401k Plan data: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN plan

GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN
Plan identification number	002

GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP has sponsored the creation of one or more 401k plans.

Company Name: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP

Employer identification number (EIN): 161581373

NAIC Classification: 621493
NAIC Description: Freestanding Ambulatory Surgical and Emergency Centers

Additional information about GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2010-11-02

Company Identification Number: 4014231

Legal Registered Office Address: 2440 RIDGEWAY AVENUE

ROCHESTER
United States of America (USA)
14626

More information about GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP 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 SANDY SCHEERENS 2024-09-11
002 2022-01-01 SANDY SCHEERENS 2023-08-30
002 2021-01-01 SANDY SCHEERENS 2022-09-23
002 2020-01-01 SANDY SCHEERENS 2021-07-22
002 2019-01-01 LINDY SHORTSLEEVE 2020-04-23
002 2018-01-01 LINDY SHORTSLEEVE 2019-07-29
002 2017-01-01 LINDY SHORTSLEEVE 2018-09-20
002 2016-01-01 LINDY SHORTSLEEVE 2017-07-25
002 2015-01-01 LINDY SHORTSLEEVE 2016-04-28
002 2014-01-01 LINDY SHORTSLEEVE 2015-07-21
002 2013-01-01 LINDY SHORTSLEEVE 2014-07-22
002 2012-01-01 LINDY SHORTSLEEVE 2013-07-02
002 2011-01-01 LINDY SHORTSLEEVE 2012-09-24
002 2010-01-01 GERALDINE MELNOTTE 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SANDY SCHEERENS	2024-09-11
002	2022-01-01	SANDY SCHEERENS	2023-08-30
002	2021-01-01	SANDY SCHEERENS	2022-09-23
002	2020-01-01	SANDY SCHEERENS	2021-07-22
002	2019-01-01	LINDY SHORTSLEEVE	2020-04-23
002	2018-01-01	LINDY SHORTSLEEVE	2019-07-29
002	2017-01-01	LINDY SHORTSLEEVE	2018-09-20
002	2016-01-01	LINDY SHORTSLEEVE	2017-07-25
002	2015-01-01	LINDY SHORTSLEEVE	2016-04-28
002	2014-01-01	LINDY SHORTSLEEVE	2015-07-21
002	2013-01-01	LINDY SHORTSLEEVE	2014-07-22
002	2012-01-01	LINDY SHORTSLEEVE	2013-07-02
002	2011-01-01	LINDY SHORTSLEEVE	2012-09-24
002	2010-01-01	GERALDINE MELNOTTE	2011-10-12

Plan Statistics for GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN

401k plan membership statisitcs for GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN

Measure Date Value
2022: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,194,723
Acturial value of plan assets 2022-12-31 4,194,723
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 69,817
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 1,235,141
Active participant vested funding target 2022-12-31 2,049,798
Number of active participants 2022-12-31 29
Total funding liabilities for active participants 2022-12-31 2,174,882
Total participant count 2022-12-31 35
Total funding target for all participants 2022-12-31 3,479,840
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
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 708,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 747,024
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 2022-12-31 702,128
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 2022-12-31 649,335
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 2022-12-31 528,096
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 649,335
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,445,429
Acturial value of plan assets 2021-12-31 3,445,429
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 84,746
Active participant vested funding target 2021-12-31 2,573,212
Number of active participants 2021-12-31 26
Total funding liabilities for active participants 2021-12-31 2,595,658
Total participant count 2021-12-31 31
Total funding target for all participants 2021-12-31 2,680,404
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
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 109,777
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 115,485
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 2021-12-31 773,187
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 2021-12-31 708,483
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 2021-12-31 589,025
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 708,483
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,116,810
Acturial value of plan assets 2020-12-31 3,116,810
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 38,161
Active participant vested funding target 2020-12-31 2,971,363
Number of active participants 2020-12-31 22
Total funding liabilities for active participants 2020-12-31 2,971,363
Total participant count 2020-12-31 28
Total funding target for all participants 2020-12-31 3,009,524
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
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 62,131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 65,573
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 2020-12-31 273,773
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 2020-12-31 255,384
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 2020-12-31 252,893
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 145,607
Additional cash requirement 2020-12-31 145,607
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 255,384
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,688,185
Acturial value of plan assets 2019-12-31 2,688,185
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 5,328
Active participant vested funding target 2019-12-31 2,609,456
Number of active participants 2019-12-31 26
Total funding liabilities for active participants 2019-12-31 2,617,434
Total participant count 2019-12-31 28
Total funding target for all participants 2019-12-31 2,622,762
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
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 143,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 152,167
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 280,082
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 2019-12-31 262,155
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 2019-12-31 265,447
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 200,024
Additional cash requirement 2019-12-31 200,024
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 262,155
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,398,613
Acturial value of plan assets 2018-12-31 2,398,613
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 3,263
Active participant vested funding target 2018-12-31 2,231,893
Number of active participants 2018-12-31 25
Total funding liabilities for active participants 2018-12-31 2,261,241
Total participant count 2018-12-31 26
Total funding target for all participants 2018-12-31 2,264,504
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 154,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 163,304
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 2018-12-31 279,123
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 2018-12-31 261,118
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 2018-12-31 251,252
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 117,143
Additional cash requirement 2018-12-31 117,143
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 261,118
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,067,682
Acturial value of plan assets 2017-12-31 2,067,682
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 3,658
Active participant vested funding target 2017-12-31 1,899,196
Number of active participants 2017-12-31 24
Total funding liabilities for active participants 2017-12-31 1,921,085
Total participant count 2017-12-31 25
Total funding target for all participants 2017-12-31 1,924,743
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 181,411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 192,332
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 266,836
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 249,218
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 237,893
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 94,954
Additional cash requirement 2017-12-31 94,954
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 249,218
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,779,746
Acturial value of plan assets 2016-12-31 1,779,746
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 1,352
Active participant vested funding target 2016-12-31 1,585,085
Number of active participants 2016-12-31 22
Total funding liabilities for active participants 2016-12-31 1,612,715
Total participant count 2016-12-31 23
Total funding target for all participants 2016-12-31 1,614,067
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 212,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 225,852
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 253,256
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 2016-12-31 236,446
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 2016-12-31 220,714
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 55,035
Additional cash requirement 2016-12-31 55,035
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 236,446
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,194,723
Acturial value of plan assets	2022-12-31	4,194,723
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	69,817
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	1,235,141
Active participant vested funding target	2022-12-31	2,049,798
Number of active participants	2022-12-31	29
Total funding liabilities for active participants	2022-12-31	2,174,882
Total participant count	2022-12-31	35
Total funding target for all participants	2022-12-31	3,479,840
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
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	708,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	747,024
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	702,128
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	649,335
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	528,096
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	649,335
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,445,429
Acturial value of plan assets	2021-12-31	3,445,429
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	84,746
Active participant vested funding target	2021-12-31	2,573,212
Number of active participants	2021-12-31	26
Total funding liabilities for active participants	2021-12-31	2,595,658
Total participant count	2021-12-31	31
Total funding target for all participants	2021-12-31	2,680,404
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
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	109,777
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	115,485
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	773,187
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	708,483
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	589,025
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	708,483
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,116,810
Acturial value of plan assets	2020-12-31	3,116,810
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	38,161
Active participant vested funding target	2020-12-31	2,971,363
Number of active participants	2020-12-31	22
Total funding liabilities for active participants	2020-12-31	2,971,363
Total participant count	2020-12-31	28
Total funding target for all participants	2020-12-31	3,009,524
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
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	62,131
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	65,573
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	273,773
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	255,384
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	252,893
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	145,607
Additional cash requirement	2020-12-31	145,607
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	255,384
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,688,185
Acturial value of plan assets	2019-12-31	2,688,185
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	5,328
Active participant vested funding target	2019-12-31	2,609,456
Number of active participants	2019-12-31	26
Total funding liabilities for active participants	2019-12-31	2,617,434
Total participant count	2019-12-31	28
Total funding target for all participants	2019-12-31	2,622,762
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
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	143,975
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	152,167
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	280,082
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	262,155
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	265,447
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	200,024
Additional cash requirement	2019-12-31	200,024
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	262,155
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,398,613
Acturial value of plan assets	2018-12-31	2,398,613
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	3,263
Active participant vested funding target	2018-12-31	2,231,893
Number of active participants	2018-12-31	25
Total funding liabilities for active participants	2018-12-31	2,261,241
Total participant count	2018-12-31	26
Total funding target for all participants	2018-12-31	2,264,504
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
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	154,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	163,304
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	279,123
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	261,118
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	251,252
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	117,143
Additional cash requirement	2018-12-31	117,143
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	261,118
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,067,682
Acturial value of plan assets	2017-12-31	2,067,682
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	3,658
Active participant vested funding target	2017-12-31	1,899,196
Number of active participants	2017-12-31	24
Total funding liabilities for active participants	2017-12-31	1,921,085
Total participant count	2017-12-31	25
Total funding target for all participants	2017-12-31	1,924,743
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	181,411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	192,332
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	266,836
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	249,218
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	237,893
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	94,954
Additional cash requirement	2017-12-31	94,954
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	249,218
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,779,746
Acturial value of plan assets	2016-12-31	1,779,746
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,352
Active participant vested funding target	2016-12-31	1,585,085
Number of active participants	2016-12-31	22
Total funding liabilities for active participants	2016-12-31	1,612,715
Total participant count	2016-12-31	23
Total funding target for all participants	2016-12-31	1,614,067
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	212,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	225,852
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	253,256
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	236,446
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	220,714
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	55,035
Additional cash requirement	2016-12-31	55,035
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	236,446
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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Company Name:	GASTROENTEROLOGY ASSOCIATES OF ROCHESTER, LLP
Employer identification number (EIN):	161581373
NAIC Classification:	621493
NAIC Description:	Freestanding Ambulatory Surgical and Emergency Centers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2010-11-02
Company Identification Number:	4014231
Legal Registered Office Address:	2440 RIDGEWAY AVENUE ROCHESTER United States of America (USA) 14626