401k Plan data: PHOENIX HEART, PLLC CASH BALANCE PLAN plan

PHOENIX HEART, PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	PHOENIX HEART, PLLC CASH BALANCE PLAN
Plan identification number	003

PHOENIX HEART, PLLC 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHOENIX HEART, PLLC has sponsored the creation of one or more 401k plans.

Company Name: PHOENIX HEART, PLLC

Employer identification number (EIN): 860770482

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHOENIX HEART, PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01

Plan Statistics for PHOENIX HEART, PLLC CASH BALANCE PLAN

401k plan membership statisitcs for PHOENIX HEART, PLLC CASH BALANCE PLAN

Measure Date Value
2025: PHOENIX HEART, PLLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 95
Total number of particpants at end of year 2025-10-14 95
2024: PHOENIX HEART, PLLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 96
Total number of particpants at end of year 2024-10-15 96
2022: PHOENIX HEART, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,303,935
Acturial value of plan assets 2022-12-31 2,303,935
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 26
Fundng target for terminated vested participants 2022-12-31 102,328
Active participant vested funding target 2022-12-31 2,111,937
Number of active participants 2022-12-31 71
Total funding liabilities for active participants 2022-12-31 2,122,054
Total participant count 2022-12-31 97
Total funding target for all participants 2022-12-31 2,224,382
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 226,455
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 2022-12-31 226,455
Present value of excess contributions 2022-12-31 17,706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 17,706
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 17,706
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 2022-12-31 258,110
Total employer contributions 2022-12-31 314,750
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 2022-12-31 303,302
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 2022-12-31 536,489
Net shortfall amortization installment of oustanding balance 2022-12-31 192,443
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 554,273
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 250,971
Additional cash requirement 2022-12-31 303,302
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 303,302
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: PHOENIX HEART, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,714,335
Acturial value of plan assets 2021-12-31 1,714,335
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 35,689
Active participant vested funding target 2021-12-31 1,475,708
Number of active participants 2021-12-31 77
Total funding liabilities for active participants 2021-12-31 1,485,910
Total participant count 2021-12-31 91
Total funding target for all participants 2021-12-31 1,521,599
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 74,421
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 74,421
Present value of excess contributions 2021-12-31 139,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 139,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 139,814
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 2021-12-31 226,455
Total employer contributions 2021-12-31 589,600
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 2021-12-31 568,700
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 2021-12-31 550,994
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 550,994
Additional cash requirement 2021-12-31 550,994
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 568,700
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PHOENIX HEART, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,048,212
Acturial value of plan assets 2020-12-31 1,048,212
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 12,539
Active participant vested funding target 2020-12-31 831,577
Number of active participants 2020-12-31 78
Total funding liabilities for active participants 2020-12-31 844,676
Total participant count 2020-12-31 85
Total funding target for all participants 2020-12-31 857,215
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 30,009
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 30,009
Present value of excess contributions 2020-12-31 41,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 41,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 41,735
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 74,421
Total employer contributions 2020-12-31 590,900
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 2020-12-31 551,138
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 2020-12-31 523,531
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 411,324
Additional cash requirement 2020-12-31 411,324
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 551,138
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PHOENIX HEART, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 408,789
Acturial value of plan assets 2019-12-31 408,789
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 0
Number of active participants 2019-12-31 75
Total funding liabilities for active participants 2019-12-31 377,874
Total participant count 2019-12-31 75
Total funding target for all participants 2019-12-31 377,874
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 30,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 30,009
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 30,009
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 30,009
Total employer contributions 2019-12-31 520,000
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 2019-12-31 509,610
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 2019-12-31 467,875
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 467,875
Additional cash requirement 2019-12-31 467,875
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 509,610
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PHOENIX HEART, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 0
Acturial value of plan assets 2018-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 67
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 67
Total funding target for all participants 2018-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
Total employer contributions 2018-12-31 384,100
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 2018-12-31 385,214
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 2018-12-31 355,205
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 355,205
Additional cash requirement 2018-12-31 355,205
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 385,214
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2025: PHOENIX HEART, PLLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	95
Total number of particpants at end of year	2025-10-14	95
2024: PHOENIX HEART, PLLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	96
Total number of particpants at end of year	2024-10-15	96
2022: PHOENIX HEART, PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,303,935
Acturial value of plan assets	2022-12-31	2,303,935
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	26
Fundng target for terminated vested participants	2022-12-31	102,328
Active participant vested funding target	2022-12-31	2,111,937
Number of active participants	2022-12-31	71
Total funding liabilities for active participants	2022-12-31	2,122,054
Total participant count	2022-12-31	97
Total funding target for all participants	2022-12-31	2,224,382
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	226,455
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	226,455
Present value of excess contributions	2022-12-31	17,706
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	17,706
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	17,706
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	258,110
Total employer contributions	2022-12-31	314,750
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	303,302
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	536,489
Net shortfall amortization installment of oustanding balance	2022-12-31	192,443
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	554,273
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	250,971
Additional cash requirement	2022-12-31	303,302
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	303,302
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PHOENIX HEART, PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,714,335
Acturial value of plan assets	2021-12-31	1,714,335
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	35,689
Active participant vested funding target	2021-12-31	1,475,708
Number of active participants	2021-12-31	77
Total funding liabilities for active participants	2021-12-31	1,485,910
Total participant count	2021-12-31	91
Total funding target for all participants	2021-12-31	1,521,599
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	74,421
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	74,421
Present value of excess contributions	2021-12-31	139,814
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	139,814
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	139,814
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	226,455
Total employer contributions	2021-12-31	589,600
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	568,700
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	550,994
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	550,994
Additional cash requirement	2021-12-31	550,994
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	568,700
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PHOENIX HEART, PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,048,212
Acturial value of plan assets	2020-12-31	1,048,212
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	12,539
Active participant vested funding target	2020-12-31	831,577
Number of active participants	2020-12-31	78
Total funding liabilities for active participants	2020-12-31	844,676
Total participant count	2020-12-31	85
Total funding target for all participants	2020-12-31	857,215
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	30,009
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	30,009
Present value of excess contributions	2020-12-31	41,735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	41,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	41,735
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	74,421
Total employer contributions	2020-12-31	590,900
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	551,138
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	523,531
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	411,324
Additional cash requirement	2020-12-31	411,324
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	551,138
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PHOENIX HEART, PLLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	408,789
Acturial value of plan assets	2019-12-31	408,789
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	0
Number of active participants	2019-12-31	75
Total funding liabilities for active participants	2019-12-31	377,874
Total participant count	2019-12-31	75
Total funding target for all participants	2019-12-31	377,874
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	30,009
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	30,009
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	30,009
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	30,009
Total employer contributions	2019-12-31	520,000
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	509,610
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	467,875
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	467,875
Additional cash requirement	2019-12-31	467,875
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	509,610
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PHOENIX HEART, PLLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	67
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	67
Total funding target for all participants	2018-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Total employer contributions	2018-12-31	384,100
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	385,214
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	355,205
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	355,205
Additional cash requirement	2018-12-31	355,205
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	385,214
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

Financial Data on PHOENIX HEART, PLLC CASH BALANCE PLAN

Measure	Date	Value
2025 : PHOENIX HEART, PLLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-14	0
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	29327
Net assets as of the end of the plan year	2025-10-14	3381197
Total assets as of the beginning of the plan year	2025-10-14	3058496
Value of plan covered by a fidelity bond	2025-10-14	450000
Participant contributions to plan in this plan year	2025-10-14	0
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	0
Other income to plan in this plan year	2025-10-14	352028
Plan net income in this plan year	2025-10-14	322701
Net assets as of the end of the plan year	2025-10-14	3381197
Net assets as of the beginning of the plan year	2025-10-14	3058496
Employer contributions to plan in this plan year	2025-10-14	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	0
2024 : PHOENIX HEART, PLLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-15	0
Total liabilities as of the end of the plan year	2024-10-15	0
Total liabilities as of the beginning of the plan year	2024-10-15	0
Total expenses incurred by plan in this plan year	2024-10-15	0
Net assets as of the end of the plan year	2024-10-15	3058496
Total assets as of the beginning of the plan year	2024-10-15	2420574
Value of plan covered by a fidelity bond	2024-10-15	450000
Participant contributions to plan in this plan year	2024-10-15	0
Other expenses paid from plan in this plan year	2024-10-15	0
Other contributions to plan in this plan year	2024-10-15	0
Other income to plan in this plan year	2024-10-15	145527
Plan net income in this plan year	2024-10-15	637922
Net assets as of the end of the plan year	2024-10-15	3058496
Net assets as of the beginning of the plan year	2024-10-15	2420574
Employer contributions to plan in this plan year	2024-10-15	492395
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-15	0

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Company Name:	PHOENIX HEART, PLLC
Employer identification number (EIN):	860770482
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01