401k Plan data: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN plan

SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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.

401k Sponsoring company profile

SHARON K. KAWAI, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: SHARON K. KAWAI, M.D., INC.

Employer identification number (EIN): 953537198

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 SHARON KAWAI MD 2022-10-13
001 2020-01-01 TOMOO KAWAI 2021-10-13 TOMOO KAWAI 2021-10-13
001 2019-01-01 TOMOO KAWAI 2020-10-15 TOMOO KAWAI 2020-10-15
001 2018-01-01 TOMOO KAWAI 2019-09-26 TOMOO KAWAI 2019-09-26
001 2017-01-01 TOMOO KAWAI 2018-10-12 TOMOO KAWAI 2018-10-12
001 2016-01-01 TOMOO KAWAI 2017-10-03 TOMOO KAWAI 2017-10-03
001 2015-01-01 TOMOO KAWAI 2016-10-04 TOMOO KAWAI 2016-10-04
001 2014-01-01 TOMOO KAWAI 2015-09-10 TOMOO KAWAI 2015-09-10
001 2013-01-01 TOMOO KAWAI 2014-09-24 TOMOO KAWAI 2014-09-24
001 2012-01-01 TOMOO KAWAI 2013-08-29 TOMOO KAWAI 2013-08-29
001 2011-01-01 TOMOO KAWAI 2012-07-26
001 2010-01-01 TOMOO KAWAI 2011-08-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	SHARON KAWAI MD	2022-10-13
001	2020-01-01	TOMOO KAWAI	2021-10-13	TOMOO KAWAI	2021-10-13
001	2019-01-01	TOMOO KAWAI	2020-10-15	TOMOO KAWAI	2020-10-15
001	2018-01-01	TOMOO KAWAI	2019-09-26	TOMOO KAWAI	2019-09-26
001	2017-01-01	TOMOO KAWAI	2018-10-12	TOMOO KAWAI	2018-10-12
001	2016-01-01	TOMOO KAWAI	2017-10-03	TOMOO KAWAI	2017-10-03
001	2015-01-01	TOMOO KAWAI	2016-10-04	TOMOO KAWAI	2016-10-04
001	2014-01-01	TOMOO KAWAI	2015-09-10	TOMOO KAWAI	2015-09-10
001	2013-01-01	TOMOO KAWAI	2014-09-24	TOMOO KAWAI	2014-09-24
001	2012-01-01	TOMOO KAWAI	2013-08-29	TOMOO KAWAI	2013-08-29
001	2011-01-01	TOMOO KAWAI	2012-07-26
001	2010-01-01	TOMOO KAWAI	2011-08-03

Plan Statistics for SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,669,879
Acturial value of plan assets 2022-12-31 2,669,879
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 874,615
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 140,827
Active participant vested funding target 2022-12-31 2,490,862
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 2,490,862
Total participant count 2022-12-31 5
Total funding target for all participants 2022-12-31 3,506,304
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 10,354
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 10,354
Present value of excess contributions 2022-12-31 16,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 16,554
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 10,041
Total employer contributions 2022-12-31 100,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 93,064
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 846,993
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 82,617
Additional cash requirement 2022-12-31 82,617
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 93,064
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,557,285
Acturial value of plan assets 2021-12-31 2,557,285
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 885,702
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 129,846
Active participant vested funding target 2021-12-31 2,553,500
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 2,553,500
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 3,569,048
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 154,655
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 2021-12-31 143,394
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 11,261
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 10,354
Total employer contributions 2021-12-31 120,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 111,909
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 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 0
Net shortfall amortization installment of oustanding balance 2021-12-31 1,022,661
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 95,355
Additional cash requirement 2021-12-31 95,355
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 111,909
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,970,227
Acturial value of plan assets 2020-12-31 2,970,227
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 920,852
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 120,160
Active participant vested funding target 2020-12-31 2,589,427
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 2,589,427
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 3,630,439
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 152,339
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 2020-12-31 152,339
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 2020-12-31 154,655
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
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 823,713
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 147,819
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 147,819
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: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,448,793
Acturial value of plan assets 2019-12-31 3,448,793
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 883,484
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 117,118
Active participant vested funding target 2019-12-31 2,604,540
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 2,604,540
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 3,605,142
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 157,456
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 2019-12-31 157,456
Present value of excess contributions 2019-12-31 65,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 65,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 2019-12-31 152,339
Total employer contributions 2019-12-31 124,566
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 2019-12-31 115,933
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 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 59,621
Net shortfall amortization installment of oustanding balance 2019-12-31 317,128
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 115,933
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 0
Additional cash requirement 2019-12-31 115,933
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 115,933
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,852,428
Acturial value of plan assets 2018-12-31 3,852,428
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 931,127
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 93,178
Active participant vested funding target 2018-12-31 2,908,044
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 2,908,044
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 3,932,349
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 152,855
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 2018-12-31 152,855
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 2018-12-31 157,456
Total employer contributions 2018-12-31 151,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 4,137
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 2018-12-31 148,907
Unpaid minimum required contributions for all prior years 2018-12-31 4,137
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 4,137
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 43,293
Net shortfall amortization installment of oustanding balance 2018-12-31 246,509
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 83,536
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 83,536
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 148,907
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,063,265
Acturial value of plan assets 2017-12-31 4,063,265
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 966,844
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 84,322
Active participant vested funding target 2017-12-31 2,812,256
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 2,812,256
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 3,863,422
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 162,284
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 2017-12-31 162,284
Present value of excess contributions 2017-12-31 104,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 104,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2017-12-31 152,855
Total employer contributions 2017-12-31 0
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 0
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 41,938
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 4,137
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 4,137
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 4,137
Unpaid minimum required contributions for all years 2017-12-31 4,137
2016: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,806,669
Acturial value of plan assets 2016-12-31 3,806,669
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 76,366
Active participant vested funding target 2016-12-31 3,895,533
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 3,895,533
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 3,971,899
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 173,214
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 2016-12-31 173,214
Present value of excess contributions 2016-12-31 114,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 114,508
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 162,284
Total employer contributions 2016-12-31 215,000
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 2016-12-31 202,852
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 42,104
Net shortfall amortization installment of oustanding balance 2016-12-31 338,306
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 98,000
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 98,000
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 202,852
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: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,669,879
Acturial value of plan assets	2022-12-31	2,669,879
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	874,615
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	140,827
Active participant vested funding target	2022-12-31	2,490,862
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	2,490,862
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	3,506,304
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	10,354
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	10,354
Present value of excess contributions	2022-12-31	16,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	16,554
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	10,041
Total employer contributions	2022-12-31	100,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	93,064
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	846,993
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	82,617
Additional cash requirement	2022-12-31	82,617
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	93,064
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,557,285
Acturial value of plan assets	2021-12-31	2,557,285
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	885,702
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	129,846
Active participant vested funding target	2021-12-31	2,553,500
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	2,553,500
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	3,569,048
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	154,655
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	143,394
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	11,261
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	10,354
Total employer contributions	2021-12-31	120,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	111,909
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	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	0
Net shortfall amortization installment of oustanding balance	2021-12-31	1,022,661
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	95,355
Additional cash requirement	2021-12-31	95,355
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	111,909
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,970,227
Acturial value of plan assets	2020-12-31	2,970,227
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	920,852
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	120,160
Active participant vested funding target	2020-12-31	2,589,427
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	2,589,427
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	3,630,439
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	152,339
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	152,339
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	154,655
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
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	823,713
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	147,819
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	147,819
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: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,448,793
Acturial value of plan assets	2019-12-31	3,448,793
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	883,484
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	117,118
Active participant vested funding target	2019-12-31	2,604,540
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	2,604,540
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	3,605,142
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	157,456
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	157,456
Present value of excess contributions	2019-12-31	65,371
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	65,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	152,339
Total employer contributions	2019-12-31	124,566
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	115,933
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	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	59,621
Net shortfall amortization installment of oustanding balance	2019-12-31	317,128
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	115,933
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	0
Additional cash requirement	2019-12-31	115,933
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	115,933
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,852,428
Acturial value of plan assets	2018-12-31	3,852,428
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	931,127
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	93,178
Active participant vested funding target	2018-12-31	2,908,044
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	2,908,044
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	3,932,349
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	152,855
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	152,855
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	157,456
Total employer contributions	2018-12-31	151,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	4,137
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	148,907
Unpaid minimum required contributions for all prior years	2018-12-31	4,137
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	4,137
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	43,293
Net shortfall amortization installment of oustanding balance	2018-12-31	246,509
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	83,536
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	83,536
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	148,907
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,063,265
Acturial value of plan assets	2017-12-31	4,063,265
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	966,844
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	84,322
Active participant vested funding target	2017-12-31	2,812,256
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	2,812,256
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	3,863,422
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	162,284
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	162,284
Present value of excess contributions	2017-12-31	104,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	104,852
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	152,855
Total employer contributions	2017-12-31	0
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	0
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	41,938
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	4,137
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	4,137
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	4,137
Unpaid minimum required contributions for all years	2017-12-31	4,137
2016: SHARON K. KAWAI, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,806,669
Acturial value of plan assets	2016-12-31	3,806,669
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	76,366
Active participant vested funding target	2016-12-31	3,895,533
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	3,895,533
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	3,971,899
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	173,214
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	173,214
Present value of excess contributions	2016-12-31	114,508
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	114,508
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	162,284
Total employer contributions	2016-12-31	215,000
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	202,852
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	42,104
Net shortfall amortization installment of oustanding balance	2016-12-31	338,306
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	98,000
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	98,000
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	202,852
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:	SHARON K. KAWAI, M.D., INC.
Employer identification number (EIN):	953537198
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)