employer contributions	2022-12-31	0
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	0
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
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	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,785,776
Acturial value of plan assets	2021-12-31	1,785,776
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	42,123
Active participant vested funding target	2021-12-31	1,574,512
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	1,588,758
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	1,630,881
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	369
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	284
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	85
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	105
Total employer contributions	2021-12-31	576,943
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	510,701
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	557,601
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	402,811
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	402,811
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	510,701
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,052,368
Acturial value of plan assets	2020-12-31	1,052,368
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	943,260
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	1,074,214
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	1,074,214
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	4,366
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	3,997
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	369
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	369
Total employer contributions	2020-12-31	568,000
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	496,676
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	494,874
Net shortfall amortization installment of oustanding balance	2020-12-31	22,215
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	496,960
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	284
Additional cash requirement	2020-12-31	496,676
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	496,676
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	504,523
Acturial value of plan assets	2019-12-31	504,523
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	434,238
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	517,167
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	517,167
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	4,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	4,366
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	4,366
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	4,366
Total employer contributions	2019-12-31	547,926
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	499,070
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	500,303
Net shortfall amortization installment of oustanding balance	2019-12-31	17,010
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	503,067
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	3,997
Additional cash requirement	2019-12-31	499,070
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	499,070
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THOMAS D. FERRO, M.D., A MEDICAL CORPORATION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	525,000
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	476,594
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	472,470
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	472,470
Additional cash requirement	2018-12-31	472,470
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	476,594
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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