401k Plan data: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN plan

MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 401k Plan overview

Plan Name	MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN
Plan identification number	003

MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN Benefits

401k Plan Type

Defined 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).
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

K. MICHAEL JAY, MD, PC has sponsored the creation of one or more 401k plans.

Company Name: K. MICHAEL JAY, MD, PC

Employer identification number (EIN): 841443156

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-11-01 KIERAN JAY 2021-02-03
003 2018-11-01 KIERAN JAY 2020-08-12
003 2017-11-01 KIERAN JAY 2019-06-07
003 2016-11-01 KIERAN JAY 2018-08-16
003 2015-11-01 KIERAN JAY 2017-07-27
003 2014-11-01 KIERAN JAY 2016-08-12
003 2013-11-01 KIERAN JAY 2015-07-19
003 2012-11-01 KIERAN JAY 2014-07-30
003 2011-11-01 KIERAN JAY
003 2010-11-01 KIERAN JAY
003 2009-11-01 KIERAN JAY
003 2008-11-01 KIERAN JAY
003 2007-11-01 KIERAN JAY
003 2006-11-01 KIERAN JAY
003 2005-11-01 KIERAN JAY
003 2004-11-01 KIERAN JAY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-11-01	KIERAN JAY	2021-02-03
003	2018-11-01	KIERAN JAY	2020-08-12
003	2017-11-01	KIERAN JAY	2019-06-07
003	2016-11-01	KIERAN JAY	2018-08-16
003	2015-11-01	KIERAN JAY	2017-07-27
003	2014-11-01	KIERAN JAY	2016-08-12
003	2013-11-01	KIERAN JAY	2015-07-19
003	2012-11-01	KIERAN JAY	2014-07-30
003	2011-11-01	KIERAN JAY
003	2010-11-01	KIERAN JAY
003	2009-11-01	KIERAN JAY
003	2008-11-01	KIERAN JAY
003	2007-11-01	KIERAN JAY
003	2006-11-01	KIERAN JAY
003	2005-11-01	KIERAN JAY
003	2004-11-01	KIERAN JAY

Plan Statistics for MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN

401k plan membership statisitcs for MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN

Measure Date Value
2020: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 1,405,468
Acturial value of plan assets 2020-10-31 1,405,468
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 0
Fundng target for terminated vested participants 2020-10-31 0
Active participant vested funding target 2020-10-31 1,342,227
Number of active participants 2020-10-31 2
Total funding liabilities for active participants 2020-10-31 1,342,227
Total participant count 2020-10-31 2
Total funding target for all participants 2020-10-31 1,342,227
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 0
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 1,271,647
Acturial value of plan assets 2019-10-31 1,271,647
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 0
Fundng target for terminated vested participants 2019-10-31 0
Active participant vested funding target 2019-10-31 1,208,397
Number of active participants 2019-10-31 2
Total funding liabilities for active participants 2019-10-31 1,208,397
Total participant count 2019-10-31 2
Total funding target for all participants 2019-10-31 1,208,397
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 39,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 41,659
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 0
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 0
Liquidity shortfalls end of Q1 2019-10-31 0
Liquidity shortfalls end of Q2 2019-10-31 0
Liquidity shortfalls end of Q3 2019-10-31 0
Liquidity shortfalls end of Q4 2019-10-31 0
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 0
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 1,234,252
Acturial value of plan assets 2018-10-31 1,234,252
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 0
Fundng target for terminated vested participants 2018-10-31 0
Active participant vested funding target 2018-10-31 1,275,573
Number of active participants 2018-10-31 2
Total funding liabilities for active participants 2018-10-31 1,275,573
Total participant count 2018-10-31 2
Total funding target for all participants 2018-10-31 1,275,573
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 310,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 328,179
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 50,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 46,646
Liquidity shortfalls end of Q1 2018-10-31 0
Liquidity shortfalls end of Q2 2018-10-31 0
Liquidity shortfalls end of Q3 2018-10-31 0
Liquidity shortfalls end of Q4 2018-10-31 0
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
Net shortfall amortization installment of oustanding balance 2018-10-31 41,321
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 6,785
Additional cash requirement 2018-10-31 6,785
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 46,646
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 1,284,973
Acturial value of plan assets 2017-10-31 1,284,973
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 9
Fundng target for terminated vested participants 2017-10-31 448,995
Active participant vested funding target 2017-10-31 1,195,822
Number of active participants 2017-10-31 3
Total funding liabilities for active participants 2017-10-31 1,195,822
Total participant count 2017-10-31 12
Total funding target for all participants 2017-10-31 1,644,817
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 154,682
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 163,947
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 450,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 421,574
Liquidity shortfalls end of Q1 2017-10-31 0
Liquidity shortfalls end of Q2 2017-10-31 0
Liquidity shortfalls end of Q3 2017-10-31 0
Liquidity shortfalls end of Q4 2017-10-31 0
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 0
Net shortfall amortization installment of oustanding balance 2017-10-31 359,844
Waiver amortization installment 2017-10-31 0
Waived amount of outstanding balance 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 110,710
Additional cash requirement 2017-10-31 110,710
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 421,574
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2011: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 8
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 4
Total of all active and inactive participants 2011-11-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 6
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 4
Total of all active and inactive participants 2010-11-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 3
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 4
Total of all active and inactive participants 2009-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0
2008: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2008-11-01 3
Number of retired or separated participants receiving benefits 2008-11-01 0
Number of other retired or separated participants entitled to future benefits 2008-11-01 4
Total of all active and inactive participants 2008-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-11-01 0
Total participants 2008-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-11-01 2
2007: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2007 401k membership
Total participants, beginning-of-year 2007-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2007-11-01 5
Number of retired or separated participants receiving benefits 2007-11-01 0
Number of other retired or separated participants entitled to future benefits 2007-11-01 2
Total of all active and inactive participants 2007-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-11-01 0
Total participants 2007-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-11-01 0
2006: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2006 401k membership
Total participants, beginning-of-year 2006-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2006-11-01 5
Number of retired or separated participants receiving benefits 2006-11-01 0
Number of other retired or separated participants entitled to future benefits 2006-11-01 2
Total of all active and inactive participants 2006-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-11-01 0
Total participants 2006-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-11-01 2
2005: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2005 401k membership
Total participants, beginning-of-year 2005-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2005-11-01 6
Number of retired or separated participants receiving benefits 2005-11-01 0
Number of other retired or separated participants entitled to future benefits 2005-11-01 1
Total of all active and inactive participants 2005-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2005-11-01 0
Total participants 2005-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-11-01 1
2004: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2004 401k membership
Total participants, beginning-of-year 2004-11-01 7
Total number of active participants reported on line 7a of the Form 5500 2004-11-01 7
Number of retired or separated participants receiving benefits 2004-11-01 0
Number of other retired or separated participants entitled to future benefits 2004-11-01 0
Total of all active and inactive participants 2004-11-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-11-01 0
Total participants 2004-11-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-11-01 0

Measure	Date	Value
2020: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	1,405,468
Acturial value of plan assets	2020-10-31	1,405,468
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	0
Fundng target for terminated vested participants	2020-10-31	0
Active participant vested funding target	2020-10-31	1,342,227
Number of active participants	2020-10-31	2
Total funding liabilities for active participants	2020-10-31	1,342,227
Total participant count	2020-10-31	2
Total funding target for all participants	2020-10-31	1,342,227
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	0
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	1,271,647
Acturial value of plan assets	2019-10-31	1,271,647
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	0
Fundng target for terminated vested participants	2019-10-31	0
Active participant vested funding target	2019-10-31	1,208,397
Number of active participants	2019-10-31	2
Total funding liabilities for active participants	2019-10-31	1,208,397
Total participant count	2019-10-31	2
Total funding target for all participants	2019-10-31	1,208,397
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	39,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	41,659
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	0
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	0
Liquidity shortfalls end of Q1	2019-10-31	0
Liquidity shortfalls end of Q2	2019-10-31	0
Liquidity shortfalls end of Q3	2019-10-31	0
Liquidity shortfalls end of Q4	2019-10-31	0
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	0
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	1,234,252
Acturial value of plan assets	2018-10-31	1,234,252
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	0
Fundng target for terminated vested participants	2018-10-31	0
Active participant vested funding target	2018-10-31	1,275,573
Number of active participants	2018-10-31	2
Total funding liabilities for active participants	2018-10-31	1,275,573
Total participant count	2018-10-31	2
Total funding target for all participants	2018-10-31	1,275,573
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	310,864
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	328,179
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	50,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	46,646
Liquidity shortfalls end of Q1	2018-10-31	0
Liquidity shortfalls end of Q2	2018-10-31	0
Liquidity shortfalls end of Q3	2018-10-31	0
Liquidity shortfalls end of Q4	2018-10-31	0
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
Net shortfall amortization installment of oustanding balance	2018-10-31	41,321
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	6,785
Additional cash requirement	2018-10-31	6,785
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	46,646
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	1,284,973
Acturial value of plan assets	2017-10-31	1,284,973
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	9
Fundng target for terminated vested participants	2017-10-31	448,995
Active participant vested funding target	2017-10-31	1,195,822
Number of active participants	2017-10-31	3
Total funding liabilities for active participants	2017-10-31	1,195,822
Total participant count	2017-10-31	12
Total funding target for all participants	2017-10-31	1,644,817
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	154,682
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	163,947
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	450,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	421,574
Liquidity shortfalls end of Q1	2017-10-31	0
Liquidity shortfalls end of Q2	2017-10-31	0
Liquidity shortfalls end of Q3	2017-10-31	0
Liquidity shortfalls end of Q4	2017-10-31	0
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	0
Net shortfall amortization installment of oustanding balance	2017-10-31	359,844
Waiver amortization installment	2017-10-31	0
Waived amount of outstanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	110,710
Additional cash requirement	2017-10-31	110,710
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	421,574
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2011: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	8
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	4
Total of all active and inactive participants	2011-11-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	6
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	4
Total of all active and inactive participants	2010-11-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	3
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	4
Total of all active and inactive participants	2009-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0
2008: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2008-11-01	3
Number of retired or separated participants receiving benefits	2008-11-01	0
Number of other retired or separated participants entitled to future benefits	2008-11-01	4
Total of all active and inactive participants	2008-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-11-01	0
Total participants	2008-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-11-01	2
2007: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2007 401k membership
Total participants, beginning-of-year	2007-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2007-11-01	5
Number of retired or separated participants receiving benefits	2007-11-01	0
Number of other retired or separated participants entitled to future benefits	2007-11-01	2
Total of all active and inactive participants	2007-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-11-01	0
Total participants	2007-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-11-01	0
2006: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2006 401k membership
Total participants, beginning-of-year	2006-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2006-11-01	5
Number of retired or separated participants receiving benefits	2006-11-01	0
Number of other retired or separated participants entitled to future benefits	2006-11-01	2
Total of all active and inactive participants	2006-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-11-01	0
Total participants	2006-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-11-01	2
2005: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2005 401k membership
Total participants, beginning-of-year	2005-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2005-11-01	6
Number of retired or separated participants receiving benefits	2005-11-01	0
Number of other retired or separated participants entitled to future benefits	2005-11-01	1
Total of all active and inactive participants	2005-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2005-11-01	0
Total participants	2005-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-11-01	1
2004: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2004 401k membership
Total participants, beginning-of-year	2004-11-01	7
Total number of active participants reported on line 7a of the Form 5500	2004-11-01	7
Number of retired or separated participants receiving benefits	2004-11-01	0
Number of other retired or separated participants entitled to future benefits	2004-11-01	0
Total of all active and inactive participants	2004-11-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-11-01	0
Total participants	2004-11-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-11-01	0

Financial Data on MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN

Measure	Date	Value
2012 : MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2012 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-10-31	$0
2011 : MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN

2011: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2011-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2010: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2010-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2009: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2009-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2008: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No
2008-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2008-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2007: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2007 form 5500 responses
2007-11-01	Type of plan entity	Single employer plan
2007-11-01	Submission has been amended	No
2007-11-01	This submission is the final filing	No
2007-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-11-01	Plan is a collectively bargained plan	No
2007-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2007-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2006: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2006 form 5500 responses
2006-11-01	Type of plan entity	Single employer plan
2006-11-01	Submission has been amended	No
2006-11-01	This submission is the final filing	No
2006-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-11-01	Plan is a collectively bargained plan	No
2006-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2006-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2005: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2005 form 5500 responses
2005-11-01	Type of plan entity	Single employer plan
2005-11-01	Submission has been amended	Yes
2005-11-01	This submission is the final filing	No
2005-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-11-01	Plan is a collectively bargained plan	No
2005-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2005-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes
2004: MONTROSE SURGICAL ASSOCIATES, P.C. PENSION PLAN 2004 form 5500 responses
2004-11-01	Type of plan entity	Single employer plan
2004-11-01	First time form 5500 has been submitted	Yes
2004-11-01	Submission has been amended	No
2004-11-01	This submission is the final filing	No
2004-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-11-01	Plan is a collectively bargained plan	No
2004-11-01	Plan funding arrangement – Section 412(e)(3) insurance Contracts	Yes
2004-11-01	Plan benefit arrangement – Section 412(e)(3) insurance Contracts	Yes

Insurance Providers Used on plan

MUTUAL TRUST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66427 )

Policy contract number

N/A

Policy instance

Insurance contract or identification number	N/A
Number of Individuals Covered	4
Insurance policy start date	2011-11-01
Insurance policy end date	2012-10-31
Total amount of commissions paid to insurance broker	USD $7,253
Are there contracts with allocated funds for individual policies?	Yes

MUTUAL TRUST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66427 )

Policy contract number

N/A

Policy instance

Insurance contract or identification number	N/A
Number of Individuals Covered	4
Insurance policy start date	2011-11-01
Insurance policy end date	2012-10-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	DEFERRED ANNUITY CONTRACTS

MUTUAL TRUST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66427 )

Policy contract number

N/A

Policy instance

Insurance contract or identification number	N/A
Number of Individuals Covered	4
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Total amount of commissions paid to insurance broker	USD $7,165
Are there contracts with allocated funds for individual policies?	Yes
Commission paid to Insurance Broker	USD $7,165
Insurance broker organization code?	3
Insurance broker name	DANIEL N. SAVARD

MUTUAL TRUST LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66427 )

Policy contract number

N/A

Policy instance

Insurance contract or identification number	N/A
Number of Individuals Covered	4
Insurance policy start date	2010-11-01
Insurance policy end date	2011-10-31
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Other information about contract	DEFERRED ANNUITY CONTRACTS
Insurance broker organization code?	3
Insurance broker name	DANIEL N. SAVARD

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Company Name:	K. MICHAEL JAY, MD, PC
Employer identification number (EIN):	841443156
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)