401k Plan data: NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN plan

NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN
Plan identification number	003

NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN 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).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

NORTH SHORE GASTROENTEROLOGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTH SHORE GASTROENTEROLOGY, INC.

Employer identification number (EIN): 341350987

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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 MOUSAB TABBAA 2016-10-13
003 2014-01-01 MOUSAB TABBAA 2015-10-13
003 2013-01-01 MOUSAB TABBAA 2014-10-13
003 2012-01-01 MOUSAB TABBAA 2013-10-09
003 2011-01-01 JULIE DUNBAR 2012-10-09
003 2010-01-01 RICHARD MARRAPESE 2011-10-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	MOUSAB TABBAA	2016-10-13
003	2014-01-01	MOUSAB TABBAA	2015-10-13
003	2013-01-01	MOUSAB TABBAA	2014-10-13
003	2012-01-01	MOUSAB TABBAA	2013-10-09
003	2011-01-01	JULIE DUNBAR	2012-10-09
003	2010-01-01	RICHARD MARRAPESE	2011-10-20

Plan Statistics for NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN

401k plan membership statisitcs for NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN

Measure Date Value
2020: NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-11-01 6,820,361
Acturial value of plan assets 2020-11-01 6,820,361
Funding target for retired participants and beneficiaries receiving payment 2020-11-01 0
Number of terminated vested participants 2020-11-01 48
Fundng target for terminated vested participants 2020-11-01 141,597
Active participant vested funding target 2020-11-01 6,822,987
Number of active participants 2020-11-01 94
Total funding liabilities for active participants 2020-11-01 6,822,987
Total participant count 2020-11-01 142
Total funding target for all participants 2020-11-01 6,964,584
Balance at beginning of prior year after applicable adjustments 2020-11-01 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-11-01 131,433
Prefunding balanced used to offset prior years funding requirement 2020-11-01 79,862
Amount remaining of carryover balance 2020-11-01 0
Amount remaining of prefunding balance 2020-11-01 51,571
Present value of excess contributions 2020-11-01 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-11-01 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-11-01 0
Reductions in caryover balances due to elections or deemed elections 2020-11-01 0
Reductions in prefunding balances due to elections or deemed elections 2020-11-01 0
Balance of carryovers at beginning of current year 2020-11-01 0
Balance of prefunding at beginning of current year 2020-11-01 60,498
Total employer contributions 2020-11-01 25,006
Total employee contributions 2020-11-01 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-11-01 0
Contributions made to avoid restrictions adjusted to valuation date 2020-11-01 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-11-01 23,854
Unpaid minimum required contributions for all prior years 2020-11-01 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-11-01 0
Remaining amount of unpaid minimum required contributions 2020-11-01 0
Minimum required contributions for current year target normal cost 2020-11-01 0
Net shortfall amortization installment of oustanding balance 2020-11-01 204,721
Waiver amortization installment 2020-11-01 0
Total funding amount beforereflecting carryover/prefunding balances 2020-11-01 5,370
Carryover balance elected to use to offset funding requirement 2020-11-01 0
Prefunding balance elected to use to offset funding requirement 2020-11-01 0
Additional cash requirement 2020-11-01 5,370
Contributions allocatedtoward minimum required contributions for current year 2020-11-01 23,854
Unpaid minimum required contributions for current year 2020-11-01 0
Unpaid minimum required contributions for all years 2020-11-01 0
2019: NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 5,803,497
Acturial value of plan assets 2019-12-31 5,803,497
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 62
Fundng target for terminated vested participants 2019-12-31 142,633
Active participant vested funding target 2019-12-31 5,891,537
Number of active participants 2019-12-31 90
Total funding liabilities for active participants 2019-12-31 5,899,751
Total participant count 2019-12-31 152
Total funding target for all participants 2019-12-31 6,042,384
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 139,763
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 139,763
Present value of excess contributions 2019-12-31 199,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 208,054
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 2019-12-31 131,433
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
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 2019-12-31 370,320
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 79,862
Prefunding balance elected to use to offset funding requirement 2019-12-31 79,862
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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,737,515
Acturial value of plan assets 2018-12-31 5,737,515
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 48
Fundng target for terminated vested participants 2018-12-31 121,012
Active participant vested funding target 2018-12-31 5,649,843
Number of active participants 2018-12-31 67
Total funding liabilities for active participants 2018-12-31 5,663,372
Total participant count 2018-12-31 115
Total funding target for all participants 2018-12-31 5,784,384
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 123,936
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 2018-12-31 123,936
Present value of excess contributions 2018-12-31 220,207
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 229,940
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 2018-12-31 139,763
Total employer contributions 2018-12-31 424,494
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 2018-12-31 392,535
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 2018-12-31 148,889
Net shortfall amortization installment of oustanding balance 2018-12-31 186,632
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 193,001
Additional cash requirement 2018-12-31 193,001
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 392,535
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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,687,131
Acturial value of plan assets 2017-12-31 4,687,131
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 41
Fundng target for terminated vested participants 2017-12-31 104,481
Active participant vested funding target 2017-12-31 5,146,115
Number of active participants 2017-12-31 63
Total funding liabilities for active participants 2017-12-31 5,161,299
Total participant count 2017-12-31 104
Total funding target for all participants 2017-12-31 5,265,780
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 118,361
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 2017-12-31 118,361
Present value of excess contributions 2017-12-31 109,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 114,825
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 2017-12-31 123,936
Total employer contributions 2017-12-31 430,188
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 2017-12-31 398,780
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 63,200
Net shortfall amortization installment of oustanding balance 2017-12-31 702,585
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 178,573
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 2017-12-31 178,573
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 398,780
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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,170,661
Acturial value of plan assets 2016-12-31 4,170,661
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 42
Fundng target for terminated vested participants 2016-12-31 53,758
Active participant vested funding target 2016-12-31 4,388,722
Number of active participants 2016-12-31 63
Total funding liabilities for active participants 2016-12-31 4,388,722
Total participant count 2016-12-31 105
Total funding target for all participants 2016-12-31 4,442,480
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 121,758
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 2016-12-31 121,758
Present value of excess contributions 2016-12-31 121,149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 128,636
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 2016-12-31 118,361
Total employer contributions 2016-12-31 530,000
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 2016-12-31 516,463
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 2016-12-31 341,599
Net shortfall amortization installment of oustanding balance 2016-12-31 395,970
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 407,022
Additional cash requirement 2016-12-31 407,022
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 516,463
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
2020: NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-11-01	6,820,361
Acturial value of plan assets	2020-11-01	6,820,361
Funding target for retired participants and beneficiaries receiving payment	2020-11-01	0
Number of terminated vested participants	2020-11-01	48
Fundng target for terminated vested participants	2020-11-01	141,597
Active participant vested funding target	2020-11-01	6,822,987
Number of active participants	2020-11-01	94
Total funding liabilities for active participants	2020-11-01	6,822,987
Total participant count	2020-11-01	142
Total funding target for all participants	2020-11-01	6,964,584
Balance at beginning of prior year after applicable adjustments	2020-11-01	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-11-01	131,433
Prefunding balanced used to offset prior years funding requirement	2020-11-01	79,862
Amount remaining of carryover balance	2020-11-01	0
Amount remaining of prefunding balance	2020-11-01	51,571
Present value of excess contributions	2020-11-01	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-11-01	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-11-01	0
Reductions in caryover balances due to elections or deemed elections	2020-11-01	0
Reductions in prefunding balances due to elections or deemed elections	2020-11-01	0
Balance of carryovers at beginning of current year	2020-11-01	0
Balance of prefunding at beginning of current year	2020-11-01	60,498
Total employer contributions	2020-11-01	25,006
Total employee contributions	2020-11-01	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-11-01	0
Contributions made to avoid restrictions adjusted to valuation date	2020-11-01	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-11-01	23,854
Unpaid minimum required contributions for all prior years	2020-11-01	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-11-01	0
Remaining amount of unpaid minimum required contributions	2020-11-01	0
Minimum required contributions for current year target normal cost	2020-11-01	0
Net shortfall amortization installment of oustanding balance	2020-11-01	204,721
Waiver amortization installment	2020-11-01	0
Total funding amount beforereflecting carryover/prefunding balances	2020-11-01	5,370
Carryover balance elected to use to offset funding requirement	2020-11-01	0
Prefunding balance elected to use to offset funding requirement	2020-11-01	0
Additional cash requirement	2020-11-01	5,370
Contributions allocatedtoward minimum required contributions for current year	2020-11-01	23,854
Unpaid minimum required contributions for current year	2020-11-01	0
Unpaid minimum required contributions for all years	2020-11-01	0
2019: NORTH SHORE GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	5,803,497
Acturial value of plan assets	2019-12-31	5,803,497
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	62
Fundng target for terminated vested participants	2019-12-31	142,633
Active participant vested funding target	2019-12-31	5,891,537
Number of active participants	2019-12-31	90
Total funding liabilities for active participants	2019-12-31	5,899,751
Total participant count	2019-12-31	152
Total funding target for all participants	2019-12-31	6,042,384
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	139,763
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	139,763
Present value of excess contributions	2019-12-31	199,534
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	208,054
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	131,433
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
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	370,320
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	79,862
Prefunding balance elected to use to offset funding requirement	2019-12-31	79,862
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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,737,515
Acturial value of plan assets	2018-12-31	5,737,515
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	48
Fundng target for terminated vested participants	2018-12-31	121,012
Active participant vested funding target	2018-12-31	5,649,843
Number of active participants	2018-12-31	67
Total funding liabilities for active participants	2018-12-31	5,663,372
Total participant count	2018-12-31	115
Total funding target for all participants	2018-12-31	5,784,384
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	123,936
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	123,936
Present value of excess contributions	2018-12-31	220,207
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	229,940
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	139,763
Total employer contributions	2018-12-31	424,494
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	392,535
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	148,889
Net shortfall amortization installment of oustanding balance	2018-12-31	186,632
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	193,001
Additional cash requirement	2018-12-31	193,001
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	392,535
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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,687,131
Acturial value of plan assets	2017-12-31	4,687,131
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	41
Fundng target for terminated vested participants	2017-12-31	104,481
Active participant vested funding target	2017-12-31	5,146,115
Number of active participants	2017-12-31	63
Total funding liabilities for active participants	2017-12-31	5,161,299
Total participant count	2017-12-31	104
Total funding target for all participants	2017-12-31	5,265,780
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	118,361
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	118,361
Present value of excess contributions	2017-12-31	109,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	114,825
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	123,936
Total employer contributions	2017-12-31	430,188
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	398,780
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	63,200
Net shortfall amortization installment of oustanding balance	2017-12-31	702,585
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	178,573
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	178,573
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	398,780
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 GASTROENTEROLOGY, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,170,661
Acturial value of plan assets	2016-12-31	4,170,661
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	42
Fundng target for terminated vested participants	2016-12-31	53,758
Active participant vested funding target	2016-12-31	4,388,722
Number of active participants	2016-12-31	63
Total funding liabilities for active participants	2016-12-31	4,388,722
Total participant count	2016-12-31	105
Total funding target for all participants	2016-12-31	4,442,480
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	121,758
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	121,758
Present value of excess contributions	2016-12-31	121,149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	128,636
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	118,361
Total employer contributions	2016-12-31	530,000
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	516,463
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	341,599
Net shortfall amortization installment of oustanding balance	2016-12-31	395,970
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	407,022
Additional cash requirement	2016-12-31	407,022
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	516,463
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 GASTROENTEROLOGY, INC.
Employer identification number (EIN):	341350987
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)