ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. CASH BALANCE PLAN 401k Plan overview

ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	ORTHOPEDIC ASSOCIATES OF MIDDLETOWN P.C.
Employer identification number (EIN):	061161899
NAIC Classification:	621498
NAIC Description:	All Other Outpatient Care Centers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-07-01
002	2019-07-01
002	2018-07-01

Plan Statistics for ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. CASH BALANCE PLAN

Measure	Date	Value
2020: ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-06-30	622,876
Acturial value of plan assets	2020-06-30	622,876
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	14
Fundng target for terminated vested participants	2020-06-30	8,531
Active participant vested funding target	2020-06-30	638,909
Number of active participants	2020-06-30	54
Total funding liabilities for active participants	2020-06-30	638,909
Total participant count	2020-06-30	68
Total funding target for all participants	2020-06-30	647,440
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-30	0
Prefunding balanced used to offset prior years funding requirement	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Present value of excess contributions	2020-06-30	5,301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	5,301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	0
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	0
Total employer contributions	2020-06-30	254,171
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	249,375
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	244,170
Net shortfall amortization installment of oustanding balance	2020-06-30	24,564
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	248,161
Additional cash requirement	2020-06-30	248,161
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	249,375
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-06-30	0
Acturial value of plan assets	2019-06-30	0
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	6
Fundng target for terminated vested participants	2019-06-30	0
Active participant vested funding target	2019-06-30	0
Number of active participants	2019-06-30	48
Total funding liabilities for active participants	2019-06-30	0
Total participant count	2019-06-30	54
Total funding target for all participants	2019-06-30	0
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Prefunding balanced used to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Present value of excess contributions	2019-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Total employer contributions	2019-06-30	625,485
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	615,974
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	610,673
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	610,673
Carryover balance elected to use to offset funding requirement	2019-06-30	0
Prefunding balance elected to use to offset funding requirement	2019-06-30	0
Additional cash requirement	2019-06-30	610,673
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	615,974
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0

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