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Plan Name | BEVERLY HILLS ORTHOPAEDIC SURGERY, PLLC CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | BEVERLY HILLS ORTHOPAEDIC SURGERY, PLLC |
Employer identification number (EIN): | 462961061 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about BEVERLY HILLS ORTHOPAEDIC SURGERY, PLLC
Jurisdiction of Incorporation: | Michigan Secretary of State |
Incorporation Date: | 2013-05-28 |
Company Identification Number: | E2328T |
Legal Registered Office Address: |
W FOURTEEN MILE RD BEVERLY HILLS 48025 United States of America (USA) 17877 |
More information about BEVERLY HILLS ORTHOPAEDIC SURGERY, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 |
Measure | Date | Value |
---|---|---|
2017: BEVERLY HILLS ORTHOPAEDIC SURGERY, PLLC CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-08-31 | 1,093,716 |
Acturial value of plan assets | 2017-08-31 | 1,093,716 |
Funding target for retired participants and beneficiaries receiving payment | 2017-08-31 | 0 |
Number of terminated vested participants | 2017-08-31 | 1 |
Fundng target for terminated vested participants | 2017-08-31 | 5 |
Active participant vested funding target | 2017-08-31 | 986,250 |
Number of active participants | 2017-08-31 | 15 |
Total funding liabilities for active participants | 2017-08-31 | 986,250 |
Total participant count | 2017-08-31 | 16 |
Total funding target for all participants | 2017-08-31 | 986,255 |
Balance at beginning of prior year after applicable adjustments | 2017-08-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-08-31 | 91,714 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-08-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-08-31 | 0 |
Amount remaining of carryover balance | 2017-08-31 | 0 |
Amount remaining of prefunding balance | 2017-08-31 | 91,714 |
Present value of excess contributions | 2017-08-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-08-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-08-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-08-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-08-31 | 0 |
Balance of carryovers at beginning of current year | 2017-08-31 | 0 |
Balance of prefunding at beginning of current year | 2017-08-31 | 93,090 |
Total employer contributions | 2017-08-31 | 0 |
Total employee contributions | 2017-08-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-08-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-08-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-08-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-08-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-08-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-08-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-08-31 | 22,512 |
Net shortfall amortization installment of oustanding balance | 2017-08-31 | 0 |
Waiver amortization installment | 2017-08-31 | 0 |
Waived amount of outstanding balance | 2017-08-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-08-31 | 8,141 |
Carryover balance elected to use to offset funding requirement | 2017-08-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-08-31 | 8,141 |
Additional cash requirement | 2017-08-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-08-31 | 0 |
Unpaid minimum required contributions for current year | 2017-08-31 | 0 |
Unpaid minimum required contributions for all years | 2017-08-31 | 0 |
2016: BEVERLY HILLS ORTHOPAEDIC SURGERY, PLLC CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 534,918 |
Acturial value of plan assets | 2016-12-31 | 534,918 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 3 |
Fundng target for terminated vested participants | 2016-12-31 | 622 |
Active participant vested funding target | 2016-12-31 | 463,278 |
Number of active participants | 2016-12-31 | 12 |
Total funding liabilities for active participants | 2016-12-31 | 463,278 |
Total participant count | 2016-12-31 | 15 |
Total funding target for all participants | 2016-12-31 | 463,900 |
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 |
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 | 0 |
Present value of excess contributions | 2016-12-31 | 86,319 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 91,714 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 91,714 |
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 | 91,714 |
Total employer contributions | 2016-12-31 | 550,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 504,055 |
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 | 447,818 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 20,696 |
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 | 451,237 |
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 | 451,237 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 504,055 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |