401k Plan data: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN plan

LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	001

LOIDA V. GUEVARRA, M.D., 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

LOIDA V. GUEVARRA, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: LOIDA V. GUEVARRA, M.D., INC.

Employer identification number (EIN): 760745130

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ISAGANI GUEVARRA 2022-02-24
001 2020-01-01 ISAGANI GUEVARRA 2021-09-23
001 2019-01-01 ISAGANI GUEVARRA 2020-09-17
001 2018-01-01 ISAGANI GUEVARRA 2019-10-07
001 2017-01-01 ISAGANI GUEVARRA 2018-09-21
001 2016-01-01 ISAGANI GUEVARRA 2017-10-05
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ISAGANI GUEVARRA
001 2011-01-01 ISAGANI C. GUEVARRA 2012-10-12
001 2009-01-01 ISAGANI C. GUEVARRA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	ISAGANI GUEVARRA	2022-02-24
001	2020-01-01	ISAGANI GUEVARRA	2021-09-23
001	2019-01-01	ISAGANI GUEVARRA	2020-09-17
001	2018-01-01	ISAGANI GUEVARRA	2019-10-07
001	2017-01-01	ISAGANI GUEVARRA	2018-09-21
001	2016-01-01	ISAGANI GUEVARRA	2017-10-05
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ISAGANI GUEVARRA
001	2011-01-01	ISAGANI C. GUEVARRA	2012-10-12
001	2009-01-01	ISAGANI C. GUEVARRA

Plan Statistics for LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,920,405
Acturial value of plan assets 2021-12-31 2,920,405
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 2,183
Active participant vested funding target 2021-12-31 2,953,479
Number of active participants 2021-12-31 7
Total funding liabilities for active participants 2021-12-31 3,035,268
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 3,037,451
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 645,139
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 2021-12-31 645,139
Present value of excess contributions 2021-12-31 237,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 250,625
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 250,625
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 375,000
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 488,249
Total employer contributions 2021-12-31 0
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 0
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 2021-12-31 112,839
Net shortfall amortization installment of oustanding balance 2021-12-31 605,295
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 277,592
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 277,592
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,691,580
Acturial value of plan assets 2020-12-31 2,691,580
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 154,247
Active participant vested funding target 2020-12-31 2,602,779
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 2,607,865
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 2,762,112
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 368,202
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 368,202
Present value of excess contributions 2020-12-31 244,618
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 258,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 258,048
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 645,139
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 2020-12-31 350,000
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 2020-12-31 321,354
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 18,301
Net shortfall amortization installment of oustanding balance 2020-12-31 70,532
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 83,975
Additional cash requirement 2020-12-31 83,975
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 321,354
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,191,048
Acturial value of plan assets 2019-12-31 2,191,048
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 140,887
Active participant vested funding target 2019-12-31 2,103,938
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 2,111,596
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 2,252,483
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 332,378
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 2019-12-31 332,378
Present value of excess contributions 2019-12-31 271,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 287,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 287,286
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 250,000
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 368,202
Total employer contributions 2019-12-31 400,000
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 2019-12-31 366,700
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 13,687
Net shortfall amortization installment of oustanding balance 2019-12-31 429,637
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 122,082
Additional cash requirement 2019-12-31 122,082
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 366,700
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,811,836
Acturial value of plan assets 2018-12-31 1,796,902
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 130,327
Active participant vested funding target 2018-12-31 1,685,035
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,690,353
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 1,820,680
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 298,049
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 2018-12-31 298,049
Present value of excess contributions 2018-12-31 228,152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 241,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 241,294
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 2018-12-31 332,378
Total employer contributions 2018-12-31 400,000
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 2018-12-31 365,371
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 8,969
Net shortfall amortization installment of oustanding balance 2018-12-31 356,156
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 93,397
Additional cash requirement 2018-12-31 93,397
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 365,371
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,860,864
Acturial value of plan assets 2017-12-31 3,841,206
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 111,076
Active participant vested funding target 2017-12-31 4,154,201
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 4,157,184
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 4,268,260
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 37,704
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 37,704
Present value of excess contributions 2017-12-31 244,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 259,825
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 259,825
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 2017-12-31 298,049
Total employer contributions 2017-12-31 400,000
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 2017-12-31 364,080
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 6,509
Net shortfall amortization installment of oustanding balance 2017-12-31 725,103
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 135,928
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 2017-12-31 135,928
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 364,080
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,316,506
Acturial value of plan assets 2016-12-31 3,310,335
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 3,305,181
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 3,805,181
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 3,805,181
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 35,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 37,704
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 37,704
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 37,704
Total employer contributions 2016-12-31 500,000
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 2016-12-31 452,232
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 2016-12-31 119,609
Net shortfall amortization installment of oustanding balance 2016-12-31 532,550
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 207,599
Additional cash requirement 2016-12-31 207,599
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 452,232
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
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 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,920,405
Acturial value of plan assets	2021-12-31	2,920,405
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	2,183
Active participant vested funding target	2021-12-31	2,953,479
Number of active participants	2021-12-31	7
Total funding liabilities for active participants	2021-12-31	3,035,268
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	3,037,451
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	645,139
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	645,139
Present value of excess contributions	2021-12-31	237,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	250,625
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	250,625
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	375,000
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	488,249
Total employer contributions	2021-12-31	0
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	0
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	112,839
Net shortfall amortization installment of oustanding balance	2021-12-31	605,295
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	277,592
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	277,592
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,691,580
Acturial value of plan assets	2020-12-31	2,691,580
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	154,247
Active participant vested funding target	2020-12-31	2,602,779
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	2,607,865
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	2,762,112
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	368,202
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	368,202
Present value of excess contributions	2020-12-31	244,618
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	258,048
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	258,048
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	645,139
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	350,000
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	321,354
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	18,301
Net shortfall amortization installment of oustanding balance	2020-12-31	70,532
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	83,975
Additional cash requirement	2020-12-31	83,975
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	321,354
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,191,048
Acturial value of plan assets	2019-12-31	2,191,048
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	140,887
Active participant vested funding target	2019-12-31	2,103,938
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	2,111,596
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	2,252,483
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	332,378
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	332,378
Present value of excess contributions	2019-12-31	271,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	287,286
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	287,286
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	250,000
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	368,202
Total employer contributions	2019-12-31	400,000
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	366,700
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	13,687
Net shortfall amortization installment of oustanding balance	2019-12-31	429,637
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	122,082
Additional cash requirement	2019-12-31	122,082
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	366,700
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,811,836
Acturial value of plan assets	2018-12-31	1,796,902
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	130,327
Active participant vested funding target	2018-12-31	1,685,035
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,690,353
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,820,680
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	298,049
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	298,049
Present value of excess contributions	2018-12-31	228,152
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	241,294
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	241,294
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	332,378
Total employer contributions	2018-12-31	400,000
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	365,371
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	8,969
Net shortfall amortization installment of oustanding balance	2018-12-31	356,156
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	93,397
Additional cash requirement	2018-12-31	93,397
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	365,371
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,860,864
Acturial value of plan assets	2017-12-31	3,841,206
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	111,076
Active participant vested funding target	2017-12-31	4,154,201
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	4,157,184
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	4,268,260
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	37,704
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	37,704
Present value of excess contributions	2017-12-31	244,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	259,825
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	259,825
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	298,049
Total employer contributions	2017-12-31	400,000
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	364,080
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	6,509
Net shortfall amortization installment of oustanding balance	2017-12-31	725,103
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	135,928
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	135,928
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	364,080
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,316,506
Acturial value of plan assets	2016-12-31	3,310,335
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	3,305,181
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	3,805,181
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	3,805,181
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	35,506
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	37,704
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	37,704
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	37,704
Total employer contributions	2016-12-31	500,000
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	452,232
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	119,609
Net shortfall amortization installment of oustanding balance	2016-12-31	532,550
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	207,599
Additional cash requirement	2016-12-31	207,599
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	452,232
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$531,161
Expenses. Total of all expenses incurred	2013-12-31	$5,554
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,912,407
Total plan assets at beginning of year	2013-12-31	$2,386,800
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$117,212
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$131,161
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$525,607
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,912,407
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,386,800
Total contributions received or receivable from employer(s)	2013-12-31	$400,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION 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	$503,109
Expenses. Total of all expenses incurred	2012-12-31	$95
Benefits paid (including direct rollovers)	2012-12-31	$95
Total plan assets at end of year	2012-12-31	$2,463,303
Total plan assets at beginning of year	2012-12-31	$1,960,289
Value of fidelity bond covering the plan	2012-12-31	$75,000
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$135,462
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	$103,109
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$503,014
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,463,303
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,960,289
Total contributions received or receivable from employer(s)	2012-12-31	$400,000
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
2010 : LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$326,116
Total plan assets at end of year	2010-12-31	$1,633,464
Total plan assets at beginning of year	2010-12-31	$1,307,348
Value of fidelity bond covering the plan	2010-12-31	$15,000
Other income received	2010-12-31	$86,116
Net income (gross income less expenses)	2010-12-31	$326,116
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,633,464
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,307,348
Total contributions received or receivable from employer(s)	2010-12-31	$240,000
2009 : LOIDA V. GUEVARRA, M.D., 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 LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN

2013: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOIDA V. GUEVARRA, M.D., INC. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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
2009: LOIDA V. GUEVARRA, M.D., 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:	LOIDA V. GUEVARRA, M.D., INC.
Employer identification number (EIN):	760745130
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)