401k Plan data: ONEONCOLOGY CASH BALANCE PENSION PLAN plan

ONEONCOLOGY CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ONEONCOLOGY CASH BALANCE PENSION PLAN
Plan identification number	002

ONEONCOLOGY CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ONEONCOLOGY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ONEONCOLOGY, LLC

Employer identification number (EIN): 823416811

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ONEONCOLOGY CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 KARAH PENNINGTON
002 2023-01-01
002 2023-01-01 KARAH PENNINGTON
002 2022-01-01 KAREN KIZZIA 2023-10-02
002 2021-01-01 KAREN KIZZIA 2022-10-11
002 2020-01-01 JASON DEAN 2021-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01	KARAH PENNINGTON
002	2023-01-01
002	2023-01-01	KARAH PENNINGTON
002	2022-01-01	KAREN KIZZIA	2023-10-02
002	2021-01-01	KAREN KIZZIA	2022-10-11
002	2020-01-01	JASON DEAN	2021-10-13

Plan Statistics for ONEONCOLOGY CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ONEONCOLOGY CASH BALANCE PENSION PLAN

Measure Date Value
2023: ONEONCOLOGY CASH BALANCE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 120
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ONEONCOLOGY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 13,267,845
Acturial value of plan assets 2022-12-31 13,267,845
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 42,005
Active participant vested funding target 2022-12-31 9,644,005
Number of active participants 2022-12-31 122
Total funding liabilities for active participants 2022-12-31 9,644,005
Total participant count 2022-12-31 123
Total funding target for all participants 2022-12-31 9,686,010
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 3,706,716
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 3,706,716
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 10,227,089
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 9,354,914
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 7,242,731
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 3,660,896
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 3,660,896
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 9,354,914
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-10-11 71
Total number of particpants at end of year 2022-10-11 113
2021: ONEONCOLOGY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,185,238
Acturial value of plan assets 2021-12-31 4,185,238
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 36,814
Active participant vested funding target 2021-12-31 2,854,644
Number of active participants 2021-12-31 112
Total funding liabilities for active participants 2021-12-31 2,854,644
Total participant count 2021-12-31 113
Total funding target for all participants 2021-12-31 2,891,458
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 1,045,422
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 1,045,422
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 9,435,950
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 8,870,829
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 6,457,893
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 5,164,113
Additional cash requirement 2021-12-31 5,164,113
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 8,870,829
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ONEONCOLOGY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 71
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 71
Total funding target for all participants 2020-12-31 0
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 4,167,000
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 4,024,814
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 2,979,392
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 2,979,392
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 2,979,392
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 4,024,814
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2023: ONEONCOLOGY CASH BALANCE PENSION PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	120
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ONEONCOLOGY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	13,267,845
Acturial value of plan assets	2022-12-31	13,267,845
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	42,005
Active participant vested funding target	2022-12-31	9,644,005
Number of active participants	2022-12-31	122
Total funding liabilities for active participants	2022-12-31	9,644,005
Total participant count	2022-12-31	123
Total funding target for all participants	2022-12-31	9,686,010
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	3,706,716
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	3,706,716
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	10,227,089
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	9,354,914
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	7,242,731
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	3,660,896
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	3,660,896
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	9,354,914
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-10-11	71
Total number of particpants at end of year	2022-10-11	113
2021: ONEONCOLOGY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,185,238
Acturial value of plan assets	2021-12-31	4,185,238
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	36,814
Active participant vested funding target	2021-12-31	2,854,644
Number of active participants	2021-12-31	112
Total funding liabilities for active participants	2021-12-31	2,854,644
Total participant count	2021-12-31	113
Total funding target for all participants	2021-12-31	2,891,458
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	1,045,422
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,045,422
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	9,435,950
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	8,870,829
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	6,457,893
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	5,164,113
Additional cash requirement	2021-12-31	5,164,113
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	8,870,829
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ONEONCOLOGY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	71
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	71
Total funding target for all participants	2020-12-31	0
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	4,167,000
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	4,024,814
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	2,979,392
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	2,979,392
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	2,979,392
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	4,024,814
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on ONEONCOLOGY CASH BALANCE PENSION PLAN

Measure	Date	Value
2023 : ONEONCOLOGY CASH BALANCE PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$12,625,767
Total loss/gain on sale of assets	2023-12-31	$175,149
Total of all expenses incurred	2023-12-31	$93,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$31,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$11,455,650
Value of total assets at end of year	2023-12-31	$36,171,922
Value of total assets at beginning of year	2023-12-31	$23,639,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$62,073
Total interest from all sources	2023-12-31	$2,506
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$778,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$778,485
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$12,532,328
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$36,171,922
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$23,639,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$32,613
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$23,916,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$13,042,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$799,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$369,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$369,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$2,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$213,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$11,455,650
Employer contributions (assets) at end of year	2023-12-31	$11,455,650
Employer contributions (assets) at beginning of year	2023-12-31	$10,227,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$31,366
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Aggregate proceeds on sale of assets	2023-12-31	$8,791,029
Aggregate carrying amount (costs) on sale of assets	2023-12-31	$8,615,880
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	LBMC, PC
Accountancy firm EIN	2023-12-31	621199757
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$12,625,767
Total loss/gain on sale of assets	2023-01-01	$175,149
Total of all expenses incurred	2023-01-01	$93,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$31,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$11,455,650
Value of total assets at end of year	2023-01-01	$36,171,922
Value of total assets at beginning of year	2023-01-01	$23,639,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$62,073
Total interest from all sources	2023-01-01	$2,506
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$778,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$778,485
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$3,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$12,532,328
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$36,171,922
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$23,639,594
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$32,613
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$23,916,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$13,042,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-01-01	$799,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-01-01	$2,506
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$213,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	Yes
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$11,455,650
Employer contributions (assets) at end of year	2023-01-01	$11,455,650
Employer contributions (assets) at beginning of year	2023-01-01	$10,227,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$31,366
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Aggregate proceeds on sale of assets	2023-01-01	$8,791,029
Aggregate carrying amount (costs) on sale of assets	2023-01-01	$8,615,880
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	LBMC, PC
Accountancy firm EIN	2023-01-01	621199757
2022 : ONEONCOLOGY CASH BALANCE PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-10-11	2720
Net assets as of the end of the plan year	2022-10-11	13621188
Total assets as of the beginning of the plan year	2022-10-11	4167000
Value of plan covered by a fidelity bond	2022-10-11	3000000
Other income to plan in this plan year	2022-10-11	20958
Plan net income in this plan year	2022-10-11	9454188
Net assets as of the end of the plan year	2022-10-11	13621188
Net assets as of the beginning of the plan year	2022-10-11	4167000
Employer contributions to plan in this plan year	2022-10-11	9435950
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-11	2720

Form 5500 Responses for ONEONCOLOGY CASH BALANCE PENSION PLAN

2023: ONEONCOLOGY CASH BALANCE PENSION PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ONEONCOLOGY, LLC
Employer identification number (EIN):	823416811
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)