401k Plan data: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST plan

CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST
Plan identification number	001

CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

CONGRESSIONAL PLASTIC SURGERY INC. has sponsored the creation of one or more 401k plans.

Company Name: CONGRESSIONAL PLASTIC SURGERY INC.

Employer identification number (EIN): 474696406

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 CHRISTOPHER CHANG 2023-09-19 CHRISTOPHER CHANG 2023-09-19
001 2021-01-01 CHRISTOPHER CHANG 2022-09-07 CHRISTOPHER CHANG 2022-09-07
001 2020-01-01 CHRISTOPHER CHANG 2021-09-24 CHRISTOPHER CHANG 2021-09-24
001 2019-01-01 CHRISTOPHER CHANG 2020-09-23 CHRISTOPHER CHANG 2020-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	CHRISTOPHER CHANG	2023-09-19	CHRISTOPHER CHANG	2023-09-19
001	2021-01-01	CHRISTOPHER CHANG	2022-09-07	CHRISTOPHER CHANG	2022-09-07
001	2020-01-01	CHRISTOPHER CHANG	2021-09-24	CHRISTOPHER CHANG	2021-09-24
001	2019-01-01	CHRISTOPHER CHANG	2020-09-23	CHRISTOPHER CHANG	2020-09-23

Plan Statistics for CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST

Measure Date Value
2022: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 349,584
Acturial value of plan assets 2022-12-31 349,584
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 320,313
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 322,392
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 322,392
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
Present value of excess contributions 2022-12-31 69,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 69,919
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 51,540
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 49,487
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 76,679
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 49,487
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 49,487
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 49,487
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 285,334
Acturial value of plan assets 2021-12-31 285,334
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 222,954
Number of active participants 2021-12-31 3
Total funding liabilities for active participants 2021-12-31 222,954
Total participant count 2021-12-31 3
Total funding target for all participants 2021-12-31 222,954
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
Present value of excess contributions 2021-12-31 58,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 58,753
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 80,873
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 77,729
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 70,190
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 7,810
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 7,810
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 77,729
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 191,944
Acturial value of plan assets 2020-12-31 191,944
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 138,788
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 138,788
Total participant count 2020-12-31 1
Total funding target for all participants 2020-12-31 138,788
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
Present value of excess contributions 2020-12-31 35,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 35,828
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 73,153
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 70,075
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 64,478
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 11,322
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 11,322
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 70,075
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 88,431
Acturial value of plan assets 2019-12-31 88,431
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 69,251
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 69,251
Total participant count 2019-12-31 1
Total funding target for all participants 2019-12-31 69,251
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
Present value of excess contributions 2019-12-31 17,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 17,874
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 2019-12-31 100,000
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 95,890
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 65,954
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 46,774
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 46,774
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 95,890
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2022: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	349,584
Acturial value of plan assets	2022-12-31	349,584
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	320,313
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	322,392
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	322,392
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
Present value of excess contributions	2022-12-31	69,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	69,919
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	51,540
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	49,487
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	76,679
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	49,487
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	49,487
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	49,487
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	285,334
Acturial value of plan assets	2021-12-31	285,334
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	222,954
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	222,954
Total participant count	2021-12-31	3
Total funding target for all participants	2021-12-31	222,954
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
Present value of excess contributions	2021-12-31	58,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	58,753
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	80,873
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	77,729
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	70,190
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	7,810
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	7,810
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	77,729
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	191,944
Acturial value of plan assets	2020-12-31	191,944
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	138,788
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	138,788
Total participant count	2020-12-31	1
Total funding target for all participants	2020-12-31	138,788
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
Present value of excess contributions	2020-12-31	35,828
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	35,828
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	73,153
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	70,075
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	64,478
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	11,322
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	11,322
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	70,075
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CONGRESSIONAL PLASTIC SURGERY INC. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	88,431
Acturial value of plan assets	2019-12-31	88,431
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	69,251
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	69,251
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	69,251
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
Present value of excess contributions	2019-12-31	17,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	17,874
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	100,000
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	95,890
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	65,954
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	46,774
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	46,774
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	95,890
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	CONGRESSIONAL PLASTIC SURGERY INC.
Employer identification number (EIN):	474696406
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)