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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
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

ALAN H. SHIKANI & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:ALAN H. SHIKANI & ASSOCIATES, LLC
Employer identification number (EIN):521914475
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
0012022-12-31ALAN SHIKANI2023-08-08 ALAN SHIKANI2023-08-08
0012021-12-31ALAN SHIKANI2023-07-06 ALAN SHIKANI2023-07-06
0012020-12-31ALAN SHIKANI2022-10-10 ALAN SHIKANI2022-10-10

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
2022: 33RD ST. SURGERY CENTER, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-304,417,680
Acturial value of plan assets2022-12-304,417,680
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-308
Fundng target for terminated vested participants2022-12-3039,632
Active participant vested funding target2022-12-303,717,916
Number of active participants2022-12-302
Total funding liabilities for active participants2022-12-303,717,916
Total participant count2022-12-3010
Total funding target for all participants2022-12-303,757,548
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-30183,509
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-30183,509
Present value of excess contributions2022-12-30873,001
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-30873,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-30218,504
Total employer contributions2022-12-300
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-300
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-300
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-300
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Additional cash requirement2022-12-300
Contributions allocatedtoward minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: 33RD ST. SURGERY CENTER, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-303,805,416
Acturial value of plan assets2021-12-303,805,416
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-308
Fundng target for terminated vested participants2021-12-3037,468
Active participant vested funding target2021-12-302,889,578
Number of active participants2021-12-302
Total funding liabilities for active participants2021-12-302,889,578
Total participant count2021-12-3010
Total funding target for all participants2021-12-302,927,046
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-30179,876
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-30179,876
Present value of excess contributions2021-12-30331,327
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-30331,327
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-30183,509
Total employer contributions2021-12-30873,000
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-30873,001
Liquidity shortfalls end of Q12021-12-300
Liquidity shortfalls end of Q22021-12-300
Liquidity shortfalls end of Q32021-12-300
Liquidity shortfalls end of Q42021-12-300
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-30577,914
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-30873,001
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300

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