401k Plan data: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN plan

NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Plan covering Self-Employed individuals. Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH TUSTIN VETERINARY CLINIC has sponsored the creation of one or more 401k plans.

Company Name: NORTH TUSTIN VETERINARY CLINIC

Employer identification number (EIN): 330044752

NAIC Classification: 541940
NAIC Description: Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 KARUPPANNA KALIANNAN 2018-07-12
003 2017-01-01 KARUPPANNA KALIANNAN 2018-07-12
003 2016-01-01 KARUPPANNA KALIANNAN 2017-10-06
003 2015-01-01 KARUPPANNA KALIANNAN 2016-10-11
003 2014-01-01 KARUPPANNA KALIANNAN 2015-10-01
003 2013-01-01 KARUPPANNA KALIANNAN 2014-10-10
003 2012-01-01 KARUPPANNA KALIANNAN 2013-10-02
003 2011-01-01 KARUPPANNA KALIANNAN 2012-10-02
003 2010-01-01 KARUPPANNA KALIANNAN 2011-10-14
003 2009-01-01 KARUPPANNA KALIANNAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01	KARUPPANNA KALIANNAN	2018-07-12
003	2017-01-01	KARUPPANNA KALIANNAN	2018-07-12
003	2016-01-01	KARUPPANNA KALIANNAN	2017-10-06
003	2015-01-01	KARUPPANNA KALIANNAN	2016-10-11
003	2014-01-01	KARUPPANNA KALIANNAN	2015-10-01
003	2013-01-01	KARUPPANNA KALIANNAN	2014-10-10
003	2012-01-01	KARUPPANNA KALIANNAN	2013-10-02
003	2011-01-01	KARUPPANNA KALIANNAN	2012-10-02
003	2010-01-01	KARUPPANNA KALIANNAN	2011-10-14
003	2009-01-01	KARUPPANNA KALIANNAN

Plan Statistics for NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,198,318
Acturial value of plan assets 2017-12-31 4,198,318
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 9
Fundng target for terminated vested participants 2017-12-31 4,337,309
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 4,337,309
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 409,835
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 2017-12-31 107,173
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 302,662
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 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 2017-12-31 305,991
Total employer contributions 2017-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 444,982
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 121,554
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 121,554
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,144,858
Acturial value of plan assets 2016-12-31 4,144,858
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 1,717
Active participant vested funding target 2016-12-31 4,179,046
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 4,179,357
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 4,181,074
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 437,694
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 2016-12-31 241,192
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 196,502
Present value of excess contributions 2016-12-31 206,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 219,385
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 219,385
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 2016-12-31 409,835
Total employer contributions 2016-12-31 0
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 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 446,051
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 107,173
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 107,173
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 11
Total participants 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,198,318
Acturial value of plan assets	2017-12-31	4,198,318
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	9
Fundng target for terminated vested participants	2017-12-31	4,337,309
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	4,337,309
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	409,835
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	107,173
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	302,662
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 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	305,991
Total employer contributions	2017-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	444,982
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	121,554
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	121,554
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,144,858
Acturial value of plan assets	2016-12-31	4,144,858
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	1,717
Active participant vested funding target	2016-12-31	4,179,046
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	4,179,357
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	4,181,074
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	437,694
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	241,192
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	196,502
Present value of excess contributions	2016-12-31	206,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	219,385
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	219,385
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	409,835
Total employer contributions	2016-12-31	0
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	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	446,051
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	107,173
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	107,173
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	11
Total participants	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN

2009: NORTH TUSTIN VETERINARY CLINIC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH TUSTIN VETERINARY CLINIC
Employer identification number (EIN):	330044752
NAIC Classification:	541940
NAIC Description:	Veterinary Services