401k Plan data: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN plan

SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN
Plan identification number	003

SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

SEAN E. MCCANCE MD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: SEAN E. MCCANCE MD, PLLC

Employer identification number (EIN): 061590641

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 NESSA FAGIRI 2023-09-29 NESSA FAGIRI 2023-09-29
003 2021-01-01 SEAN E. MCCANCE 2022-09-23
003 2020-01-01 SEAN E. MCCANCE 2021-06-21
003 2018-01-01 SEAN E. MCCANCE 2019-05-29
003 2017-01-01 SEAN E. MCCANCE 2018-04-19
003 2016-01-01 SEAN E. MCCANCE 2017-05-12
003 2015-01-01 SEAN E. MCCANCE 2016-07-28
003 2014-01-01 SEAN E. MCCANCE 2015-05-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	NESSA FAGIRI	2023-09-29	NESSA FAGIRI	2023-09-29
003	2021-01-01	SEAN E. MCCANCE	2022-09-23
003	2020-01-01	SEAN E. MCCANCE	2021-06-21
003	2018-01-01	SEAN E. MCCANCE	2019-05-29
003	2017-01-01	SEAN E. MCCANCE	2018-04-19
003	2016-01-01	SEAN E. MCCANCE	2017-05-12
003	2015-01-01	SEAN E. MCCANCE	2016-07-28
003	2014-01-01	SEAN E. MCCANCE	2015-05-14

Plan Statistics for SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN

Measure Date Value
2022: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,292,994
Acturial value of plan assets 2022-12-31 1,292,994
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 1,355,650
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,355,650
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 1,355,650
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 133,882
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 2022-12-31 133,882
Present value of excess contributions 2022-12-31 89,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 89,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 89,438
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 2022-12-31 244,005
Total employer contributions 2022-12-31 250,000
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 2022-12-31 243,084
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 2022-12-31 203,629
Net shortfall amortization installment of oustanding balance 2022-12-31 319,422
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 233,147
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 2022-12-31 233,147
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 243,084
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,340,540
Acturial value of plan assets 2021-12-31 1,340,540
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 3,851
Active participant vested funding target 2021-12-31 1,073,497
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,074,296
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 1,078,147
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 114,027
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 114,027
Present value of excess contributions 2021-12-31 6,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 6,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 6,521
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 2021-12-31 133,882
Total employer contributions 2021-12-31 175,000
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 2021-12-31 169,472
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 2021-12-31 201,322
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 80,047
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 80,047
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 169,472
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,046,370
Acturial value of plan assets 2020-12-31 1,046,370
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 2,569
Active participant vested funding target 2020-12-31 904,699
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 904,699
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 907,268
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 114,585
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 15,760
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 98,825
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 3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 3
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 2020-12-31 114,027
Total employer contributions 2020-12-31 120,000
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 2020-12-31 116,912
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 2020-12-31 129,482
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 2020-12-31 110,392
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 2020-12-31 110,392
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 116,912
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 825,109
Acturial value of plan assets 2019-12-31 825,109
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 4,678
Active participant vested funding target 2019-12-31 724,341
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 724,341
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 729,019
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 70,349
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 70,349
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 48,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 48,949
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 2019-12-31 114,585
Total employer contributions 2019-12-31 120,000
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 2019-12-31 116,813
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 2019-12-31 127,336
Net shortfall amortization installment of oustanding balance 2019-12-31 24,688
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 133,422
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 16,612
Additional cash requirement 2019-12-31 116,810
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 116,813
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 522,430
Acturial value of plan assets 2018-12-31 522,430
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 2018-12-31 553,230
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 555,101
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 555,101
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 53,597
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 53,597
Present value of excess contributions 2018-12-31 14,917
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 14,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 14,919
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 70,349
Total employer contributions 2018-12-31 196,999
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 2018-12-31 192,492
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 2018-12-31 126,094
Net shortfall amortization installment of oustanding balance 2018-12-31 106,927
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 143,550
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 2018-12-31 143,550
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 192,492
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 418,861
Acturial value of plan assets 2017-12-31 418,861
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 2017-12-31 394,351
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 394,351
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 394,351
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 44,851
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 44,851
Present value of excess contributions 2017-12-31 5,911
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 5,912
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 53,597
Total employer contributions 2017-12-31 140,000
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 2017-12-31 136,962
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 2017-12-31 122,045
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 2017-12-31 122,045
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 2017-12-31 122,045
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 136,962
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 279,692
Acturial value of plan assets 2016-12-31 279,692
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 2016-12-31 247,989
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 249,033
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 249,033
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 18,228
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 18,228
Present value of excess contributions 2016-12-31 27,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 27,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 27,815
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 44,851
Total employer contributions 2016-12-31 126,000
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 2016-12-31 122,384
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 2016-12-31 116,473
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 116,473
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 2016-12-31 116,473
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 122,384
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: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,292,994
Acturial value of plan assets	2022-12-31	1,292,994
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	1,355,650
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,355,650
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	1,355,650
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	133,882
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	133,882
Present value of excess contributions	2022-12-31	89,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	89,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	89,438
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	244,005
Total employer contributions	2022-12-31	250,000
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	243,084
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	203,629
Net shortfall amortization installment of oustanding balance	2022-12-31	319,422
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	233,147
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	233,147
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	243,084
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,340,540
Acturial value of plan assets	2021-12-31	1,340,540
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	3,851
Active participant vested funding target	2021-12-31	1,073,497
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,074,296
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	1,078,147
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	114,027
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	114,027
Present value of excess contributions	2021-12-31	6,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	6,521
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	6,521
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	133,882
Total employer contributions	2021-12-31	175,000
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	169,472
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	201,322
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	80,047
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	80,047
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	169,472
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,046,370
Acturial value of plan assets	2020-12-31	1,046,370
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	2,569
Active participant vested funding target	2020-12-31	904,699
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	904,699
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	907,268
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	114,585
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	15,760
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	98,825
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	3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	3
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	114,027
Total employer contributions	2020-12-31	120,000
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	116,912
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	129,482
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	110,392
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	110,392
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	116,912
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	825,109
Acturial value of plan assets	2019-12-31	825,109
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	4,678
Active participant vested funding target	2019-12-31	724,341
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	724,341
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	729,019
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	70,349
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	70,349
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	48,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	48,949
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	114,585
Total employer contributions	2019-12-31	120,000
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	116,813
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	127,336
Net shortfall amortization installment of oustanding balance	2019-12-31	24,688
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	133,422
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	16,612
Additional cash requirement	2019-12-31	116,810
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	116,813
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	522,430
Acturial value of plan assets	2018-12-31	522,430
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	553,230
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	555,101
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	555,101
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	53,597
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	53,597
Present value of excess contributions	2018-12-31	14,917
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	14,919
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	14,919
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	70,349
Total employer contributions	2018-12-31	196,999
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	192,492
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	126,094
Net shortfall amortization installment of oustanding balance	2018-12-31	106,927
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	143,550
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	143,550
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	192,492
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	418,861
Acturial value of plan assets	2017-12-31	418,861
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	394,351
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	394,351
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	394,351
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	44,851
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	44,851
Present value of excess contributions	2017-12-31	5,911
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,912
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	5,912
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	53,597
Total employer contributions	2017-12-31	140,000
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	136,962
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	122,045
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	122,045
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	122,045
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	136,962
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SEAN E. MCCANCE MD, PLLC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	279,692
Acturial value of plan assets	2016-12-31	279,692
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	247,989
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	249,033
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	249,033
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	18,228
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	18,228
Present value of excess contributions	2016-12-31	27,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	27,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	27,815
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	44,851
Total employer contributions	2016-12-31	126,000
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	122,384
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	116,473
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	116,473
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	116,473
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	122,384
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:	SEAN E. MCCANCE MD, PLLC
Employer identification number (EIN):	061590641
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)