401k Plan data: ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN plan

ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN
Plan identification number	001

ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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).

401k Sponsoring company profile

ORTHOPAEDIC & SPINE CARE, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC & SPINE CARE, P.A.

Employer identification number (EIN): 522031299

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01 PAT FLANIGAN 2017-07-19 PAT FLANIGAN 2017-07-19
001 2015-01-01 PAT FLANIGAN 2016-09-29 PAT FLANIGAN 2016-09-29
001 2014-01-01 PAT FLANIGAN 2015-10-08 PAT FLANIGAN 2015-10-08
001 2013-01-01 PAT FLANIGAN 2014-07-23 PAT FLANIGAN 2014-07-23
001 2012-01-01 PAT FLANIGAN 2013-10-14
001 2011-01-01 PAT FLANIGAN 2012-10-10
001 2010-01-01 JOANNE POTTER 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01	PAT FLANIGAN	2017-07-19	PAT FLANIGAN	2017-07-19
001	2015-01-01	PAT FLANIGAN	2016-09-29	PAT FLANIGAN	2016-09-29
001	2014-01-01	PAT FLANIGAN	2015-10-08	PAT FLANIGAN	2015-10-08
001	2013-01-01	PAT FLANIGAN	2014-07-23	PAT FLANIGAN	2014-07-23
001	2012-01-01	PAT FLANIGAN	2013-10-14
001	2011-01-01	PAT FLANIGAN	2012-10-10
001	2010-01-01	JOANNE POTTER	2011-10-17

Plan Statistics for ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN

401k plan membership statisitcs for ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN

Measure Date Value
2017: ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,864,524
Acturial value of plan assets 2017-12-31 1,864,524
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 3,750
Active participant vested funding target 2017-12-31 1,709,742
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,709,742
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 1,713,492
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 147,116
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 147,116
Present value of excess contributions 2017-12-31 77,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 81,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 81,148
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 2017-12-31 240,622
Total employer contributions 2017-12-31 176,000
Total employee contributions 2017-12-31 0
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 2017-12-31 167,955
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 187,341
Net shortfall amortization installment of oustanding balance 2017-12-31 89,590
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 204,381
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 36,426
Additional cash requirement 2017-12-31 167,955
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 167,955
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,454,639
Acturial value of plan assets 2016-12-31 1,454,639
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,446,449
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,446,734
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 1,446,734
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 218,950
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 69,669
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 149,281
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 147,116
Total employer contributions 2016-12-31 281,125
Total employee contributions 2016-12-31 0
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 2016-12-31 271,267
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 184,212
Net shortfall amortization installment of oustanding balance 2016-12-31 51,429
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 193,836
Additional cash requirement 2016-12-31 193,836
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 271,267
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
2017: ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,864,524
Acturial value of plan assets	2017-12-31	1,864,524
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	3,750
Active participant vested funding target	2017-12-31	1,709,742
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,709,742
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,713,492
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	147,116
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	147,116
Present value of excess contributions	2017-12-31	77,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	81,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	81,148
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	240,622
Total employer contributions	2017-12-31	176,000
Total employee contributions	2017-12-31	0
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	167,955
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	187,341
Net shortfall amortization installment of oustanding balance	2017-12-31	89,590
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	204,381
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	36,426
Additional cash requirement	2017-12-31	167,955
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	167,955
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORTHOPAEDIC & SPINE CARE, P.A. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,454,639
Acturial value of plan assets	2016-12-31	1,454,639
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,446,449
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,446,734
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,446,734
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	218,950
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	69,669
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	149,281
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	147,116
Total employer contributions	2016-12-31	281,125
Total employee contributions	2016-12-31	0
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	271,267
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	184,212
Net shortfall amortization installment of oustanding balance	2016-12-31	51,429
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	193,836
Additional cash requirement	2016-12-31	193,836
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	271,267
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:	ORTHOPAEDIC & SPINE CARE, P.A.
Employer identification number (EIN):	522031299
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)