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33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN
Plan identification number 001

33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

33RD ST SURGERY CENTER, LLC has sponsored the creation of one or more 401k plans.

Company Name:33RD ST SURGERY CENTER, LLC
Employer identification number (EIN):010777475
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-12-31ALAN H SHIKANI2021-10-13 ALAN H SHIKANI2021-10-13
0012018-12-31ALAN SHIKANI MD2020-06-02
0012017-12-31ALAN SHIKANI MD2019-05-22
0012016-12-31ALAN SHIKANI MD2018-07-08
0012015-12-31ALAN SHIKANI MD2017-06-14

Plan Statistics for 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN

Measure Date Value
2020: 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-302,247,200
Acturial value of plan assets2020-12-302,247,200
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-304
Fundng target for terminated vested participants2020-12-304,163
Active participant vested funding target2020-12-301,786,661
Number of active participants2020-12-306
Total funding liabilities for active participants2020-12-302,233,326
Total participant count2020-12-3010
Total funding target for all participants2020-12-302,237,489
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-30171,851
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-30171,851
Present value of excess contributions2020-12-30205,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-30217,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-30179,876
Total employer contributions2020-12-30900,000
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30922,946
Liquidity shortfalls end of Q12020-12-300
Liquidity shortfalls end of Q22020-12-300
Liquidity shortfalls end of Q32020-12-300
Liquidity shortfalls end of Q42020-12-300
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-30564,129
Net shortfall amortization installment of oustanding balance2020-12-30149,074
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-30591,619
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-300
Additional cash requirement2020-12-30591,619
Contributions allocatedtoward minimum required contributions for current year2020-12-30922,946
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-301,439,524
Acturial value of plan assets2019-12-301,439,524
Funding target for retired participants and beneficiaries receiving payment2019-12-300
Number of terminated vested participants2019-12-301
Fundng target for terminated vested participants2019-12-30345
Active participant vested funding target2019-12-301,431,989
Number of active participants2019-12-307
Total funding liabilities for active participants2019-12-301,435,720
Total participant count2019-12-308
Total funding target for all participants2019-12-301,436,065
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3080,064
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-300
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-3080,064
Present value of excess contributions2019-12-3094,421
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3099,642
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3094,421
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-30171,851
Total employer contributions2019-12-30707,903
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30682,390
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-30476,783
Net shortfall amortization installment of oustanding balance2019-12-300
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-30476,783
Carryover balance elected to use to offset funding requirement2019-12-300
Prefunding balance elected to use to offset funding requirement2019-12-300
Additional cash requirement2019-12-30476,783
Contributions allocatedtoward minimum required contributions for current year2019-12-30682,390
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-30934,380
Acturial value of plan assets2018-12-30934,380
Funding target for retired participants and beneficiaries receiving payment2018-12-300
Number of terminated vested participants2018-12-301
Fundng target for terminated vested participants2018-12-30663
Active participant vested funding target2018-12-30867,071
Number of active participants2018-12-306
Total funding liabilities for active participants2018-12-30870,654
Total participant count2018-12-307
Total funding target for all participants2018-12-30871,317
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3075,482
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-3075,482
Present value of excess contributions2018-12-3035,307
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3037,259
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-3080,064
Total employer contributions2018-12-30545,000
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30528,303
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-30433,882
Net shortfall amortization installment of oustanding balance2018-12-300
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-30433,882
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-300
Additional cash requirement2018-12-30433,882
Contributions allocatedtoward minimum required contributions for current year2018-12-30528,303
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: 33RD ST SURGERY CENTER, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-30443,060
Acturial value of plan assets2017-12-30443,060
Funding target for retired participants and beneficiaries receiving payment2017-12-300
Number of terminated vested participants2017-12-300
Fundng target for terminated vested participants2017-12-300
Active participant vested funding target2017-12-30399,932
Number of active participants2017-12-305
Total funding liabilities for active participants2017-12-30403,452
Total participant count2017-12-305
Total funding target for all participants2017-12-30403,452
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-300
Present value of excess contributions2017-12-3071,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3075,482
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3075,482
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-3075,482
Total employer contributions2017-12-30448,704
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-30438,758
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-30403,451
Net shortfall amortization installment of oustanding balance2017-12-300
Waiver amortization installment2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-30403,451
Carryover balance elected to use to offset funding requirement2017-12-300
Prefunding balance elected to use to offset funding requirement2017-12-300
Additional cash requirement2017-12-30403,451
Contributions allocatedtoward minimum required contributions for current year2017-12-30438,758
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300

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