THE ORTHOPAEDIC AND SPORTS MEDICINE CENTER DEFINED BENEFIT PLAN 401k Plan overview

THE ORTHOPAEDIC AND SPORTS MEDICINE CENTER DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	THE ORTHOPAEDIC AND SPORTS MEDICINE CENTER
Employer identification number (EIN):	061393886
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	KEVIN KEARNEY	2017-09-26
002	2015-01-01	KEVIN KEARNEY	2016-10-13	KEVIN KEARNEY	2016-10-13
002	2014-01-01	KEVIN KEARNEY	2015-10-13	KEVIN KEARNEY	2015-10-13
002	2013-01-01	KEVIN KEARNEY	2014-10-03	KEVIN KEARNEY	2014-10-03
002	2012-01-01	JENNIFER L. MUNIZ	2013-10-04	MICHAEL R. REDLER, M.D.	2013-10-04
002	2011-01-01	JENNIFER L. MUNIZ	2012-10-09
002	2010-01-01	JENNIFER L. MUNIZ	2011-10-10

Plan Statistics for THE ORTHOPAEDIC AND SPORTS MEDICINE CENTER DEFINED BENEFIT PLAN

Measure	Date	Value
2016: THE ORTHOPAEDIC AND SPORTS MEDICINE CENTER DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,335,241
Acturial value of plan assets	2016-12-31	2,335,241
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	488,611
Number of terminated vested participants	2016-12-31	25
Fundng target for terminated vested participants	2016-12-31	348,357
Active participant vested funding target	2016-12-31	1,886,714
Number of active participants	2016-12-31	33
Total funding liabilities for active participants	2016-12-31	1,909,129
Total participant count	2016-12-31	60
Total funding target for all participants	2016-12-31	2,746,097
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	8,304
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	8,304
Present value of excess contributions	2016-12-31	126,188
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	134,378
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	8,071
Total employer contributions	2016-12-31	1,232,818
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	1,165,105
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	10,000
Net shortfall amortization installment of oustanding balance	2016-12-31	418,927
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	117,860
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	117,860
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,165,105
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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