401k Plan data: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST plan

SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	002

SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

SCRIPPS OPTOMETRIC GROUP has sponsored the creation of one or more 401k plans.

Company Name: SCRIPPS OPTOMETRIC GROUP

Employer identification number (EIN): 330917488

NAIC Classification: 621320
NAIC Description: Offices of Optometrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JAY MASHOUF 2023-03-13 JAY MASHOUF 2023-03-13
002 2021-01-01 JAY MASHOUF 2022-03-29 JAY MASHOUF 2022-03-29
002 2020-01-01 JAY MASHOUF 2021-10-15 JAY MASHOUF 2021-10-15
002 2019-01-01 JAY MASHOUF 2020-09-12 JAY MASHOUF 2020-09-12
002 2018-01-01 JAY MASHOUF 2019-07-15 JAY MASHOUF 2019-07-15
002 2017-01-01 JAY MASHOUF 2018-05-23 JAY MASHOUF 2018-05-23
002 2016-01-01 JAY MASHOUF 2017-07-12 JAY MASHOUF 2017-07-12
002 2015-01-01 JAY MASHOUF 2016-07-14 JAY MASHOUF 2016-07-14
002 2014-01-01 JAY MASHOUF 2015-05-04 JAY MASHOUF 2015-05-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	JAY MASHOUF	2023-03-13	JAY MASHOUF	2023-03-13
002	2021-01-01	JAY MASHOUF	2022-03-29	JAY MASHOUF	2022-03-29
002	2020-01-01	JAY MASHOUF	2021-10-15	JAY MASHOUF	2021-10-15
002	2019-01-01	JAY MASHOUF	2020-09-12	JAY MASHOUF	2020-09-12
002	2018-01-01	JAY MASHOUF	2019-07-15	JAY MASHOUF	2019-07-15
002	2017-01-01	JAY MASHOUF	2018-05-23	JAY MASHOUF	2018-05-23
002	2016-01-01	JAY MASHOUF	2017-07-12	JAY MASHOUF	2017-07-12
002	2015-01-01	JAY MASHOUF	2016-07-14	JAY MASHOUF	2016-07-14
002	2014-01-01	JAY MASHOUF	2015-05-04	JAY MASHOUF	2015-05-04

Plan Statistics for SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2021: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets 2021-12-31 3,040,454
Acturial value of plan assets 2021-12-31 3,040,454
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 33,128
Active participant vested funding target 2021-12-31 2,026,443
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 2,026,443
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 2,059,571
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Present value of excess contributions 2021-12-31 502,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 502,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 285,002
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 282,158
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 29,334
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 282,158
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-12-31 2,224,238
Acturial value of plan assets 2020-12-31 2,224,238
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 20,482
Active participant vested funding target 2020-12-31 1,912,017
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,912,017
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 1,932,499
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
Present value of excess contributions 2020-12-31 146,982
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 146,982
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 2020-12-31 515,000
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 2020-12-31 502,021
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
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
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 502,021
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,787,572
Acturial value of plan assets 2019-12-31 1,787,572
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 1,927
Active participant vested funding target 2019-12-31 1,528,407
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 1,528,407
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 1,530,334
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
Present value of excess contributions 2019-12-31 158,437
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 158,437
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 2019-12-31 218,121
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 2019-12-31 216,377
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 326,633
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 69,395
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 69,395
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 216,377
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,191,253
Acturial value of plan assets 2018-12-31 1,188,848
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 1,276
Active participant vested funding target 2018-12-31 1,256,591
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 1,256,591
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 1,257,867
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
Present value of excess contributions 2018-12-31 182,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 182,387
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 2018-12-31 333,553
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 2018-12-31 332,431
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 162,727
Net shortfall amortization installment of oustanding balance 2018-12-31 69,019
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 173,994
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 2018-12-31 173,994
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 332,431
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,058,064
Acturial value of plan assets 2017-12-31 1,053,467
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 606
Active participant vested funding target 2017-12-31 830,673
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 830,673
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 831,279
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
Present value of excess contributions 2017-12-31 192,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 192,845
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 2017-12-31 232,318
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 2017-12-31 236,447
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 276,248
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 54,060
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 54,060
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 236,447
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 573,643
Acturial value of plan assets 2016-12-31 573,643
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 1,134
Active participant vested funding target 2016-12-31 492,770
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 492,770
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 493,904
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
Present value of excess contributions 2016-12-31 48,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 48,992
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 2016-12-31 356,200
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 2016-12-31 357,644
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 244,538
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 2016-12-31 164,799
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 2016-12-31 164,799
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 357,644
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
2021: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets	2021-12-31	3,040,454
Acturial value of plan assets	2021-12-31	3,040,454
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	33,128
Active participant vested funding target	2021-12-31	2,026,443
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	2,026,443
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	2,059,571
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Present value of excess contributions	2021-12-31	502,021
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	502,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	285,002
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	282,158
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	29,334
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	282,158
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-12-31	2,224,238
Acturial value of plan assets	2020-12-31	2,224,238
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	20,482
Active participant vested funding target	2020-12-31	1,912,017
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,912,017
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	1,932,499
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
Present value of excess contributions	2020-12-31	146,982
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	146,982
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	515,000
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	502,021
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
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
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	502,021
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,787,572
Acturial value of plan assets	2019-12-31	1,787,572
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	1,927
Active participant vested funding target	2019-12-31	1,528,407
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	1,528,407
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	1,530,334
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
Present value of excess contributions	2019-12-31	158,437
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	158,437
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	218,121
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	216,377
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	326,633
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	69,395
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	69,395
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	216,377
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,191,253
Acturial value of plan assets	2018-12-31	1,188,848
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	1,276
Active participant vested funding target	2018-12-31	1,256,591
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	1,256,591
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	1,257,867
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
Present value of excess contributions	2018-12-31	182,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	182,387
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	333,553
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	332,431
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	162,727
Net shortfall amortization installment of oustanding balance	2018-12-31	69,019
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	173,994
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	173,994
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	332,431
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,058,064
Acturial value of plan assets	2017-12-31	1,053,467
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	606
Active participant vested funding target	2017-12-31	830,673
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	830,673
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	831,279
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
Present value of excess contributions	2017-12-31	192,845
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	192,845
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	232,318
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	236,447
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	276,248
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	54,060
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	54,060
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	236,447
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SCRIPPS OPTOMETRIC GROUP DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	573,643
Acturial value of plan assets	2016-12-31	573,643
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,134
Active participant vested funding target	2016-12-31	492,770
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	492,770
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	493,904
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
Present value of excess contributions	2016-12-31	48,992
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	48,992
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	356,200
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	357,644
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	244,538
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	164,799
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	164,799
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	357,644
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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Company Name:	SCRIPPS OPTOMETRIC GROUP
Employer identification number (EIN):	330917488
NAIC Classification:	621320
NAIC Description:	Offices of Optometrists