401k Plan data: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST plan

SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 401k Plan overview

Plan Name	SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST
Plan identification number	001

SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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

SURGICAL SERVICES OF ILLINOIS, S.C. has sponsored the creation of one or more 401k plans.

Company Name: SURGICAL SERVICES OF ILLINOIS, S.C.

Employer identification number (EIN): 204472766

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 JEFFREY MASON 2017-07-28
001 2015-01-01 JEFFREY MASON 2016-10-14
001 2015-01-01 JEFFREY MASON 2016-10-14
001 2014-01-01 JEFFREY MASON 2015-10-13
001 2013-01-01 JENNIFER CHOI 2014-10-15
001 2012-01-01 JENNIFER CHOI 2013-10-10

Plan Statistics for SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST

Measure Date Value
2022: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets 2022-12-31 2,828,982
Acturial value of plan assets 2022-12-31 2,828,982
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 8
Fundng target for terminated vested participants 2022-12-31 19,857
Active participant vested funding target 2022-12-31 2,680,972
Number of active participants 2022-12-31 26
Total funding liabilities for active participants 2022-12-31 2,680,972
Total participant count 2022-12-31 34
Total funding target for all participants 2022-12-31 2,700,829
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 26,963
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 26,963
Present value of excess contributions 2022-12-31 337,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 337,797
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 29,886
Total employer contributions 2022-12-31 359,809
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 2022-12-31 356,736
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 2022-12-31 295,850
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 199,212
Additional cash requirement 2022-12-31 199,212
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 356,736
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 2,917,254
Acturial value of plan assets 2021-12-31 2,917,254
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 20,255
Active participant vested funding target 2021-12-31 2,176,361
Number of active participants 2021-12-31 25
Total funding liabilities for active participants 2021-12-31 2,176,261
Total participant count 2021-12-31 32
Total funding target for all participants 2021-12-31 2,196,516
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 24,748
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 24,748
Present value of excess contributions 2021-12-31 330,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 330,462
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 26,963
Total employer contributions 2021-12-31 341,193
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 2021-12-31 337,797
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 2021-12-31 266,682
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 337,797
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,329,335
Acturial value of plan assets 2020-12-31 2,329,335
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 17,291
Active participant vested funding target 2020-12-31 1,857,166
Number of active participants 2020-12-31 22
Total funding liabilities for active participants 2020-12-31 1,857,166
Total participant count 2020-12-31 29
Total funding target for all participants 2020-12-31 1,874,457
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 21,364
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 21,364
Present value of excess contributions 2020-12-31 324,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 324,056
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 24,748
Total employer contributions 2020-12-31 333,733
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 2020-12-31 330,462
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 2020-12-31 264,434
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 330,462
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,815,370
Acturial value of plan assets 2019-12-31 1,815,370
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 16,115
Active participant vested funding target 2019-12-31 1,418,176
Number of active participants 2019-12-31 21
Total funding liabilities for active participants 2019-12-31 1,418,176
Total participant count 2019-12-31 30
Total funding target for all participants 2019-12-31 1,434,291
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 28,148
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 28,148
Present value of excess contributions 2019-12-31 230,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 230,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 21,364
Total employer contributions 2019-12-31 326,945
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 2019-12-31 324,056
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 2019-12-31 240,522
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 324,056
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,258,370
Acturial value of plan assets 2018-12-31 1,258,370
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 11,249
Active participant vested funding target 2018-12-31 1,079,144
Number of active participants 2018-12-31 17
Total funding liabilities for active participants 2018-12-31 1,079,144
Total participant count 2018-12-31 23
Total funding target for all participants 2018-12-31 1,090,393
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 25,964
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 25,964
Present value of excess contributions 2018-12-31 300,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 300,004
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 28,148
Total employer contributions 2018-12-31 317,629
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 2018-12-31 314,150
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 2018-12-31 221,676
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 83,511
Additional cash requirement 2018-12-31 83,511
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 314,150
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,005,988
Acturial value of plan assets 2017-12-31 1,005,988
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 4,169
Active participant vested funding target 2017-12-31 777,728
Number of active participants 2017-12-31 17
Total funding liabilities for active participants 2017-12-31 777,728
Total participant count 2017-12-31 19
Total funding target for all participants 2017-12-31 781,897
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 25,902
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 25,902
Present value of excess contributions 2017-12-31 259,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 259,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 25,964
Total employer contributions 2017-12-31 312,798
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 2017-12-31 307,432
Unpaid minimum required contributions for all prior years 2017-12-31 0
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 2017-12-31 203,976
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 7,428
Additional cash requirement 2017-12-31 7,428
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 307,432
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 701,024
Acturial value of plan assets 2016-12-31 701,024
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 2016-12-31 741
Active participant vested funding target 2016-12-31 474,093
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 476,451
Total participant count 2016-12-31 15
Total funding target for all participants 2016-12-31 477,192
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 29,810
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 29,810
Present value of excess contributions 2016-12-31 258,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 258,302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 25,902
Total employer contributions 2016-12-31 262,371
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 2016-12-31 259,279
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 136,845
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 259,279
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: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets	2022-12-31	2,828,982
Acturial value of plan assets	2022-12-31	2,828,982
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	8
Fundng target for terminated vested participants	2022-12-31	19,857
Active participant vested funding target	2022-12-31	2,680,972
Number of active participants	2022-12-31	26
Total funding liabilities for active participants	2022-12-31	2,680,972
Total participant count	2022-12-31	34
Total funding target for all participants	2022-12-31	2,700,829
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	26,963
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	26,963
Present value of excess contributions	2022-12-31	337,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	337,797
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	29,886
Total employer contributions	2022-12-31	359,809
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	356,736
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	295,850
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	199,212
Additional cash requirement	2022-12-31	199,212
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	356,736
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	2,917,254
Acturial value of plan assets	2021-12-31	2,917,254
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	20,255
Active participant vested funding target	2021-12-31	2,176,361
Number of active participants	2021-12-31	25
Total funding liabilities for active participants	2021-12-31	2,176,261
Total participant count	2021-12-31	32
Total funding target for all participants	2021-12-31	2,196,516
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	24,748
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	24,748
Present value of excess contributions	2021-12-31	330,462
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	330,462
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	26,963
Total employer contributions	2021-12-31	341,193
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	337,797
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	266,682
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	337,797
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,329,335
Acturial value of plan assets	2020-12-31	2,329,335
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	17,291
Active participant vested funding target	2020-12-31	1,857,166
Number of active participants	2020-12-31	22
Total funding liabilities for active participants	2020-12-31	1,857,166
Total participant count	2020-12-31	29
Total funding target for all participants	2020-12-31	1,874,457
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	21,364
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	21,364
Present value of excess contributions	2020-12-31	324,056
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	324,056
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	24,748
Total employer contributions	2020-12-31	333,733
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	330,462
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	264,434
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	330,462
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,815,370
Acturial value of plan assets	2019-12-31	1,815,370
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	16,115
Active participant vested funding target	2019-12-31	1,418,176
Number of active participants	2019-12-31	21
Total funding liabilities for active participants	2019-12-31	1,418,176
Total participant count	2019-12-31	30
Total funding target for all participants	2019-12-31	1,434,291
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	28,148
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	28,148
Present value of excess contributions	2019-12-31	230,637
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	230,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	21,364
Total employer contributions	2019-12-31	326,945
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	324,056
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	240,522
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	324,056
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,258,370
Acturial value of plan assets	2018-12-31	1,258,370
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	11,249
Active participant vested funding target	2018-12-31	1,079,144
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	1,079,144
Total participant count	2018-12-31	23
Total funding target for all participants	2018-12-31	1,090,393
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	25,964
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	25,964
Present value of excess contributions	2018-12-31	300,004
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	300,004
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	28,148
Total employer contributions	2018-12-31	317,629
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	314,150
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	221,676
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	83,511
Additional cash requirement	2018-12-31	83,511
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	314,150
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,005,988
Acturial value of plan assets	2017-12-31	1,005,988
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	4,169
Active participant vested funding target	2017-12-31	777,728
Number of active participants	2017-12-31	17
Total funding liabilities for active participants	2017-12-31	777,728
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	781,897
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	25,902
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	25,902
Present value of excess contributions	2017-12-31	259,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	259,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	25,964
Total employer contributions	2017-12-31	312,798
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	307,432
Unpaid minimum required contributions for all prior years	2017-12-31	0
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	203,976
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	7,428
Additional cash requirement	2017-12-31	7,428
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	307,432
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SURGICAL SERVICES OF ILLINOIS, S.C. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	701,024
Acturial value of plan assets	2016-12-31	701,024
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	741
Active participant vested funding target	2016-12-31	474,093
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	476,451
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	477,192
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	29,810
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	29,810
Present value of excess contributions	2016-12-31	258,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	258,302
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	25,902
Total employer contributions	2016-12-31	262,371
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	259,279
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	136,845
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	259,279
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:	SURGICAL SERVICES OF ILLINOIS, S.C.
Employer identification number (EIN):	204472766
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	JEFFREY MASON	2017-07-28
001	2015-01-01	JEFFREY MASON	2016-10-14
001	2015-01-01	JEFFREY MASON	2016-10-14
001	2014-01-01	JEFFREY MASON	2015-10-13
001	2013-01-01	JENNIFER CHOI	2014-10-15
001	2012-01-01	JENNIFER CHOI	2013-10-10