401k Plan data: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN plan

NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN
Plan identification number	002

NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 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).

401k Sponsoring company profile

NORTHLAND NEUROLOGY AND MYOLOGY, PA has sponsored the creation of one or more 401k plans.

Company Name: NORTHLAND NEUROLOGY AND MYOLOGY, PA

Employer identification number (EIN): 411750562

NAIC Classification: 621112
NAIC Description: Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHLAND NEUROLOGY AND MYOLOGY, PA 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 DAVID MCKEE, MD 2023-10-09
002 2021-01-01 DAVID MCKEE, MD 2022-10-13
002 2020-01-01 DAVID MCKEE 2021-09-27 DAVID MCKEE 2021-09-27
002 2019-01-01 DAVID MCKEE 2020-10-13 DAVID MCKEE 2020-10-13
002 2018-01-01 DAVID MCKEE 2019-09-26 DAVID MCKEE 2019-09-26
002 2017-01-01 DAVID MCKEE 2018-10-14 DAVID MCKEE 2018-10-14
002 2016-01-01 DAVID MCKEE 2017-10-11 DAVID MCKEE 2017-10-11
002 2015-01-01 DAVID MCKEE 2016-10-14 DAVID MCKEE 2016-10-14
002 2014-01-01 DAVID MCKEE 2015-10-13 DAVID MCKEE 2015-10-13
002 2013-01-01 DAVID MCKEE 2014-09-25 DAVID MCKEE 2014-09-25
002 2012-01-01 DAVID MCKEE 2013-07-31 DAVID MCKEE 2013-07-31
002 2011-01-01 DAVID MCKEE 2012-07-31 DAVID MCKEE 2012-07-31
002 2010-01-01 DAVID MCKEE 2011-06-29 DAVID MCKEE 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	DAVID MCKEE, MD	2023-10-09
002	2021-01-01	DAVID MCKEE, MD	2022-10-13
002	2020-01-01	DAVID MCKEE	2021-09-27	DAVID MCKEE	2021-09-27
002	2019-01-01	DAVID MCKEE	2020-10-13	DAVID MCKEE	2020-10-13
002	2018-01-01	DAVID MCKEE	2019-09-26	DAVID MCKEE	2019-09-26
002	2017-01-01	DAVID MCKEE	2018-10-14	DAVID MCKEE	2018-10-14
002	2016-01-01	DAVID MCKEE	2017-10-11	DAVID MCKEE	2017-10-11
002	2015-01-01	DAVID MCKEE	2016-10-14	DAVID MCKEE	2016-10-14
002	2014-01-01	DAVID MCKEE	2015-10-13	DAVID MCKEE	2015-10-13
002	2013-01-01	DAVID MCKEE	2014-09-25	DAVID MCKEE	2014-09-25
002	2012-01-01	DAVID MCKEE	2013-07-31	DAVID MCKEE	2013-07-31
002	2011-01-01	DAVID MCKEE	2012-07-31	DAVID MCKEE	2012-07-31
002	2010-01-01	DAVID MCKEE	2011-06-29	DAVID MCKEE	2011-06-29

Plan Statistics for NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN

401k plan membership statisitcs for NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN

Measure Date Value
2022: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,465,433
Acturial value of plan assets 2022-12-31 2,465,433
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 19,560
Active participant vested funding target 2022-12-31 2,316,021
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 2,316,021
Total participant count 2022-12-31 9
Total funding target for all participants 2022-12-31 2,335,581
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 2022-12-31 123,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 123,946
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 2022-12-31 180,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 173,980
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 2022-12-31 231,960
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 102,108
Additional cash requirement 2022-12-31 102,108
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 173,980
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,544,661
Acturial value of plan assets 2021-12-31 2,544,661
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 7,046
Active participant vested funding target 2021-12-31 2,035,468
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 2,035,468
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 2,042,514
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 2021-12-31 133,411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 133,411
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 2021-12-31 127,802
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 2021-12-31 123,946
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 2021-12-31 202,134
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
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 123,946
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,145,527
Acturial value of plan assets 2020-12-31 2,145,527
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 6,236
Active participant vested funding target 2020-12-31 1,752,480
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 1,752,480
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 1,758,716
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
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 135,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 135,317
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 2020-12-31 137,747
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 133,411
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 190,582
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 133,411
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,711,706
Acturial value of plan assets 2019-12-31 1,711,706
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 4,665
Active participant vested funding target 2019-12-31 1,538,771
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,538,771
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 1,543,436
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
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 125
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 2019-12-31 156,952
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 152,032
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 184,985
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 16,715
Additional cash requirement 2019-12-31 16,715
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 152,032
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,147,292
Acturial value of plan assets 2018-12-31 1,147,292
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 4,441
Active participant vested funding target 2018-12-31 1,298,073
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,298,073
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 1,302,514
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 130,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 130,214
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 2018-12-31 205,530
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 199,961
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 174,496
Net shortfall amortization installment of oustanding balance 2018-12-31 155,222
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 199,836
Additional cash requirement 2018-12-31 199,836
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 199,961
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,127,234
Acturial value of plan assets 2017-12-31 1,127,234
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 4,223
Active participant vested funding target 2017-12-31 994,385
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 994,385
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 998,608
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
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 104,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 104,696
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 2017-12-31 159,766
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 153,586
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 151,998
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 23,372
Additional cash requirement 2017-12-31 23,372
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 153,586
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 872,198
Acturial value of plan assets 2016-12-31 872,198
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 4,018
Active participant vested funding target 2016-12-31 790,385
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 790,385
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 794,403
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 74,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 74,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
Total employer contributions 2016-12-31 173,784
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 166,850
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 139,949
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 62,154
Additional cash requirement 2016-12-31 62,154
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 166,850
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: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,465,433
Acturial value of plan assets	2022-12-31	2,465,433
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	19,560
Active participant vested funding target	2022-12-31	2,316,021
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	2,316,021
Total participant count	2022-12-31	9
Total funding target for all participants	2022-12-31	2,335,581
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	123,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	123,946
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	180,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	173,980
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	231,960
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	102,108
Additional cash requirement	2022-12-31	102,108
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	173,980
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,544,661
Acturial value of plan assets	2021-12-31	2,544,661
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	7,046
Active participant vested funding target	2021-12-31	2,035,468
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	2,035,468
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	2,042,514
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	133,411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	133,411
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	127,802
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	123,946
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	202,134
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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	123,946
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,145,527
Acturial value of plan assets	2020-12-31	2,145,527
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	6,236
Active participant vested funding target	2020-12-31	1,752,480
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	1,752,480
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	1,758,716
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
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	135,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	135,317
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	137,747
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	133,411
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	190,582
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	133,411
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,711,706
Acturial value of plan assets	2019-12-31	1,711,706
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	4,665
Active participant vested funding target	2019-12-31	1,538,771
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,538,771
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	1,543,436
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
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	125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	125
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	156,952
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	152,032
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	184,985
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	16,715
Additional cash requirement	2019-12-31	16,715
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	152,032
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,147,292
Acturial value of plan assets	2018-12-31	1,147,292
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	4,441
Active participant vested funding target	2018-12-31	1,298,073
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,298,073
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,302,514
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
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	130,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	130,214
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	205,530
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	199,961
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	174,496
Net shortfall amortization installment of oustanding balance	2018-12-31	155,222
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	199,836
Additional cash requirement	2018-12-31	199,836
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	199,961
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,127,234
Acturial value of plan assets	2017-12-31	1,127,234
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	4,223
Active participant vested funding target	2017-12-31	994,385
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	994,385
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	998,608
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
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	104,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	104,696
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	159,766
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	153,586
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	151,998
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	23,372
Additional cash requirement	2017-12-31	23,372
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	153,586
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTHLAND NEUROLOGY AND MYOLOGY, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	872,198
Acturial value of plan assets	2016-12-31	872,198
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	4,018
Active participant vested funding target	2016-12-31	790,385
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	790,385
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	794,403
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	74,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	74,270
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	173,784
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	166,850
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	139,949
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	62,154
Additional cash requirement	2016-12-31	62,154
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	166,850
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:	NORTHLAND NEUROLOGY AND MYOLOGY, PA
Employer identification number (EIN):	411750562
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists