401k Plan data: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN plan

SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 401k Plan overview

Plan Name	SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN
Plan identification number	002

SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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).
Plan covering Self-Employed individuals.
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

SOUTHERN CONNECTICUT VASCULAR CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN CONNECTICUT VASCULAR CENTER, LLC

Employer identification number (EIN): 061615623

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 MARSEL HURIBAL 2021-07-14
002 2019-01-01 MARSEL HURIBAL 2020-10-11
002 2018-01-01 MARSEL HURIBAL 2019-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	MARSEL HURIBAL	2021-07-14
002	2019-01-01	MARSEL HURIBAL	2020-10-11
002	2018-01-01	MARSEL HURIBAL	2019-10-15

Plan Statistics for SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN

401k plan membership statisitcs for SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN

Measure Date Value
2023: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
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 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,226,638
Acturial value of plan assets 2022-12-31 5,226,638
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 21
Fundng target for terminated vested participants 2022-12-31 67,864
Active participant vested funding target 2022-12-31 4,602,423
Number of active participants 2022-12-31 115
Total funding liabilities for active participants 2022-12-31 4,630,415
Total participant count 2022-12-31 136
Total funding target for all participants 2022-12-31 4,698,279
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 244,500
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 2022-12-31 244,500
Present value of excess contributions 2022-12-31 404,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 424,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 424,335
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 146,965
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 528,300
Total employer contributions 2022-12-31 3,195,417
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 3,042,007
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 1,256,493
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,256,434
Additional cash requirement 2022-12-31 1,256,434
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 3,042,007
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 108
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 124
Total participants 2022-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,317,686
Acturial value of plan assets 2021-12-31 4,317,686
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 12
Fundng target for terminated vested participants 2021-12-31 35,039
Active participant vested funding target 2021-12-31 4,007,284
Number of active participants 2021-12-31 123
Total funding liabilities for active participants 2021-12-31 4,038,076
Total participant count 2021-12-31 135
Total funding target for all participants 2021-12-31 4,073,115
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 173,700
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 2021-12-31 173,700
Present value of excess contributions 2021-12-31 179,163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 188,694
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 188,694
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 129,549
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 244,500
Total employer contributions 2021-12-31 1,847,849
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 1,793,528
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 1,388,815
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 1,388,744
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 0
Additional cash requirement 2021-12-31 1,388,744
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,793,528
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 21
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 9
2020: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,007,685
Acturial value of plan assets 2020-12-31 3,007,685
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 10,148
Active participant vested funding target 2020-12-31 2,798,185
Number of active participants 2020-12-31 110
Total funding liabilities for active participants 2020-12-31 2,823,787
Total participant count 2020-12-31 117
Total funding target for all participants 2020-12-31 2,833,935
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 49,900
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 49,900
Present value of excess contributions 2020-12-31 370,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 390,977
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 390,977
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 268,834
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 173,700
Total employer contributions 2020-12-31 1,581,243
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 1,520,750
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 1,341,637
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 1,341,587
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 1,341,587
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,520,750
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,306,525
Acturial value of plan assets 2019-12-31 1,306,525
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 2,939
Active participant vested funding target 2019-12-31 1,084,834
Number of active participants 2019-12-31 94
Total funding liabilities for active participants 2019-12-31 1,253,614
Total participant count 2019-12-31 96
Total funding target for all participants 2019-12-31 1,256,553
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 2019-12-31 110,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 117,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 117,240
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 67,340
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 49,900
Total employer contributions 2019-12-31 1,627,582
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 1,552,921
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 1,182,153
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 1,182,081
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 1,182,081
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,552,921
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 0
Acturial value of plan assets 2018-12-31 0
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 0
Number of active participants 2018-12-31 75
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 75
Total funding target for all participants 2018-12-31 0
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 1,329,131
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 1,241,305
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 1,130,345
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,130,345
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 1,130,345
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,241,305
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2023: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
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	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,226,638
Acturial value of plan assets	2022-12-31	5,226,638
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	21
Fundng target for terminated vested participants	2022-12-31	67,864
Active participant vested funding target	2022-12-31	4,602,423
Number of active participants	2022-12-31	115
Total funding liabilities for active participants	2022-12-31	4,630,415
Total participant count	2022-12-31	136
Total funding target for all participants	2022-12-31	4,698,279
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	244,500
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	244,500
Present value of excess contributions	2022-12-31	404,784
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	424,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	424,335
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	146,965
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	528,300
Total employer contributions	2022-12-31	3,195,417
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	3,042,007
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	1,256,493
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,256,434
Additional cash requirement	2022-12-31	1,256,434
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	3,042,007
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	108
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	124
Total participants	2022-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,317,686
Acturial value of plan assets	2021-12-31	4,317,686
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	12
Fundng target for terminated vested participants	2021-12-31	35,039
Active participant vested funding target	2021-12-31	4,007,284
Number of active participants	2021-12-31	123
Total funding liabilities for active participants	2021-12-31	4,038,076
Total participant count	2021-12-31	135
Total funding target for all participants	2021-12-31	4,073,115
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	173,700
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	173,700
Present value of excess contributions	2021-12-31	179,163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	188,694
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	188,694
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	129,549
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	244,500
Total employer contributions	2021-12-31	1,847,849
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	1,793,528
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	1,388,815
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,388,744
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	0
Additional cash requirement	2021-12-31	1,388,744
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,793,528
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	21
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	9
2020: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,007,685
Acturial value of plan assets	2020-12-31	3,007,685
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	10,148
Active participant vested funding target	2020-12-31	2,798,185
Number of active participants	2020-12-31	110
Total funding liabilities for active participants	2020-12-31	2,823,787
Total participant count	2020-12-31	117
Total funding target for all participants	2020-12-31	2,833,935
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	49,900
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	49,900
Present value of excess contributions	2020-12-31	370,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	390,977
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	390,977
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	268,834
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	173,700
Total employer contributions	2020-12-31	1,581,243
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	1,520,750
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	1,341,637
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	1,341,587
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	1,341,587
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,520,750
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,306,525
Acturial value of plan assets	2019-12-31	1,306,525
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	2,939
Active participant vested funding target	2019-12-31	1,084,834
Number of active participants	2019-12-31	94
Total funding liabilities for active participants	2019-12-31	1,253,614
Total participant count	2019-12-31	96
Total funding target for all participants	2019-12-31	1,256,553
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	110,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	117,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	117,240
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	67,340
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	49,900
Total employer contributions	2019-12-31	1,627,582
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	1,552,921
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	1,182,153
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	1,182,081
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	1,182,081
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,552,921
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
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	0
Number of active participants	2018-12-31	75
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	75
Total funding target for all participants	2018-12-31	0
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	1,329,131
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	1,241,305
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	1,130,345
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,130,345
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	1,130,345
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,241,305
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

Financial Data on SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN

Measure	Date	Value
2023 : SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-08-31	$709,993
Total of all expenses incurred	2023-08-31	$7,343,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$7,343,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$709,995
Value of total assets at end of year	2023-08-31	$0
Value of total assets at beginning of year	2023-08-31	$6,633,946
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$8
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-08-31	$0
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-08-31	$54,540
Administrative expenses (other) incurred	2023-08-31	$8
Total non interest bearing cash at end of year	2023-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$-6,633,946
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$6,633,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$1,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-08-31	$6,565,311
Net investment gain/loss from pooled separate accounts	2023-08-31	$-2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Contributions received in cash from employer	2023-08-31	$709,995
Employer contributions (assets) at beginning of year	2023-08-31	$12,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$7,343,931
Did the plan have assets held for investment	2023-08-31	No
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	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	TEPLITZKY & COMPANY, P.C.
Accountancy firm EIN	2023-08-31	060962357
2022 : SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$1,498,622
Total of all expenses incurred	2022-12-31	$91,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$80,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,485,417
Value of total assets at end of year	2022-12-31	$6,633,946
Value of total assets at beginning of year	2022-12-31	$5,226,638
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,363
Total interest from all sources	2022-12-31	$133,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$54,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$1,407,308
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,633,946
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,226,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$10,363
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,286,115
Interest earned on other investments	2022-12-31	$133,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,565,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,940,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,120,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,485,417
Employer contributions (assets) at end of year	2022-12-31	$12,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$80,951
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	TEPLITZKY & COMPANY, P.C.
Accountancy firm EIN	2022-12-31	060962357
2021 : SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,985,641
Total of all expenses incurred	2021-12-31	$1,077,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,063,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,847,849
Value of total assets at end of year	2021-12-31	$5,226,638
Value of total assets at beginning of year	2021-12-31	$4,318,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$14,067
Total interest from all sources	2021-12-31	$137,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	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	2021-12-31	No
Value of net income/loss	2021-12-31	$908,169
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,226,638
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,318,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$14,067
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,286,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,867,312
Interest earned on other investments	2021-12-31	$137,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,940,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,296,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,847,849
Employer contributions (assets) at beginning of year	2021-12-31	$155,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,063,405
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	TEPLITZKY & COMPANY, P.C.
Accountancy firm EIN	2021-12-31	060962357

Form 5500 Responses for SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN

2023: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHERN CONNECTICUT VASCULAR CENTER CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

765934-D1

Policy instance

Insurance contract or identification number	765934-D1
Number of Individuals Covered	0
Total amount of commissions paid to insurance broker	USD $12,943
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

765934-D1

Policy instance

Insurance contract or identification number	765934-D1
Number of Individuals Covered	124
Total amount of commissions paid to insurance broker	USD $7,255
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $7,255
Insurance broker organization code?	3

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

GA-843396

Policy instance

Insurance contract or identification number	GA-843396
Number of Individuals Covered	130
Total amount of commissions paid to insurance broker	USD $11,655
Total amount of fees paid to insurance company	USD $2,258
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,943
Insurance broker organization code?	3
Amount paid for insurance broker fees	2258

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Company Name:	SOUTHERN CONNECTICUT VASCULAR CENTER, LLC
Employer identification number (EIN):	061615623
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)