PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN 401k Plan overview

PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	PALO ALTO STRATEGY GROUP, LLC
Employer identification number (EIN):	823215344
NAIC Classification:	541519
NAIC Description:	Other Computer Related Services

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

Plan Statistics for PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN

Measure	Date	Value
2022: PALO ALTO STRATEGY GROUP, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	622,122
Acturial value of plan assets	2022-12-31	622,122
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	627,358
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	785,950
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	785,950
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	42,344
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	42,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	42,344
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	42,344
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	300,175
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	290,021
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	263,908
Net shortfall amortization installment of oustanding balance	2022-12-31	163,828
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	279,048
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	279,048
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	290,021
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0

Potentially related plans

• PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN C [EIN = 510656809]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE MASTER TRUST [EIN = 510656809]
• PALO ALTO MEDICAL FOUNDATION PRE-TAX FLEXIBLE BENEFITS PLAN [EIN = 941156581]
• PALO ALTO LIGHTING 401K PLAN [EIN = 050552264]
• PALO ALTO NETWORKS WELFARE BENEFIT PLAN [EIN = 202530195]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) PLAN [EIN = 510656809]
• PALO ALTO RESEARCH CENTER BENEFITS & WELFARE PLAN [EIN = 061568182]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN B [EIN = 510656809]
• PALO ALTO UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN [EIN = 942340692]
• PALO ALTO RESEARCH CENTER 401(K) PLAN [EIN = 061568182]
• PALO ALTO COMMONS MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST [EIN = 770494099]
• PALO ALTO DENTAL GROUP 401(K) PLAN [EIN = 941717072]
• PALO ALTO MEDICAL FOUNDATION GROUP WELFARE BENEFIT PLAN [EIN = 941156581]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. EMPLOYEES 401(K) PLAN [EIN = 510656809]
• PALO ALTO COMMUNITY CHILD CARE 403B PLAN [EIN = 942242823]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. 401(K) MASTER TRUST [EIN = 510656809]
• PALO ALTO NETWORKS, INC. 401(K) PLAN [EIN = 202530195]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. CASH BALANCE PLAN A [EIN = 510656809]
• PALO ALTO MEDICAL FOUNDATION RESEARCH INSTITUTE RETIREMENT PLAN [EIN = 941156581]
• PALO ALTO PARTNERS IN EDUCATIO 401 K PROFIT SHARING PLAN TRUST [EIN = 770186364]
• PALO ALTO DENTAL GROUP HYGIENISTS 401(K) PLAN [EIN = 941717072]
• PALO ALTO SPINE, PLLC 401(K) PLAN [EIN = 201731039]
• PALO ALTO GLASS, INC. RETIREMENT TRUST [EIN = 770296677]
• PALO ALTO PATHOLOGY, INC. 401K RETIREMENT PLAN [EIN = 770322010]
• PALO ALTO ORAL AND MAXILLOFACIAL PROFIT SHARING PLAN [EIN = 204714135]
• PALO ALTO LASER & SKIN CARE 401(K) PLAN & TRUST [EIN = 263999316]
• PALO ALTO COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST [EIN = 941256962]
• PALO ALTO SOFTWARE, INC. 401(K) PROFIT SHARING PLAN [EIN = 931131141]
• PALO ALTO PLUMBING HEATING & AIR, INC. DBPP [EIN = 770568603]
• PALO ALTO BIMMER, INC 401(K) PLAN & TRUST [EIN = 770006781]
• PALO ALTO HEALTH SCIENCES RETIREMENT SAVINGS PLAN [EIN = 371714961]
• PALO ALTO DIAMONDS, INC. 401K PROFIT SHARING PLAN [EIN = 770343678]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. HEALTH AND WELFARE PLAN [EIN = 510656809]
• PALO ALTO FOUNDATION MEDICAL GROUP, INC. RETIREE HEALTH PLAN [EIN = 510656809]
• PALO ALTO BUILDERS INC 401 K PROFIT SHARING PLAN TRUST [EIN = 474036094]
• PALO ALTO HISTORY MUSEUM INC [EIN = 770634933]
• PALO ALTO MEDICAL FOUNDATION RETIREE HEALTH CARE ACCOUNT [EIN = 941156581]
• PALO ALTO UNIVERSITY DEFINED CONRIBUTION RETIREMENT PLAN [EIN = 942340692]
• PALO ALTO LUMBER COMPANY, INC. PS PLAN [EIN = 941710448]
• PALO ALTO NEPHROLOGY ASSOCIATES, A MEDICAL GROUP PROFIT SHARING PLAN [EIN = 942673600]
• PALO ALTO FOUNDATION MEDICAL GROUP FLEXIBLE SPENDI NG ACCOUNT PLAN [EIN = 510656809]
• PALO ALTO MEDICAL FOUNDATION FOR HEALTH CARE, RESEARCH AND EDUCATION THRIFT SAVINGS MATCH PLAN [EIN = 941156581]
• PALO ALTO MEDICAL FOUNDATION 403(B) RETIREMENT PLAN [EIN = 941156581]
• PALO ALTO THERAPY A LICENSED CLINICAL SOCIAL WORKER 401(K) PLAN [EIN = 471624504]
• PALO ALTO SPINE, PLLC 401(K) PLAN [EIN = 201731039]
• PALO ALTO ORAL HEALTH 401(K) PLAN [EIN = 830886322]
• PALO ALTO COMMUNITY CHILD CARE HEALTH AND WELFARE PLAN [EIN = 942242823]
• PALO ALTO VISION OPTOMETRY RETIREMENT PLAN [EIN = 833380053]
• PALO ALTO PERFUSION SERVICES I 401(K) PROFIT SHARING PLAN & TRUST [EIN = 453650606]
• PALO ALTO LIGHTING 401K PLAN [EIN = 820923380]
• PALO ALTO SMART THERAPY 401(K) PROFIT SHARING PLAN [EIN = 454899522]
• PALO ALTO LEGAL GROUP, P. C. 401(K) PLAN [EIN = 825109681]
• PALO ALTO INSIGHT TECHNOLOGIES 401(K) PLAN [EIN = 854112939]
• PALO ALTO DENTAL SPA PENSION PLAN [EIN = 841735303]
• PALO ALTO DENTAL SPA RETIREMENT PLAN [EIN = 841735303]
• PALO ALTO UNIVERSITY, INC. WELFARE BENEFITS PLAN [EIN = 942340692]
• PALO ALTO DENTAL SURGERY 401(K) PLAN [EIN = 208227341]
• PALO ALTO INVESTORS 401(K) PLAN [EIN = 770558164]
• PALO ALTO HILLS GOLF & COUNTRY CLUB RETIREMENT PLAN [EIN = 941463217]
• PALO ALTO SOCCER CLUB INC 401(K) PLAN [EIN = 770251074]

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