MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 401k Plan overview

MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST Benefits

401k Sponsoring company profile

Company Name:	MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C.
Employer identification number (EIN):	450472085
NAIC Classification:	621310
NAIC Description:	Offices of Chiropractors

Form 5500 Filing Information

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

Plan Statistics for MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST

Measure	Date	Value
2022: MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	400,951
Acturial value of plan assets	2022-12-31	400,951
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	11,136
Active participant vested funding target	2022-12-31	395,281
Number of active participants	2022-12-31	2
Total funding liabilities for active participants	2022-12-31	395,281
Total participant count	2022-12-31	3
Total funding target for all participants	2022-12-31	406,417
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	517
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	505
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	5,466
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	505
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	483,472
Acturial value of plan assets	2021-12-31	483,472
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	7,588
Active participant vested funding target	2021-12-31	290,875
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	290,875
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	298,463
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	131,687
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	131,687
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	0
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	0
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	94,117
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	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	290,852
Acturial value of plan assets	2020-12-31	290,852
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	3,593
Active participant vested funding target	2020-12-31	194,020
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	194,020
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	197,613
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	0
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	0
Present value of excess contributions	2020-12-31	9,137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,137
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	0
Total employer contributions	2020-12-31	131,185
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	132,914
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	94,466
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	1,227
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	1,227
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	132,914
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	103,865
Acturial value of plan assets	2019-12-31	103,865
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	3,753
Active participant vested funding target	2019-12-31	93,922
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	93,922
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	97,675
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	0
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	0
Present value of excess contributions	2019-12-31	3,747
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	3,747
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	0
Total employer contributions	2019-12-31	98,000
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	96,968
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	94,021
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	87,831
Additional cash requirement	2019-12-31	87,831
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	96,968
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MOUNTAIN VIEW ORTHOPAEDICS & ASSOCIATES, P.C. CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	0
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Total employer contributions	2018-12-31	98,032
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	94,477
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	90,730
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	90,730
Additional cash requirement	2018-12-31	90,730
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	94,477
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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• MOUNTAIN VIEW PROPERTIES FAB FOUR, LLC 401(K) [EIN = 800153963]
• MOUNTAIN VIEW MEDICAL GROUP, LLC [EIN = 352566612]
• MOUNTAIN VIEW CARDIOLOGY PC PROFIT SHARING PLAN [EIN = 860893272]
• MOUNTAIN VIEW HEALTH CARE ORG LLC [EIN = 860954261]
• MOUNTAIN VIEW PROPERTIES, INC. RETIREMENT PLAN [EIN = 201199262]
• MOUNTAIN VIEW DAIRIES EMPLOYEES PROFIT SHARING PLAN [EIN = 951029568]
• MOUNTAIN VIEW CARDIOLOGY, P.C. 401K PLAN [EIN = 841445921]
• MOUNTAIN VIEW MARKETING [EIN = 860747812]
• MOUNTAIN VIEW MARKETING [EIN = 860747812]
• MOUNTAIN VIEW ORTHODONTICS 401(K) RETIREMENT PLAN [EIN = 831762806]
• MOUNTAIN VIEW PUBLISHERS 401K PLAN [EIN = 464387254]
• MOUNTAIN VIEW ANIMAL HOSPITAL 401(K) PLAN [EIN = 030365395]
• MOUNTAIN VIEW CHURCH 401(K) PLAN [EIN = 680537891]
• MOUNTAIN VIEW FIRE RESCUE DISTRICT LIFE AND DISABILITY PLAN [EIN = 840690684]
• MOUNTAIN VIEW HOSPITALITY 401(K) PLAN [EIN = 821402026]
• MOUNTAIN VIEW ENDODONTICS, P.C. 401(K) PLAN [EIN = 462805665]
• MOUNTAIN VIEW CHIROPRACTIC 401(K) PLAN [EIN = 010645026]
• MOUNTAIN VIEW RETIREMENT SERVI 401(K) PROFIT SHARING PLAN & TRUST [EIN = 841699501]
• MOUNTAIN VIEW ORTHODONTICS 401(K) PLAN [EIN = 472636305]
• MOUNTAIN VIEW ORAL & MAXILLOFACIAL SURGERY, P.C. 401(K) PLAN [EIN = 470922122]
• MOUNTAIN VIEW THERAPY SERVICES, LLC 401K PLAN [EIN = 464026704]
• MOUNTAIN VIEW DENTAL 401(K) PLAN [EIN = 815301468]
• MOUNTAIN VIEW WINDOW & DOOR, INC. 401(K) PLAN [EIN = 454175821]
• MOUNTAIN VIEW STAGING 401(K) PLAN [EIN = 870670522]
• MOUNTAIN VIEW HOSPICE 401(K) PLAN [EIN = 831477735]
• MOUNTAIN VIEW SURFACES, LLC SAFE HARBOR 401(K) [EIN = 510593754]
• MOUNTAIN VIEW GROUP GCF BENEFIT PLAN [EIN = 261580280]
• MOUNTAIN VIEW AUTO SUPPLY INC. 401(K) PLAN [EIN = 842588281]
• MOUNTAIN VIEW NISSAN, INC. EMPLOYEE WELFARE BENEFIT PLAN [EIN = 621310508]
• MOUNTAIN VIEW AUTO REPAIR AND SERVICE CENTER INC. 401(K) PLAN [EIN = 831802057]
• MOUNTAIN VIEW LUMBER CO. INC. MCF BENEFIT PLAN [EIN = 431794796]
• MOUNTAIN VIEW REHABILITATION MEDICAL ASSOCIATES 401(K) P/S PLAN [EIN = 810600467]
• MOUNTAIN VIEW DENTAL CENTER 401(K) PLAN [EIN = 593830162]
• MOUNTAIN VIEW MORTGAGE LLC [EIN = 843868917]
• MOUNTAIN VIEW TIRE AND SVCS 401(K) PLAN [EIN = 954129912]
• MOUNTAIN VIEW NATURAL MEDICINE 401(K) PLAN [EIN = 272962887]
• MOUNTAIN VIEW HOME DEL VISTA INC 401(K) PROFIT SHARING PLAN TRUST [EIN = 842018875]
• MOUNTAIN VIEW AUTO PARTS INC MCF BENEFIT PLAN [EIN = 431625568]
• MOUNTAIN VIEW EYE ASSOCIATES 401(K) PROFIT SHARING PLAN [EIN = 232934226]
• MOUNTAIN VIEW MEDICAL GROUP PLLC 401K PROFIT SHARING PLAN [EIN = 842013869]
• MOUNTAIN VIEW PEDIATRIC DENTISTRY 401(K) PLAN [EIN = 814485296]
• MOUNTAIN VIEW SCRIBE SERVICES LLC-401K PLAN [EIN = 831518488]
• MOUNTAIN VIEW PAIN CENTER 401(K) PLAN [EIN = 264149359]
• MOUNTAIN VIEW RV PARK CO. 401(K) PLAN [EIN = 873212529]
• MOUNTAIN VIEW HEALTH SERVICES 401(K) PLAN [EIN = 852391237]
• MOUNTAIN VIEW 401(K) PLAN [EIN = 770382860]
• MOUNTAIN VIEW SENIOR LIVING LLC 401(K) PLAN [EIN = 843168706]
• MOUNTAIN VIEW FAMILY DENTISTRY 401(K) PLAN [EIN = 274080927]
• MOUNTAIN VIEW MECHANICAL LLC 401(K) PLAN [EIN = 830985416]
• MOUNTAIN VIEW LAYOUT SERVICE 401(K) PLAN [EIN = 223060015]
• MOUNTAIN VIEW VETERINARY HOSPITAL 401(K) PLAN [EIN = 853349986]
• MOUNTAIN VIEW DENTAL RUIDOSO 401K PLAN [EIN = 822246595]
• MOUNTAIN VIEW DEVELOPMENT & CONTRACTING, INC. 401(K) PROFIT SHARING PLAN [EIN = 223414427]
• MOUNTAIN VIEW VETERINARY HOSPITAL 401(K) PLAN [EIN = 201027010]
• MOUNTAIN VIEW TREE SERVICE, LLC 401(K) P/S PLAN [EIN = 680667118]
• MOUNTAIN VIEW VINEYARD 401(K) PLAN [EIN = 262979304]
• MOUNTAIN VIEW PEDIATRIC DENTISTRY 401(K) PROFIT SHARING PLAN [EIN = 473370857]
• MOUNTAIN VIEW SETTLEMENT SERVICES 401(K) [EIN = 475424717]
• MOUNTAIN VIEW ENDOSCOPY CENTER - 401K [EIN = 201417318]
• MOUNTAIN VIEW SERVICES 401(K) PLAN [EIN = 330168182]
• MOUNTAIN VIEW FAMILY DENTISTRY, PLLC 401(K) P/S PLAN [EIN = 834410412]
• MOUNTAIN VIEW CHILD CARE [EIN = 840809219]
• MOUNTAIN VIEW HEALTH LLC 401K PLAN [EIN = 861808464]
• MOUNTAIN VIEW PEST CONTROL LLC 401(K) PLAN [EIN = 814247800]
• MOUNTAIN VIEW HEADACHE AND SPINE INSTITUTE 401(K) PLAN [EIN = 861810701]
• MOUNTAIN VIEW PELLA 401(K) PLAN [EIN = 872789807]
• MOUNTAIN VIEW AUTO GROUP HEALTH & WELFARE BENEFITS PLAN [EIN = 621104705]

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