401k Plan data: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN plan

OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN
Plan identification number	002

OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C.

Employer identification number (EIN): 311488176

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ARTIS TRUETT 2023-10-02
002 2021-01-01 ARTIS TRUETT 2022-07-22
002 2020-01-01 ARTIS TRUETT 2021-07-28
002 2019-01-01 ARTIS TRUETT 2020-06-01
002 2018-01-01 ARTIS TRUETT 2019-10-10
002 2017-01-01 ARTIS TRUETT 2018-05-22
002 2016-01-01 ARTIS TRUETT 2017-10-02
002 2015-01-01 ARTIS TRUETT 2016-09-16
002 2014-01-01 ARTIS TRUETT 2015-09-28
002 2013-01-01 ARTIS TRUETT 2014-06-05
002 2012-01-01 ARTIS TRUETT 2013-09-19
002 2011-01-01 ARTIS TRUETT 2012-04-12
002 2010-01-01 ARTIS TRUETT 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	ARTIS TRUETT	2023-10-02
002	2021-01-01	ARTIS TRUETT	2022-07-22
002	2020-01-01	ARTIS TRUETT	2021-07-28
002	2019-01-01	ARTIS TRUETT	2020-06-01
002	2018-01-01	ARTIS TRUETT	2019-10-10
002	2017-01-01	ARTIS TRUETT	2018-05-22
002	2016-01-01	ARTIS TRUETT	2017-10-02
002	2015-01-01	ARTIS TRUETT	2016-09-16
002	2014-01-01	ARTIS TRUETT	2015-09-28
002	2013-01-01	ARTIS TRUETT	2014-06-05
002	2012-01-01	ARTIS TRUETT	2013-09-19
002	2011-01-01	ARTIS TRUETT	2012-04-12
002	2010-01-01	ARTIS TRUETT	2011-07-18

Plan Statistics for OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN

401k plan membership statisitcs for OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN

Measure Date Value
2022: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,977,651
Acturial value of plan assets 2022-12-31 4,977,651
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 16
Fundng target for terminated vested participants 2022-12-31 212,410
Active participant vested funding target 2022-12-31 5,344,363
Number of active participants 2022-12-31 61
Total funding liabilities for active participants 2022-12-31 5,344,363
Total participant count 2022-12-31 77
Total funding target for all participants 2022-12-31 5,556,773
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 254,652
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 97,479
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 157,173
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 2022-12-31 162,265
Total employer contributions 2022-12-31 852,590
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 2022-12-31 843,045
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 2022-12-31 316,948
Net shortfall amortization installment of oustanding balance 2022-12-31 749,857
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 386,243
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 2022-12-31 386,243
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 843,045
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,206,575
Acturial value of plan assets 2021-12-31 5,206,575
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 16
Fundng target for terminated vested participants 2021-12-31 175,961
Active participant vested funding target 2021-12-31 4,792,735
Number of active participants 2021-12-31 54
Total funding liabilities for active participants 2021-12-31 4,792,735
Total participant count 2021-12-31 70
Total funding target for all participants 2021-12-31 4,968,696
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 246,978
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 10,247
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 236,731
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 254,652
Total employer contributions 2021-12-31 240,000
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 2021-12-31 246,392
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 2021-12-31 309,203
Net shortfall amortization installment of oustanding balance 2021-12-31 30,040
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 346,851
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 100,459
Additional cash requirement 2021-12-31 246,392
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 246,392
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,713,680
Acturial value of plan assets 2020-12-31 4,713,680
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 16
Fundng target for terminated vested participants 2020-12-31 179,359
Active participant vested funding target 2020-12-31 4,401,610
Number of active participants 2020-12-31 50
Total funding liabilities for active participants 2020-12-31 4,401,610
Total participant count 2020-12-31 66
Total funding target for all participants 2020-12-31 4,580,969
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 417,683
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 2020-12-31 199,060
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 218,623
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 246,978
Total employer contributions 2020-12-31 346,668
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 2020-12-31 354,334
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 2020-12-31 319,130
Net shortfall amortization installment of oustanding balance 2020-12-31 125,381
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 365,041
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 10,707
Additional cash requirement 2020-12-31 354,334
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 354,334
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 5,398,313
Acturial value of plan assets 2019-12-31 5,398,313
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 96,487
Active participant vested funding target 2019-12-31 4,994,823
Number of active participants 2019-12-31 52
Total funding liabilities for active participants 2019-12-31 4,994,823
Total participant count 2019-12-31 64
Total funding target for all participants 2019-12-31 5,091,310
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 234,647
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 2019-12-31 234,647
Present value of excess contributions 2019-12-31 186,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 186,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 186,321
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 2019-12-31 417,683
Total employer contributions 2019-12-31 200,004
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 2019-12-31 204,417
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 2019-12-31 323,976
Net shortfall amortization installment of oustanding balance 2019-12-31 130,269
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 376,258
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 171,841
Additional cash requirement 2019-12-31 204,417
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 204,417
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,017,871
Acturial value of plan assets 2018-12-31 4,017,871
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 13
Fundng target for terminated vested participants 2018-12-31 82,838
Active participant vested funding target 2018-12-31 4,215,912
Number of active participants 2018-12-31 48
Total funding liabilities for active participants 2018-12-31 4,215,912
Total participant count 2018-12-31 61
Total funding target for all participants 2018-12-31 4,298,750
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 350,267
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 2018-12-31 134,321
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 215,946
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 234,647
Total employer contributions 2018-12-31 606,337
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 2018-12-31 595,443
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 2018-12-31 305,333
Net shortfall amortization installment of oustanding balance 2018-12-31 528,643
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 409,122
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 2018-12-31 409,122
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 595,443
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,919,497
Acturial value of plan assets 2017-12-31 3,919,497
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 13
Fundng target for terminated vested participants 2017-12-31 82,021
Active participant vested funding target 2017-12-31 3,642,872
Number of active participants 2017-12-31 51
Total funding liabilities for active participants 2017-12-31 3,642,872
Total participant count 2017-12-31 64
Total funding target for all participants 2017-12-31 3,724,893
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 380,636
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 54,806
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 325,830
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2017-12-31 350,267
Total employer contributions 2017-12-31 200,004
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 2017-12-31 205,810
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 2017-12-31 304,292
Net shortfall amortization installment of oustanding balance 2017-12-31 175,978
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 344,352
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 138,542
Additional cash requirement 2017-12-31 205,810
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 205,810
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,343,883
Acturial value of plan assets 2016-12-31 3,343,883
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 14
Fundng target for terminated vested participants 2016-12-31 79,702
Active participant vested funding target 2016-12-31 3,116,472
Number of active participants 2016-12-31 54
Total funding liabilities for active participants 2016-12-31 3,116,472
Total participant count 2016-12-31 68
Total funding target for all participants 2016-12-31 3,196,174
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 254,638
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 2016-12-31 254,638
Present value of excess contributions 2016-12-31 126,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 126,813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 126,813
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 380,636
Total employer contributions 2016-12-31 289,004
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 291,414
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 301,479
Net shortfall amortization installment of oustanding balance 2016-12-31 255,765
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 348,922
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 57,508
Additional cash requirement 2016-12-31 291,414
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 291,414
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,977,651
Acturial value of plan assets	2022-12-31	4,977,651
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	16
Fundng target for terminated vested participants	2022-12-31	212,410
Active participant vested funding target	2022-12-31	5,344,363
Number of active participants	2022-12-31	61
Total funding liabilities for active participants	2022-12-31	5,344,363
Total participant count	2022-12-31	77
Total funding target for all participants	2022-12-31	5,556,773
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	254,652
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	97,479
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	157,173
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	162,265
Total employer contributions	2022-12-31	852,590
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	843,045
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	316,948
Net shortfall amortization installment of oustanding balance	2022-12-31	749,857
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	386,243
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	386,243
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	843,045
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,206,575
Acturial value of plan assets	2021-12-31	5,206,575
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	16
Fundng target for terminated vested participants	2021-12-31	175,961
Active participant vested funding target	2021-12-31	4,792,735
Number of active participants	2021-12-31	54
Total funding liabilities for active participants	2021-12-31	4,792,735
Total participant count	2021-12-31	70
Total funding target for all participants	2021-12-31	4,968,696
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	246,978
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	10,247
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	236,731
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	254,652
Total employer contributions	2021-12-31	240,000
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	246,392
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	309,203
Net shortfall amortization installment of oustanding balance	2021-12-31	30,040
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	346,851
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	100,459
Additional cash requirement	2021-12-31	246,392
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	246,392
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,713,680
Acturial value of plan assets	2020-12-31	4,713,680
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	179,359
Active participant vested funding target	2020-12-31	4,401,610
Number of active participants	2020-12-31	50
Total funding liabilities for active participants	2020-12-31	4,401,610
Total participant count	2020-12-31	66
Total funding target for all participants	2020-12-31	4,580,969
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	417,683
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	199,060
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	218,623
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	246,978
Total employer contributions	2020-12-31	346,668
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	354,334
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	319,130
Net shortfall amortization installment of oustanding balance	2020-12-31	125,381
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	365,041
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	10,707
Additional cash requirement	2020-12-31	354,334
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	354,334
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	5,398,313
Acturial value of plan assets	2019-12-31	5,398,313
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	96,487
Active participant vested funding target	2019-12-31	4,994,823
Number of active participants	2019-12-31	52
Total funding liabilities for active participants	2019-12-31	4,994,823
Total participant count	2019-12-31	64
Total funding target for all participants	2019-12-31	5,091,310
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	234,647
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	234,647
Present value of excess contributions	2019-12-31	186,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	186,321
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	186,321
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	417,683
Total employer contributions	2019-12-31	200,004
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	204,417
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	323,976
Net shortfall amortization installment of oustanding balance	2019-12-31	130,269
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	376,258
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	171,841
Additional cash requirement	2019-12-31	204,417
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	204,417
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,017,871
Acturial value of plan assets	2018-12-31	4,017,871
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	13
Fundng target for terminated vested participants	2018-12-31	82,838
Active participant vested funding target	2018-12-31	4,215,912
Number of active participants	2018-12-31	48
Total funding liabilities for active participants	2018-12-31	4,215,912
Total participant count	2018-12-31	61
Total funding target for all participants	2018-12-31	4,298,750
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	350,267
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	134,321
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	215,946
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	234,647
Total employer contributions	2018-12-31	606,337
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	595,443
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	305,333
Net shortfall amortization installment of oustanding balance	2018-12-31	528,643
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	409,122
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	409,122
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	595,443
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,919,497
Acturial value of plan assets	2017-12-31	3,919,497
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	13
Fundng target for terminated vested participants	2017-12-31	82,021
Active participant vested funding target	2017-12-31	3,642,872
Number of active participants	2017-12-31	51
Total funding liabilities for active participants	2017-12-31	3,642,872
Total participant count	2017-12-31	64
Total funding target for all participants	2017-12-31	3,724,893
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	380,636
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	54,806
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	325,830
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	350,267
Total employer contributions	2017-12-31	200,004
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	205,810
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	304,292
Net shortfall amortization installment of oustanding balance	2017-12-31	175,978
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	344,352
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	138,542
Additional cash requirement	2017-12-31	205,810
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	205,810
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,343,883
Acturial value of plan assets	2016-12-31	3,343,883
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	14
Fundng target for terminated vested participants	2016-12-31	79,702
Active participant vested funding target	2016-12-31	3,116,472
Number of active participants	2016-12-31	54
Total funding liabilities for active participants	2016-12-31	3,116,472
Total participant count	2016-12-31	68
Total funding target for all participants	2016-12-31	3,196,174
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	254,638
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	254,638
Present value of excess contributions	2016-12-31	126,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	126,813
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	126,813
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	380,636
Total employer contributions	2016-12-31	289,004
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	291,414
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	301,479
Net shortfall amortization installment of oustanding balance	2016-12-31	255,765
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	348,922
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	57,508
Additional cash requirement	2016-12-31	291,414
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	291,414
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	OWENSBORO DERMATOLOGY ASSOCIATES, P.S.C.
Employer identification number (EIN):	311488176
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)