NEW JERSEY UROLOGY, LLC CASH BALANCE PLAN 2 401k Plan overview

NEW JERSEY UROLOGY, LLC CASH BALANCE PLAN 2 Benefits

401k Sponsoring company profile

Company Name:	NEW JERSEY UROLOGY, LLC
Employer identification number (EIN):	412257491
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2023-01-01	DR. MARTIN GOLDSTEIN, M.D.	2023-08-31
007	2022-01-01	DR. MARTIN GOLDSTEIN, M.D.	2023-08-03
007	2021-01-01	VICTOR HOUTZ	2022-07-12

Plan Statistics for NEW JERSEY UROLOGY, LLC CASH BALANCE PLAN 2

Measure	Date	Value
2022: NEW JERSEY UROLOGY, LLC CASH BALANCE PLAN 2 2022 401k membership
Market value of plan assets	2022-12-31	2,128,993
Acturial value of plan assets	2022-12-31	2,128,993
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,208,794
Number of active participants	2022-12-31	53
Total funding liabilities for active participants	2022-12-31	1,921,998
Total participant count	2022-12-31	53
Total funding target for all participants	2022-12-31	1,921,998
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	0
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	0
Present value of excess contributions	2022-12-31	255,305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	255,305
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	0
Total employer contributions	2022-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NEW JERSEY UROLOGY, LLC CASH BALANCE PLAN 2 2021 401k membership
Market value of plan assets	2021-12-31	0
Acturial value of plan assets	2021-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	53
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	53
Total funding target for all participants	2021-12-31	0
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	0
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	0
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	0
Total employer contributions	2021-12-31	2,128,983
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	2,138,249
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	1,882,944
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,882,944
Additional cash requirement	2021-12-31	1,882,944
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	2,138,249
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

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• NEW JERSEY NURSES UNION RETIREMENT & SAVINGS PLAN [EIN = 223145813]
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• NEW JERSEY PEDIATRIC AND ADOLESCENT CARE, LLC 401(K) PSP [EIN = 463393659]
• NEW JERSEY FARM BUREAU RETIREMENT PLAN [EIN = 210524125]
• NEW JERSEY PRIMARY CARE ASSOCIATION, INC. 403(B) PLAN [EIN = 222954710]
• NEW JERSEY TOTALHEALTH MEDICALS P.A PENSION PLAN [EIN = 010618898]
• NEW JERSEY SPORTS & SPINE MEDICINE, P.C. 401(K) PROFIT SHARING PLAN [EIN = 261832216]
• NEW JERSEY BEST LAWN SPRINKLER 401 K PROFIT SHARING PLAN TRUST [EIN = 271540737]
• NEW JERSEY SPINE AND PAIN INST 401 K PROFIT SHARING PLAN TRUST [EIN = 208372069]
• NEW JERSEY EYE PHYSICIANS AND 401 K PROFIT SHARING PLAN TRUST [EIN = 223267967]
• NEW JERSEY HEALTH FOUNDATION 403B PLAN [EIN = 030430873]
• NEW JERSEY BANKERS ASSOCIATION PENSION PLAN [EIN = 210681392]
• NEW JERSEY LUBEOIL UNION 401K PLAN [EIN = 208311041]
• NEW JERSEY GASP MONEY PURCHASE PLAN [EIN = 222290273]
• NEW JERSEY MANUFACTURERS INS CO LONG-TERM DISABILITY PLAN [EIN = 210524225]
• NEW JERSEY AUTOMOBILE CLUB 401(K) PROFIT SHARING PLAN [EIN = 221151280]
• NEW JERSEY TECHNOLOGY COUNCIL 401 K [EIN = 223269507]
• NEW JERSEY DEVILS 401(K) PLAN [EIN = 522253487]
• NEW JERSEY RESOURCES CORPORATION GROUP & LIFE HEALTH PLAN [EIN = 222376465]
• NEW JERSEY ORGAN & TISSUE SHARING NETWORK EMPLOYEE LIFE INSURANCE & DISABILITY PLAN [EIN = 222490603]
• NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN [EIN = 221554528]
• NEW JERSEY RESOURCES CORPORATION FLEXIBLE SPENDING ACCOUNT [EIN = 222376465]
• NEW JERSEY EDUCATION ASSOCIATION EMPLOYEES' RETIREMENT AND TRUST FUND [EIN = 210524390]
• NEW JERSEY PLUMBING GROUP, LLC 401(K) PROFIT SHARING PLAN AND T [EIN = 272699627]
• NEW JERSEY NATURAL GAS COMPANY MASTER TRUST [EIN = 210621680]
• NEW JERSEY ANESTHESIA ASSOCIATES, P.C. CASH BALANCE PLAN [EIN = 223467721]
• NEW JERSEY AUTOMOBILE CLUB, INC. PENSION PLAN [EIN = 050432964]
• NEW JERSEY ORGAN AND TISSUE SHARING NETWORK, INC. FLEXIBENEFIT PLAN [EIN = 222490603]
• NEW JERSEY SYMPHONY ORCHESTRA GROUP LIFE PLAN [EIN = 221559422]
• NEW JERSEY ASSOCIATION ON CORRECTION [EIN = 521270921]
• NEW JERSEY PHARMACEUTICAL 401K PROFIT SHARING PLAN & TRUST [EIN = 210524332]
• NEW JERSEY MEDICAL GROUP DEFINED BENEFIT PLAN [EIN = 223409499]
• NEW JERSEY BLUE CROSS PLAN FOR BENJAMIN MOORE & CO [EIN = 135256230]
• NEW JERSEY S FINEST BAGELS, LLP PENSION PLAN [EIN = 113828283]
• NEW JERSEY HOSPITAL ASSOCIATION CASH BALANCE PLAN [EIN = 210618622]
• NEW JERSEY AUTOMOBILE CLUB, INC. PENSION PLAN [EIN = 221151280]
• NEW JERSEY ADVANCED DIAGNOSTIC IMAGING, P.C. RETIREMENT PLAN [EIN = 200190565]
• NEW JERSEY DIAGNOSTIC IMAGING & THERAPY, INC. 401(K) PLAN [EIN = 222927647]
• NEW JERSEY LIFE & CASUALTY ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN [EIN = 223082434]
• NEW JERSEY EYE AND EAR VIP PLAN [EIN = 814393962]
• NEW JERSEY SPORTS PRODUCTIONS, INC. DBA MAIN EVENTS 401(K) PLAN [EIN = 222210452]
• NEW JERSEY EYE AND EAR 401(K) PROFIT SHARING PLAN [EIN = 814393962]
• NEW JERSEY EQUINE CLINIC, P.A. PENSION PLAN TRUST [EIN = 222406382]
• NEW JERSEY HOSPITAL ASSOCIATION TAX SHELTERED ANNUITY PLAN [EIN = 060863942]
• NEW JERSEY NURSING HOME 401(K) AND PROFIT SHARING PLAN [EIN = 223307698]
• NEW JERSEY BANKERS ASSOCIATION INSURANCE FUND WELFARE PLANS [EIN = 223393206]
• NEW JERSEY ALTERNATIVE MEDICIN 401 K PROFIT SHARING PLAN TRUST [EIN = 813401099]
• NEW JERSEY HEART VASCULAR CE 401 K PROFIT SHARING PLAN TRUST [EIN = 223515505]
• NEW JERSEY KEYSTONE PHYSICIANS, LLC CASH BALANCE PENSION PLAN [EIN = 203447653]
• NEW JERSEY STEEL BARON LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 272157746]
• NEW JERSEY INNOVATION INSTITUTE INC. RETIREMENT PLAN [EIN = 471042118]
• NEW JERSEY TOTALHEALTH MEDICALS P.A. RETIREMENT PLAN [EIN = 010618898]
• NEW JERSEY ORTHOPAEDIC INSTITUTE CASH BALANCE PLAN [EIN = 800403560]
• NEW JERSEY EQUINE CLINIC [EIN = 222406382]
• NEW JERSEY ORAL SURGERY & DENTAL IMPLANTS, LLC PROFIT SHARING PLAN [EIN = 825402318]
• NEW JERSEY DEER CONTROL, LLC 401(K) PLAN [EIN = 611518976]
• NEW JERSEY SPORTS PRODUCTIONS, INC. DBA MAIN EVENTS 401(K) PLAN [EIN = 222210452]
• NEW JERSEY SPINE SPECIALISTS, L.L.C. CASH BALANCE PLAN [EIN = 261676520]
• NEW JERSEY MANUFACTURERS INSURANCE COMPANY ONSITE MEDICAL CLINIC PLAN [EIN = 210524225]
• NEW JERSEY HEALTHCARE SPECIALISTS, P.C. HEALTH AND WELFARE BENEFIT AND CAFETERIA PLAN [EIN = 221948732]
• NEW JERSEY RESPIRATORY INC 401(K) SAVINGS PLAN [EIN = 222440740]
• NEW JERSEY ANALYTICAL LABORATORIES, LLC 401(K) PLAN [EIN = 463640084]
• NEW JERSEY SYMPHONY ORCHESTRA LONG-TERM DISABILITY PLAN [EIN = 221559422]
• NEW JERSEY ADVANCED PAIN MANAGEMENT CENTER CASH BALANCE PLAN [EIN = 272407189]
• NEW JERSEY ADVANCED PAIN MANAGEMENT CENTER 401(K) PLAN [EIN = 272407189]
• NEW JERSEY ASSOCIATION ON CORRECTIONS EMPLOYEE BENEFITS PLAN [EIN = 221729877]
• NEW JERSEY BRAIN AND SPINE P.C. CASH BALANCE PLAN [EIN = 223430454]
• NEW JERSEY MOTORSPORTS PARK, LLC 401(K) PLAN [EIN = 562446719]
• NEW JERSEY LIFE & CASUALTY ASSOCIATES, LLC CASH BALANCE PLAN [EIN = 204527503]
• NEW JERSEY PROPERTY-LIABILITY INSURANCE GUARANTY ASSOCIATION EMPLOYEE BENEFITS HEALTHCARE PLAN [EIN = 222559832]
• NEW JERSEY COALITION FOR INCLU 401(K) PROFIT SHARING PLAN & TRUST [EIN = 223389917]
• NEW JERSEY NECK & BACK INSTITUTE, P.C. CASH BALANCE PLAN [EIN = 271359911]
• NEW JERSEY SPINE & ORTHOPEDIC PROFIT SHARING PLAN [EIN = 463849386]
• NEW JERSEY WILD GEESE CONTROL, INC. PROFIT SHARING PLAN [EIN = 223505501]
• NEW JERSEY FEDERATION OF YMHAS AND YWHAS CAMPS RETIREMENT PLAN [EIN = 221487266]
• NEW JERSEY PROPERTY-LIABILITY INSURANCE GUARANTY ASSOCIATION HEALTH & LIFE BENEFITS [EIN = 222559832]
• NEW JERSEY VOLUNTARY ORGANIZATIONS ACTIVE IN DISASTER RELIEF, INC. 401(K) PLAN [EIN = 562336149]
• NEW JERSEY ASSOCIATION OF PLUMBING - HEATING - COOLING CONTRACTORS, INC. 401(K) P/S PLAN [EIN = 221505421]
• NEW JERSEY DERMATOLOGY AND AESTHETICS CENTER RETIREMENT TRUST [EIN = 825499410]
• NEW JERSEY BANKERS ASSOCIATION EMPLOYEES SAVINGS PROFIT SHARING PLAN AND TRUST [EIN = 221152260]
• NEW JERSEY SYMPHONY ORCHESTRA [EIN = 221559422]
• NEW JERSEY WATERJET INC. 401(K) [EIN = 274655857]
• NEW JERSEY HEARING HEALTH CENTER, INC 401(K) PLAN [EIN = 223150773]
• NEW JERSEY HEALTH PERFORMANCE INSTITUTE 401(K) PLAN [EIN = 822260847]
• NEW JERSEY PURE 401(K) PLAN [EIN = 820575287]
• NEW JERSEY EQUINE CLINIC [EIN = 883515373]
• NEW JERSEY ENDOVASCULAR THERAPEUTICS 401(K) PLAN [EIN = 753063160]
• NEW JERSEY CRIME VICTIMS LAW CENTER 401K [EIN = 223224292]
• NEW JERSEY PHYSICAL MEDICINE & REHABILITATION INSTITUTE PA - 40 [EIN = 208831104]
• NEW JERSEY CHILDREN'S ALLIANCE 401K [EIN = 412255586]
• NEW JERSEY FUTURE, INC. 401(K) PLAN [EIN = 222879323]

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