401k Plan data: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN plan

SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 401k Plan overview

Plan Name	SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN
Plan identification number	002

SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
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

SUSSEX FOOT & ANKLE SPECIALIST, LLC has sponsored the creation of one or more 401k plans.

Company Name: SUSSEX FOOT & ANKLE SPECIALIST, LLC

Employer identification number (EIN): 753098393

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MARC FRANKEL 2018-10-03
002 2016-01-01 MARC FRANKEL 2017-10-02
002 2015-01-01 MARC FRANKEL 2016-07-26

Plan Statistics for SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN

401k plan membership statisitcs for SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN

Measure Date Value
2022: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 404,486
Acturial value of plan assets 2022-12-31 404,486
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 8,691
Active participant vested funding target 2022-12-31 273,126
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 273,126
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 281,817
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 42,496
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 42,496
Present value of excess contributions 2022-12-31 79,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 83,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 83,535
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 128,487
Total employer contributions 2022-12-31 188,698
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 177,738
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 35,499
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 35,499
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 35,499
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 177,738
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 303,479
Acturial value of plan assets 2021-12-31 303,479
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 3,499
Active participant vested funding target 2021-12-31 217,127
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 217,127
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 220,626
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 38,378
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 57
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 38,321
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 42,433
Total employer contributions 2021-12-31 85,000
Total employee contributions 2021-12-31 0
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 79,278
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 32,993
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 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
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 79,278
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 239,806
Acturial value of plan assets 2020-12-31 239,806
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 4,120
Active participant vested funding target 2020-12-31 204,116
Number of active participants 2020-12-31 2
Total funding liabilities for active participants 2020-12-31 204,116
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 208,236
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 25,712
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
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 25,712
Present value of excess contributions 2020-12-31 8,407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 8,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 8,858
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 38,378
Total employer contributions 2020-12-31 40,000
Total employee contributions 2020-12-31 0
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 37,264
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 37,321
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 37,321
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 57
Additional cash requirement 2020-12-31 37,264
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 37,264
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 167,402
Acturial value of plan assets 2019-12-31 167,402
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 3,123
Active participant vested funding target 2019-12-31 155,080
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 155,080
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 158,203
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 57,387
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 30,825
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 26,562
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 25,712
Total employer contributions 2019-12-31 49,312
Total employee contributions 2019-12-31 0
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 45,189
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 35,997
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 35,997
Additional cash requirement 2019-12-31 35,997
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 45,189
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 173,275
Acturial value of plan assets 2018-12-31 173,275
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 908
Active participant vested funding target 2018-12-31 111,308
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 111,308
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 112,216
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 36,043
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
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 36,043
Present value of excess contributions 2018-12-31 16,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 17,325
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 17,325
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 57,387
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 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 34,497
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 30,825
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 30,825
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 107,891
Acturial value of plan assets 2017-12-31 107,891
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 860
Active participant vested funding target 2017-12-31 60,743
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 70,988
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 71,848
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 18,225
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 18,225
Present value of excess contributions 2017-12-31 16,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 17,969
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 16,710
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 36,043
Total employer contributions 2017-12-31 53,826
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 50,600
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 34,212
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 34,212
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 34,212
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 50,600
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 52,169
Acturial value of plan assets 2016-12-31 52,169
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 2016-12-31 337
Active participant vested funding target 2016-12-31 32,749
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 33,607
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 33,944
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
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 19,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 20,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 18,225
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 18,225
Total employer contributions 2016-12-31 52,400
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 49,582
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 32,617
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 32,617
Additional cash requirement 2016-12-31 32,617
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 49,582
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
2022: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	404,486
Acturial value of plan assets	2022-12-31	404,486
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	8,691
Active participant vested funding target	2022-12-31	273,126
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	273,126
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	281,817
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	42,496
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	42,496
Present value of excess contributions	2022-12-31	79,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	83,535
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	83,535
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	128,487
Total employer contributions	2022-12-31	188,698
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	177,738
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	35,499
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	35,499
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	35,499
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	177,738
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	303,479
Acturial value of plan assets	2021-12-31	303,479
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	3,499
Active participant vested funding target	2021-12-31	217,127
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	217,127
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	220,626
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	38,378
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	57
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	38,321
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	42,433
Total employer contributions	2021-12-31	85,000
Total employee contributions	2021-12-31	0
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	79,278
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	32,993
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	79,278
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	239,806
Acturial value of plan assets	2020-12-31	239,806
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	4,120
Active participant vested funding target	2020-12-31	204,116
Number of active participants	2020-12-31	2
Total funding liabilities for active participants	2020-12-31	204,116
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	208,236
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	25,712
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
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	25,712
Present value of excess contributions	2020-12-31	8,407
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	8,858
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	8,858
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	38,378
Total employer contributions	2020-12-31	40,000
Total employee contributions	2020-12-31	0
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	37,264
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	37,321
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	37,321
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	57
Additional cash requirement	2020-12-31	37,264
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	37,264
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	167,402
Acturial value of plan assets	2019-12-31	167,402
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	3,123
Active participant vested funding target	2019-12-31	155,080
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	155,080
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	158,203
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	57,387
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	30,825
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	26,562
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	25,712
Total employer contributions	2019-12-31	49,312
Total employee contributions	2019-12-31	0
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	45,189
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	35,997
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	35,997
Additional cash requirement	2019-12-31	35,997
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	45,189
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	173,275
Acturial value of plan assets	2018-12-31	173,275
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	908
Active participant vested funding target	2018-12-31	111,308
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	111,308
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	112,216
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	36,043
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
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	36,043
Present value of excess contributions	2018-12-31	16,388
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	17,325
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	17,325
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	57,387
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	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	34,497
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	30,825
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	30,825
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	107,891
Acturial value of plan assets	2017-12-31	107,891
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	860
Active participant vested funding target	2017-12-31	60,743
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	70,988
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	71,848
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	18,225
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	18,225
Present value of excess contributions	2017-12-31	16,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	17,969
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	16,710
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	36,043
Total employer contributions	2017-12-31	53,826
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	50,600
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	34,212
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	34,212
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	34,212
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	50,600
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SUSSEX FOOT & ANKLE SPECIALISTS, LLC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	52,169
Acturial value of plan assets	2016-12-31	52,169
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	337
Active participant vested funding target	2016-12-31	32,749
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	33,607
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	33,944
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
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	19,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	20,336
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	18,225
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	18,225
Total employer contributions	2016-12-31	52,400
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	49,582
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	32,617
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	32,617
Additional cash requirement	2016-12-31	32,617
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	49,582
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:	SUSSEX FOOT & ANKLE SPECIALIST, LLC
Employer identification number (EIN):	753098393
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MARC FRANKEL	2018-10-03
002	2016-01-01	MARC FRANKEL	2017-10-02
002	2015-01-01	MARC FRANKEL	2016-07-26