401k Plan data: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN plan

COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN
Plan identification number	010

COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

SOUTHERN COLORADO HEART & VASCULAR, PC DBA COLORADO SPRINGS CARDIOLOGI has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN COLORADO HEART & VASCULAR, PC DBA COLORADO SPRINGS CARDIOLOGI

Employer identification number (EIN): 840644444

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
010 2022-01-01 CHRIS KIM 2023-10-13
010 2021-01-01 WESSELY CHAMBERS 2022-10-14
010 2020-01-01 WESSELY CHAMBERS 2021-07-23
010 2019-01-01 WESSELY CHAMBERS 2020-09-22
010 2018-01-01 WESSELY CHAMBERS 2019-09-06
010 2017-01-01 WESSELY CHAMBERS 2018-07-13
010 2016-01-01 WESSELY CHAMBERS 2017-07-06
010 2015-01-01 WESSELY CHAMBERS 2016-06-17
010 2014-01-01 WESSELY CHAMBERS 2015-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
010	2022-01-01	CHRIS KIM	2023-10-13
010	2021-01-01	WESSELY CHAMBERS	2022-10-14
010	2020-01-01	WESSELY CHAMBERS	2021-07-23
010	2019-01-01	WESSELY CHAMBERS	2020-09-22
010	2018-01-01	WESSELY CHAMBERS	2019-09-06
010	2017-01-01	WESSELY CHAMBERS	2018-07-13
010	2016-01-01	WESSELY CHAMBERS	2017-07-06
010	2015-01-01	WESSELY CHAMBERS	2016-06-17
010	2014-01-01	WESSELY CHAMBERS	2015-10-14

Plan Statistics for COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN

Measure Date Value
2022: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,218,463
Acturial value of plan assets 2022-12-31 5,218,463
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 2022-12-31 192,073
Active participant vested funding target 2022-12-31 4,468,996
Number of active participants 2022-12-31 21
Total funding liabilities for active participants 2022-12-31 4,468,996
Total participant count 2022-12-31 23
Total funding target for all participants 2022-12-31 4,661,069
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 355,087
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 82,290
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 272,797
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 2022-12-31 288,265
Total employer contributions 2022-12-31 449,184
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 2022-12-31 448,623
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 2022-12-31 540,471
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 2022-12-31 287,052
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 2022-12-31 287,052
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 448,623
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,402,525
Acturial value of plan assets 2021-12-31 4,402,525
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 268,161
Active participant vested funding target 2021-12-31 3,846,245
Number of active participants 2021-12-31 20
Total funding liabilities for active participants 2021-12-31 3,846,245
Total participant count 2021-12-31 23
Total funding target for all participants 2021-12-31 4,114,406
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 391,448
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 53,688
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 337,760
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 82,290
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 272,797
Total employer contributions 2021-12-31 714,576
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 2021-12-31 708,514
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 2021-12-31 555,622
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 2021-12-31 555,622
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 2021-12-31 555,622
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 708,514
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,617,596
Acturial value of plan assets 2020-12-31 3,617,596
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 70,945
Active participant vested funding target 2020-12-31 3,332,709
Number of active participants 2020-12-31 17
Total funding liabilities for active participants 2020-12-31 3,332,709
Total participant count 2020-12-31 19
Total funding target for all participants 2020-12-31 3,403,654
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 372,301
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 20,216
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 352,085
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 2020-12-31 391,448
Total employer contributions 2020-12-31 574,685
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 2020-12-31 579,879
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 2020-12-31 595,795
Net shortfall amortization installment of oustanding balance 2020-12-31 198,292
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 636,418
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 56,539
Additional cash requirement 2020-12-31 579,879
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 579,879
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,857,096
Acturial value of plan assets 2019-12-31 2,857,096
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 16,394
Active participant vested funding target 2019-12-31 2,528,782
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 2,528,782
Total participant count 2019-12-31 17
Total funding target for all participants 2019-12-31 2,545,176
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 233,411
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 2019-12-31 233,411
Present value of excess contributions 2019-12-31 216,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 216,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 150,000
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 2019-12-31 372,301
Total employer contributions 2019-12-31 592,864
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 2019-12-31 598,520
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 2019-12-31 600,800
Net shortfall amortization installment of oustanding balance 2019-12-31 81,006
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 619,856
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 21,336
Additional cash requirement 2019-12-31 598,520
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 598,520
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,732,056
Acturial value of plan assets 2018-12-31 1,732,056
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 14,173
Active participant vested funding target 2018-12-31 1,774,901
Number of active participants 2018-12-31 16
Total funding liabilities for active participants 2018-12-31 1,774,901
Total participant count 2018-12-31 17
Total funding target for all participants 2018-12-31 1,789,074
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 210,638
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 2018-12-31 210,638
Present value of excess contributions 2018-12-31 614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 614
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 2018-12-31 233,411
Total employer contributions 2018-12-31 824,102
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 2018-12-31 831,764
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 2018-12-31 565,801
Net shortfall amortization installment of oustanding balance 2018-12-31 303,733
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 615,385
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 0
Additional cash requirement 2018-12-31 615,385
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 831,764
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,339,370
Acturial value of plan assets 2017-12-31 1,339,370
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 13,230
Active participant vested funding target 2017-12-31 1,137,999
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 1,137,999
Total participant count 2017-12-31 16
Total funding target for all participants 2017-12-31 1,151,229
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 134,916
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 2017-12-31 134,916
Present value of excess contributions 2017-12-31 67,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 67,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 67,843
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 2017-12-31 210,638
Total employer contributions 2017-12-31 492,260
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 2017-12-31 498,040
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 2017-12-31 497,426
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 2017-12-31 497,426
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 2017-12-31 497,426
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 498,040
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 726,868
Acturial value of plan assets 2016-12-31 726,868
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 2016-12-31 641,083
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 641,083
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 641,083
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 52,182
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 52,182
Present value of excess contributions 2016-12-31 84,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 84,644
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 84,644
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
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 2016-12-31 134,916
Total employer contributions 2016-12-31 473,493
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 2016-12-31 479,903
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 2016-12-31 412,060
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 2016-12-31 412,060
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 412,060
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 479,903
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: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,218,463
Acturial value of plan assets	2022-12-31	5,218,463
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	192,073
Active participant vested funding target	2022-12-31	4,468,996
Number of active participants	2022-12-31	21
Total funding liabilities for active participants	2022-12-31	4,468,996
Total participant count	2022-12-31	23
Total funding target for all participants	2022-12-31	4,661,069
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	355,087
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	82,290
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	272,797
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	288,265
Total employer contributions	2022-12-31	449,184
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	448,623
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	540,471
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	287,052
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	287,052
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	448,623
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,402,525
Acturial value of plan assets	2021-12-31	4,402,525
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	268,161
Active participant vested funding target	2021-12-31	3,846,245
Number of active participants	2021-12-31	20
Total funding liabilities for active participants	2021-12-31	3,846,245
Total participant count	2021-12-31	23
Total funding target for all participants	2021-12-31	4,114,406
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	391,448
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	53,688
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	337,760
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	82,290
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	272,797
Total employer contributions	2021-12-31	714,576
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	708,514
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	555,622
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	555,622
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	555,622
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	708,514
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,617,596
Acturial value of plan assets	2020-12-31	3,617,596
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	70,945
Active participant vested funding target	2020-12-31	3,332,709
Number of active participants	2020-12-31	17
Total funding liabilities for active participants	2020-12-31	3,332,709
Total participant count	2020-12-31	19
Total funding target for all participants	2020-12-31	3,403,654
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	372,301
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	20,216
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	352,085
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	391,448
Total employer contributions	2020-12-31	574,685
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	579,879
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	595,795
Net shortfall amortization installment of oustanding balance	2020-12-31	198,292
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	636,418
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	56,539
Additional cash requirement	2020-12-31	579,879
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	579,879
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,857,096
Acturial value of plan assets	2019-12-31	2,857,096
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	16,394
Active participant vested funding target	2019-12-31	2,528,782
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	2,528,782
Total participant count	2019-12-31	17
Total funding target for all participants	2019-12-31	2,545,176
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	233,411
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	233,411
Present value of excess contributions	2019-12-31	216,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	216,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	150,000
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	372,301
Total employer contributions	2019-12-31	592,864
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	598,520
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	600,800
Net shortfall amortization installment of oustanding balance	2019-12-31	81,006
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	619,856
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	21,336
Additional cash requirement	2019-12-31	598,520
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	598,520
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,732,056
Acturial value of plan assets	2018-12-31	1,732,056
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	14,173
Active participant vested funding target	2018-12-31	1,774,901
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	1,774,901
Total participant count	2018-12-31	17
Total funding target for all participants	2018-12-31	1,789,074
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	210,638
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	210,638
Present value of excess contributions	2018-12-31	614
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	614
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	233,411
Total employer contributions	2018-12-31	824,102
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	831,764
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	565,801
Net shortfall amortization installment of oustanding balance	2018-12-31	303,733
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	615,385
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	0
Additional cash requirement	2018-12-31	615,385
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	831,764
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,339,370
Acturial value of plan assets	2017-12-31	1,339,370
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	13,230
Active participant vested funding target	2017-12-31	1,137,999
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	1,137,999
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	1,151,229
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	134,916
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	134,916
Present value of excess contributions	2017-12-31	67,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	67,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	67,843
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	210,638
Total employer contributions	2017-12-31	492,260
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	498,040
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	497,426
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	497,426
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	497,426
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	498,040
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: COLORADO SPRINGS CARDIOLOGISTS, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	726,868
Acturial value of plan assets	2016-12-31	726,868
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	641,083
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	641,083
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	641,083
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	52,182
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	52,182
Present value of excess contributions	2016-12-31	84,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	84,644
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	84,644
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
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	134,916
Total employer contributions	2016-12-31	473,493
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	479,903
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	412,060
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	412,060
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	412,060
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	479,903
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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Company Name:	SOUTHERN COLORADO HEART & VASCULAR, PC DBA COLORADO SPRINGS CARDIOLOGI
Employer identification number (EIN):	840644444
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)