ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY
Employer identification number (EIN):	330631377
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
007	2019-01-01	JAMES BRIED	2020-02-19	JAMES BRIED	2020-02-19
007	2018-01-01	JAMES BRIED	2019-05-20	JAMES BRIED	2019-05-20
007	2017-01-01	JAMES BRIED	2018-07-27	JAMES BRIED	2018-07-27
007	2016-01-01	JAMES BRIED	2017-01-19	JAMES BRIED	2017-01-19
007	2015-01-01	JAMES BRIED	2016-07-26	JAMES BRIED	2016-07-26
007	2014-01-01	JAMES BRIED	2015-06-16	JAMES BRIED	2015-06-16
007	2013-01-01	JAMES BRIED	2014-09-23	JAMES BRIED	2014-09-23
007	2012-01-01	JAMES BRIED		JAMES BRIED	2013-05-14
007	2011-01-01	JAMES BRIED		JAMES BRIED	2012-06-13

Plan Statistics for ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST

Measure	Date	Value
2018: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	3,956,047
Acturial value of plan assets	2018-12-31	3,956,047
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	4,019,599
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	4,019,599
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	4,019,599
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
Present value of excess contributions	2018-12-31	86
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	91
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
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	750,000
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	722,850
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	623,975
Net shortfall amortization installment of oustanding balance	2018-12-31	63,552
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	643,455
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	643,455
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	722,850
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	2,809,376
Acturial value of plan assets	2017-12-31	2,809,376
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	3,024,624
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	3,024,624
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	3,024,624
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
Present value of excess contributions	2017-12-31	55,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	58,428
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	614,495
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	593,365
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	553,756
Net shortfall amortization installment of oustanding balance	2017-12-31	215,248
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	593,279
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	593,279
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	593,365
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	2,039,454
Acturial value of plan assets	2016-12-31	2,039,454
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	2,254,382
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	2,254,382
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	2,254,382
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
Present value of excess contributions	2016-12-31	67,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	72,055
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	617,127
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	594,148
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	503,307
Net shortfall amortization installment of oustanding balance	2016-12-31	214,928
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	538,818
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	538,818
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	594,148
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2012: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
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	0
Total of all active and inactive participants	2012-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
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	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST

Form 5500 Responses for ORTHOPEDIC SURGERY ASSOCIATES OF NORTH COUNTY DEFINED BENEFIT PENSION PLAN & TRUST

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