401k Plan data: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN plan

BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Life insurance

401k Sponsoring company profile

BRIAN H. WEEKS, MD, INC. has sponsored the creation of one or more 401k plans.

Company Name: BRIAN H. WEEKS, MD, INC.

Employer identification number (EIN): 753063040

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 LOUIS TOMMASINO CPA 2020-08-04
002 2018-01-01 LOUIS TOMMASINO CPA 2019-10-14
002 2017-01-01 LOUIS TOMMASINO CPA 2018-07-30
002 2016-01-01 LOUIS TOMMASINO CPA 2017-10-17
002 2015-01-01 LOUIS TOMMASINO CPA 2016-10-12
002 2014-01-01 LOUIS TOMMASINO CPA 2015-10-13
002 2013-07-01 LOUIS TOMMASINO
002 2012-07-01 LOUIS TOMMASINO
002 2011-07-01 LOUIS TOMMASINO
002 2009-07-01 LOUIS TOMMASINO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	LOUIS TOMMASINO CPA	2020-08-04
002	2018-01-01	LOUIS TOMMASINO CPA	2019-10-14
002	2017-01-01	LOUIS TOMMASINO CPA	2018-07-30
002	2016-01-01	LOUIS TOMMASINO CPA	2017-10-17
002	2015-01-01	LOUIS TOMMASINO CPA	2016-10-12
002	2014-01-01	LOUIS TOMMASINO CPA	2015-10-13
002	2013-07-01	LOUIS TOMMASINO
002	2012-07-01	LOUIS TOMMASINO
002	2011-07-01	LOUIS TOMMASINO
002	2009-07-01	LOUIS TOMMASINO

Plan Statistics for BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 688,167
Acturial value of plan assets 2019-12-31 688,167
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 2019-12-31 592,373
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 593,716
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 593,716
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 71,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 75,446
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 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 616,671
Acturial value of plan assets 2018-12-31 616,671
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 2018-12-31 476,409
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 477,435
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 477,435
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 73,760
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 71,486
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 2018-12-31 101,721
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 71,486
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 684,944
Acturial value of plan assets 2017-12-31 684,944
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 2017-12-31 327,347
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 328,715
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 328,715
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 2017-12-31 254,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 254,388
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 2017-12-31 109,867
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
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 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: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 319,811
Acturial value of plan assets 2016-12-31 319,811
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 2016-12-31 207,552
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 208,775
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 208,775
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 2016-12-31 118,751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 118,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 260,167
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 2016-12-31 254,388
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 92,576
Net shortfall amortization installment of oustanding balance 2016-12-31 0
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 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 2016-12-31 254,388
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 2
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 1
Total of all active and inactive participants 2012-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 2
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 3
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2019: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	688,167
Acturial value of plan assets	2019-12-31	688,167
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	592,373
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	593,716
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	593,716
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	71,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	75,446
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	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	616,671
Acturial value of plan assets	2018-12-31	616,671
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	476,409
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	477,435
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	477,435
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	73,760
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	71,486
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	101,721
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	71,486
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	684,944
Acturial value of plan assets	2017-12-31	684,944
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	327,347
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	328,715
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	328,715
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	254,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	254,388
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	109,867
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
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	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: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	319,811
Acturial value of plan assets	2016-12-31	319,811
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	207,552
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	208,775
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	208,775
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	118,751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	118,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	260,167
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	254,388
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	92,576
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	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	254,388
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	2
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	1
Total of all active and inactive participants	2012-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	2
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	3
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2014 : BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-01-28	$0
Total plan liabilities at end of year	2014-01-28	$0
Total plan liabilities at beginning of year	2014-01-28	$0
Total income from all sources	2014-01-28	$13,914
Expenses. Total of all expenses incurred	2014-01-28	$177,011
Benefits paid (including direct rollovers)	2014-01-28	$177,011
Total plan assets at end of year	2014-01-28	$0
Total plan assets at beginning of year	2014-01-28	$163,097
Other income received	2014-01-28	$13,914
Net income (gross income less expenses)	2014-01-28	$-163,097
Net plan assets at end of year (total assets less liabilities)	2014-01-28	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-01-28	$163,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-28	$0
2013 : BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$0
Expenses. Total of all expenses incurred	2013-06-30	$0
Benefits paid (including direct rollovers)	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$163,097
Total plan assets at beginning of year	2013-06-30	$163,097
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Other income received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$0
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$163,097
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$163,097
Total contributions received or receivable from employer(s)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$44,905
Expenses. Total of all expenses incurred	2012-06-30	$0
Total plan assets at end of year	2012-06-30	$163,097
Total plan assets at beginning of year	2012-06-30	$118,192
Other income received	2012-06-30	$12,832
Net income (gross income less expenses)	2012-06-30	$44,905
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$163,097
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$118,192
Total contributions received or receivable from employer(s)	2012-06-30	$32,073
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$86,894
Expenses. Total of all expenses incurred	2011-06-30	$0
Total plan assets at end of year	2011-06-30	$568,235
Total plan assets at beginning of year	2011-06-30	$481,341
Other income received	2011-06-30	$86,894
Net income (gross income less expenses)	2011-06-30	$86,894
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$568,235
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$481,341
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN

2013: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	Yes
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BRIAN H. WEEKS, MD, INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

WL4701665

Policy instance

Insurance contract or identification number	WL4701665
Number of Individuals Covered	3
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BRIAN H. WEEKS, MD, INC.
Employer identification number (EIN):	753063040
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services