401k Plan data: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN plan

NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 401k Plan overview

Plan Name	NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN
Plan identification number	002

NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION 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).
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).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC

Employer identification number (EIN): 470866603

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 CAROL UPTON 2022-09-23 CAROL UPTON 2022-09-23
002 2021-01-01 CAROL UPTON 2022-09-23 CAROL UPTON 2022-09-23
002 2020-01-01 CAROL UPTON 2021-07-27 CAROL UPTON 2021-07-27
002 2019-01-01
002 2018-01-01 STEPHEN SOUTHWORTH 2019-06-19 STEPHEN SOUTHWORTH 2019-06-19
002 2017-01-01 STEPHEN SOUTHWORTH 2018-05-07 STEPHEN SOUTHWORTH 2018-05-07
002 2016-01-01 GINGER BRYANT 2017-05-01 GINGER BRYANT 2017-05-01
002 2015-01-01 STEPHEN SOUTHWORTH 2016-05-03 STEPHEN SOUTHWORTH 2016-05-03
002 2014-01-01 STEPHEN SOUTHWORTH 2015-04-29 STEPHEN SOUTHWORTH 2015-04-29
002 2013-01-01 STEPHEN SOUTHWORTH 2014-05-19 STEPHEN SOUTHWORTH 2014-05-19
002 2012-01-01 NELS THORDERSON 2013-05-10 NELS THORDERSON 2013-05-10
002 2011-01-01 GINGER WESTON 2012-05-07 GINGER WESTON 2012-05-07
002 2010-01-01 STEPHEN SOUTHWORTH, MD 2011-05-05 STEPHEN SOUTHWORTH, MD 2011-05-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	CAROL UPTON	2022-09-23	CAROL UPTON	2022-09-23
002	2021-01-01	CAROL UPTON	2022-09-23	CAROL UPTON	2022-09-23
002	2020-01-01	CAROL UPTON	2021-07-27	CAROL UPTON	2021-07-27
002	2019-01-01
002	2018-01-01	STEPHEN SOUTHWORTH	2019-06-19	STEPHEN SOUTHWORTH	2019-06-19
002	2017-01-01	STEPHEN SOUTHWORTH	2018-05-07	STEPHEN SOUTHWORTH	2018-05-07
002	2016-01-01	GINGER BRYANT	2017-05-01	GINGER BRYANT	2017-05-01
002	2015-01-01	STEPHEN SOUTHWORTH	2016-05-03	STEPHEN SOUTHWORTH	2016-05-03
002	2014-01-01	STEPHEN SOUTHWORTH	2015-04-29	STEPHEN SOUTHWORTH	2015-04-29
002	2013-01-01	STEPHEN SOUTHWORTH	2014-05-19	STEPHEN SOUTHWORTH	2014-05-19
002	2012-01-01	NELS THORDERSON	2013-05-10	NELS THORDERSON	2013-05-10
002	2011-01-01	GINGER WESTON	2012-05-07	GINGER WESTON	2012-05-07
002	2010-01-01	STEPHEN SOUTHWORTH, MD	2011-05-05	STEPHEN SOUTHWORTH, MD	2011-05-05

Plan Statistics for NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN

401k plan membership statisitcs for NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN

Measure Date Value
2021: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,047,058
Acturial value of plan assets 2021-12-31 3,047,058
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 211,013
Active participant vested funding target 2021-12-31 1,909,520
Number of active participants 2021-12-31 29
Total funding liabilities for active participants 2021-12-31 1,909,520
Total participant count 2021-12-31 37
Total funding target for all participants 2021-12-31 2,120,533
Balance at beginning of prior year after applicable adjustments 2021-12-31 186,949
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 168,355
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 2021-12-31 186,949
Amount remaining of prefunding balance 2021-12-31 168,355
Present value of excess contributions 2021-12-31 203,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 203,030
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 2021-12-31 204,092
Balance of prefunding at beginning of current year 2021-12-31 183,793
Total employer contributions 2021-12-31 35,164
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 33,182
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 2021-12-31 421,026
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
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 33,182
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,843,998
Acturial value of plan assets 2020-12-31 2,843,998
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 215,178
Active participant vested funding target 2020-12-31 1,814,455
Number of active participants 2020-12-31 27
Total funding liabilities for active participants 2020-12-31 1,815,734
Total participant count 2020-12-31 35
Total funding target for all participants 2020-12-31 2,030,912
Balance at beginning of prior year after applicable adjustments 2020-12-31 166,488
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 149,929
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 2020-12-31 166,488
Amount remaining of prefunding balance 2020-12-31 149,929
Present value of excess contributions 2020-12-31 142,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 142,572
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 2020-12-31 186,949
Balance of prefunding at beginning of current year 2020-12-31 168,355
Total employer contributions 2020-12-31 208,364
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 2020-12-31 203,030
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 2020-12-31 146,453
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 203,030
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,528,305
Acturial value of plan assets 2019-12-31 2,528,305
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 7
Fundng target for terminated vested participants 2019-12-31 225,733
Active participant vested funding target 2019-12-31 1,804,244
Number of active participants 2019-12-31 26
Total funding liabilities for active participants 2019-12-31 1,804,244
Total participant count 2019-12-31 33
Total funding target for all participants 2019-12-31 2,029,977
Balance at beginning of prior year after applicable adjustments 2019-12-31 173,082
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 155,868
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 2019-12-31 173,082
Amount remaining of prefunding balance 2019-12-31 155,868
Present value of excess contributions 2019-12-31 54,515
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 54,515
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 2019-12-31 166,488
Balance of prefunding at beginning of current year 2019-12-31 149,929
Total employer contributions 2019-12-31 146,135
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 2019-12-31 142,572
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 2019-12-31 113,214
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 142,572
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,102,868
Acturial value of plan assets 2018-12-31 2,102,868
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 188,063
Active participant vested funding target 2018-12-31 1,552,542
Number of active participants 2018-12-31 21
Total funding liabilities for active participants 2018-12-31 1,553,237
Total participant count 2018-12-31 25
Total funding target for all participants 2018-12-31 1,741,300
Balance at beginning of prior year after applicable adjustments 2018-12-31 161,895
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 145,794
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 2018-12-31 161,895
Amount remaining of prefunding balance 2018-12-31 145,794
Present value of excess contributions 2018-12-31 117,351
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 117,351
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 2018-12-31 173,082
Balance of prefunding at beginning of current year 2018-12-31 155,868
Total employer contributions 2018-12-31 161,110
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 2018-12-31 157,747
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 2018-12-31 119,205
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 2018-12-31 103,232
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 2018-12-31 103,232
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 157,747
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,066,177
Acturial value of plan assets 2017-12-31 2,066,177
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 165,849
Active participant vested funding target 2017-12-31 1,394,354
Number of active participants 2017-12-31 19
Total funding liabilities for active participants 2017-12-31 1,394,354
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 1,560,203
Balance at beginning of prior year after applicable adjustments 2017-12-31 154,039
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 138,719
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 154,039
Amount remaining of prefunding balance 2017-12-31 138,719
Present value of excess contributions 2017-12-31 105,523
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 105,523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2017-12-31 161,895
Balance of prefunding at beginning of current year 2017-12-31 145,794
Total employer contributions 2017-12-31 118,868
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 2017-12-31 117,351
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 87,938
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 117,351
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,042,264
Acturial value of plan assets 2016-12-31 2,042,264
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 331,285
Active participant vested funding target 2016-12-31 1,192,217
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 1,192,217
Total participant count 2016-12-31 21
Total funding target for all participants 2016-12-31 1,523,502
Balance at beginning of prior year after applicable adjustments 2016-12-31 156,194
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 140,660
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 2016-12-31 156,194
Amount remaining of prefunding balance 2016-12-31 140,660
Present value of excess contributions 2016-12-31 73,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 73,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2016-12-31 154,039
Balance of prefunding at beginning of current year 2016-12-31 138,719
Total employer contributions 2016-12-31 107,028
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 2016-12-31 105,523
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 78,387
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 105,523
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
2021: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,047,058
Acturial value of plan assets	2021-12-31	3,047,058
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	211,013
Active participant vested funding target	2021-12-31	1,909,520
Number of active participants	2021-12-31	29
Total funding liabilities for active participants	2021-12-31	1,909,520
Total participant count	2021-12-31	37
Total funding target for all participants	2021-12-31	2,120,533
Balance at beginning of prior year after applicable adjustments	2021-12-31	186,949
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	168,355
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	186,949
Amount remaining of prefunding balance	2021-12-31	168,355
Present value of excess contributions	2021-12-31	203,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	203,030
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	204,092
Balance of prefunding at beginning of current year	2021-12-31	183,793
Total employer contributions	2021-12-31	35,164
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	33,182
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	421,026
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
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	33,182
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,843,998
Acturial value of plan assets	2020-12-31	2,843,998
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	215,178
Active participant vested funding target	2020-12-31	1,814,455
Number of active participants	2020-12-31	27
Total funding liabilities for active participants	2020-12-31	1,815,734
Total participant count	2020-12-31	35
Total funding target for all participants	2020-12-31	2,030,912
Balance at beginning of prior year after applicable adjustments	2020-12-31	166,488
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	149,929
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	166,488
Amount remaining of prefunding balance	2020-12-31	149,929
Present value of excess contributions	2020-12-31	142,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	142,572
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	186,949
Balance of prefunding at beginning of current year	2020-12-31	168,355
Total employer contributions	2020-12-31	208,364
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	203,030
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	146,453
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	203,030
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,528,305
Acturial value of plan assets	2019-12-31	2,528,305
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	7
Fundng target for terminated vested participants	2019-12-31	225,733
Active participant vested funding target	2019-12-31	1,804,244
Number of active participants	2019-12-31	26
Total funding liabilities for active participants	2019-12-31	1,804,244
Total participant count	2019-12-31	33
Total funding target for all participants	2019-12-31	2,029,977
Balance at beginning of prior year after applicable adjustments	2019-12-31	173,082
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	155,868
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	173,082
Amount remaining of prefunding balance	2019-12-31	155,868
Present value of excess contributions	2019-12-31	54,515
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	54,515
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	166,488
Balance of prefunding at beginning of current year	2019-12-31	149,929
Total employer contributions	2019-12-31	146,135
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	142,572
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	113,214
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	142,572
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,102,868
Acturial value of plan assets	2018-12-31	2,102,868
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	188,063
Active participant vested funding target	2018-12-31	1,552,542
Number of active participants	2018-12-31	21
Total funding liabilities for active participants	2018-12-31	1,553,237
Total participant count	2018-12-31	25
Total funding target for all participants	2018-12-31	1,741,300
Balance at beginning of prior year after applicable adjustments	2018-12-31	161,895
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	145,794
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	161,895
Amount remaining of prefunding balance	2018-12-31	145,794
Present value of excess contributions	2018-12-31	117,351
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	117,351
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	173,082
Balance of prefunding at beginning of current year	2018-12-31	155,868
Total employer contributions	2018-12-31	161,110
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	157,747
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	119,205
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	103,232
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	103,232
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	157,747
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,066,177
Acturial value of plan assets	2017-12-31	2,066,177
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	165,849
Active participant vested funding target	2017-12-31	1,394,354
Number of active participants	2017-12-31	19
Total funding liabilities for active participants	2017-12-31	1,394,354
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	1,560,203
Balance at beginning of prior year after applicable adjustments	2017-12-31	154,039
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	138,719
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	154,039
Amount remaining of prefunding balance	2017-12-31	138,719
Present value of excess contributions	2017-12-31	105,523
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	105,523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	161,895
Balance of prefunding at beginning of current year	2017-12-31	145,794
Total employer contributions	2017-12-31	118,868
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	117,351
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	87,938
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	117,351
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,042,264
Acturial value of plan assets	2016-12-31	2,042,264
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	331,285
Active participant vested funding target	2016-12-31	1,192,217
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	1,192,217
Total participant count	2016-12-31	21
Total funding target for all participants	2016-12-31	1,523,502
Balance at beginning of prior year after applicable adjustments	2016-12-31	156,194
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	140,660
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	156,194
Amount remaining of prefunding balance	2016-12-31	140,660
Present value of excess contributions	2016-12-31	73,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	73,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	154,039
Balance of prefunding at beginning of current year	2016-12-31	138,719
Total employer contributions	2016-12-31	107,028
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	105,523
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	78,387
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	105,523
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:	NORTH MISSISSIPPI SPORTS MEDICINE & ORTHOPAEDIC CLINIC, PLLC
Employer identification number (EIN):	470866603
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)