401k Plan data: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN plan

ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN
Plan identification number	004

ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A.

Employer identification number (EIN): 223327664

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01 PAT SPERLING 2023-10-04 PAT SPERLING 2023-10-04
004 2021-01-01 PAT SPERLING 2022-10-07 PAT SPERLING 2022-10-07
004 2021-01-01 PAT SPERLING 2023-09-22 PAT SPERLING 2023-09-22
004 2020-01-01 LAURA DOWNEY 2021-05-28
004 2019-01-01 LAURA DOWNEY 2020-09-11
004 2018-01-01 ROBERT FIELDMAN 2019-07-29
004 2017-01-01 ROBERT FIELDMAN 2018-07-13
004 2016-01-01 ROBERT FIELDMAN 2017-09-06
004 2015-01-01 ROBERT FIELDMAN 2016-10-10
004 2014-01-01 ROBERT FIELDMAN 2015-07-29
004 2013-01-01 ROBERT FIELDMAN 2014-10-13
004 2012-01-01 ROBERT FIELDMAN 2013-10-09
004 2011-01-01 ROBERT FIELDMAN 2012-10-04
004 2009-01-01 ROBERT FIELDMAN
004 2009-01-01 ROBERT FIELDMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01	PAT SPERLING	2023-10-04	PAT SPERLING	2023-10-04
004	2021-01-01	PAT SPERLING	2022-10-07	PAT SPERLING	2022-10-07
004	2021-01-01	PAT SPERLING	2023-09-22	PAT SPERLING	2023-09-22
004	2020-01-01	LAURA DOWNEY	2021-05-28
004	2019-01-01	LAURA DOWNEY	2020-09-11
004	2018-01-01	ROBERT FIELDMAN	2019-07-29
004	2017-01-01	ROBERT FIELDMAN	2018-07-13
004	2016-01-01	ROBERT FIELDMAN	2017-09-06
004	2015-01-01	ROBERT FIELDMAN	2016-10-10
004	2014-01-01	ROBERT FIELDMAN	2015-07-29
004	2013-01-01	ROBERT FIELDMAN	2014-10-13
004	2012-01-01	ROBERT FIELDMAN	2013-10-09
004	2011-01-01	ROBERT FIELDMAN	2012-10-04
004	2009-01-01	ROBERT FIELDMAN
004	2009-01-01	ROBERT FIELDMAN

Plan Statistics for ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN

Measure Date Value
2022: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,327,368
Acturial value of plan assets 2022-12-31 3,327,368
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 16
Fundng target for terminated vested participants 2022-12-31 32,214
Active participant vested funding target 2022-12-31 1,990,168
Number of active participants 2022-12-31 22
Total funding liabilities for active participants 2022-12-31 1,990,597
Total participant count 2022-12-31 38
Total funding target for all participants 2022-12-31 2,022,811
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 625,860
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 625,860
Present value of excess contributions 2022-12-31 217,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 229,746
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 2022-12-31 669,295
Total employer contributions 2022-12-31 205,304
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 2022-12-31 199,236
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 2022-12-31 174,656
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 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 199,236
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,912,556
Acturial value of plan assets 2021-12-31 2,912,556
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 15
Fundng target for terminated vested participants 2021-12-31 35,411
Active participant vested funding target 2021-12-31 2,822,958
Number of active participants 2021-12-31 25
Total funding liabilities for active participants 2021-12-31 2,822,958
Total participant count 2021-12-31 40
Total funding target for all participants 2021-12-31 2,858,369
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 647,695
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 647,695
Present value of excess contributions 2021-12-31 192,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 202,913
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 39,582
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 625,860
Total employer contributions 2021-12-31 223,968
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 2021-12-31 217,810
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 2021-12-31 182,345
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 2021-12-31 182,345
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 182,345
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 217,810
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,795,526
Acturial value of plan assets 2020-12-31 3,795,526
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 13
Fundng target for terminated vested participants 2020-12-31 25,227
Active participant vested funding target 2020-12-31 2,683,127
Number of active participants 2020-12-31 28
Total funding liabilities for active participants 2020-12-31 2,683,273
Total participant count 2020-12-31 41
Total funding target for all participants 2020-12-31 2,708,500
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 544,556
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 544,556
Present value of excess contributions 2020-12-31 3,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 4,032
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 647,695
Total employer contributions 2020-12-31 200,004
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 2020-12-31 192,535
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 81,404
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 2020-12-31 192,535
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,417,938
Acturial value of plan assets 2019-12-31 4,417,938
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 12
Fundng target for terminated vested participants 2019-12-31 17,795
Active participant vested funding target 2019-12-31 3,855,213
Number of active participants 2019-12-31 33
Total funding liabilities for active participants 2019-12-31 3,855,587
Total participant count 2019-12-31 45
Total funding target for all participants 2019-12-31 3,873,382
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 695,800
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 2019-12-31 695,800
Present value of excess contributions 2019-12-31 234,026
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 246,827
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 2019-12-31 111,444
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 544,556
Total employer contributions 2019-12-31 199,968
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 2019-12-31 194,534
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 2019-12-31 190,709
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 2019-12-31 190,709
Additional cash requirement 2019-12-31 190,709
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 194,534
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,375,986
Acturial value of plan assets 2018-12-31 4,375,986
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 12
Fundng target for terminated vested participants 2018-12-31 22,451
Active participant vested funding target 2018-12-31 3,440,950
Number of active participants 2018-12-31 32
Total funding liabilities for active participants 2018-12-31 3,441,861
Total participant count 2018-12-31 44
Total funding target for all participants 2018-12-31 3,464,312
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 628,432
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 2018-12-31 628,432
Present value of excess contributions 2018-12-31 633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 667
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 2018-12-31 695,800
Total employer contributions 2018-12-31 308,698
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 2018-12-31 300,738
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 2018-12-31 282,586
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 66,712
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 66,712
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 300,738
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,684,684
Acturial value of plan assets 2017-12-31 4,684,684
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 9
Fundng target for terminated vested participants 2017-12-31 11,393
Active participant vested funding target 2017-12-31 4,044,859
Number of active participants 2017-12-31 32
Total funding liabilities for active participants 2017-12-31 4,044,859
Total participant count 2017-12-31 41
Total funding target for all participants 2017-12-31 4,056,252
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 672,719
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 2017-12-31 672,719
Present value of excess contributions 2017-12-31 42,929
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 45,389
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 72,541
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 628,432
Total employer contributions 2017-12-31 275,206
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 2017-12-31 268,527
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 2017-12-31 267,894
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 2017-12-31 267,894
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 2017-12-31 267,894
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 268,527
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,220,659
Acturial value of plan assets 2016-12-31 4,220,659
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 9
Fundng target for terminated vested participants 2016-12-31 11,383
Active participant vested funding target 2016-12-31 3,536,487
Number of active participants 2016-12-31 30
Total funding liabilities for active participants 2016-12-31 3,536,557
Total participant count 2016-12-31 39
Total funding target for all participants 2016-12-31 3,547,940
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 744,006
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 2016-12-31 744,006
Present value of excess contributions 2016-12-31 127,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 135,507
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 58,862
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 672,719
Total employer contributions 2016-12-31 284,952
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 2016-12-31 276,957
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 2016-12-31 234,028
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 2016-12-31 234,028
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 2016-12-31 234,028
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 276,957
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 27
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 2
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
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: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,327,368
Acturial value of plan assets	2022-12-31	3,327,368
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	16
Fundng target for terminated vested participants	2022-12-31	32,214
Active participant vested funding target	2022-12-31	1,990,168
Number of active participants	2022-12-31	22
Total funding liabilities for active participants	2022-12-31	1,990,597
Total participant count	2022-12-31	38
Total funding target for all participants	2022-12-31	2,022,811
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	625,860
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	625,860
Present value of excess contributions	2022-12-31	217,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	229,746
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	669,295
Total employer contributions	2022-12-31	205,304
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	199,236
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	174,656
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	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	199,236
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,912,556
Acturial value of plan assets	2021-12-31	2,912,556
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	15
Fundng target for terminated vested participants	2021-12-31	35,411
Active participant vested funding target	2021-12-31	2,822,958
Number of active participants	2021-12-31	25
Total funding liabilities for active participants	2021-12-31	2,822,958
Total participant count	2021-12-31	40
Total funding target for all participants	2021-12-31	2,858,369
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	647,695
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	647,695
Present value of excess contributions	2021-12-31	192,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	202,913
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	39,582
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	625,860
Total employer contributions	2021-12-31	223,968
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	217,810
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	182,345
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	182,345
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	182,345
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	217,810
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,795,526
Acturial value of plan assets	2020-12-31	3,795,526
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	13
Fundng target for terminated vested participants	2020-12-31	25,227
Active participant vested funding target	2020-12-31	2,683,127
Number of active participants	2020-12-31	28
Total funding liabilities for active participants	2020-12-31	2,683,273
Total participant count	2020-12-31	41
Total funding target for all participants	2020-12-31	2,708,500
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	544,556
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	544,556
Present value of excess contributions	2020-12-31	3,825
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	4,032
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	647,695
Total employer contributions	2020-12-31	200,004
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	192,535
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	81,404
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	192,535
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,417,938
Acturial value of plan assets	2019-12-31	4,417,938
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	12
Fundng target for terminated vested participants	2019-12-31	17,795
Active participant vested funding target	2019-12-31	3,855,213
Number of active participants	2019-12-31	33
Total funding liabilities for active participants	2019-12-31	3,855,587
Total participant count	2019-12-31	45
Total funding target for all participants	2019-12-31	3,873,382
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	695,800
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	695,800
Present value of excess contributions	2019-12-31	234,026
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	246,827
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	111,444
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	544,556
Total employer contributions	2019-12-31	199,968
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	194,534
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	190,709
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	190,709
Additional cash requirement	2019-12-31	190,709
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	194,534
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,375,986
Acturial value of plan assets	2018-12-31	4,375,986
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	12
Fundng target for terminated vested participants	2018-12-31	22,451
Active participant vested funding target	2018-12-31	3,440,950
Number of active participants	2018-12-31	32
Total funding liabilities for active participants	2018-12-31	3,441,861
Total participant count	2018-12-31	44
Total funding target for all participants	2018-12-31	3,464,312
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	628,432
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	628,432
Present value of excess contributions	2018-12-31	633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	667
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	695,800
Total employer contributions	2018-12-31	308,698
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	300,738
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	282,586
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	66,712
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	66,712
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	300,738
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,684,684
Acturial value of plan assets	2017-12-31	4,684,684
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	9
Fundng target for terminated vested participants	2017-12-31	11,393
Active participant vested funding target	2017-12-31	4,044,859
Number of active participants	2017-12-31	32
Total funding liabilities for active participants	2017-12-31	4,044,859
Total participant count	2017-12-31	41
Total funding target for all participants	2017-12-31	4,056,252
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	672,719
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	672,719
Present value of excess contributions	2017-12-31	42,929
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	45,389
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	72,541
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	628,432
Total employer contributions	2017-12-31	275,206
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	268,527
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	267,894
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	267,894
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	267,894
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	268,527
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,220,659
Acturial value of plan assets	2016-12-31	4,220,659
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	9
Fundng target for terminated vested participants	2016-12-31	11,383
Active participant vested funding target	2016-12-31	3,536,487
Number of active participants	2016-12-31	30
Total funding liabilities for active participants	2016-12-31	3,536,557
Total participant count	2016-12-31	39
Total funding target for all participants	2016-12-31	3,547,940
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	744,006
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	744,006
Present value of excess contributions	2016-12-31	127,536
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	135,507
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	58,862
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	672,719
Total employer contributions	2016-12-31	284,952
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	276,957
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	234,028
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	234,028
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	234,028
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	276,957
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	27
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	2
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN

Measure	Date	Value
2010 : ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN 2010 401k financial data
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	$697,702
Expenses. Total of all expenses incurred	2010-12-31	$1,718
Benefits paid (including direct rollovers)	2010-12-31	$1,718
Total plan assets at end of year	2010-12-31	$2,204,394
Total plan assets at beginning of year	2010-12-31	$1,508,410
Value of fidelity bond covering the plan	2010-12-31	$80,000
Other income received	2010-12-31	$247,774
Net income (gross income less expenses)	2010-12-31	$695,984
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,204,394
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,508,410
Total contributions received or receivable from employer(s)	2010-12-31	$449,928
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 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 ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. CASH BALANCE PLAN

2009: ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A. 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:	ASSOCIATES IN OTOLARYNGOLOGY OF NEW JERSEY, P.A.
Employer identification number (EIN):	223327664
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)