401k Plan data: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN plan

CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 401k Plan overview

Plan Name	CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN
Plan identification number	003

CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

CLIFFORD WAYNE BASSETT, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: CLIFFORD WAYNE BASSETT, MD, PC

Employer identification number (EIN): 133802934

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 CLIFFORD BASSETT, M.D. 2023-09-22
003 2021-01-01 CLIFFORD BASSETT, M.D. 2022-10-04
003 2020-01-01 CLIFFORD BASSETT 2021-09-27
003 2019-01-01 CLIFFORD BASSETT 2020-10-02
003 2018-01-01 CLIFFORD BASSETT 2019-10-07
003 2017-01-01 CLIFFORD BASSETT 2018-09-18
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01 CLIFFORD BASSETT 2014-10-07
003 2012-01-01 CLIFFORD BASSETT 2013-10-08 CLIFFORD BASSETT 2013-10-08
003 2011-01-01 CLIFFORD BASSETT 2012-10-09
003 2010-01-01 CLIFFORD BASSETT 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	CLIFFORD BASSETT, M.D.	2023-09-22
003	2021-01-01	CLIFFORD BASSETT, M.D.	2022-10-04
003	2020-01-01	CLIFFORD BASSETT	2021-09-27
003	2019-01-01	CLIFFORD BASSETT	2020-10-02
003	2018-01-01	CLIFFORD BASSETT	2019-10-07
003	2017-01-01	CLIFFORD BASSETT	2018-09-18
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01	CLIFFORD BASSETT	2014-10-07
003	2012-01-01	CLIFFORD BASSETT	2013-10-08	CLIFFORD BASSETT	2013-10-08
003	2011-01-01	CLIFFORD BASSETT	2012-10-09
003	2010-01-01	CLIFFORD BASSETT	2011-10-17

Plan Statistics for CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN

401k plan membership statisitcs for CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN

Measure Date Value
2022: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,269,527
Acturial value of plan assets 2022-12-31 4,269,527
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 157,046
Active participant vested funding target 2022-12-31 2,358,892
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 2,360,598
Total participant count 2022-12-31 14
Total funding target for all participants 2022-12-31 2,517,644
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 732,532
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 2022-12-31 732,532
Present value of excess contributions 2022-12-31 18,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 19,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 19,351
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 2022-12-31 849,969
Total employer contributions 2022-12-31 127,778
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 2022-12-31 116,975
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 33,727
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 2022-12-31 116,975
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,741,945
Acturial value of plan assets 2021-12-31 3,741,945
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 159,671
Active participant vested funding target 2021-12-31 2,253,269
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 2,256,412
Total participant count 2021-12-31 14
Total funding target for all participants 2021-12-31 2,416,083
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 539,979
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 2021-12-31 539,979
Present value of excess contributions 2021-12-31 137,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 144,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 144,819
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 2021-12-31 732,532
Total employer contributions 2021-12-31 20,000
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 18,438
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 22,408
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 18,438
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,267,282
Acturial value of plan assets 2020-12-31 3,267,282
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 133,445
Active participant vested funding target 2020-12-31 2,063,873
Number of active participants 2020-12-31 11
Total funding liabilities for active participants 2020-12-31 2,077,736
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 2,211,181
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 327,974
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 327,974
Present value of excess contributions 2020-12-31 159,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 168,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 168,614
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 2020-12-31 539,979
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 2020-12-31 137,321
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 42,497
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 2020-12-31 137,321
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,719,804
Acturial value of plan assets 2019-12-31 2,719,804
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 30,535
Active participant vested funding target 2019-12-31 1,883,633
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,897,479
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 1,928,014
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 169,254
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 2019-12-31 169,254
Present value of excess contributions 2019-12-31 159,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 168,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 168,486
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 2019-12-31 327,974
Total employer contributions 2019-12-31 175,000
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 2019-12-31 159,748
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 35,338
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 2019-12-31 159,748
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,707,097
Acturial value of plan assets 2018-12-31 2,707,097
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 26,801
Active participant vested funding target 2018-12-31 1,606,062
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 1,636,284
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 1,663,085
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 160,430
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 169,254
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 169,254
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 2018-12-31 169,254
Total employer contributions 2018-12-31 175,000
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 2018-12-31 159,551
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 85,638
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 159,551
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,260,540
Acturial value of plan assets 2017-12-31 2,260,540
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 25,033
Active participant vested funding target 2017-12-31 1,407,944
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,432,901
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,457,934
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 0
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 0
Present value of excess contributions 2017-12-31 139,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 147,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 175,000
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 2017-12-31 160,430
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 78,844
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 160,430
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,868,918
Acturial value of plan assets 2016-12-31 1,868,918
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 1,194,751
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 1,203,036
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 1,203,036
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 0
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 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 0
Total employer contributions 2016-12-31 152,324
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 139,844
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 52,935
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 139,844
Unpaid minimum required contributions for current year 2016-12-31 0

Measure	Date	Value
2022: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,269,527
Acturial value of plan assets	2022-12-31	4,269,527
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	157,046
Active participant vested funding target	2022-12-31	2,358,892
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	2,360,598
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	2,517,644
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	732,532
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	732,532
Present value of excess contributions	2022-12-31	18,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	19,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	19,351
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	849,969
Total employer contributions	2022-12-31	127,778
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	116,975
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	33,727
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	116,975
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,741,945
Acturial value of plan assets	2021-12-31	3,741,945
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	159,671
Active participant vested funding target	2021-12-31	2,253,269
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	2,256,412
Total participant count	2021-12-31	14
Total funding target for all participants	2021-12-31	2,416,083
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	539,979
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	539,979
Present value of excess contributions	2021-12-31	137,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	144,819
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	144,819
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	732,532
Total employer contributions	2021-12-31	20,000
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	18,438
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	22,408
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	18,438
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,267,282
Acturial value of plan assets	2020-12-31	3,267,282
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	133,445
Active participant vested funding target	2020-12-31	2,063,873
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	2,077,736
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	2,211,181
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	327,974
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	327,974
Present value of excess contributions	2020-12-31	159,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	168,614
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	168,614
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	539,979
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	137,321
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	42,497
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	137,321
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,719,804
Acturial value of plan assets	2019-12-31	2,719,804
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	30,535
Active participant vested funding target	2019-12-31	1,883,633
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,897,479
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	1,928,014
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	169,254
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	169,254
Present value of excess contributions	2019-12-31	159,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	168,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	168,486
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	327,974
Total employer contributions	2019-12-31	175,000
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	159,748
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	35,338
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	159,748
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,707,097
Acturial value of plan assets	2018-12-31	2,707,097
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	26,801
Active participant vested funding target	2018-12-31	1,606,062
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	1,636,284
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	1,663,085
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	160,430
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	169,254
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	169,254
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	169,254
Total employer contributions	2018-12-31	175,000
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	159,551
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	85,638
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	159,551
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,260,540
Acturial value of plan assets	2017-12-31	2,260,540
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	25,033
Active participant vested funding target	2017-12-31	1,407,944
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,432,901
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,457,934
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	0
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	0
Present value of excess contributions	2017-12-31	139,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	147,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	175,000
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	160,430
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	78,844
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	160,430
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CLIFFORD WAYNE BASSETT, MD, PC DEFINED BEEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,868,918
Acturial value of plan assets	2016-12-31	1,868,918
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	1,194,751
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	1,203,036
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	1,203,036
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	0
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	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	0
Total employer contributions	2016-12-31	152,324
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	139,844
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	52,935
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	139,844
Unpaid minimum required contributions for current year	2016-12-31	0

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Company Name:	CLIFFORD WAYNE BASSETT, MD, PC
Employer identification number (EIN):	133802934
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)