401k Plan data: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN plan

PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN
Plan identification number	002

PREMIER SURGICAL ASSOCIATES, P.A. 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).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

PREMIER SURGICAL ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: PREMIER SURGICAL ASSOCIATES, P.A.

Employer identification number (EIN): 452205947

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER SURGICAL ASSOCIATES, P.A. 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 LINDSAY BALMER 2024-06-05
002 2022-11-01 LINDSAY BALMER 2023-09-29
002 2021-11-01 LINDSAY BALMER 2023-06-07
002 2020-11-01 LINDSAY BALMER 2022-09-08
002 2019-11-01 LINDSAY BALMER 2021-08-05
002 2018-11-01 LINDSAY BALMER 2020-08-17
002 2017-11-01 PAUL A SEVERSON 2019-05-06
002 2016-11-01 PAUL A SEVERSON 2018-04-17
002 2015-11-01 PAUL A SEVERSON 2017-05-22
002 2014-11-01 PAUL A SEVERSON 2016-05-18
002 2013-11-01 DEBBIE NYGARD-NORWOOD 2015-05-13
002 2012-11-01 DEBBIE NYGARD-NORWOOD 2014-06-02
002 2011-11-01 DEBBIE NYGARD-NORWOOD 2013-05-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LINDSAY BALMER	2024-06-05
002	2022-11-01	LINDSAY BALMER	2023-09-29
002	2021-11-01	LINDSAY BALMER	2023-06-07
002	2020-11-01	LINDSAY BALMER	2022-09-08
002	2019-11-01	LINDSAY BALMER	2021-08-05
002	2018-11-01	LINDSAY BALMER	2020-08-17
002	2017-11-01	PAUL A SEVERSON	2019-05-06
002	2016-11-01	PAUL A SEVERSON	2018-04-17
002	2015-11-01	PAUL A SEVERSON	2017-05-22
002	2014-11-01	PAUL A SEVERSON	2016-05-18
002	2013-11-01	DEBBIE NYGARD-NORWOOD	2015-05-13
002	2012-11-01	DEBBIE NYGARD-NORWOOD	2014-06-02
002	2011-11-01	DEBBIE NYGARD-NORWOOD	2013-05-29

Plan Statistics for PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN

Measure Date Value
2022: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,224,703
Acturial value of plan assets 2022-12-31 4,224,703
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,065,328
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 1,611,189
Active participant vested funding target 2022-12-31 1,492,769
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 1,632,139
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 4,308,656
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 2022-12-31 494,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 520,183
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 1,358
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 1,323
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 83,953
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,297
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 1,297
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,323
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Market value of plan assets 2022-10-31 4,377,087
Acturial value of plan assets 2022-10-31 4,377,087
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 0
Number of terminated vested participants 2022-10-31 1
Fundng target for terminated vested participants 2022-10-31 418,853
Active participant vested funding target 2022-10-31 3,174,965
Number of active participants 2022-10-31 14
Total funding liabilities for active participants 2022-10-31 3,346,103
Total participant count 2022-10-31 15
Total funding target for all participants 2022-10-31 3,764,956
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 394,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 416,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 516,000
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 494,753
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 429,544
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 494,753
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-10-31 3,604,060
Acturial value of plan assets 2021-10-31 3,604,060
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 1
Fundng target for terminated vested participants 2021-10-31 406,770
Active participant vested funding target 2021-10-31 2,968,444
Number of active participants 2021-10-31 14
Total funding liabilities for active participants 2021-10-31 2,968,444
Total participant count 2021-10-31 15
Total funding target for all participants 2021-10-31 3,375,214
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 81,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 85,942
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 567,054
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 539,192
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 373,502
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 144,656
Additional cash requirement 2021-10-31 144,656
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 539,192
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-10-31 3,398,903
Acturial value of plan assets 2020-10-31 3,398,903
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 1
Fundng target for terminated vested participants 2020-10-31 390,533
Active participant vested funding target 2020-10-31 2,587,747
Number of active participants 2020-10-31 12
Total funding liabilities for active participants 2020-10-31 2,587,747
Total participant count 2020-10-31 13
Total funding target for all participants 2020-10-31 2,978,280
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 243,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 257,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 82,978
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 81,469
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 306,993
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 81,469
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-10-31 2,758,900
Acturial value of plan assets 2019-10-31 2,758,900
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 1
Fundng target for terminated vested participants 2019-10-31 421,731
Active participant vested funding target 2019-10-31 2,153,035
Number of active participants 2019-10-31 11
Total funding liabilities for active participants 2019-10-31 2,153,035
Total participant count 2019-10-31 12
Total funding target for all participants 2019-10-31 2,574,766
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 325,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 345,149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 362,696
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 349,947
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 290,480
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 106,346
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 106,346
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 349,947
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-10-31 2,451,035
Acturial value of plan assets 2018-10-31 2,451,035
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 1
Fundng target for terminated vested participants 2018-10-31 405,510
Active participant vested funding target 2018-10-31 1,754,027
Number of active participants 2018-10-31 12
Total funding liabilities for active participants 2018-10-31 1,754,027
Total participant count 2018-10-31 13
Total funding target for all participants 2018-10-31 2,159,537
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 220,476
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 233,859
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 338,250
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 325,981
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 279,951
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 325,981
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-10-31 2,017,543
Acturial value of plan assets 2017-10-31 2,017,543
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 1
Fundng target for terminated vested participants 2017-10-31 389,914
Active participant vested funding target 2017-10-31 1,387,496
Number of active participants 2017-10-31 10
Total funding liabilities for active participants 2017-10-31 1,387,496
Total participant count 2017-10-31 11
Total funding target for all participants 2017-10-31 1,777,410
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 286,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 304,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 259,910
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 250,020
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 269,677
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 29,544
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 29,544
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 250,020
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2022: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,224,703
Acturial value of plan assets	2022-12-31	4,224,703
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,065,328
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	1,611,189
Active participant vested funding target	2022-12-31	1,492,769
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	1,632,139
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	4,308,656
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	494,753
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	520,183
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	1,358
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	1,323
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	83,953
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,297
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	1,297
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,323
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Market value of plan assets	2022-10-31	4,377,087
Acturial value of plan assets	2022-10-31	4,377,087
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	0
Number of terminated vested participants	2022-10-31	1
Fundng target for terminated vested participants	2022-10-31	418,853
Active participant vested funding target	2022-10-31	3,174,965
Number of active participants	2022-10-31	14
Total funding liabilities for active participants	2022-10-31	3,346,103
Total participant count	2022-10-31	15
Total funding target for all participants	2022-10-31	3,764,956
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	394,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	416,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	516,000
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	494,753
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	429,544
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	494,753
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-10-31	3,604,060
Acturial value of plan assets	2021-10-31	3,604,060
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	1
Fundng target for terminated vested participants	2021-10-31	406,770
Active participant vested funding target	2021-10-31	2,968,444
Number of active participants	2021-10-31	14
Total funding liabilities for active participants	2021-10-31	2,968,444
Total participant count	2021-10-31	15
Total funding target for all participants	2021-10-31	3,375,214
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	81,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	85,942
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	567,054
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	539,192
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	373,502
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	144,656
Additional cash requirement	2021-10-31	144,656
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	539,192
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-10-31	3,398,903
Acturial value of plan assets	2020-10-31	3,398,903
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	1
Fundng target for terminated vested participants	2020-10-31	390,533
Active participant vested funding target	2020-10-31	2,587,747
Number of active participants	2020-10-31	12
Total funding liabilities for active participants	2020-10-31	2,587,747
Total participant count	2020-10-31	13
Total funding target for all participants	2020-10-31	2,978,280
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	243,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	257,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	82,978
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	81,469
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	306,993
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	81,469
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-10-31	2,758,900
Acturial value of plan assets	2019-10-31	2,758,900
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	1
Fundng target for terminated vested participants	2019-10-31	421,731
Active participant vested funding target	2019-10-31	2,153,035
Number of active participants	2019-10-31	11
Total funding liabilities for active participants	2019-10-31	2,153,035
Total participant count	2019-10-31	12
Total funding target for all participants	2019-10-31	2,574,766
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	325,981
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	345,149
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	362,696
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	349,947
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	290,480
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	106,346
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	106,346
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	349,947
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-10-31	2,451,035
Acturial value of plan assets	2018-10-31	2,451,035
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	1
Fundng target for terminated vested participants	2018-10-31	405,510
Active participant vested funding target	2018-10-31	1,754,027
Number of active participants	2018-10-31	12
Total funding liabilities for active participants	2018-10-31	1,754,027
Total participant count	2018-10-31	13
Total funding target for all participants	2018-10-31	2,159,537
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	220,476
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	233,859
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	338,250
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	325,981
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	279,951
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	325,981
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: PREMIER SURGICAL ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-10-31	2,017,543
Acturial value of plan assets	2017-10-31	2,017,543
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	1
Fundng target for terminated vested participants	2017-10-31	389,914
Active participant vested funding target	2017-10-31	1,387,496
Number of active participants	2017-10-31	10
Total funding liabilities for active participants	2017-10-31	1,387,496
Total participant count	2017-10-31	11
Total funding target for all participants	2017-10-31	1,777,410
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	286,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	304,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	259,910
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	250,020
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	269,677
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	29,544
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	29,544
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	250,020
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

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Company Name:	PREMIER SURGICAL ASSOCIATES, P.A.
Employer identification number (EIN):	452205947
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)