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SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameSURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN
Plan identification number 002

SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

SURF PEDIATRICS AND MEDICINE, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SURF PEDIATRICS AND MEDICINE, P.C.
Employer identification number (EIN):261247833
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOY LIGE2024-08-06 JOY LIGE2024-08-06
0022022-01-01ANTHONY WARD AS ATTORNEY2023-08-01
0022021-01-01JOY LIGE2022-10-03 JOY LIGE2022-10-03
0022020-01-01JOY LIGE2021-07-14 JOY LIGE2021-07-14

Plan Statistics for SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN

Measure Date Value
2022: SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-31498,874
Acturial value of plan assets2022-12-31498,874
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-31174,105
Number of active participants2022-12-3120
Total funding liabilities for active participants2022-12-31435,262
Total participant count2022-12-3120
Total funding target for all participants2022-12-31435,262
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3185,785
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3185,785
Present value of excess contributions2022-12-3196,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3196,678
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3196,678
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3150,000
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31132,463
Total employer contributions2022-12-31290,964
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31282,579
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31208,091
Net shortfall amortization installment of oustanding balance2022-12-3176,030
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31215,117
Additional cash requirement2022-12-31215,117
Contributions allocatedtoward minimum required contributions for current year2022-12-31282,579
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-31269,418
Acturial value of plan assets2021-12-31269,418
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-3138,277
Number of active participants2021-12-3119
Total funding liabilities for active participants2021-12-31191,383
Total participant count2021-12-3119
Total funding target for all participants2021-12-31191,383
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3185,785
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3185,785
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3185,785
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3185,785
Total employer contributions2021-12-31287,959
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31279,607
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31180,804
Net shortfall amortization installment of oustanding balance2021-12-3112,897
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31182,929
Additional cash requirement2021-12-31182,929
Contributions allocatedtoward minimum required contributions for current year2021-12-31279,607
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SURF PEDIATRICS AND MEDICINE, PC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-310
Acturial value of plan assets2020-12-310
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-310
Number of active participants2020-12-3117
Total funding liabilities for active participants2020-12-310
Total participant count2020-12-3117
Total funding target for all participants2020-12-310
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31269,294
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31264,938
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31179,191
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31179,191
Additional cash requirement2020-12-31179,191
Contributions allocatedtoward minimum required contributions for current year2020-12-31264,938
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310

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