401k Plan data: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN plan

CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN
Plan identification number	002

CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARDIOLOGY CLINIC ROBIN YUE MD PLLC has sponsored the creation of one or more 401k plans.

Company Name: CARDIOLOGY CLINIC ROBIN YUE MD PLLC

Employer identification number (EIN): 834515665

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ROBIN L. YUE 2024-05-15
002 2022-01-01 ROBIN YUE 2023-05-08
002 2021-01-01 ROBIN YUE 2022-06-22
002 2020-01-01
002 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ROBIN L. YUE	2024-05-15
002	2022-01-01	ROBIN YUE	2023-05-08
002	2021-01-01	ROBIN YUE	2022-06-22
002	2020-01-01
002	2019-01-01

Plan Statistics for CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN

Measure Date Value
2025: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-03 3
Total number of particpants at end of year 2025-07-03 3
2024: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-14 4
Total number of particpants at end of year 2024-05-14 3
2022: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,815,526
Acturial value of plan assets 2022-12-31 6,815,526
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 194
Active participant vested funding target 2022-12-31 2,720,762
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 2,720,869
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 2,721,063
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 2,269,043
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 2,269,043
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 2,485,056
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 2022-12-31 153,477
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
Total number of particpants at beginning of year 2022-06-22 6
Total number of particpants at end of year 2022-06-22 4
2021: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,227,647
Acturial value of plan assets 2021-12-31 6,227,647
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 3,090
Active participant vested funding target 2021-12-31 2,478,145
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 2,478,145
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 2,481,235
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 1,367,305
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 1,367,305
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 2,269,043
Total employer contributions 2021-12-31 0
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 0
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 95,621
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,752,811
Acturial value of plan assets 2020-12-31 3,752,811
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 2,396
Active participant vested funding target 2020-12-31 2,111,935
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 2,111,935
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 2,114,331
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 1,131,491
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 2020-12-31 123,451
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 1,008,040
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 1,367,305
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 83,333
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 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,767,224
Acturial value of plan assets 2019-12-31 2,767,224
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 1,849
Active participant vested funding target 2019-12-31 1,909,917
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 1,910,188
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,912,037
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 1,057,717
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 1,057,717
Present value of excess contributions 2019-12-31 157,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 166,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 166,218
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 1,131,491
Total employer contributions 2019-12-31 0
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 0
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 78,555
Net shortfall amortization installment of oustanding balance 2019-12-31 276,304
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 123,451
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 123,451
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2025: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-03	3
Total number of particpants at end of year	2025-07-03	3
2024: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-14	4
Total number of particpants at end of year	2024-05-14	3
2022: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,815,526
Acturial value of plan assets	2022-12-31	6,815,526
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	194
Active participant vested funding target	2022-12-31	2,720,762
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	2,720,869
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	2,721,063
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	2,269,043
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	2,269,043
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	2,485,056
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	153,477
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
Total number of particpants at beginning of year	2022-06-22	6
Total number of particpants at end of year	2022-06-22	4
2021: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,227,647
Acturial value of plan assets	2021-12-31	6,227,647
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	3,090
Active participant vested funding target	2021-12-31	2,478,145
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	2,478,145
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	2,481,235
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	1,367,305
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	1,367,305
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	2,269,043
Total employer contributions	2021-12-31	0
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	0
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	95,621
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,752,811
Acturial value of plan assets	2020-12-31	3,752,811
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	2,396
Active participant vested funding target	2020-12-31	2,111,935
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	2,111,935
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	2,114,331
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	1,131,491
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	123,451
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	1,008,040
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	1,367,305
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	83,333
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	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,767,224
Acturial value of plan assets	2019-12-31	2,767,224
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	1,849
Active participant vested funding target	2019-12-31	1,909,917
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	1,910,188
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,912,037
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	1,057,717
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	1,057,717
Present value of excess contributions	2019-12-31	157,403
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	166,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	166,218
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	1,131,491
Total employer contributions	2019-12-31	0
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	0
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	78,555
Net shortfall amortization installment of oustanding balance	2019-12-31	276,304
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	123,451
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	123,451
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

Financial Data on CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-03	0
Total liabilities as of the end of the plan year	2025-07-03	0
Total liabilities as of the beginning of the plan year	2025-07-03	0
Total expenses incurred by plan in this plan year	2025-07-03	10901
Net assets as of the end of the plan year	2025-07-03	7237186
Total assets as of the beginning of the plan year	2025-07-03	6508049
Value of plan covered by a fidelity bond	2025-07-03	1000000
Participant contributions to plan in this plan year	2025-07-03	0
Other expenses paid from plan in this plan year	2025-07-03	0
Other contributions to plan in this plan year	2025-07-03	0
Other income to plan in this plan year	2025-07-03	740038
Plan net income in this plan year	2025-07-03	729137
Net assets as of the end of the plan year	2025-07-03	7237186
Net assets as of the beginning of the plan year	2025-07-03	6508049
Employer contributions to plan in this plan year	2025-07-03	0
Fees paid to broker by Benefit Provider	2025-07-03	25003
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-03	10901
2024 : CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-05-14	0
Total liabilities as of the end of the plan year	2024-05-14	0
Total liabilities as of the beginning of the plan year	2024-05-14	0
Total expenses incurred by plan in this plan year	2024-05-14	10139
Net assets as of the end of the plan year	2024-05-14	6508049
Total assets as of the beginning of the plan year	2024-05-14	5692232
Participant contributions to plan in this plan year	2024-05-14	0
Other expenses paid from plan in this plan year	2024-05-14	0
Other contributions to plan in this plan year	2024-05-14	0
Other income to plan in this plan year	2024-05-14	825956
Plan net income in this plan year	2024-05-14	815817
Net assets as of the end of the plan year	2024-05-14	6508049
Net assets as of the beginning of the plan year	2024-05-14	5692232
Employer contributions to plan in this plan year	2024-05-14	0
Fees paid to broker by Benefit Provider	2024-05-14	21707
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-14	9942
2022 : CARDIOLOGY CLINIC ROBIN YUE MD PLLC DEFINED BENEFIT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-22	0
Total liabilities as of the end of the plan year	2022-06-22	0
Total liabilities as of the beginning of the plan year	2022-06-22	0
Total expenses incurred by plan in this plan year	2022-06-22	40421
Net assets as of the end of the plan year	2022-06-22	6815526
Total assets as of the beginning of the plan year	2022-06-22	6227647
Participant contributions to plan in this plan year	2022-06-22	0
Other expenses paid from plan in this plan year	2022-06-22	0
Other contributions to plan in this plan year	2022-06-22	0
Other income to plan in this plan year	2022-06-22	628300
Plan net income in this plan year	2022-06-22	587879
Net assets as of the end of the plan year	2022-06-22	6815526
Net assets as of the beginning of the plan year	2022-06-22	6227647
Employer contributions to plan in this plan year	2022-06-22	0
Fees paid to broker by Benefit Provider	2022-06-22	47843
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-22	35926

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Company Name:	CARDIOLOGY CLINIC ROBIN YUE MD PLLC
Employer identification number (EIN):	834515665
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)