401k Plan data: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN plan

ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN
Plan identification number	002

ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE 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).
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

ENDOMETRIOSIS SURGERY SPECIALIST, PC has sponsored the creation of one or more 401k plans.

Company Name: ENDOMETRIOSIS SURGERY SPECIALIST, PC

Employer identification number (EIN): 812757943

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ELIF SECKIN 2024-10-09
002 2022-01-01 ELIF SECKIN 2023-07-24
002 2021-01-01 ELIF SECKIN 2022-09-19
002 2020-01-01 ELIF SECKIN 2021-08-11
002 2019-01-01 ELIF SECKIN 2020-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ELIF SECKIN	2024-10-09
002	2022-01-01	ELIF SECKIN	2023-07-24
002	2021-01-01	ELIF SECKIN	2022-09-19
002	2020-01-01	ELIF SECKIN	2021-08-11
002	2019-01-01	ELIF SECKIN	2020-09-09

Plan Statistics for ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN

401k plan membership statisitcs for ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN

Measure Date Value
2022: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,258,952
Acturial value of plan assets 2022-12-31 2,258,952
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 12,751
Active participant vested funding target 2022-12-31 2,127,061
Number of active participants 2022-12-31 9
Total funding liabilities for active participants 2022-12-31 2,127,061
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 2,139,812
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 20,468
Prefunding balanced used to offset prior years funding requirement 2022-12-31 1,589
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 18,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 20,729
Total employer contributions 2022-12-31 676,000
Total employee contributions 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 638,789
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 504,776
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 406,365
Additional cash requirement 2022-12-31 406,365
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 638,789
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,584,400
Acturial value of plan assets 2021-12-31 1,584,400
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 17,112
Active participant vested funding target 2021-12-31 1,518,272
Number of active participants 2021-12-31 9
Total funding liabilities for active participants 2021-12-31 1,519,731
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 1,536,843
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 19,603
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 19,603
Present value of excess contributions 2021-12-31 9,481
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 9,880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 1
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 20,468
Total employer contributions 2021-12-31 502,000
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 473,136
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 501,814
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 474,725
Prefunding balance elected to use to offset funding requirement 2021-12-31 1,589
Additional cash requirement 2021-12-31 473,136
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 473,136
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,361,587
Acturial value of plan assets 2020-12-31 1,361,587
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 5,567
Active participant vested funding target 2020-12-31 1,256,721
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 1,256,721
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 1,262,288
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 120,936
Prefunding balanced used to offset prior years funding requirement 2020-12-31 103,619
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 17,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 19,603
Total employer contributions 2020-12-31 160,000
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 148,618
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 218,833
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 139,137
Additional cash requirement 2020-12-31 139,137
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 148,618
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,087,824
Acturial value of plan assets 2019-12-31 1,087,824
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 2,475
Active participant vested funding target 2019-12-31 975,768
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 975,768
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 978,243
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 21,777
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 21,777
Present value of excess contributions 2019-12-31 143,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 143,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 100,000
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 120,936
Total employer contributions 2019-12-31 120,000
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 113,996
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 217,615
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 217,615
Prefunding balance elected to use to offset funding requirement 2019-12-31 103,619
Additional cash requirement 2019-12-31 113,996
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 113,996
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0

Measure	Date	Value
2022: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,258,952
Acturial value of plan assets	2022-12-31	2,258,952
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	12,751
Active participant vested funding target	2022-12-31	2,127,061
Number of active participants	2022-12-31	9
Total funding liabilities for active participants	2022-12-31	2,127,061
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	2,139,812
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	20,468
Prefunding balanced used to offset prior years funding requirement	2022-12-31	1,589
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	18,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	20,729
Total employer contributions	2022-12-31	676,000
Total employee contributions	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	638,789
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	504,776
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	406,365
Additional cash requirement	2022-12-31	406,365
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	638,789
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,584,400
Acturial value of plan assets	2021-12-31	1,584,400
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	17,112
Active participant vested funding target	2021-12-31	1,518,272
Number of active participants	2021-12-31	9
Total funding liabilities for active participants	2021-12-31	1,519,731
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	1,536,843
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	19,603
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	19,603
Present value of excess contributions	2021-12-31	9,481
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	9,880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	1
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	20,468
Total employer contributions	2021-12-31	502,000
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	473,136
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	501,814
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	474,725
Prefunding balance elected to use to offset funding requirement	2021-12-31	1,589
Additional cash requirement	2021-12-31	473,136
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	473,136
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,361,587
Acturial value of plan assets	2020-12-31	1,361,587
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	5,567
Active participant vested funding target	2020-12-31	1,256,721
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	1,256,721
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	1,262,288
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	120,936
Prefunding balanced used to offset prior years funding requirement	2020-12-31	103,619
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	17,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	19,603
Total employer contributions	2020-12-31	160,000
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	148,618
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	218,833
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	139,137
Additional cash requirement	2020-12-31	139,137
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	148,618
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ENDOMETRIOSIS SURGERY SPECIALIST, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,087,824
Acturial value of plan assets	2019-12-31	1,087,824
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	2,475
Active participant vested funding target	2019-12-31	975,768
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	975,768
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	978,243
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	21,777
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	21,777
Present value of excess contributions	2019-12-31	143,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	143,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	100,000
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	120,936
Total employer contributions	2019-12-31	120,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	113,996
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	217,615
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	217,615
Prefunding balance elected to use to offset funding requirement	2019-12-31	103,619
Additional cash requirement	2019-12-31	113,996
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	113,996
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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Company Name:	ENDOMETRIOSIS SURGERY SPECIALIST, PC
Employer identification number (EIN):	812757943
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)