401k Plan data: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN plan

EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 401k Plan overview

Plan Name	EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN
Plan identification number	002

EYE ASSOCIATES OF MARQUETTE 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).

401k Sponsoring company profile

EYE ASSOCIATES OF MARQUETTE has sponsored the creation of one or more 401k plans.

Company Name: EYE ASSOCIATES OF MARQUETTE

Employer identification number (EIN): 382627422

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EYE ASSOCIATES OF MARQUETTE 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 SEAN M. ROONEY 2024-07-16
002 2022-01-01 SEAN M. ROONEY 2023-05-11
002 2021-01-01 SEAN M. ROONEY 2022-07-18
002 2020-01-01 SEAN M. ROONEY 2021-07-08
002 2019-01-01 SEAN M. ROONEY 2020-07-06
002 2018-01-01 SEAN M. ROONEY 2019-06-28
002 2017-01-01 SEAN M. ROONEY 2018-05-21
002 2016-01-01 SEAN M. ROONEY 2017-06-15
002 2015-01-01 SEAN M. ROONEY 2016-04-13
002 2014-01-01 SEAN M. ROONEY 2015-07-27
002 2013-01-01 SEAN M. ROONEY 2014-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SEAN M. ROONEY	2024-07-16
002	2022-01-01	SEAN M. ROONEY	2023-05-11
002	2021-01-01	SEAN M. ROONEY	2022-07-18
002	2020-01-01	SEAN M. ROONEY	2021-07-08
002	2019-01-01	SEAN M. ROONEY	2020-07-06
002	2018-01-01	SEAN M. ROONEY	2019-06-28
002	2017-01-01	SEAN M. ROONEY	2018-05-21
002	2016-01-01	SEAN M. ROONEY	2017-06-15
002	2015-01-01	SEAN M. ROONEY	2016-04-13
002	2014-01-01	SEAN M. ROONEY	2015-07-27
002	2013-01-01	SEAN M. ROONEY	2014-10-09

Plan Statistics for EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN

401k plan membership statisitcs for EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN

Measure Date Value
2022: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,314,647
Acturial value of plan assets 2022-12-31 4,314,647
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 1,534,041
Active participant vested funding target 2022-12-31 2,474,920
Number of active participants 2022-12-31 20
Total funding liabilities for active participants 2022-12-31 2,476,154
Total participant count 2022-12-31 25
Total funding target for all participants 2022-12-31 4,010,195
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
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 0
Present value of excess contributions 2022-12-31 13,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 14,578
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 0
Total employer contributions 2022-12-31 276,000
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 2022-12-31 271,665
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 2022-12-31 339,760
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 35,308
Additional cash requirement 2022-12-31 35,308
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 271,665
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,683,376
Acturial value of plan assets 2021-12-31 3,683,376
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 8,889
Active participant vested funding target 2021-12-31 3,470,647
Number of active participants 2021-12-31 26
Total funding liabilities for active participants 2021-12-31 3,470,647
Total participant count 2021-12-31 28
Total funding target for all participants 2021-12-31 3,479,536
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
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 0
Present value of excess contributions 2021-12-31 35,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 37,011
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 0
Total employer contributions 2021-12-31 316,950
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 2021-12-31 307,225
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 2021-12-31 497,119
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 2021-12-31 293,279
Additional cash requirement 2021-12-31 293,279
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 307,225
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,886,424
Acturial value of plan assets 2020-12-31 2,886,424
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,783,522
Number of active participants 2020-12-31 25
Total funding liabilities for active participants 2020-12-31 2,784,420
Total participant count 2020-12-31 25
Total funding target for all participants 2020-12-31 2,784,420
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
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 0
Present value of excess contributions 2020-12-31 22,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 23,776
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 0
Total employer contributions 2020-12-31 419,000
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 2020-12-31 405,142
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 2020-12-31 471,844
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 2020-12-31 369,840
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 369,840
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 405,142
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,019,056
Acturial value of plan assets 2019-12-31 2,019,056
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 4,683
Active participant vested funding target 2019-12-31 2,112,745
Number of active participants 2019-12-31 23
Total funding liabilities for active participants 2019-12-31 2,113,799
Total participant count 2019-12-31 26
Total funding target for all participants 2019-12-31 2,118,482
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 273,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 288,964
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 0
Total employer contributions 2019-12-31 500,000
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 2019-12-31 483,639
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 2019-12-31 444,923
Net shortfall amortization installment of oustanding balance 2019-12-31 99,426
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 461,079
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 2019-12-31 461,079
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 483,639
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,654,690
Acturial value of plan assets 2018-12-31 1,654,690
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 4,238
Active participant vested funding target 2018-12-31 1,549,937
Number of active participants 2018-12-31 20
Total funding liabilities for active participants 2018-12-31 1,550,994
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 1,555,232
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 48,859
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 51,673
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 2018-12-31 497,245
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 2018-12-31 480,804
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 2018-12-31 306,518
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 2018-12-31 207,060
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 207,060
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 480,804
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,263,552
Acturial value of plan assets 2017-12-31 1,263,552
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 1,246
Active participant vested funding target 2017-12-31 1,137,640
Number of active participants 2017-12-31 20
Total funding liabilities for active participants 2017-12-31 1,153,265
Total participant count 2017-12-31 22
Total funding target for all participants 2017-12-31 1,154,511
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
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 0
Present value of excess contributions 2017-12-31 99,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 105,850
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 0
Total employer contributions 2017-12-31 240,000
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 2017-12-31 234,721
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 2017-12-31 294,903
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 2017-12-31 185,862
Additional cash requirement 2017-12-31 185,862
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 234,721
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 865,552
Acturial value of plan assets 2016-12-31 865,552
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 1,126
Active participant vested funding target 2016-12-31 790,161
Number of active participants 2016-12-31 20
Total funding liabilities for active participants 2016-12-31 790,568
Total participant count 2016-12-31 21
Total funding target for all participants 2016-12-31 791,694
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
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 0
Present value of excess contributions 2016-12-31 198,376
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 210,536
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 2016-12-31 325,000
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 2016-12-31 313,057
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 2016-12-31 287,000
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 213,142
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 2016-12-31 213,142
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 313,057
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: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,314,647
Acturial value of plan assets	2022-12-31	4,314,647
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	1,534,041
Active participant vested funding target	2022-12-31	2,474,920
Number of active participants	2022-12-31	20
Total funding liabilities for active participants	2022-12-31	2,476,154
Total participant count	2022-12-31	25
Total funding target for all participants	2022-12-31	4,010,195
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
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	0
Present value of excess contributions	2022-12-31	13,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	14,578
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	0
Total employer contributions	2022-12-31	276,000
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	271,665
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	339,760
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	35,308
Additional cash requirement	2022-12-31	35,308
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	271,665
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,683,376
Acturial value of plan assets	2021-12-31	3,683,376
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	8,889
Active participant vested funding target	2021-12-31	3,470,647
Number of active participants	2021-12-31	26
Total funding liabilities for active participants	2021-12-31	3,470,647
Total participant count	2021-12-31	28
Total funding target for all participants	2021-12-31	3,479,536
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
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	0
Present value of excess contributions	2021-12-31	35,302
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	37,011
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	0
Total employer contributions	2021-12-31	316,950
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	307,225
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	497,119
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	293,279
Additional cash requirement	2021-12-31	293,279
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	307,225
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,886,424
Acturial value of plan assets	2020-12-31	2,886,424
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,783,522
Number of active participants	2020-12-31	25
Total funding liabilities for active participants	2020-12-31	2,784,420
Total participant count	2020-12-31	25
Total funding target for all participants	2020-12-31	2,784,420
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
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	0
Present value of excess contributions	2020-12-31	22,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	23,776
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	0
Total employer contributions	2020-12-31	419,000
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	405,142
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	471,844
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	369,840
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	369,840
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	405,142
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,019,056
Acturial value of plan assets	2019-12-31	2,019,056
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	4,683
Active participant vested funding target	2019-12-31	2,112,745
Number of active participants	2019-12-31	23
Total funding liabilities for active participants	2019-12-31	2,113,799
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	2,118,482
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	273,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	288,964
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	0
Total employer contributions	2019-12-31	500,000
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	483,639
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	444,923
Net shortfall amortization installment of oustanding balance	2019-12-31	99,426
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	461,079
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	461,079
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	483,639
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,654,690
Acturial value of plan assets	2018-12-31	1,654,690
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	4,238
Active participant vested funding target	2018-12-31	1,549,937
Number of active participants	2018-12-31	20
Total funding liabilities for active participants	2018-12-31	1,550,994
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	1,555,232
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	48,859
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	51,673
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	497,245
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	480,804
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	306,518
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	207,060
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	207,060
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	480,804
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,263,552
Acturial value of plan assets	2017-12-31	1,263,552
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	1,246
Active participant vested funding target	2017-12-31	1,137,640
Number of active participants	2017-12-31	20
Total funding liabilities for active participants	2017-12-31	1,153,265
Total participant count	2017-12-31	22
Total funding target for all participants	2017-12-31	1,154,511
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
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	0
Present value of excess contributions	2017-12-31	99,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	105,850
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	0
Total employer contributions	2017-12-31	240,000
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	234,721
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	294,903
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	185,862
Additional cash requirement	2017-12-31	185,862
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	234,721
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EYE ASSOCIATES OF MARQUETTE CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	865,552
Acturial value of plan assets	2016-12-31	865,552
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	1,126
Active participant vested funding target	2016-12-31	790,161
Number of active participants	2016-12-31	20
Total funding liabilities for active participants	2016-12-31	790,568
Total participant count	2016-12-31	21
Total funding target for all participants	2016-12-31	791,694
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
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	0
Present value of excess contributions	2016-12-31	198,376
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	210,536
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	325,000
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	313,057
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	287,000
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	213,142
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	213,142
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	313,057
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:	EYE ASSOCIATES OF MARQUETTE
Employer identification number (EIN):	382627422
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners