401k Plan data: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN plan

DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN
Plan identification number	002

DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

DIAMOND BAR ENT SPECIALTY GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: DIAMOND BAR ENT SPECIALTY GROUP, INC.

Employer identification number (EIN): 954815133

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TERRY W SCOTT 2023-10-16 TERRY W SCOTT 2023-10-16
002 2021-01-01 TERRY W SCOTT 2022-10-13 TERRY W SCOTT 2022-10-13
002 2021-01-01 TERRY W SCOTT 2023-10-17 TERRY W SCOTT 2023-10-17
002 2020-01-01 TERRY W SCOTT 2021-07-22 TERRY W SCOTT 2021-07-22
002 2019-01-01 TERRY W SCOTT 2020-07-16 TERRY W SCOTT 2020-07-16
002 2018-01-01 TERRY W SCOTT 2019-07-29 TERRY W SCOTT 2019-07-29
002 2017-01-01 TERRY W SCOTT 2018-06-25 TERRY W SCOTT 2018-06-25
002 2016-01-01 TERRY W SCOTT 2017-08-22 TERRY W SCOTT 2017-08-22
002 2015-01-01 TERRY W SCOTT 2016-07-18 TERRY W SCOTT 2016-07-18
002 2014-01-01 TERRY W SCOTT 2015-06-25 TERRY W SCOTT 2015-06-25
002 2013-01-01 TERRY W SCOTT 2014-05-19 TERRY W SCOTT 2014-05-19
002 2012-01-01 TERRY W. SCOTT 2013-04-16 TERRY W. SCOTT 2013-04-16
002 2011-01-01 TERRY W. SCOTT 2012-05-14 TERRY W. SCOTT 2012-05-14
002 2010-01-01 TERRY W SCOTT 2011-09-29 TERRY W SCOTT 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	TERRY W SCOTT	2023-10-16	TERRY W SCOTT	2023-10-16
002	2021-01-01	TERRY W SCOTT	2022-10-13	TERRY W SCOTT	2022-10-13
002	2021-01-01	TERRY W SCOTT	2023-10-17	TERRY W SCOTT	2023-10-17
002	2020-01-01	TERRY W SCOTT	2021-07-22	TERRY W SCOTT	2021-07-22
002	2019-01-01	TERRY W SCOTT	2020-07-16	TERRY W SCOTT	2020-07-16
002	2018-01-01	TERRY W SCOTT	2019-07-29	TERRY W SCOTT	2019-07-29
002	2017-01-01	TERRY W SCOTT	2018-06-25	TERRY W SCOTT	2018-06-25
002	2016-01-01	TERRY W SCOTT	2017-08-22	TERRY W SCOTT	2017-08-22
002	2015-01-01	TERRY W SCOTT	2016-07-18	TERRY W SCOTT	2016-07-18
002	2014-01-01	TERRY W SCOTT	2015-06-25	TERRY W SCOTT	2015-06-25
002	2013-01-01	TERRY W SCOTT	2014-05-19	TERRY W SCOTT	2014-05-19
002	2012-01-01	TERRY W. SCOTT	2013-04-16	TERRY W. SCOTT	2013-04-16
002	2011-01-01	TERRY W. SCOTT	2012-05-14	TERRY W. SCOTT	2012-05-14
002	2010-01-01	TERRY W SCOTT	2011-09-29	TERRY W SCOTT	2011-09-29

Plan Statistics for DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN

Measure Date Value
2022: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,179,559
Acturial value of plan assets 2022-12-31 2,179,559
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,544,907
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,544,907
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 1,544,907
Balance at beginning of prior year after applicable adjustments 2022-12-31 220,864
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 84,268
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 2022-12-31 220,864
Amount remaining of prefunding balance 2022-12-31 84,268
Present value of excess contributions 2022-12-31 43,558
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 43,558
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 2022-12-31 248,472
Balance of prefunding at beginning of current year 2022-12-31 94,802
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,618,676
Acturial value of plan assets 2021-12-31 2,618,676
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,524,925
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,524,925
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 1,524,925
Balance at beginning of prior year after applicable adjustments 2021-12-31 206,011
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 78,601
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 2021-12-31 206,011
Amount remaining of prefunding balance 2021-12-31 78,601
Present value of excess contributions 2021-12-31 146,528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 146,528
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 2021-12-31 220,864
Balance of prefunding at beginning of current year 2021-12-31 84,268
Total employer contributions 2021-12-31 72,000
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 69,693
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 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 69,693
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,185,583
Acturial value of plan assets 2020-12-31 2,185,583
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,398,390
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,398,390
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,398,390
Balance at beginning of prior year after applicable adjustments 2020-12-31 166,232
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 63,424
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 2020-12-31 166,232
Amount remaining of prefunding balance 2020-12-31 63,424
Present value of excess contributions 2020-12-31 136,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 136,536
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 2020-12-31 206,011
Balance of prefunding at beginning of current year 2020-12-31 78,601
Total employer contributions 2020-12-31 150,000
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 2020-12-31 146,528
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 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 146,528
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,903,268
Acturial value of plan assets 2019-12-31 1,903,268
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 1,243,939
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,243,939
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,243,939
Balance at beginning of prior year after applicable adjustments 2019-12-31 176,243
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 67,243
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 2019-12-31 176,243
Amount remaining of prefunding balance 2019-12-31 67,243
Present value of excess contributions 2019-12-31 127,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 127,191
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 2019-12-31 166,232
Balance of prefunding at beginning of current year 2019-12-31 63,424
Total employer contributions 2019-12-31 140,000
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 2019-12-31 136,536
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 67,394
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 136,536
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,402,113
Acturial value of plan assets 2018-12-31 1,402,113
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 1,095,029
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,095,029
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,095,029
Balance at beginning of prior year after applicable adjustments 2018-12-31 148,465
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 56,645
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 2018-12-31 148,465
Amount remaining of prefunding balance 2018-12-31 56,645
Present value of excess contributions 2018-12-31 47,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 47,603
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 2018-12-31 176,243
Balance of prefunding at beginning of current year 2018-12-31 67,243
Total employer contributions 2018-12-31 150,000
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 2018-12-31 145,072
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 67,893
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 17,881
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 17,881
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 145,072
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,666,266
Acturial value of plan assets 2017-12-31 1,666,266
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,457,510
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,457,510
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,457,510
Balance at beginning of prior year after applicable adjustments 2017-12-31 138,739
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 52,934
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 2017-12-31 138,739
Amount remaining of prefunding balance 2017-12-31 52,934
Present value of excess contributions 2017-12-31 160,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 160,226
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 2017-12-31 148,465
Balance of prefunding at beginning of current year 2017-12-31 56,645
Total employer contributions 2017-12-31 148,000
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 2017-12-31 144,697
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 97,094
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 97,094
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 97,094
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 144,697
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,251,927
Acturial value of plan assets 2016-12-31 1,251,927
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 2016-12-31 761,561
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 761,561
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 761,561
Balance at beginning of prior year after applicable adjustments 2016-12-31 143,578
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 54,780
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 2016-12-31 143,578
Amount remaining of prefunding balance 2016-12-31 54,780
Present value of excess contributions 2016-12-31 145,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 145,232
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 2016-12-31 138,739
Balance of prefunding at beginning of current year 2016-12-31 52,934
Total employer contributions 2016-12-31 165,000
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 2016-12-31 160,226
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 71,634
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 160,226
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: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,179,559
Acturial value of plan assets	2022-12-31	2,179,559
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,544,907
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,544,907
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	1,544,907
Balance at beginning of prior year after applicable adjustments	2022-12-31	220,864
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	84,268
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	220,864
Amount remaining of prefunding balance	2022-12-31	84,268
Present value of excess contributions	2022-12-31	43,558
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	43,558
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	248,472
Balance of prefunding at beginning of current year	2022-12-31	94,802
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,618,676
Acturial value of plan assets	2021-12-31	2,618,676
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,524,925
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,524,925
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,524,925
Balance at beginning of prior year after applicable adjustments	2021-12-31	206,011
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	78,601
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	206,011
Amount remaining of prefunding balance	2021-12-31	78,601
Present value of excess contributions	2021-12-31	146,528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	146,528
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	220,864
Balance of prefunding at beginning of current year	2021-12-31	84,268
Total employer contributions	2021-12-31	72,000
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	69,693
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	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	69,693
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,185,583
Acturial value of plan assets	2020-12-31	2,185,583
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,398,390
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,398,390
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,398,390
Balance at beginning of prior year after applicable adjustments	2020-12-31	166,232
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	63,424
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	166,232
Amount remaining of prefunding balance	2020-12-31	63,424
Present value of excess contributions	2020-12-31	136,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	136,536
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	206,011
Balance of prefunding at beginning of current year	2020-12-31	78,601
Total employer contributions	2020-12-31	150,000
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	146,528
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	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	146,528
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,903,268
Acturial value of plan assets	2019-12-31	1,903,268
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	1,243,939
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,243,939
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,243,939
Balance at beginning of prior year after applicable adjustments	2019-12-31	176,243
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	67,243
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	176,243
Amount remaining of prefunding balance	2019-12-31	67,243
Present value of excess contributions	2019-12-31	127,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	127,191
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	166,232
Balance of prefunding at beginning of current year	2019-12-31	63,424
Total employer contributions	2019-12-31	140,000
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	136,536
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	67,394
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	136,536
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,402,113
Acturial value of plan assets	2018-12-31	1,402,113
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	1,095,029
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,095,029
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,095,029
Balance at beginning of prior year after applicable adjustments	2018-12-31	148,465
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	56,645
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	148,465
Amount remaining of prefunding balance	2018-12-31	56,645
Present value of excess contributions	2018-12-31	47,603
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	47,603
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	176,243
Balance of prefunding at beginning of current year	2018-12-31	67,243
Total employer contributions	2018-12-31	150,000
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	145,072
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	67,893
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	17,881
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	17,881
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	145,072
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,666,266
Acturial value of plan assets	2017-12-31	1,666,266
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,457,510
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,457,510
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,457,510
Balance at beginning of prior year after applicable adjustments	2017-12-31	138,739
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	52,934
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	138,739
Amount remaining of prefunding balance	2017-12-31	52,934
Present value of excess contributions	2017-12-31	160,226
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	160,226
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	148,465
Balance of prefunding at beginning of current year	2017-12-31	56,645
Total employer contributions	2017-12-31	148,000
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	144,697
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	97,094
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	97,094
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	97,094
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	144,697
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DIAMOND BAR ENT SPECIALTY GROUP, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,251,927
Acturial value of plan assets	2016-12-31	1,251,927
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	761,561
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	761,561
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	761,561
Balance at beginning of prior year after applicable adjustments	2016-12-31	143,578
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	54,780
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	143,578
Amount remaining of prefunding balance	2016-12-31	54,780
Present value of excess contributions	2016-12-31	145,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	145,232
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	138,739
Balance of prefunding at beginning of current year	2016-12-31	52,934
Total employer contributions	2016-12-31	165,000
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	160,226
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	71,634
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	160,226
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:	DIAMOND BAR ENT SPECIALTY GROUP, INC.
Employer identification number (EIN):	954815133
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)