401k Plan data: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN plan

MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 401k Plan overview

Plan Name	MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN
Plan identification number	002

MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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

MIDWEST ORTHOPAEDIC CONSULTANTS, S.C. has sponsored the creation of one or more 401k plans.

Company Name: MIDWEST ORTHOPAEDIC CONSULTANTS, S.C.

Employer identification number (EIN): 364005696

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01

Plan Statistics for MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN

401k plan membership statisitcs for MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN

Measure Date Value
2022: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,641,791
Acturial value of plan assets 2022-12-31 2,641,791
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 29
Fundng target for terminated vested participants 2022-12-31 155,239
Active participant vested funding target 2022-12-31 2,182,551
Number of active participants 2022-12-31 59
Total funding liabilities for active participants 2022-12-31 2,190,951
Total participant count 2022-12-31 88
Total funding target for all participants 2022-12-31 2,346,190
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 357,224
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 2022-12-31 357,224
Present value of excess contributions 2022-12-31 41,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 43,343
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 2022-12-31 380,051
Total employer contributions 2022-12-31 540,000
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 2022-12-31 494,917
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 2022-12-31 481,688
Net shortfall amortization installment of oustanding balance 2022-12-31 84,450
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 489,492
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 489,492
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 494,917
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,944,549
Acturial value of plan assets 2021-12-31 1,944,549
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 41
Fundng target for terminated vested participants 2021-12-31 125,883
Active participant vested funding target 2021-12-31 1,731,271
Number of active participants 2021-12-31 59
Total funding liabilities for active participants 2021-12-31 1,742,078
Total participant count 2021-12-31 100
Total funding target for all participants 2021-12-31 1,867,961
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 287,822
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 2021-12-31 287,822
Present value of excess contributions 2021-12-31 48,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 51,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 51,010
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 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 357,224
Total employer contributions 2021-12-31 591,302
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 2021-12-31 540,425
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 2021-12-31 499,095
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 2021-12-31 499,095
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 2021-12-31 499,095
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 540,425
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,525,729
Acturial value of plan assets 2020-12-31 1,525,729
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 32
Fundng target for terminated vested participants 2020-12-31 72,990
Active participant vested funding target 2020-12-31 1,360,834
Number of active participants 2020-12-31 57
Total funding liabilities for active participants 2020-12-31 1,365,596
Total participant count 2020-12-31 89
Total funding target for all participants 2020-12-31 1,438,586
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 249,728
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 249,728
Present value of excess contributions 2020-12-31 2,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 3,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 3,107
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 2020-12-31 287,822
Total employer contributions 2020-12-31 349,582
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 2020-12-31 311,353
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 2020-12-31 262,878
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 2020-12-31 262,878
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 262,878
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 311,353
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,102,150
Acturial value of plan assets 2019-12-31 1,102,150
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 31
Fundng target for terminated vested participants 2019-12-31 75,933
Active participant vested funding target 2019-12-31 1,013,384
Number of active participants 2019-12-31 62
Total funding liabilities for active participants 2019-12-31 1,023,801
Total participant count 2019-12-31 93
Total funding target for all participants 2019-12-31 1,099,734
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 265,556
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 2019-12-31 265,556
Present value of excess contributions 2019-12-31 5,452
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 5,762
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 5,762
Reductions in caryover 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 2019-12-31 249,728
Total employer contributions 2019-12-31 289,445
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 2019-12-31 264,903
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 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 2019-12-31 264,373
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 2019-12-31 261,957
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 261,957
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 264,903
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 970,204
Acturial value of plan assets 2018-12-31 970,204
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 26
Fundng target for terminated vested participants 2018-12-31 44,603
Active participant vested funding target 2018-12-31 685,695
Number of active participants 2018-12-31 58
Total funding liabilities for active participants 2018-12-31 691,605
Total participant count 2018-12-31 84
Total funding target for all participants 2018-12-31 736,208
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 83,435
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 83,435
Present value of excess contributions 2018-12-31 167,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 178,033
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 178,033
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 2018-12-31 265,556
Total employer contributions 2018-12-31 200,000
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 2018-12-31 193,007
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 2018-12-31 187,555
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Waived amount of outstanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 187,555
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 2018-12-31 187,555
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 193,007
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 649,054
Acturial value of plan assets 2017-12-31 649,054
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 12
Fundng target for terminated vested participants 2017-12-31 16,916
Active participant vested funding target 2017-12-31 497,677
Number of active participants 2017-12-31 53
Total funding liabilities for active participants 2017-12-31 500,707
Total participant count 2017-12-31 65
Total funding target for all participants 2017-12-31 517,623
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 68,310
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 68,310
Present value of excess contributions 2017-12-31 12,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 13,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 13,021
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 83,435
Total employer contributions 2017-12-31 327,553
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 2017-12-31 297,300
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 2017-12-31 177,391
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 2017-12-31 129,395
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 2017-12-31 129,395
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 297,300
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 398,394
Acturial value of plan assets 2016-12-31 398,394
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 14
Fundng target for terminated vested participants 2016-12-31 23,777
Active participant vested funding target 2016-12-31 315,504
Number of active participants 2016-12-31 48
Total funding liabilities for active participants 2016-12-31 322,490
Total participant count 2016-12-31 62
Total funding target for all participants 2016-12-31 346,267
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 36,628
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 36,628
Present value of excess contributions 2016-12-31 29,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 31,682
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 31,682
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 68,310
Total employer contributions 2016-12-31 243,820
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 2016-12-31 219,657
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 2016-12-31 207,402
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 207,402
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 2016-12-31 207,402
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 219,657
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
2022: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,641,791
Acturial value of plan assets	2022-12-31	2,641,791
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	29
Fundng target for terminated vested participants	2022-12-31	155,239
Active participant vested funding target	2022-12-31	2,182,551
Number of active participants	2022-12-31	59
Total funding liabilities for active participants	2022-12-31	2,190,951
Total participant count	2022-12-31	88
Total funding target for all participants	2022-12-31	2,346,190
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	357,224
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	357,224
Present value of excess contributions	2022-12-31	41,330
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	43,343
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	380,051
Total employer contributions	2022-12-31	540,000
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	494,917
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	481,688
Net shortfall amortization installment of oustanding balance	2022-12-31	84,450
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	489,492
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	489,492
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	494,917
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,944,549
Acturial value of plan assets	2021-12-31	1,944,549
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	41
Fundng target for terminated vested participants	2021-12-31	125,883
Active participant vested funding target	2021-12-31	1,731,271
Number of active participants	2021-12-31	59
Total funding liabilities for active participants	2021-12-31	1,742,078
Total participant count	2021-12-31	100
Total funding target for all participants	2021-12-31	1,867,961
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	287,822
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	287,822
Present value of excess contributions	2021-12-31	48,475
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	51,010
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	51,010
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	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	357,224
Total employer contributions	2021-12-31	591,302
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	540,425
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	499,095
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	499,095
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	499,095
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	540,425
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,525,729
Acturial value of plan assets	2020-12-31	1,525,729
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	32
Fundng target for terminated vested participants	2020-12-31	72,990
Active participant vested funding target	2020-12-31	1,360,834
Number of active participants	2020-12-31	57
Total funding liabilities for active participants	2020-12-31	1,365,596
Total participant count	2020-12-31	89
Total funding target for all participants	2020-12-31	1,438,586
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	249,728
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	249,728
Present value of excess contributions	2020-12-31	2,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	3,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	3,107
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	287,822
Total employer contributions	2020-12-31	349,582
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	311,353
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	262,878
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	262,878
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	262,878
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	311,353
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,102,150
Acturial value of plan assets	2019-12-31	1,102,150
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	31
Fundng target for terminated vested participants	2019-12-31	75,933
Active participant vested funding target	2019-12-31	1,013,384
Number of active participants	2019-12-31	62
Total funding liabilities for active participants	2019-12-31	1,023,801
Total participant count	2019-12-31	93
Total funding target for all participants	2019-12-31	1,099,734
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	265,556
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	265,556
Present value of excess contributions	2019-12-31	5,452
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	5,762
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	5,762
Reductions in caryover 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	249,728
Total employer contributions	2019-12-31	289,445
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	264,903
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	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	264,373
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	261,957
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	261,957
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	264,903
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	970,204
Acturial value of plan assets	2018-12-31	970,204
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	26
Fundng target for terminated vested participants	2018-12-31	44,603
Active participant vested funding target	2018-12-31	685,695
Number of active participants	2018-12-31	58
Total funding liabilities for active participants	2018-12-31	691,605
Total participant count	2018-12-31	84
Total funding target for all participants	2018-12-31	736,208
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	83,435
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	83,435
Present value of excess contributions	2018-12-31	167,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	178,033
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	178,033
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	265,556
Total employer contributions	2018-12-31	200,000
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	193,007
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	187,555
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Waived amount of outstanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	187,555
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	187,555
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	193,007
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	649,054
Acturial value of plan assets	2017-12-31	649,054
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	12
Fundng target for terminated vested participants	2017-12-31	16,916
Active participant vested funding target	2017-12-31	497,677
Number of active participants	2017-12-31	53
Total funding liabilities for active participants	2017-12-31	500,707
Total participant count	2017-12-31	65
Total funding target for all participants	2017-12-31	517,623
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	68,310
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	68,310
Present value of excess contributions	2017-12-31	12,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	13,021
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	13,021
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	83,435
Total employer contributions	2017-12-31	327,553
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	297,300
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	177,391
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	129,395
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	129,395
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	297,300
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MIDWEST ORTHOPAEDIC CONSULTANTS, SC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	398,394
Acturial value of plan assets	2016-12-31	398,394
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	14
Fundng target for terminated vested participants	2016-12-31	23,777
Active participant vested funding target	2016-12-31	315,504
Number of active participants	2016-12-31	48
Total funding liabilities for active participants	2016-12-31	322,490
Total participant count	2016-12-31	62
Total funding target for all participants	2016-12-31	346,267
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	36,628
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	36,628
Present value of excess contributions	2016-12-31	29,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	31,682
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	31,682
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	68,310
Total employer contributions	2016-12-31	243,820
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	219,657
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	207,402
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	207,402
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	207,402
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	219,657
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:	MIDWEST ORTHOPAEDIC CONSULTANTS, S.C.
Employer identification number (EIN):	364005696
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01