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PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 401k Plan overview

Plan NamePLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN
Plan identification number 002

PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • 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

PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION
Employer identification number (EIN):200488846
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2437626

More information about PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01FRANCISCO CANALES2023-08-31
0022021-01-01FRANCISCO CANALES2022-10-12
0022020-01-01FRANCISCO CANALES2021-09-04
0022019-01-01FRANCISCO CANALES2020-10-03
0022018-01-01FRANCISCO CANALES2019-08-03
0022017-01-01FRANCISCO CANALES2018-07-26
0022016-01-01FRANCISCO CANALES2017-09-27
0022015-01-01FRANCISCO CANALES2016-10-02

Plan Statistics for PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN

401k plan membership statisitcs for PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN

Measure Date Value
2022: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-312,402,036
Acturial value of plan assets2022-12-312,402,036
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-315
Fundng target for terminated vested participants2022-12-3115,206
Active participant vested funding target2022-12-312,386,830
Number of active participants2022-12-3111
Total funding liabilities for active participants2022-12-312,386,830
Total participant count2022-12-3116
Total funding target for all participants2022-12-312,402,036
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-312,640,392
Acturial value of plan assets2021-12-312,640,392
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-3117,217
Active participant vested funding target2021-12-312,413,558
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-312,413,558
Total participant count2021-12-3116
Total funding target for all participants2021-12-312,430,775
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3132
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-312,346,698
Acturial value of plan assets2020-12-312,346,698
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-317
Fundng target for terminated vested participants2020-12-3115,093
Active participant vested funding target2020-12-312,336,707
Number of active participants2020-12-3115
Total funding liabilities for active participants2020-12-312,339,597
Total participant count2020-12-3122
Total funding target for all participants2020-12-312,354,690
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31263
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-317,213
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-316,712
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-317,992
Total funding amount beforereflecting carryover/prefunding balances2020-12-316,680
Additional cash requirement2020-12-316,680
Contributions allocatedtoward minimum required contributions for current year2020-12-316,712
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-311,709,661
Acturial value of plan assets2019-12-311,709,661
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3110
Fundng target for terminated vested participants2019-12-3110,065
Active participant vested funding target2019-12-311,781,040
Number of active participants2019-12-3115
Total funding liabilities for active participants2019-12-311,783,255
Total participant count2019-12-3125
Total funding target for all participants2019-12-311,793,320
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-317,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317,727
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31444,212
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31416,925
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31399,871
Net shortfall amortization installment of oustanding balance2019-12-3183,659
Total funding amount beforereflecting carryover/prefunding balances2019-12-31416,662
Additional cash requirement2019-12-31416,662
Contributions allocatedtoward minimum required contributions for current year2019-12-31416,925
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,134,454
Acturial value of plan assets2018-12-311,134,454
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-317
Fundng target for terminated vested participants2018-12-311,597
Active participant vested funding target2018-12-311,297,628
Number of active participants2018-12-3116
Total funding liabilities for active participants2018-12-311,297,628
Total participant count2018-12-3123
Total funding target for all participants2018-12-311,299,225
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3191,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3191,654
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31434,573
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31429,444
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31394,818
Net shortfall amortization installment of oustanding balance2018-12-31164,771
Total funding amount beforereflecting carryover/prefunding balances2018-12-31421,717
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31421,717
Contributions allocatedtoward minimum required contributions for current year2018-12-31429,444
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31845,297
Acturial value of plan assets2017-12-31845,097
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-311,445
Active participant vested funding target2017-12-31749,224
Number of active participants2017-12-3116
Total funding liabilities for active participants2017-12-31749,224
Total participant count2017-12-3124
Total funding target for all participants2017-12-31750,669
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3187,344
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3187,344
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31383,397
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31375,409
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31378,383
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31283,755
Additional cash requirement2017-12-31283,755
Contributions allocatedtoward minimum required contributions for current year2017-12-31375,409
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PLASTIC SURGERY ASSOCIATES OF SANTA ROSA MEDICAL CORPORATION CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31399,192
Acturial value of plan assets2016-12-31399,192
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-311,233
Active participant vested funding target2016-12-31340,994
Number of active participants2016-12-3113
Total funding liabilities for active participants2016-12-31340,994
Total participant count2016-12-3118
Total funding target for all participants2016-12-31342,227
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3153,935
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3153,935
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31379,511
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31374,150
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31343,771
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31286,806
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31286,806
Contributions allocatedtoward minimum required contributions for current year2016-12-31374,150
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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