401k Plan data: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN plan

CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN
Plan identification number	002

CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPE RADIOLOGY GROUP, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CAPE RADIOLOGY GROUP, P.C.

Employer identification number (EIN): 430954380

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 MELISSA HUBBARD 2015-07-24
002 2013-01-01 MELISSA HUBBARD 2014-07-30
002 2012-01-01 MELISSA HUBBARD 2013-07-24
002 2011-01-01 MELISSA HUBBARD 2012-07-23
002 2010-01-01 MELISSA HUBBARD 2011-07-27
002 2009-01-01 DANIEL KRAVITZ

Plan Statistics for CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 21,464,789
Acturial value of plan assets 2022-12-31 21,464,789
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 17,703
Number of terminated vested participants 2022-12-31 27
Fundng target for terminated vested participants 2022-12-31 3,780,252
Active participant vested funding target 2022-12-31 13,447,239
Number of active participants 2022-12-31 96
Total funding liabilities for active participants 2022-12-31 13,452,243
Total participant count 2022-12-31 124
Total funding target for all participants 2022-12-31 17,250,198
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 2022-12-31 906,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 955,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 855,581
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 2022-12-31 800,563
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 2022-12-31 583,102
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 800,563
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 85
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 22
Total of all active and inactive participants 2022-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 22,458,089
Acturial value of plan assets 2021-12-31 22,458,089
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 19
Fundng target for terminated vested participants 2021-12-31 2,117,629
Active participant vested funding target 2021-12-31 16,328,366
Number of active participants 2021-12-31 104
Total funding liabilities for active participants 2021-12-31 16,331,972
Total participant count 2021-12-31 123
Total funding target for all participants 2021-12-31 18,449,601
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 2021-12-31 974,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,024,368
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 971,159
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 2021-12-31 906,471
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 2021-12-31 693,570
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 906,471
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 85
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 26
Total of all active and inactive participants 2021-01-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 20,958,146
Acturial value of plan assets 2020-12-31 20,958,146
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 15
Fundng target for terminated vested participants 2020-12-31 820,637
Active participant vested funding target 2020-12-31 17,183,355
Number of active participants 2020-12-31 99
Total funding liabilities for active participants 2020-12-31 17,188,432
Total participant count 2020-12-31 114
Total funding target for all participants 2020-12-31 18,009,069
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 1,395,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,469,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 1,039,757
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 2020-12-31 974,475
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 2020-12-31 843,083
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 974,475
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 19,020,945
Acturial value of plan assets 2019-12-31 19,020,945
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 2019-12-31 248,824
Active participant vested funding target 2019-12-31 16,663,909
Number of active participants 2019-12-31 101
Total funding liabilities for active participants 2019-12-31 16,670,309
Total participant count 2019-12-31 113
Total funding target for all participants 2019-12-31 16,919,133
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 1,732,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 1,825,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 1,494,018
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 1,395,869
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 1,210,922
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,395,869
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 22,306,264
Acturial value of plan assets 2018-12-31 22,306,264
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 10
Fundng target for terminated vested participants 2018-12-31 2,573,387
Active participant vested funding target 2018-12-31 18,055,307
Number of active participants 2018-12-31 105
Total funding liabilities for active participants 2018-12-31 18,059,579
Total participant count 2018-12-31 115
Total funding target for all participants 2018-12-31 20,632,966
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 1,739,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,836,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 1,851,369
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 1,732,645
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 1,542,265
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,732,645
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 19,472,587
Acturial value of plan assets 2017-12-31 19,472,587
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 16
Fundng target for terminated vested participants 2017-12-31 98,767
Active participant vested funding target 2017-12-31 17,868,545
Number of active participants 2017-12-31 101
Total funding liabilities for active participants 2017-12-31 17,869,442
Total participant count 2017-12-31 117
Total funding target for all participants 2017-12-31 17,968,209
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 1,811,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,915,807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 2,153,997
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 2,007,167
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 1,772,449
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 268,071
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 268,071
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 2,007,167
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 17,184,153
Acturial value of plan assets 2016-12-31 17,184,153
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 15
Fundng target for terminated vested participants 2016-12-31 65,679
Active participant vested funding target 2016-12-31 15,587,674
Number of active participants 2016-12-31 98
Total funding liabilities for active participants 2016-12-31 15,588,970
Total participant count 2016-12-31 113
Total funding target for all participants 2016-12-31 15,654,649
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 2,465,702
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 2,615,863
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 2,700,340
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 2,523,872
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 2,242,252
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 712,748
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 0
Additional cash requirement 2016-12-31 712,748
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 2,523,872
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 69
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 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	21,464,789
Acturial value of plan assets	2022-12-31	21,464,789
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	17,703
Number of terminated vested participants	2022-12-31	27
Fundng target for terminated vested participants	2022-12-31	3,780,252
Active participant vested funding target	2022-12-31	13,447,239
Number of active participants	2022-12-31	96
Total funding liabilities for active participants	2022-12-31	13,452,243
Total participant count	2022-12-31	124
Total funding target for all participants	2022-12-31	17,250,198
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	906,471
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	955,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	855,581
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	800,563
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	583,102
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	800,563
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	85
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	22
Total of all active and inactive participants	2022-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	22,458,089
Acturial value of plan assets	2021-12-31	22,458,089
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	19
Fundng target for terminated vested participants	2021-12-31	2,117,629
Active participant vested funding target	2021-12-31	16,328,366
Number of active participants	2021-12-31	104
Total funding liabilities for active participants	2021-12-31	16,331,972
Total participant count	2021-12-31	123
Total funding target for all participants	2021-12-31	18,449,601
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	974,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,024,368
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	971,159
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	906,471
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	693,570
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	906,471
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	85
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	26
Total of all active and inactive participants	2021-01-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	20,958,146
Acturial value of plan assets	2020-12-31	20,958,146
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	15
Fundng target for terminated vested participants	2020-12-31	820,637
Active participant vested funding target	2020-12-31	17,183,355
Number of active participants	2020-12-31	99
Total funding liabilities for active participants	2020-12-31	17,188,432
Total participant count	2020-12-31	114
Total funding target for all participants	2020-12-31	18,009,069
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	1,395,869
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,469,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	1,039,757
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	974,475
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	843,083
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	974,475
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	19,020,945
Acturial value of plan assets	2019-12-31	19,020,945
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	248,824
Active participant vested funding target	2019-12-31	16,663,909
Number of active participants	2019-12-31	101
Total funding liabilities for active participants	2019-12-31	16,670,309
Total participant count	2019-12-31	113
Total funding target for all participants	2019-12-31	16,919,133
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	1,732,645
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	1,825,168
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	1,494,018
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	1,395,869
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	1,210,922
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,395,869
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	22,306,264
Acturial value of plan assets	2018-12-31	22,306,264
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	10
Fundng target for terminated vested participants	2018-12-31	2,573,387
Active participant vested funding target	2018-12-31	18,055,307
Number of active participants	2018-12-31	105
Total funding liabilities for active participants	2018-12-31	18,059,579
Total participant count	2018-12-31	115
Total funding target for all participants	2018-12-31	20,632,966
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	1,739,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,836,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	1,851,369
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	1,732,645
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	1,542,265
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,732,645
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	19,472,587
Acturial value of plan assets	2017-12-31	19,472,587
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	16
Fundng target for terminated vested participants	2017-12-31	98,767
Active participant vested funding target	2017-12-31	17,868,545
Number of active participants	2017-12-31	101
Total funding liabilities for active participants	2017-12-31	17,869,442
Total participant count	2017-12-31	117
Total funding target for all participants	2017-12-31	17,968,209
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	1,811,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,915,807
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	2,153,997
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	2,007,167
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	1,772,449
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	268,071
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	268,071
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	2,007,167
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	17,184,153
Acturial value of plan assets	2016-12-31	17,184,153
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	15
Fundng target for terminated vested participants	2016-12-31	65,679
Active participant vested funding target	2016-12-31	15,587,674
Number of active participants	2016-12-31	98
Total funding liabilities for active participants	2016-12-31	15,588,970
Total participant count	2016-12-31	113
Total funding target for all participants	2016-12-31	15,654,649
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	2,465,702
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	2,615,863
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	2,700,340
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	2,523,872
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	2,242,252
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	712,748
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	0
Additional cash requirement	2016-12-31	712,748
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	2,523,872
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	69
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	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2022 : CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-1,427,551
Total unrealized appreciation/depreciation of assets	2022-12-31	$-1,427,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$19,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$25,446
Total income from all sources (including contributions)	2022-12-31	$-838,777
Total loss/gain on sale of assets	2022-12-31	$-505,099
Total of all expenses incurred	2022-12-31	$4,970,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,881,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$855,581
Value of total assets at end of year	2022-12-31	$15,671,963
Value of total assets at beginning of year	2022-12-31	$21,487,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$89,703
Total interest from all sources	2022-12-31	$93,161
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$309,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$304,962
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$83,980
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$100,680
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$53,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$6,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$19,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$25,446
Total non interest bearing cash at end of year	2022-12-31	$122
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,809,562
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,652,200
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,461,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$89,703
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$11,457,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,397,986
Income. Interest from corporate debt instruments	2022-12-31	$84,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$278,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$5,955,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$5,955,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$8,708
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$11,998,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-164,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$855,581
Employer contributions (assets) at end of year	2022-12-31	$855,581
Employer contributions (assets) at beginning of year	2022-12-31	$971,159
Income. Dividends from preferred stock	2022-12-31	$4,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,881,082
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$2,943,308
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$1,056,535
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Aggregate proceeds on sale of assets	2022-12-31	$3,749,610
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$4,254,709
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN	2022-12-31	830414789
2021 : CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$129,959
Total unrealized appreciation/depreciation of assets	2021-12-31	$129,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,884,044
Total loss/gain on sale of assets	2021-12-31	$735,820
Total of all expenses incurred	2021-12-31	$2,871,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,769,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$971,159
Value of total assets at end of year	2021-12-31	$21,485,873
Value of total assets at beginning of year	2021-12-31	$22,473,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$102,248
Total interest from all sources	2021-12-31	$10,995
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$39,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$39,458
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$100,680
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$5,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$25,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-987,606
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,485,873
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,473,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$102,248
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,397,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$972,622
Income. Interest from corporate debt instruments	2021-12-31	$10,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$5,457,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$10,962,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$10,962,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$370
Asset value of US Government securities at end of year	2021-12-31	$11,998,740
Asset value of US Government securities at beginning of year	2021-12-31	$9,498,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-3,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$971,159
Employer contributions (assets) at end of year	2021-12-31	$971,159
Employer contributions (assets) at beginning of year	2021-12-31	$1,039,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,769,402
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$1,554,718
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$9,862,357
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$9,126,537
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TORRILLO & ASSOCIATES, LLC
Accountancy firm EIN	2021-12-31	430954380
2009 : CAPE RADIOLOGY GROUP, P.C. CASH BALANCE 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 CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN

2022: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2009: CAPE RADIOLOGY GROUP, P.C. CASH BALANCE 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:	CAPE RADIOLOGY GROUP, P.C.
Employer identification number (EIN):	430954380
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	MELISSA HUBBARD	2015-07-24
002	2013-01-01	MELISSA HUBBARD	2014-07-30
002	2012-01-01	MELISSA HUBBARD	2013-07-24
002	2011-01-01	MELISSA HUBBARD	2012-07-23
002	2010-01-01	MELISSA HUBBARD	2011-07-27
002	2009-01-01	DANIEL KRAVITZ