401k Plan data: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN plan

CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN Benefits

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

401k Sponsoring company profile

CHAO & TAN MEDICAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CHAO & TAN MEDICAL GROUP, INC.

Employer identification number (EIN): 510440023

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LIKANG CHAO 2023-10-07
001 2021-01-01 LIKANG CHAO 2022-10-07
001 2020-01-01 LIKANG CHAO 2021-10-14
001 2018-01-01 LIKANG CHAO 2019-10-03
001 2017-01-01 LIKANG CHAO 2018-10-08
001 2016-01-01 LIKANG CHAO 2017-10-09
001 2015-01-01 LIKANG CHAO 2016-10-10
001 2014-01-01 LIKANG CHAO 2015-09-27
001 2013-01-01 LIKANG CHAO 2014-10-13
001 2012-01-01 LIKANG CHAO 2013-09-23
001 2011-01-01 LIKANG CHAO 2012-10-02
001 2010-01-01 LIKANG CHAO 2011-10-14
001 2009-01-01 LIKANG CHAO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LIKANG CHAO	2023-10-07
001	2021-01-01	LIKANG CHAO	2022-10-07
001	2020-01-01	LIKANG CHAO	2021-10-14
001	2018-01-01	LIKANG CHAO	2019-10-03
001	2017-01-01	LIKANG CHAO	2018-10-08
001	2016-01-01	LIKANG CHAO	2017-10-09
001	2015-01-01	LIKANG CHAO	2016-10-10
001	2014-01-01	LIKANG CHAO	2015-09-27
001	2013-01-01	LIKANG CHAO	2014-10-13
001	2012-01-01	LIKANG CHAO	2013-09-23
001	2011-01-01	LIKANG CHAO	2012-10-02
001	2010-01-01	LIKANG CHAO	2011-10-14
001	2009-01-01	LIKANG CHAO

Plan Statistics for CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,359,593
Acturial value of plan assets 2022-12-31 4,359,593
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 12,423
Active participant vested funding target 2022-12-31 3,310,831
Number of active participants 2022-12-31 2
Total funding liabilities for active participants 2022-12-31 3,310,831
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 3,323,254
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 92,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 96,900
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 96,900
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 96,900
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 0
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 0
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 0
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 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,983,306
Acturial value of plan assets 2021-12-31 3,983,306
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 13,179
Active participant vested funding target 2021-12-31 3,286,142
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 3,286,142
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 3,299,321
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 91,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 96,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 96,426
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 96,426
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 2021-12-31 100,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 92,321
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 4,752
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 92,321
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,687,607
Acturial value of plan assets 2020-12-31 3,687,607
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 2,923,384
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,923,384
Total participant count 2020-12-31 4
Total funding target for all participants 2020-12-31 2,923,384
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 976,568
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 2020-12-31 144,927
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 831,641
Present value of excess contributions 2020-12-31 88,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 93,402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 93,402
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 1,057,191
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 2020-12-31 100,000
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 91,460
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 46,034
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 91,460
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2018: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,094,891
Acturial value of plan assets 2018-12-31 3,094,891
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,418,507
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 2,418,507
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 2,418,507
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 862,826
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 73,358
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 789,468
Present value of excess contributions 2018-12-31 96,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 102,704
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 102,704
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 2018-12-31 998,987
Total employer contributions 2018-12-31 80,000
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 70,173
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 2018-12-31 342
Net shortfall amortization installment of oustanding balance 2018-12-31 322,603
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 69,459
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 69,459
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 70,173
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,639,483
Acturial value of plan assets 2017-12-31 2,639,483
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,156,345
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 2,156,345
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 2,156,345
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 778,468
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 75,405
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 703,063
Present value of excess contributions 2017-12-31 134,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 143,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 143,100
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 2017-12-31 862,826
Total employer contributions 2017-12-31 110,000
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 96,854
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 3,412
Net shortfall amortization installment of oustanding balance 2017-12-31 379,688
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 73,358
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 73,358
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 96,854
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,433,845
Acturial value of plan assets 2016-12-31 2,433,845
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,940,767
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,940,767
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,940,767
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 659,701
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 14,851
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 644,850
Present value of excess contributions 2016-12-31 134,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 143,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 143,549
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 2016-12-31 778,468
Total employer contributions 2016-12-31 150,000
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 2016-12-31 134,695
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 26,513
Net shortfall amortization installment of oustanding balance 2016-12-31 285,391
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 75,405
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 75,405
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 134,695
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
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 0
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
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: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,359,593
Acturial value of plan assets	2022-12-31	4,359,593
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	12,423
Active participant vested funding target	2022-12-31	3,310,831
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	3,310,831
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	3,323,254
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	92,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	96,900
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	96,900
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	96,900
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	0
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	0
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	0
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	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,983,306
Acturial value of plan assets	2021-12-31	3,983,306
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	13,179
Active participant vested funding target	2021-12-31	3,286,142
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	3,286,142
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	3,299,321
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	91,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	96,426
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	96,426
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	96,426
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	100,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	92,321
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	4,752
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	92,321
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,687,607
Acturial value of plan assets	2020-12-31	3,687,607
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	2,923,384
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,923,384
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	2,923,384
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	976,568
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	144,927
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	831,641
Present value of excess contributions	2020-12-31	88,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	93,402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	93,402
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	1,057,191
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	100,000
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	91,460
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	46,034
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	91,460
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2018: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,094,891
Acturial value of plan assets	2018-12-31	3,094,891
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,418,507
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	2,418,507
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	2,418,507
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	862,826
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	73,358
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	789,468
Present value of excess contributions	2018-12-31	96,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	102,704
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	102,704
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	998,987
Total employer contributions	2018-12-31	80,000
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	70,173
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	342
Net shortfall amortization installment of oustanding balance	2018-12-31	322,603
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	69,459
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	69,459
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	70,173
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,639,483
Acturial value of plan assets	2017-12-31	2,639,483
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,156,345
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	2,156,345
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	2,156,345
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	778,468
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	75,405
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	703,063
Present value of excess contributions	2017-12-31	134,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	143,100
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	143,100
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	862,826
Total employer contributions	2017-12-31	110,000
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	96,854
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	3,412
Net shortfall amortization installment of oustanding balance	2017-12-31	379,688
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	73,358
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	73,358
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	96,854
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,433,845
Acturial value of plan assets	2016-12-31	2,433,845
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,940,767
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,940,767
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,940,767
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	659,701
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	14,851
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	644,850
Present value of excess contributions	2016-12-31	134,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	143,549
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	143,549
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	778,468
Total employer contributions	2016-12-31	150,000
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	134,695
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	26,513
Net shortfall amortization installment of oustanding balance	2016-12-31	285,391
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	75,405
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	75,405
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	134,695
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
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	0
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CHAO & TAN MEDICAL GROUP, INC. DEFINED BENEFIT PENSION PLAN

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

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Company Name:	CHAO & TAN MEDICAL GROUP, INC.
Employer identification number (EIN):	510440023
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)