401k Plan data: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN plan

SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN
Plan identification number	002

SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC

Employer identification number (EIN): 582368943

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 RALPH MORALES 2022-09-18
002 2020-01-01 RALPH MORALES 2021-10-14
002 2019-01-01 RALPH MORALES 2020-09-24
002 2018-01-01 RALPH MORALES 2019-09-23
002 2017-01-01 RALPH MORALES 2018-09-30
002 2016-01-01 RALPH MORALES 2017-10-02
002 2015-01-01 RALPH MORALES 2016-09-11
002 2014-01-01 RALPH MORALES 2015-10-14
002 2013-01-01 RALPH MORALES 2014-10-13
002 2012-01-01 RALPH MORALES 2013-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	RALPH MORALES	2022-09-18
002	2020-01-01	RALPH MORALES	2021-10-14
002	2019-01-01	RALPH MORALES	2020-09-24
002	2018-01-01	RALPH MORALES	2019-09-23
002	2017-01-01	RALPH MORALES	2018-09-30
002	2016-01-01	RALPH MORALES	2017-10-02
002	2015-01-01	RALPH MORALES	2016-09-11
002	2014-01-01	RALPH MORALES	2015-10-14
002	2013-01-01	RALPH MORALES	2014-10-13
002	2012-01-01	RALPH MORALES	2013-10-09

Plan Statistics for SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN

Measure Date Value
2020: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,105,527
Acturial value of plan assets 2020-12-31 4,105,527
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 15
Fundng target for terminated vested participants 2020-12-31 34,352
Active participant vested funding target 2020-12-31 4,155,618
Number of active participants 2020-12-31 57
Total funding liabilities for active participants 2020-12-31 4,163,833
Total participant count 2020-12-31 72
Total funding target for all participants 2020-12-31 4,198,185
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 8,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 9,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 63,057
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 55,846
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 32,894
Net shortfall amortization installment of oustanding balance 2020-12-31 92,658
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 55,685
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 55,685
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 55,846
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,033,953
Acturial value of plan assets 2019-12-31 3,033,953
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 13
Fundng target for terminated vested participants 2019-12-31 24,759
Active participant vested funding target 2019-12-31 3,399,893
Number of active participants 2019-12-31 64
Total funding liabilities for active participants 2019-12-31 3,410,279
Total participant count 2019-12-31 77
Total funding target for all participants 2019-12-31 3,435,038
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 31,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 33,264
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 681,453
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 2019-12-31 632,664
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 2019-12-31 558,625
Net shortfall amortization installment of oustanding balance 2019-12-31 401,085
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 623,796
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 2019-12-31 623,796
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 632,664
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,790,873
Acturial value of plan assets 2018-12-31 2,790,873
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 13
Fundng target for terminated vested participants 2018-12-31 24,347
Active participant vested funding target 2018-12-31 2,696,510
Number of active participants 2018-12-31 58
Total funding liabilities for active participants 2018-12-31 2,706,360
Total participant count 2018-12-31 71
Total funding target for all participants 2018-12-31 2,730,707
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
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 0
Present value of excess contributions 2018-12-31 7,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 7,652
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 563,830
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 2018-12-31 504,340
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 2018-12-31 532,954
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 2018-12-31 472,788
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 2018-12-31 472,788
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 504,340
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,022,322
Acturial value of plan assets 2017-12-31 2,022,322
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 10
Fundng target for terminated vested participants 2017-12-31 22,290
Active participant vested funding target 2017-12-31 2,041,987
Number of active participants 2017-12-31 59
Total funding liabilities for active participants 2017-12-31 2,046,519
Total participant count 2017-12-31 69
Total funding target for all participants 2017-12-31 2,068,809
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 12,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 13,696
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 2017-12-31 559,915
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 2017-12-31 515,006
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 2017-12-31 500,122
Net shortfall amortization installment of oustanding balance 2017-12-31 46,487
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 507,756
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 2017-12-31 507,756
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 515,006
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,620,567
Acturial value of plan assets 2016-12-31 1,620,567
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 9
Fundng target for terminated vested participants 2016-12-31 23,112
Active participant vested funding target 2016-12-31 1,571,214
Number of active participants 2016-12-31 53
Total funding liabilities for active participants 2016-12-31 1,573,530
Total participant count 2016-12-31 62
Total funding target for all participants 2016-12-31 1,596,642
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 2016-12-31 175,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 186,191
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 0
Total employer contributions 2016-12-31 375,341
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 2016-12-31 345,507
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 2016-12-31 356,473
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 332,548
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 2016-12-31 332,548
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 345,507
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
2020: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,105,527
Acturial value of plan assets	2020-12-31	4,105,527
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	15
Fundng target for terminated vested participants	2020-12-31	34,352
Active participant vested funding target	2020-12-31	4,155,618
Number of active participants	2020-12-31	57
Total funding liabilities for active participants	2020-12-31	4,163,833
Total participant count	2020-12-31	72
Total funding target for all participants	2020-12-31	4,198,185
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	8,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	63,057
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	55,846
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	32,894
Net shortfall amortization installment of oustanding balance	2020-12-31	92,658
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	55,685
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	55,685
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	55,846
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,033,953
Acturial value of plan assets	2019-12-31	3,033,953
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	13
Fundng target for terminated vested participants	2019-12-31	24,759
Active participant vested funding target	2019-12-31	3,399,893
Number of active participants	2019-12-31	64
Total funding liabilities for active participants	2019-12-31	3,410,279
Total participant count	2019-12-31	77
Total funding target for all participants	2019-12-31	3,435,038
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	31,551
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	33,264
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	681,453
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	632,664
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	558,625
Net shortfall amortization installment of oustanding balance	2019-12-31	401,085
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	623,796
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	623,796
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	632,664
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,790,873
Acturial value of plan assets	2018-12-31	2,790,873
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	13
Fundng target for terminated vested participants	2018-12-31	24,347
Active participant vested funding target	2018-12-31	2,696,510
Number of active participants	2018-12-31	58
Total funding liabilities for active participants	2018-12-31	2,706,360
Total participant count	2018-12-31	71
Total funding target for all participants	2018-12-31	2,730,707
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
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	0
Present value of excess contributions	2018-12-31	7,250
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	7,652
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	563,830
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	504,340
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	532,954
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	472,788
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	472,788
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	504,340
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,022,322
Acturial value of plan assets	2017-12-31	2,022,322
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	10
Fundng target for terminated vested participants	2017-12-31	22,290
Active participant vested funding target	2017-12-31	2,041,987
Number of active participants	2017-12-31	59
Total funding liabilities for active participants	2017-12-31	2,046,519
Total participant count	2017-12-31	69
Total funding target for all participants	2017-12-31	2,068,809
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	12,959
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	13,696
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	559,915
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	515,006
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	500,122
Net shortfall amortization installment of oustanding balance	2017-12-31	46,487
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	507,756
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	507,756
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	515,006
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,620,567
Acturial value of plan assets	2016-12-31	1,620,567
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	9
Fundng target for terminated vested participants	2016-12-31	23,112
Active participant vested funding target	2016-12-31	1,571,214
Number of active participants	2016-12-31	53
Total funding liabilities for active participants	2016-12-31	1,573,530
Total participant count	2016-12-31	62
Total funding target for all participants	2016-12-31	1,596,642
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	175,635
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	186,191
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	0
Total employer contributions	2016-12-31	375,341
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	345,507
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	356,473
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	332,548
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	332,548
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	345,507
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

SOUTHERN ORTHOPAEDICS AND SPORTS MEDICINE, P.A. RETIREMENT PLAN [EIN = 591997027]

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Company Name:	SOUTHERN ORTHOPAEDICS & SPORTS MEDICINE, PC
Employer identification number (EIN):	582368943
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)