401k Plan data: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST plan

NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan Name	NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST
Plan identification number	002

NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).

401k Sponsoring company profile

NORTH SHORE VASCULAR ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: NORTH SHORE VASCULAR ASSOCIATES

Employer identification number (EIN): 202590340

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JOHN GOLAN 2020-08-07 JOHN GOLAN 2020-08-07
002 2018-01-01 DIANE GOLAN 2019-09-20 DIANE GOLAN 2019-09-20
002 2017-01-01 DIANE GOLAN 2018-10-05 DIANE GOLAN 2018-10-05
002 2016-01-01 DIANE GOLAN 2017-09-20 DIANE GOLAN 2017-09-20
002 2015-01-01 DIANE GOLAN 2017-09-20 DIANE GOLAN 2017-09-20
002 2015-01-01 DIANE GOLAN 2016-10-03 DIANE GOLAN 2016-10-03
002 2014-01-01 DIANE GOLANA 2015-09-13 DIANE GOLANA 2015-09-13
002 2013-01-01 DIANE GOLAN 2014-10-01 DIANE GOLAN 2014-10-01
002 2012-01-01 DIANE GOLAN 2013-10-07 DIANE GOLAN 2013-10-07
002 2011-01-01 DIANE GOLAN 2012-10-12 DIANE GOLAN 2012-10-12
002 2010-01-01 DIANE GOLAN 2011-09-23 DIANE GOLAN 2011-09-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	JOHN GOLAN	2020-08-07	JOHN GOLAN	2020-08-07
002	2018-01-01	DIANE GOLAN	2019-09-20	DIANE GOLAN	2019-09-20
002	2017-01-01	DIANE GOLAN	2018-10-05	DIANE GOLAN	2018-10-05
002	2016-01-01	DIANE GOLAN	2017-09-20	DIANE GOLAN	2017-09-20
002	2015-01-01	DIANE GOLAN	2017-09-20	DIANE GOLAN	2017-09-20
002	2015-01-01	DIANE GOLAN	2016-10-03	DIANE GOLAN	2016-10-03
002	2014-01-01	DIANE GOLANA	2015-09-13	DIANE GOLANA	2015-09-13
002	2013-01-01	DIANE GOLAN	2014-10-01	DIANE GOLAN	2014-10-01
002	2012-01-01	DIANE GOLAN	2013-10-07	DIANE GOLAN	2013-10-07
002	2011-01-01	DIANE GOLAN	2012-10-12	DIANE GOLAN	2012-10-12
002	2010-01-01	DIANE GOLAN	2011-09-23	DIANE GOLAN	2011-09-23

Plan Statistics for NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST

401k plan membership statisitcs for NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2019: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 2,277,403
Acturial value of plan assets 2019-12-31 2,277,403
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 11,095
Active participant vested funding target 2019-12-31 2,265,220
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 2,265,220
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 2,276,315
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 0
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 0
Present value of excess contributions 2019-12-31 36,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 36,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 0
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 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 0
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 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 1,955,465
Acturial value of plan assets 2018-12-31 1,955,465
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,004,735
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 2,004,735
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 2,004,735
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 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 80,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 80,774
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 0
Total employer contributions 2018-12-31 202,101
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 2018-12-31 196,787
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 2018-12-31 152,449
Net shortfall amortization installment of oustanding balance 2018-12-31 49,270
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 160,492
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 2018-12-31 160,492
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 196,787
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,827,647
Acturial value of plan assets 2017-12-31 1,827,647
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 1,789,008
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,789,008
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,789,008
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 0
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 0
Present value of excess contributions 2017-12-31 31,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 31,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 0
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 2017-12-31 192,959
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 150,824
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 2017-12-31 112,185
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 112,185
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 192,959
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 1,492,235
Acturial value of plan assets 2016-12-31 1,492,235
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 1,556,596
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 1,558,061
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 1,558,061
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 38,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 38,767
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 200,000
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 2016-12-31 192,244
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 147,951
Net shortfall amortization installment of oustanding balance 2016-12-31 65,826
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 160,676
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 2016-12-31 160,676
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 192,244
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	2,277,403
Acturial value of plan assets	2019-12-31	2,277,403
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	11,095
Active participant vested funding target	2019-12-31	2,265,220
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	2,265,220
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	2,276,315
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	0
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	0
Present value of excess contributions	2019-12-31	36,295
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	36,295
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	0
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	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	0
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	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	1,955,465
Acturial value of plan assets	2018-12-31	1,955,465
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,004,735
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	2,004,735
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	2,004,735
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	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	80,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	80,774
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	0
Total employer contributions	2018-12-31	202,101
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	196,787
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	152,449
Net shortfall amortization installment of oustanding balance	2018-12-31	49,270
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	160,492
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	160,492
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	196,787
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,827,647
Acturial value of plan assets	2017-12-31	1,827,647
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	1,789,008
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,789,008
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,789,008
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	0
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	0
Present value of excess contributions	2017-12-31	31,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	31,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	0
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	192,959
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	150,824
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	112,185
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	112,185
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	192,959
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTH SHORE VASCULAR ASSOCIATES CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	1,492,235
Acturial value of plan assets	2016-12-31	1,492,235
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	1,556,596
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	1,558,061
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	1,558,061
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	38,767
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38,767
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	200,000
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	192,244
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	147,951
Net shortfall amortization installment of oustanding balance	2016-12-31	65,826
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	160,676
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	160,676
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	192,244
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NORTH SHORE VASCULAR ASSOCIATES
Employer identification number (EIN):	202590340
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)