ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	ANTHONY C. CHEN, M.D., INC.
Employer identification number (EIN):	813991713
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
001	2022-01-01	ANTHONY C. CHEN	2023-08-24
001	2021-01-01	ANTHONY C. CHEN	2022-08-31
001	2020-01-01	ANTHONY C. CHEN	2021-04-28
001	2019-01-01	ANTHONY C. CHEN	2020-05-04
001	2018-01-01	ANTHONY C. CHEN	2019-09-14
001	2018-01-01	ANTHONY C. CHEN	2020-02-14
001	2017-01-01
001	2016-01-01	ANTHONY C. CHEN, M.D., PRESIDENT	2017-09-27

Plan Statistics for ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,519,864
Acturial value of plan assets	2022-12-31	2,519,864
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,724,058
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	1,724,058
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	1,724,058
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	283,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	297,219
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	297,219
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	297,219
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	300,000
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	279,613
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	315,238
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	279,613
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,029,107
Acturial value of plan assets	2021-12-31	2,029,107
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,414,131
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	1,414,131
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	1,414,131
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	282,291
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	297,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	297,732
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	297,732
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	300,000
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	283,066
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	295,822
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	283,066
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,368,708
Acturial value of plan assets	2020-12-31	1,368,708
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	999,593
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	999,593
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	999,593
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	298,242
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	247,675
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	50,567
Present value of excess contributions	2020-12-31	323,815
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	342,208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	342,208
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	403,622
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	300,000
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	282,291
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	248,999
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	282,291
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	855,447
Acturial value of plan assets	2019-12-31	855,447
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	696,506
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	696,506
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	696,506
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	201,037
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	191,342
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	9,695
Present value of excess contributions	2019-12-31	293,684
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	310,982
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	310,982
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	21,121
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	298,242
Total employer contributions	2019-12-31	350,000
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	323,815
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	224,665
Net shortfall amortization installment of oustanding balance	2019-12-31	139,301
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	247,675
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	247,675
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	323,815
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	599,431
Acturial value of plan assets	2018-12-31	599,431
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	85,029
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	430,230
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	430,230
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	190,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	201,037
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	201,037
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	201,037
Total employer contributions	2018-12-31	325,000
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	300,660
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	202,962
Net shortfall amortization installment of oustanding balance	2018-12-31	31,836
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	208,159
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	191,342
Additional cash requirement	2018-12-31	16,817
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	300,660
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	238,666
Acturial value of plan assets	2017-12-31	238,666
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	190,659
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	190,659
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	190,659
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	42,877
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	42,877
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	370,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	360,259
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	218,232
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	170,225
Additional cash requirement	2017-12-31	170,225
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	360,259
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ANTHONY C. CHEN, M. D. , INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	228,563
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	219,248
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	176,371
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	176,371
Additional cash requirement	2016-12-31	176,371
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	219,248
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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