401k Plan data: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN plan

ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN
Plan identification number	003

ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. 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

ATLANTIC ORTHOPAEDIC ASSOCIATES LLC has sponsored the creation of one or more 401k plans.

Company Name: ATLANTIC ORTHOPAEDIC ASSOCIATES LLC

Employer identification number (EIN): 200421776

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 RICHARD SCHENK 2023-07-20
003 2021-01-01 RICHARD SCHENK 2022-09-12
003 2020-01-01 RICHARD SCHENK 2021-06-10
003 2019-01-01 RICHARD SCHENK 2020-07-10
003 2018-01-01 RICHARD SCHENK 2019-07-24
003 2017-01-01 RICHARD SCHENK 2018-04-04
003 2016-01-01 RICHARD SCHENK 2017-05-11
003 2015-01-01 RICHARD SCHENK 2016-04-14
003 2014-01-01 RICHARD SCHENK 2015-07-07
003 2013-01-01 RICHARD SCHENK
003 2012-01-01 RICHARD SCHENK
003 2011-01-01 RICHARD S. SCHENK
003 2009-01-01 RICHARD S. SCHENK
003 2009-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	RICHARD SCHENK	2023-07-20
003	2021-01-01	RICHARD SCHENK	2022-09-12
003	2020-01-01	RICHARD SCHENK	2021-06-10
003	2019-01-01	RICHARD SCHENK	2020-07-10
003	2018-01-01	RICHARD SCHENK	2019-07-24
003	2017-01-01	RICHARD SCHENK	2018-04-04
003	2016-01-01	RICHARD SCHENK	2017-05-11
003	2015-01-01	RICHARD SCHENK	2016-04-14
003	2014-01-01	RICHARD SCHENK	2015-07-07
003	2013-01-01	RICHARD SCHENK
003	2012-01-01	RICHARD SCHENK
003	2011-01-01	RICHARD S. SCHENK
003	2009-01-01	RICHARD S. SCHENK
003	2009-01-01

Plan Statistics for ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN

401k plan membership statisitcs for ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN

Measure Date Value
2022: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,647,510
Acturial value of plan assets 2022-12-31 5,647,510
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 4,711
Active participant vested funding target 2022-12-31 4,414,759
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 4,416,219
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 4,420,930
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 842,370
Prefunding balanced used to offset prior years funding requirement 2022-12-31 39,283
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 803,087
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 861,552
Total employer contributions 2022-12-31 229,000
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 2022-12-31 221,380
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 2022-12-31 370,209
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 5,181
Additional cash requirement 2022-12-31 5,181
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 221,380
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,926,779
Acturial value of plan assets 2021-12-31 4,926,779
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 4,636
Active participant vested funding target 2021-12-31 4,079,773
Number of active participants 2021-12-31 13
Total funding liabilities for active participants 2021-12-31 4,079,773
Total participant count 2021-12-31 14
Total funding target for all participants 2021-12-31 4,084,409
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 634,049
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 634,049
Present value of excess contributions 2021-12-31 225,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 237,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 171,356
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 2021-12-31 842,370
Total employer contributions 2021-12-31 350,000
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 2021-12-31 341,498
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 2021-12-31 380,781
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 2021-12-31 380,781
Prefunding balance elected to use to offset funding requirement 2021-12-31 39,283
Additional cash requirement 2021-12-31 341,498
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 341,498
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,430,164
Acturial value of plan assets 2020-12-31 4,430,164
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 3,551,867
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 3,551,867
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 3,551,867
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 478,095
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 2020-12-31 478,095
Present value of excess contributions 2020-12-31 91,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 96,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 96,288
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 2020-12-31 634,049
Total employer contributions 2020-12-31 229,801
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 2020-12-31 225,591
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 0
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 225,591
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,508,734
Acturial value of plan assets 2019-12-31 3,508,734
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 6,300
Active participant vested funding target 2019-12-31 3,023,804
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 3,024,339
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 3,030,639
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 584,838
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 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 584,838
Present value of excess contributions 2019-12-31 190,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 200,392
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 82,940
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 478,095
Total employer contributions 2019-12-31 475,000
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 2019-12-31 458,510
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 2019-12-31 366,903
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 2019-12-31 366,903
Additional cash requirement 2019-12-31 366,903
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 458,510
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 3,101,424
Acturial value of plan assets 2018-12-31 3,101,424
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,943
Active participant vested funding target 2018-12-31 2,502,308
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 2,502,536
Total participant count 2018-12-31 13
Total funding target for all participants 2018-12-31 2,504,479
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 691,374
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 2018-12-31 144,080
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 547,294
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 584,838
Total employer contributions 2018-12-31 544,048
Total employee contributions 2018-12-31 0
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 2018-12-31 529,140
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 2018-12-31 350,977
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 2018-12-31 338,870
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 0
Additional cash requirement 2018-12-31 338,870
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 529,140
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,710,240
Acturial value of plan assets 2017-12-31 2,710,240
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,018,532
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 2,018,866
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 2,018,866
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 344,006
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 344,006
Present value of excess contributions 2017-12-31 302,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 320,722
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 309,011
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 2017-12-31 691,374
Total employer contributions 2017-12-31 200,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 194,646
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 2017-12-31 338,726
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 2017-12-31 338,726
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 144,080
Additional cash requirement 2017-12-31 194,646
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 194,646
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,845,573
Acturial value of plan assets 2016-12-31 1,845,573
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,501,264
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 1,501,567
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,501,567
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 438,032
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 2016-12-31 438,032
Present value of excess contributions 2016-12-31 99,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 105,870
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 66,036
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 344,006
Total employer contributions 2016-12-31 650,064
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 2016-12-31 617,231
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 2016-12-31 314,577
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 314,577
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 314,577
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 617,231
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,647,510
Acturial value of plan assets	2022-12-31	5,647,510
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	4,711
Active participant vested funding target	2022-12-31	4,414,759
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	4,416,219
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	4,420,930
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	842,370
Prefunding balanced used to offset prior years funding requirement	2022-12-31	39,283
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	803,087
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	861,552
Total employer contributions	2022-12-31	229,000
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	221,380
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	370,209
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	5,181
Additional cash requirement	2022-12-31	5,181
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	221,380
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,926,779
Acturial value of plan assets	2021-12-31	4,926,779
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	4,636
Active participant vested funding target	2021-12-31	4,079,773
Number of active participants	2021-12-31	13
Total funding liabilities for active participants	2021-12-31	4,079,773
Total participant count	2021-12-31	14
Total funding target for all participants	2021-12-31	4,084,409
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	634,049
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	634,049
Present value of excess contributions	2021-12-31	225,591
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	237,051
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	171,356
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	842,370
Total employer contributions	2021-12-31	350,000
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	341,498
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	380,781
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	380,781
Prefunding balance elected to use to offset funding requirement	2021-12-31	39,283
Additional cash requirement	2021-12-31	341,498
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	341,498
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,430,164
Acturial value of plan assets	2020-12-31	4,430,164
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	3,551,867
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	3,551,867
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	3,551,867
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	478,095
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	478,095
Present value of excess contributions	2020-12-31	91,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	96,288
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	96,288
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	634,049
Total employer contributions	2020-12-31	229,801
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	225,591
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	0
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	225,591
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,508,734
Acturial value of plan assets	2019-12-31	3,508,734
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	6,300
Active participant vested funding target	2019-12-31	3,023,804
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	3,024,339
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	3,030,639
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	584,838
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	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	584,838
Present value of excess contributions	2019-12-31	190,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	200,392
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	82,940
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	478,095
Total employer contributions	2019-12-31	475,000
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	458,510
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	366,903
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	366,903
Additional cash requirement	2019-12-31	366,903
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	458,510
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	3,101,424
Acturial value of plan assets	2018-12-31	3,101,424
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,943
Active participant vested funding target	2018-12-31	2,502,308
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	2,502,536
Total participant count	2018-12-31	13
Total funding target for all participants	2018-12-31	2,504,479
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	691,374
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	144,080
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	547,294
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	584,838
Total employer contributions	2018-12-31	544,048
Total employee contributions	2018-12-31	0
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	529,140
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	350,977
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	338,870
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	0
Additional cash requirement	2018-12-31	338,870
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	529,140
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,710,240
Acturial value of plan assets	2017-12-31	2,710,240
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,018,532
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	2,018,866
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	2,018,866
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	344,006
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	344,006
Present value of excess contributions	2017-12-31	302,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	320,722
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	309,011
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	691,374
Total employer contributions	2017-12-31	200,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	194,646
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	338,726
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	338,726
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	144,080
Additional cash requirement	2017-12-31	194,646
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	194,646
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,845,573
Acturial value of plan assets	2016-12-31	1,845,573
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,501,264
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	1,501,567
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,501,567
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	438,032
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	438,032
Present value of excess contributions	2016-12-31	99,746
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	105,870
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	66,036
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	344,006
Total employer contributions	2016-12-31	650,064
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	617,231
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	314,577
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	314,577
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	314,577
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	617,231
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN

Measure	Date	Value
2013 : ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$153,599
Expenses. Total of all expenses incurred	2013-12-31	$6,956
Benefits paid (including direct rollovers)	2013-12-31	$6,956
Total plan assets at end of year	2013-12-31	$1,105,264
Total plan assets at beginning of year	2013-12-31	$958,621
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-36,401
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$146,643
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,105,264
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$958,621
Total contributions received or receivable from employer(s)	2013-12-31	$190,000
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$247,313
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$958,621
Total plan assets at beginning of year	2012-12-31	$711,308
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$55,097
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$247,313
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$958,621
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$711,308
Total contributions received or receivable from employer(s)	2012-12-31	$192,216
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$192,742
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$711,308
Total plan assets at beginning of year	2011-12-31	$518,566
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$12,742
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$192,742
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$711,308
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$518,566
Total contributions received or receivable from employer(s)	2011-12-31	$180,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$198,811
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$518,566
Total plan assets at beginning of year	2010-12-31	$319,755
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$8,493
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$198,811
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$518,566
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$319,755
Total contributions received or receivable from employer(s)	2010-12-31	$190,318
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN

2013: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ATLANTIC ORTHOPAEDIC ASSOCIATES, L.L.C. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATLANTIC ORTHOPAEDIC ASSOCIATES LLC
Employer identification number (EIN):	200421776
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)