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MIDWEST UROLOGY CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameMIDWEST UROLOGY CASH BALANCE PENSION PLAN
Plan identification number 004

MIDWEST UROLOGY CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).

401k Sponsoring company profile

MIDWEST UROLOGY & RADIATION ONCOLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST UROLOGY & RADIATION ONCOLOGY, INC.
Employer identification number (EIN):431172856
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST UROLOGY CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-09-01BRADLEY K STANLEY, MD2023-10-12 BRAD STANLEY2023-10-12
0042021-09-01BRADLEY K STANLEY, MD2023-03-05
0042020-09-01BRADLEY STANLEY2022-05-25
0042019-09-01
0042018-09-01
0042017-09-01
0042016-09-01
0042015-09-01
0042014-09-01

Plan Statistics for MIDWEST UROLOGY CASH BALANCE PENSION PLAN

401k plan membership statisitcs for MIDWEST UROLOGY CASH BALANCE PENSION PLAN

Measure Date Value
2022: MIDWEST UROLOGY CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,993,371
Acturial value of plan assets2022-12-312,993,371
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 target2022-12-312,624,822
Number of active participants2022-12-316
Total funding liabilities for active participants2022-12-312,624,822
Total participant count2022-12-316
Total funding target for all participants2022-12-312,624,822
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
Present value of excess contributions2022-12-31262,484
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31276,684
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3189,988
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 date2022-12-3187,934
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 cost2022-12-3168,338
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3187,934
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Market value of plan assets2022-08-312,913,857
Acturial value of plan assets2022-08-312,913,857
Funding target for retired participants and beneficiaries receiving payment2022-08-310
Number of terminated vested participants2022-08-310
Fundng target for terminated vested participants2022-08-310
Active participant vested funding target2022-08-312,528,563
Number of active participants2022-08-316
Total funding liabilities for active participants2022-08-312,528,563
Total participant count2022-08-316
Total funding target for all participants2022-08-312,528,563
Balance at beginning of prior year after applicable adjustments2022-08-310
Prefunding balance at beginning of prior year after applicable adjustments2022-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-08-310
Prefunding balanced used to offset prior years funding requirement2022-08-310
Amount remaining of carryover balance2022-08-310
Amount remaining of prefunding balance2022-08-310
Present value of excess contributions2022-08-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-08-3118,006
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-08-310
Reductions in caryover balances due to elections or deemed elections2022-08-310
Reductions in prefunding balances due to elections or deemed elections2022-08-310
Balance of carryovers at beginning of current year2022-08-310
Balance of prefunding at beginning of current year2022-08-310
Total employer contributions2022-08-31269,964
Total employee contributions2022-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-08-310
Contributions made to avoid restrictions adjusted to valuation date2022-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-08-31262,484
Unpaid minimum required contributions for all prior years2022-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-08-310
Remaining amount of unpaid minimum required contributions2022-08-310
Minimum required contributions for current year target normal cost2022-08-31197,585
Net shortfall amortization installment of oustanding balance2022-08-310
Waiver amortization installment2022-08-310
Total funding amount beforereflecting carryover/prefunding balances2022-08-310
Carryover balance elected to use to offset funding requirement2022-08-310
Prefunding balance elected to use to offset funding requirement2022-08-310
Additional cash requirement2022-08-310
Contributions allocatedtoward minimum required contributions for current year2022-08-31262,484
Unpaid minimum required contributions for current year2022-08-310
Unpaid minimum required contributions for all years2022-08-310
2021: MIDWEST UROLOGY CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-08-312,361,835
Acturial value of plan assets2021-08-312,361,835
Funding target for retired participants and beneficiaries receiving payment2021-08-310
Number of terminated vested participants2021-08-310
Fundng target for terminated vested participants2021-08-310
Active participant vested funding target2021-08-312,073,943
Number of active participants2021-08-316
Total funding liabilities for active participants2021-08-312,073,943
Total participant count2021-08-316
Total funding target for all participants2021-08-312,073,943
Balance at beginning of prior year after applicable adjustments2021-08-310
Prefunding balance at beginning of prior year after applicable adjustments2021-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-08-310
Prefunding balanced used to offset prior years funding requirement2021-08-310
Amount remaining of carryover balance2021-08-310
Amount remaining of prefunding balance2021-08-310
Present value of excess contributions2021-08-31338,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-08-31356,351
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-08-310
Reductions in prefunding balances due to elections or deemed elections2021-08-310
Balance of carryovers at beginning of current year2021-08-310
Balance of prefunding at beginning of current year2021-08-310
Total employer contributions2021-08-31425,000
Total employee contributions2021-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-08-310
Contributions made to avoid restrictions adjusted to valuation date2021-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-08-31412,118
Unpaid minimum required contributions for all prior years2021-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-08-310
Remaining amount of unpaid minimum required contributions2021-08-310
Minimum required contributions for current year target normal cost2021-08-31347,636
Total funding amount beforereflecting carryover/prefunding balances2021-08-3159,744
Additional cash requirement2021-08-3159,744
Contributions allocatedtoward minimum required contributions for current year2021-08-31412,118
Unpaid minimum required contributions for current year2021-08-310
Unpaid minimum required contributions for all years2021-08-310
2020: MIDWEST UROLOGY CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-08-312,054,357
Acturial value of plan assets2020-08-312,054,357
Funding target for retired participants and beneficiaries receiving payment2020-08-310
Number of terminated vested participants2020-08-311
Fundng target for terminated vested participants2020-08-3167,908
Active participant vested funding target2020-08-311,710,191
Number of active participants2020-08-317
Total funding liabilities for active participants2020-08-311,710,191
Total participant count2020-08-318
Total funding target for all participants2020-08-311,778,099
Balance at beginning of prior year after applicable adjustments2020-08-310
Prefunding balance at beginning of prior year after applicable adjustments2020-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-08-310
Prefunding balanced used to offset prior years funding requirement2020-08-310
Amount remaining of carryover balance2020-08-310
Amount remaining of prefunding balance2020-08-310
Present value of excess contributions2020-08-31220,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-08-31232,422
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-08-310
Reductions in caryover balances due to elections or deemed elections2020-08-310
Reductions in prefunding balances due to elections or deemed elections2020-08-310
Balance of carryovers at beginning of current year2020-08-310
Balance of prefunding at beginning of current year2020-08-310
Total employer contributions2020-08-31385,000
Total employee contributions2020-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-08-310
Contributions made to avoid restrictions adjusted to valuation date2020-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-08-31370,644
Unpaid minimum required contributions for all prior years2020-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-08-310
Remaining amount of unpaid minimum required contributions2020-08-310
Minimum required contributions for current year target normal cost2020-08-31307,972
Net shortfall amortization installment of oustanding balance2020-08-310
Waiver amortization installment2020-08-310
Total funding amount beforereflecting carryover/prefunding balances2020-08-3131,714
Carryover balance elected to use to offset funding requirement2020-08-310
Prefunding balance elected to use to offset funding requirement2020-08-310
Additional cash requirement2020-08-3131,714
Contributions allocatedtoward minimum required contributions for current year2020-08-31370,644
Unpaid minimum required contributions for current year2020-08-310
Unpaid minimum required contributions for all years2020-08-310
2019: MIDWEST UROLOGY CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-08-311,759,680
Acturial value of plan assets2019-08-311,759,680
Funding target for retired participants and beneficiaries receiving payment2019-08-310
Number of terminated vested participants2019-08-311
Fundng target for terminated vested participants2019-08-3170,313
Active participant vested funding target2019-08-311,407,593
Number of active participants2019-08-316
Total funding liabilities for active participants2019-08-311,407,593
Total participant count2019-08-317
Total funding target for all participants2019-08-311,477,906
Balance at beginning of prior year after applicable adjustments2019-08-310
Prefunding balance at beginning of prior year after applicable adjustments2019-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-08-310
Prefunding balanced used to offset prior years funding requirement2019-08-310
Amount remaining of carryover balance2019-08-310
Amount remaining of prefunding balance2019-08-310
Present value of excess contributions2019-08-31167,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-08-31177,116
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-08-310
Reductions in caryover balances due to elections or deemed elections2019-08-310
Reductions in prefunding balances due to elections or deemed elections2019-08-310
Balance of carryovers at beginning of current year2019-08-310
Balance of prefunding at beginning of current year2019-08-310
Total employer contributions2019-08-31265,000
Total employee contributions2019-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-08-310
Contributions made to avoid restrictions adjusted to valuation date2019-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-08-31254,623
Unpaid minimum required contributions for all prior years2019-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-08-310
Remaining amount of unpaid minimum required contributions2019-08-310
Minimum required contributions for current year target normal cost2019-08-31315,987
Net shortfall amortization installment of oustanding balance2019-08-310
Waiver amortization installment2019-08-310
Total funding amount beforereflecting carryover/prefunding balances2019-08-3134,213
Carryover balance elected to use to offset funding requirement2019-08-310
Prefunding balance elected to use to offset funding requirement2019-08-310
Additional cash requirement2019-08-3134,213
Contributions allocatedtoward minimum required contributions for current year2019-08-31254,623
Unpaid minimum required contributions for current year2019-08-310
Unpaid minimum required contributions for all years2019-08-310
2018: MIDWEST UROLOGY CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-08-311,250,174
Acturial value of plan assets2018-08-311,250,174
Funding target for retired participants and beneficiaries receiving payment2018-08-310
Number of terminated vested participants2018-08-310
Fundng target for terminated vested participants2018-08-310
Active participant vested funding target2018-08-311,207,985
Number of active participants2018-08-317
Total funding liabilities for active participants2018-08-311,207,985
Total participant count2018-08-317
Total funding target for all participants2018-08-311,207,985
Balance at beginning of prior year after applicable adjustments2018-08-310
Prefunding balance at beginning of prior year after applicable adjustments2018-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-08-310
Prefunding balanced used to offset prior years funding requirement2018-08-310
Amount remaining of carryover balance2018-08-310
Amount remaining of prefunding balance2018-08-310
Present value of excess contributions2018-08-31157,681
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-08-31166,590
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-08-310
Reductions in caryover balances due to elections or deemed elections2018-08-310
Reductions in prefunding balances due to elections or deemed elections2018-08-310
Balance of carryovers at beginning of current year2018-08-310
Balance of prefunding at beginning of current year2018-08-310
Total employer contributions2018-08-31505,000
Total employee contributions2018-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-08-310
Contributions made to avoid restrictions adjusted to valuation date2018-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-08-31483,515
Unpaid minimum required contributions for all prior years2018-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-08-310
Remaining amount of unpaid minimum required contributions2018-08-310
Minimum required contributions for current year target normal cost2018-08-31357,885
Net shortfall amortization installment of oustanding balance2018-08-310
Waiver amortization installment2018-08-310
Total funding amount beforereflecting carryover/prefunding balances2018-08-31315,696
Carryover balance elected to use to offset funding requirement2018-08-310
Prefunding balance elected to use to offset funding requirement2018-08-310
Additional cash requirement2018-08-31315,696
Contributions allocatedtoward minimum required contributions for current year2018-08-31483,515
Unpaid minimum required contributions for current year2018-08-310
Unpaid minimum required contributions for all years2018-08-310
2017: MIDWEST UROLOGY CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-08-31806,521
Acturial value of plan assets2017-08-31806,521
Funding target for retired participants and beneficiaries receiving payment2017-08-310
Number of terminated vested participants2017-08-310
Fundng target for terminated vested participants2017-08-310
Active participant vested funding target2017-08-31692,121
Number of active participants2017-08-316
Total funding liabilities for active participants2017-08-31692,121
Total participant count2017-08-316
Total funding target for all participants2017-08-31692,121
Balance at beginning of prior year after applicable adjustments2017-08-310
Prefunding balance at beginning of prior year after applicable adjustments2017-08-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-08-310
Prefunding balanced used to offset prior years funding requirement2017-08-310
Amount remaining of carryover balance2017-08-310
Amount remaining of prefunding balance2017-08-310
Present value of excess contributions2017-08-31157,896
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-08-31167,780
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-08-310
Reductions in caryover balances due to elections or deemed elections2017-08-310
Reductions in prefunding balances due to elections or deemed elections2017-08-310
Balance of carryovers at beginning of current year2017-08-310
Balance of prefunding at beginning of current year2017-08-310
Total employer contributions2017-08-31397,000
Total employee contributions2017-08-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-08-310
Contributions made to avoid restrictions adjusted to valuation date2017-08-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-08-31385,082
Unpaid minimum required contributions for all prior years2017-08-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-08-310
Remaining amount of unpaid minimum required contributions2017-08-310
Minimum required contributions for current year target normal cost2017-08-31341,801
Net shortfall amortization installment of oustanding balance2017-08-310
Waiver amortization installment2017-08-310
Total funding amount beforereflecting carryover/prefunding balances2017-08-31227,401
Carryover balance elected to use to offset funding requirement2017-08-310
Prefunding balance elected to use to offset funding requirement2017-08-310
Additional cash requirement2017-08-31227,401
Contributions allocatedtoward minimum required contributions for current year2017-08-31385,082
Unpaid minimum required contributions for current year2017-08-310
Unpaid minimum required contributions for all years2017-08-310

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