401k Plan data: LISA R. TSAI, MD, PA CASH BALANCE PLAN plan

LISA R. TSAI, MD, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	LISA R. TSAI, MD, PA CASH BALANCE PLAN
Plan identification number	002

LISA R. TSAI, MD, PA CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

401k Sponsoring company profile

LISA R. TSAI, MD, PA has sponsored the creation of one or more 401k plans.

Company Name: LISA R. TSAI, MD, PA

Employer identification number (EIN): 743036522

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA R. TSAI, MD, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 LISA TSAI 2018-10-29
002 2017-01-01 LISA TSAI 2018-06-13
002 2016-01-01 LISA TSAI 2017-07-18
002 2015-01-01 LISA TSAI 2016-07-13
002 2014-01-01 LISA TSAI 2015-07-21
002 2013-01-01 LISA TSAI 2014-10-09
002 2012-01-01 LISA TSAI
002 2011-01-01 LISA TSAI
002 2010-01-01 LISA TSAI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2018-01-01	LISA TSAI	2018-10-29
002	2017-01-01	LISA TSAI	2018-06-13
002	2016-01-01	LISA TSAI	2017-07-18
002	2015-01-01	LISA TSAI	2016-07-13
002	2014-01-01	LISA TSAI	2015-07-21
002	2013-01-01	LISA TSAI	2014-10-09
002	2012-01-01	LISA TSAI
002	2011-01-01	LISA TSAI
002	2010-01-01	LISA TSAI

Plan Statistics for LISA R. TSAI, MD, PA CASH BALANCE PLAN

401k plan membership statisitcs for LISA R. TSAI, MD, PA CASH BALANCE PLAN

Measure Date Value
2018: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-10-11 1,246,440
Acturial value of plan assets 2018-10-11 1,246,440
Funding target for retired participants and beneficiaries receiving payment 2018-10-11 0
Number of terminated vested participants 2018-10-11 0
Fundng target for terminated vested participants 2018-10-11 0
Active participant vested funding target 2018-10-11 999,200
Number of active participants 2018-10-11 1
Total funding liabilities for active participants 2018-10-11 999,200
Total participant count 2018-10-11 1
Total funding target for all participants 2018-10-11 999,200
Balance at beginning of prior year after applicable adjustments 2018-10-11 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-11 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-11 0
Prefunding balanced used to offset prior years funding requirement 2018-10-11 0
Amount remaining of carryover balance 2018-10-11 0
Amount remaining of prefunding balance 2018-10-11 0
Present value of excess contributions 2018-10-11 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-11 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-11 0
Reductions in caryover balances due to elections or deemed elections 2018-10-11 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-11 0
Balance of carryovers at beginning of current year 2018-10-11 0
Balance of prefunding at beginning of current year 2018-10-11 0
Total employer contributions 2018-10-11 0
Total employee contributions 2018-10-11 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-11 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-11 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-11 0
Unpaid minimum required contributions for all prior years 2018-10-11 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-11 0
Remaining amount of unpaid minimum required contributions 2018-10-11 0
Minimum required contributions for current year target normal cost 2018-10-11 0
Net shortfall amortization installment of oustanding balance 2018-10-11 0
Waiver amortization installment 2018-10-11 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-11 0
Carryover balance elected to use to offset funding requirement 2018-10-11 0
Prefunding balance elected to use to offset funding requirement 2018-10-11 0
Additional cash requirement 2018-10-11 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-11 0
Unpaid minimum required contributions for current year 2018-10-11 0
Unpaid minimum required contributions for all years 2018-10-11 0
2017: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,106,904
Acturial value of plan assets 2017-12-31 1,106,904
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 2017-12-31 858,150
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 858,150
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 858,150
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in 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 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 103,889
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 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,053,193
Acturial value of plan assets 2016-12-31 1,053,193
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 2016-12-31 693,434
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 693,434
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 693,434
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 2016-12-31 151,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 161,124
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 0
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 92,327
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2012: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2018: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-10-11	1,246,440
Acturial value of plan assets	2018-10-11	1,246,440
Funding target for retired participants and beneficiaries receiving payment	2018-10-11	0
Number of terminated vested participants	2018-10-11	0
Fundng target for terminated vested participants	2018-10-11	0
Active participant vested funding target	2018-10-11	999,200
Number of active participants	2018-10-11	1
Total funding liabilities for active participants	2018-10-11	999,200
Total participant count	2018-10-11	1
Total funding target for all participants	2018-10-11	999,200
Balance at beginning of prior year after applicable adjustments	2018-10-11	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-11	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-11	0
Prefunding balanced used to offset prior years funding requirement	2018-10-11	0
Amount remaining of carryover balance	2018-10-11	0
Amount remaining of prefunding balance	2018-10-11	0
Present value of excess contributions	2018-10-11	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-11	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-11	0
Reductions in caryover balances due to elections or deemed elections	2018-10-11	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-11	0
Balance of carryovers at beginning of current year	2018-10-11	0
Balance of prefunding at beginning of current year	2018-10-11	0
Total employer contributions	2018-10-11	0
Total employee contributions	2018-10-11	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-11	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-11	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-11	0
Unpaid minimum required contributions for all prior years	2018-10-11	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-11	0
Remaining amount of unpaid minimum required contributions	2018-10-11	0
Minimum required contributions for current year target normal cost	2018-10-11	0
Net shortfall amortization installment of oustanding balance	2018-10-11	0
Waiver amortization installment	2018-10-11	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-11	0
Carryover balance elected to use to offset funding requirement	2018-10-11	0
Prefunding balance elected to use to offset funding requirement	2018-10-11	0
Additional cash requirement	2018-10-11	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-11	0
Unpaid minimum required contributions for current year	2018-10-11	0
Unpaid minimum required contributions for all years	2018-10-11	0
2017: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,106,904
Acturial value of plan assets	2017-12-31	1,106,904
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	858,150
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	858,150
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	858,150
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in 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	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	103,889
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	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,053,193
Acturial value of plan assets	2016-12-31	1,053,193
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	693,434
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	693,434
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	693,434
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	151,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	161,124
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	0
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	92,327
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2012: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on LISA R. TSAI, MD, PA CASH BALANCE PLAN

Measure	Date	Value
2012 : LISA R. TSAI, MD, PA CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$239,722
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$466,473
Total plan assets at beginning of year	2012-12-31	$226,751
Value of fidelity bond covering the plan	2012-12-31	$47,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$17,762
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$239,722
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$466,473
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$226,751
Total contributions received or receivable from employer(s)	2012-12-31	$221,960
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LISA R. TSAI, MD, PA CASH BALANCE PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$144,670
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$226,751
Total plan assets at beginning of year	2011-12-31	$82,081
Value of fidelity bond covering the plan	2011-12-31	$23,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-6,364
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$144,670
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$226,751
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$82,081
Total contributions received or receivable from employer(s)	2011-12-31	$151,034
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LISA R. TSAI, MD, PA CASH BALANCE PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$82,081
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$82,081
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$82,081
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$82,081
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$82,081
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for LISA R. TSAI, MD, PA CASH BALANCE PLAN

2012: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LISA R. TSAI, MD, PA CASH BALANCE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LISA R. TSAI, MD, PA
Employer identification number (EIN):	743036522
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)