401k Plan data: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST plan

ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan Name	ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST
Plan identification number	002

ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC

Employer identification number (EIN): 262109207

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

Additional information about ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2008-02-28

Company Identification Number: L08000021050

Legal Registered Office Address: 2151 S Lejeune Road

Coral Gables

33134

More information about ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAVIER ROJAS, MD 2024-02-14
002 2021-01-01 JAVIER ROJAS, MD 2023-02-15
002 2020-01-01 JAVIER ROJAS, MD 2021-10-13
002 2019-01-01 JAVIER ROJAS, MD 2020-10-12
002 2018-01-01 JAVIER ROJAS, MD 2019-10-04
002 2017-01-01
002 2016-01-01
002 2015-01-01 JAVIER ROJAS, MD 2016-10-17
002 2014-01-01 JAVIER E. ROJAS, M.D.
002 2013-01-01 JAVIER E. ROJAS, M.D.
002 2012-01-01 JAVIER E. ROJAS, M.D.
002 2011-01-01 JAVIER E. ROJAS, M.D. 2012-06-11
002 2010-01-01 JAVIER E. ROJAS, M.D. 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JAVIER ROJAS, MD	2024-02-14
002	2021-01-01	JAVIER ROJAS, MD	2023-02-15
002	2020-01-01	JAVIER ROJAS, MD	2021-10-13
002	2019-01-01	JAVIER ROJAS, MD	2020-10-12
002	2018-01-01	JAVIER ROJAS, MD	2019-10-04
002	2017-01-01
002	2016-01-01
002	2015-01-01	JAVIER ROJAS, MD	2016-10-17
002	2014-01-01	JAVIER E. ROJAS, M.D.
002	2013-01-01	JAVIER E. ROJAS, M.D.
002	2012-01-01	JAVIER E. ROJAS, M.D.
002	2011-01-01	JAVIER E. ROJAS, M.D.	2012-06-11
002	2010-01-01	JAVIER E. ROJAS, M.D.	2011-09-26

Plan Statistics for ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST

401k plan membership statisitcs for ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2022: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 686,430
Acturial value of plan assets 2022-12-31 686,430
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 28,612
Active participant vested funding target 2022-12-31 765,366
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 770,907
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 799,519
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 0
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 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 76,560
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 74,384
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 64,182
Net shortfall amortization installment of oustanding balance 2022-12-31 113,089
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 74,633
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 74,633
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 74,384
Unpaid minimum required contributions for current year 2022-12-31 249
Unpaid minimum required contributions for all years 2022-12-31 249
2021: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 856,980
Acturial value of plan assets 2021-12-31 856,980
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 11,377
Active participant vested funding target 2021-12-31 711,176
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 725,891
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 737,268
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 0
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 0
Present value of excess contributions 2021-12-31 83,686
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 83,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 0
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 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 69,636
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 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 663,366
Acturial value of plan assets 2020-12-31 663,366
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 10,184
Active participant vested funding target 2020-12-31 586,672
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 587,868
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 598,052
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 0
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 0
Present value of excess contributions 2020-12-31 84,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 84,741
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 86,215
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 83,686
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 2020-12-31 149,000
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 83,686
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 83,686
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 83,686
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 865,965
Acturial value of plan assets 2019-12-31 865,965
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 2019-12-31 301,105
Active participant vested funding target 2019-12-31 468,279
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 470,547
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 771,652
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 38,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 38,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 83,140
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 84,741
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 43,882
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 84,741
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 674,798
Acturial value of plan assets 2018-12-31 674,798
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 228,006
Active participant vested funding target 2018-12-31 417,911
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 420,280
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 648,286
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 37,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 37,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 75,000
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 77,273
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 65,210
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 38,698
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 38,698
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 77,273
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 723,298
Acturial value of plan assets 2017-12-31 682,910
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 9,177
Active participant vested funding target 2017-12-31 522,547
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 523,691
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 532,868
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 83,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 83,830
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 35,774
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 37,428
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 64,045
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 37,428
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 512,200
Acturial value of plan assets 2016-12-31 563,420
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 7
Fundng target for terminated vested participants 2016-12-31 7,667
Active participant vested funding target 2016-12-31 498,969
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 498,969
Total participant count 2016-12-31 13
Total funding target for all participants 2016-12-31 506,636
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 2016-12-31 251,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 251,254
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 94,604
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 97,638
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 70,592
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 13,808
Additional cash requirement 2016-12-31 13,808
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 97,638
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
2012: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6

Measure	Date	Value
2022: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	686,430
Acturial value of plan assets	2022-12-31	686,430
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	28,612
Active participant vested funding target	2022-12-31	765,366
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	770,907
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	799,519
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	0
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	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	76,560
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	74,384
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	64,182
Net shortfall amortization installment of oustanding balance	2022-12-31	113,089
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	74,633
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	74,633
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	74,384
Unpaid minimum required contributions for current year	2022-12-31	249
Unpaid minimum required contributions for all years	2022-12-31	249
2021: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	856,980
Acturial value of plan assets	2021-12-31	856,980
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	11,377
Active participant vested funding target	2021-12-31	711,176
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	725,891
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	737,268
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	0
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	0
Present value of excess contributions	2021-12-31	83,686
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	83,686
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	0
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	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	69,636
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	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	663,366
Acturial value of plan assets	2020-12-31	663,366
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	10,184
Active participant vested funding target	2020-12-31	586,672
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	587,868
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	598,052
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	0
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	0
Present value of excess contributions	2020-12-31	84,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	84,741
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	86,215
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	83,686
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	149,000
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	83,686
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	83,686
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	83,686
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	865,965
Acturial value of plan assets	2019-12-31	865,965
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	301,105
Active participant vested funding target	2019-12-31	468,279
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	470,547
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	771,652
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	38,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	38,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	83,140
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	84,741
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	43,882
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	84,741
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	674,798
Acturial value of plan assets	2018-12-31	674,798
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	228,006
Active participant vested funding target	2018-12-31	417,911
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	420,280
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	648,286
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	37,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	37,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	75,000
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	77,273
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	65,210
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	38,698
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	38,698
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	77,273
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	723,298
Acturial value of plan assets	2017-12-31	682,910
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	9,177
Active participant vested funding target	2017-12-31	522,547
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	523,691
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	532,868
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	83,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	83,830
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	35,774
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	37,428
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	64,045
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	37,428
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	512,200
Acturial value of plan assets	2016-12-31	563,420
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	7
Fundng target for terminated vested participants	2016-12-31	7,667
Active participant vested funding target	2016-12-31	498,969
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	498,969
Total participant count	2016-12-31	13
Total funding target for all participants	2016-12-31	506,636
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	251,254
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	251,254
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	94,604
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	97,638
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	70,592
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	13,808
Additional cash requirement	2016-12-31	13,808
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	97,638
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
2012: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6

Financial Data on ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST

Measure	Date	Value
2014 : ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$126,783
Expenses. Total of all expenses incurred	2014-12-31	$3,979
Total plan assets at end of year	2014-12-31	$580,225
Total plan assets at beginning of year	2014-12-31	$457,421
Value of fidelity bond covering the plan	2014-12-31	$71,000
Other income received	2014-12-31	$23,003
Net income (gross income less expenses)	2014-12-31	$122,804
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$580,225
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$457,421
Total contributions received or receivable from employer(s)	2014-12-31	$103,780
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$138,807
Expenses. Total of all expenses incurred	2013-12-31	$2,773
Total plan assets at end of year	2013-12-31	$457,421
Total plan assets at beginning of year	2013-12-31	$321,387
Value of fidelity bond covering the plan	2013-12-31	$71,000
Other income received	2013-12-31	$16,407
Net income (gross income less expenses)	2013-12-31	$136,034
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$457,421
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$321,387
Total contributions received or receivable from employer(s)	2013-12-31	$122,400
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,773
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$130,635
Expenses. Total of all expenses incurred	2012-12-31	$5,743
Total plan assets at end of year	2012-12-31	$321,387
Total plan assets at beginning of year	2012-12-31	$196,495
Value of fidelity bond covering the plan	2012-12-31	$71,000
Contributions received from other sources (not participants or employers)	2012-12-31	$20,591
Net income (gross income less expenses)	2012-12-31	$124,892
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$321,387
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$196,495
Total contributions received or receivable from employer(s)	2012-12-31	$110,044
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$5,743

Form 5500 Responses for ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST

2014: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC CASH BALANCE PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

TRN44857806

Policy instance

Insurance contract or identification number	TRN44857806
Number of Individuals Covered	1
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

TRN44857806

Policy instance

Insurance contract or identification number	TRN44857806
Number of Individuals Covered	1
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	CADARET GRANT & CO INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

TRN44857806

Policy instance

Insurance contract or identification number	TRN44857806
Number of Individuals Covered	1
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $838
Total amount of fees paid to insurance company	USD $166
Are there contracts with allocated funds for individual policies?	Yes
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $337
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	TERRANOVA DEBORA LYNN

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Company Name:	ZEPHYRHILLS ANESTHESIOLOGY ASSOCIATES, LLC
Employer identification number (EIN):	262109207
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2008-02-28
Company Identification Number:	L08000021050
Legal Registered Office Address:	2151 S Lejeune Road Coral Gables 33134