SOUTHERN INDIANA UROLOGIC CLINIC LLC CASH BALANCE PLAN 401k Plan overview

SOUTHERN INDIANA UROLOGIC CLINIC LLC CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	SOUTHERN INDIANA UROLOGIC CLINIC LLC
Employer identification number (EIN):	742996722
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
002	2019-01-01	KARL J. MCALEESE	2020-07-24	KARL J. MCALEESE	2020-07-24
002	2018-01-01	KARL J. MCALEESE	2019-05-22	KARL J. MCALEESE	2019-05-22
002	2017-01-01	KARL J. MCALEESE	2018-09-12	KARL J. MCALEESE	2018-09-12
002	2016-01-01	KARL MCALEESE	2017-07-06	KARL MCALEESE	2017-07-06
002	2015-01-01	KARL MCALEESE	2016-07-20

Plan Statistics for SOUTHERN INDIANA UROLOGIC CLINIC LLC CASH BALANCE PLAN

Measure	Date	Value
2018: SOUTHERN INDIANA UROLOGIC CLINIC LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	335,565
Acturial value of plan assets	2018-12-31	335,565
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	10,924
Active participant vested funding target	2018-12-31	338,875
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	338,875
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	349,799
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	17,671
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	125,839
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	124,214
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	107,638
Net shortfall amortization installment of oustanding balance	2018-12-31	14,234
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	109,962
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	109,962
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	124,214
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SOUTHERN INDIANA UROLOGIC CLINIC LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	242,249
Acturial value of plan assets	2017-12-31	242,249
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	226,826
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	226,826
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	226,826
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	10,435
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	10,435
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	111,124
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	109,396
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	107,148
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	91,725
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	91,725
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	109,396
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SOUTHERN INDIANA UROLOGIC CLINIC LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	116,392
Acturial value of plan assets	2016-12-31	116,392
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	109,759
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	109,759
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	5,199
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	5,199
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	110,918
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	109,532
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	105,730
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	99,097
Additional cash requirement	2016-12-31	99,097
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	109,532
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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