401k Plan data: CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN plan

CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN 401k Plan overview

Plan Name	CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN
Plan identification number	002

CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

CENTER FOR ORTHOPAEDIC SURGERY AND SPORTS MEDICINE PC has sponsored the creation of one or more 401k plans.

Company Name: CENTER FOR ORTHOPAEDIC SURGERY AND SPORTS MEDICINE PC

Employer identification number (EIN): 352044989

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 GREGORY HARDIN 2017-11-30
002 2016-01-01 GREGORY HARDIN 2017-06-22
002 2015-01-01 GREGORY HARDIN 2016-07-13
002 2013-01-01 GREG T. HARDIN, M.D. 2014-02-27
002 2012-01-01 GREG T. HARDIN, M.D. 2013-10-10
002 2011-01-01 GREG T. HARDIN, M.D. 2012-10-12
002 2010-01-01 GREG T. HARDIN, M.D. 2011-06-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	GREGORY HARDIN	2017-11-30
002	2016-01-01	GREGORY HARDIN	2017-06-22
002	2015-01-01	GREGORY HARDIN	2016-07-13
002	2013-01-01	GREG T. HARDIN, M.D.	2014-02-27
002	2012-01-01	GREG T. HARDIN, M.D.	2013-10-10
002	2011-01-01	GREG T. HARDIN, M.D.	2012-10-12
002	2010-01-01	GREG T. HARDIN, M.D.	2011-06-17

Plan Statistics for CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN

401k plan membership statisitcs for CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN

Measure Date Value
2017: CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-09-07 713,976
Acturial value of plan assets 2017-09-07 713,976
Funding target for retired participants and beneficiaries receiving payment 2017-09-07 0
Number of terminated vested participants 2017-09-07 11
Fundng target for terminated vested participants 2017-09-07 5,385
Active participant vested funding target 2017-09-07 629,856
Number of active participants 2017-09-07 18
Total funding liabilities for active participants 2017-09-07 630,976
Total participant count 2017-09-07 29
Total funding target for all participants 2017-09-07 636,361
Balance at beginning of prior year after applicable adjustments 2017-09-07 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-07 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-07 0
Prefunding balanced used to offset prior years funding requirement 2017-09-07 0
Amount remaining of carryover balance 2017-09-07 0
Amount remaining of prefunding balance 2017-09-07 0
Present value of excess contributions 2017-09-07 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-07 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-07 0
Reductions in caryover balances due to elections or deemed elections 2017-09-07 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-07 0
Balance of carryovers at beginning of current year 2017-09-07 0
Balance of prefunding at beginning of current year 2017-09-07 0
Total employer contributions 2017-09-07 0
Total employee contributions 2017-09-07 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-07 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-07 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-07 0
Unpaid minimum required contributions for all prior years 2017-09-07 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-07 0
Remaining amount of unpaid minimum required contributions 2017-09-07 0
Minimum required contributions for current year target normal cost 2017-09-07 49,559
Net shortfall amortization installment of oustanding balance 2017-09-07 0
Waiver amortization installment 2017-09-07 0
Waived amount of outstanding balance 2017-09-07 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-07 0
Carryover balance elected to use to offset funding requirement 2017-09-07 0
Prefunding balance elected to use to offset funding requirement 2017-09-07 0
Additional cash requirement 2017-09-07 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-07 0
Unpaid minimum required contributions for current year 2017-09-07 0
Unpaid minimum required contributions for all years 2017-09-07 0
2016: CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 329,349
Acturial value of plan assets 2016-12-31 329,349
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 1,423
Active participant vested funding target 2016-12-31 291,163
Number of active participants 2016-12-31 24
Total funding liabilities for active participants 2016-12-31 291,940
Total participant count 2016-12-31 32
Total funding target for all participants 2016-12-31 293,363
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
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 40,581
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 43,081
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 2016-12-31 368,560
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 2016-12-31 346,614
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 2016-12-31 289,556
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 2016-12-31 253,570
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 2016-12-31 253,570
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 346,614
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
2017: CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-09-07	713,976
Acturial value of plan assets	2017-09-07	713,976
Funding target for retired participants and beneficiaries receiving payment	2017-09-07	0
Number of terminated vested participants	2017-09-07	11
Fundng target for terminated vested participants	2017-09-07	5,385
Active participant vested funding target	2017-09-07	629,856
Number of active participants	2017-09-07	18
Total funding liabilities for active participants	2017-09-07	630,976
Total participant count	2017-09-07	29
Total funding target for all participants	2017-09-07	636,361
Balance at beginning of prior year after applicable adjustments	2017-09-07	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-07	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-07	0
Prefunding balanced used to offset prior years funding requirement	2017-09-07	0
Amount remaining of carryover balance	2017-09-07	0
Amount remaining of prefunding balance	2017-09-07	0
Present value of excess contributions	2017-09-07	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-07	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-07	0
Reductions in caryover balances due to elections or deemed elections	2017-09-07	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-07	0
Balance of carryovers at beginning of current year	2017-09-07	0
Balance of prefunding at beginning of current year	2017-09-07	0
Total employer contributions	2017-09-07	0
Total employee contributions	2017-09-07	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-07	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-07	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-07	0
Unpaid minimum required contributions for all prior years	2017-09-07	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-07	0
Remaining amount of unpaid minimum required contributions	2017-09-07	0
Minimum required contributions for current year target normal cost	2017-09-07	49,559
Net shortfall amortization installment of oustanding balance	2017-09-07	0
Waiver amortization installment	2017-09-07	0
Waived amount of outstanding balance	2017-09-07	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-07	0
Carryover balance elected to use to offset funding requirement	2017-09-07	0
Prefunding balance elected to use to offset funding requirement	2017-09-07	0
Additional cash requirement	2017-09-07	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-07	0
Unpaid minimum required contributions for current year	2017-09-07	0
Unpaid minimum required contributions for all years	2017-09-07	0
2016: CENTER FOR ORTHOPAEDIC SURGERY SPORTS MEDICINE PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	329,349
Acturial value of plan assets	2016-12-31	329,349
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	1,423
Active participant vested funding target	2016-12-31	291,163
Number of active participants	2016-12-31	24
Total funding liabilities for active participants	2016-12-31	291,940
Total participant count	2016-12-31	32
Total funding target for all participants	2016-12-31	293,363
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
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	40,581
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	43,081
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	368,560
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	346,614
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	289,556
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	253,570
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	253,570
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	346,614
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:	CENTER FOR ORTHOPAEDIC SURGERY AND SPORTS MEDICINE PC
Employer identification number (EIN):	352044989
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)