SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 401k Plan overview

SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	SPECIALISTS IN OTOLARYNGOLOGY LLC
Employer identification number (EIN):	223749983
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	HOWARD BERG, M.D.	2013-10-15
001	2011-01-01	HOWARD BERG, M.D.	2012-10-03
001	2010-01-01	HOWARD BERG, M.D.
001	2009-01-01	HOWARD BERG

Plan Statistics for SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN

Measure	Date	Value
2019: SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,119,493
Acturial value of plan assets	2019-12-31	2,119,493
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,546,991
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	2,546,991
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	2,546,991
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	38,394
Amount remaining of prefunding balance	2019-12-31	38,394
Balance of prefunding at beginning of current year	2019-12-31	39,173
Total employer contributions	2019-12-31	196,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	179,405
Minimum required contributions for current year target normal cost	2019-12-31	19,872
Net shortfall amortization installment of oustanding balance	2019-12-31	613,960
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	129,061
Additional cash requirement	2019-12-31	129,061
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	179,405
2018: SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,894,493
Acturial value of plan assets	2018-12-31	1,894,493
Active participant vested funding target	2018-12-31	2,110,922
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	2,110,922
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	2,110,922
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	69,966
Prefunding balanced used to offset prior years funding requirement	2018-12-31	31,721
Amount remaining of prefunding balance	2018-12-31	38,245
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	38,394
Total employer contributions	2018-12-31	225,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	202,584
Minimum required contributions for current year target normal cost	2018-12-31	17,057
Net shortfall amortization installment of oustanding balance	2018-12-31	254,824
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	62,421
Additional cash requirement	2018-12-31	62,421
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	202,584
2017: SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,647,598
Acturial value of plan assets	2017-12-31	1,647,598
Active participant vested funding target	2017-12-31	1,726,186
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	1,726,186
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,726,186
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	83,470
Prefunding balanced used to offset prior years funding requirement	2017-12-31	13,970
Amount remaining of prefunding balance	2017-12-31	69,500
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	69,966
Total employer contributions	2017-12-31	240,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	209,181
Minimum required contributions for current year target normal cost	2017-12-31	215,762
Net shortfall amortization installment of oustanding balance	2017-12-31	148,554
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	240,902
Prefunding balance elected to use to offset funding requirement	2017-12-31	31,721
Additional cash requirement	2017-12-31	209,181
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	209,181
2016: SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,427,323
Acturial value of plan assets	2016-12-31	1,427,323
Active participant vested funding target	2016-12-31	1,382,204
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,382,204
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,382,204
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	81,970
Amount remaining of prefunding balance	2016-12-31	81,970
Present value of excess contributions	2016-12-31	22,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	24,265
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	83,470
Total employer contributions	2016-12-31	210,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	189,813
Minimum required contributions for current year target normal cost	2016-12-31	197,447
Net shortfall amortization installment of oustanding balance	2016-12-31	38,351
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	203,783
Prefunding balance elected to use to offset funding requirement	2016-12-31	13,970
Additional cash requirement	2016-12-31	189,813
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	189,813
2010: SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	0
2009: SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	2
Total participants	2009-01-01	2

Financial Data on SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN

Form 5500 Responses for SPECIALISTS IN OTOLARYNGOLOGY LLC DEFINED BENEFIT PLAN

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