THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 401k Plan overview

THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	THE ANDERSON CLINIC, INC.
Employer identification number (EIN):	540885758
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	BETSY CHAPPELL	2015-10-12
003	2013-01-01	COREY J. WALLACH, MD	2014-10-09

Plan Statistics for THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN

Measure	Date	Value
2019: THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	5,170,144
Acturial value of plan assets	2019-12-31	5,170,144
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	29,921
Active participant vested funding target	2019-12-31	4,364,886
Number of active participants	2019-12-31	72
Total funding liabilities for active participants	2019-12-31	4,365,581
Total participant count	2019-12-31	77
Total funding target for all participants	2019-12-31	4,395,502
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	570,872
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	570,872
Present value of excess contributions	2019-12-31	409,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	409,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	200,000
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	757,000
Total employer contributions	2019-12-31	366,676
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	355,895
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	709,295
Net shortfall amortization installment of oustanding balance	2019-12-31	23,463
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	713,107
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	357,212
Additional cash requirement	2019-12-31	355,895
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	355,895
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,658,587
Acturial value of plan assets	2018-12-31	3,658,587
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	39,116
Active participant vested funding target	2018-12-31	3,502,936
Number of active participants	2018-12-31	66
Total funding liabilities for active participants	2018-12-31	3,502,936
Total participant count	2018-12-31	78
Total funding target for all participants	2018-12-31	3,542,052
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	391,464
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	391,464
Present value of excess contributions	2018-12-31	133,411
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	133,411
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	133,411
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	570,872
Total employer contributions	2018-12-31	1,042,002
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	1,039,605
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	630,226
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	630,226
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	630,226
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,039,605
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,137,254
Acturial value of plan assets	2017-12-31	3,137,254
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	16,645
Active participant vested funding target	2017-12-31	2,660,297
Number of active participants	2017-12-31	70
Total funding liabilities for active participants	2017-12-31	2,660,297
Total participant count	2017-12-31	77
Total funding target for all participants	2017-12-31	2,676,942
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	275,720
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	275,720
Present value of excess contributions	2017-12-31	98,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	98,484
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	98,484
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	391,464
Total employer contributions	2017-12-31	647,009
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	656,921
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	568,948
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	523,510
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	523,510
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	656,921
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,162,474
Acturial value of plan assets	2016-12-31	2,162,474
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	10,200
Active participant vested funding target	2016-12-31	1,946,788
Number of active participants	2016-12-31	70
Total funding liabilities for active participants	2016-12-31	1,946,788
Total participant count	2016-12-31	78
Total funding target for all participants	2016-12-31	1,956,988
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	275,170
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	275,170
Present value of excess contributions	2016-12-31	106,191
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	106,191
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	275,720
Total employer contributions	2016-12-31	644,749
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	652,752
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	554,268
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	554,268
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	554,268
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	652,752
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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• THE ANDERSON SCHOOL [EIN = 824868560]

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