401k Plan data: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST plan

SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	002

SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
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

SGF HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name: SGF HOLDINGS, LLC

Employer identification number (EIN): 473387259

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01

Plan Statistics for SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2020: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 21,769,392
Acturial value of plan assets 2019-12-31 21,769,392
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 19,981,893
Number of active participants 2019-12-31 33
Total funding liabilities for active participants 2019-12-31 19,981,893
Total participant count 2019-12-31 33
Total funding target for all participants 2019-12-31 19,981,893
Balance at beginning of prior year after applicable adjustments 2019-12-31 22,080
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 3,062,303
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 22,080
Amount remaining of prefunding balance 2019-12-31 3,062,303
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available 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 21,188
Balance of prefunding at beginning of current year 2019-12-31 2,938,586
Total employer contributions 2019-12-31 0
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 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 0
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 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2020: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	21,769,392
Acturial value of plan assets	2019-12-31	21,769,392
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	19,981,893
Number of active participants	2019-12-31	33
Total funding liabilities for active participants	2019-12-31	19,981,893
Total participant count	2019-12-31	33
Total funding target for all participants	2019-12-31	19,981,893
Balance at beginning of prior year after applicable adjustments	2019-12-31	22,080
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	3,062,303
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	22,080
Amount remaining of prefunding balance	2019-12-31	3,062,303
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available 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	21,188
Balance of prefunding at beginning of current year	2019-12-31	2,938,586
Total employer contributions	2019-12-31	0
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	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	0
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	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure	Date	Value
2020 : SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-07-31	$-372,579
Total income from all sources	2020-07-31	$111,717
Expenses. Total of all expenses incurred	2020-07-31	$21,508,530
Benefits paid (including direct rollovers)	2020-07-31	$21,455,867
Total plan assets at end of year	2020-07-31	$0
Total plan assets at beginning of year	2020-07-31	$21,769,392
Value of fidelity bond covering the plan	2020-07-31	$600,000
Expenses. Other expenses not covered elsewhere	2020-07-31	$2,158
Other income received	2020-07-31	$111,717
Net income (gross income less expenses)	2020-07-31	$-21,396,813
Net plan assets at end of year (total assets less liabilities)	2020-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-07-31	$21,769,392
Assets. Value of assets in partnership/joint-venture interests	2020-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-07-31	$50,505
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-07-31	$0
2019 : SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,936,667
Expenses. Total of all expenses incurred	2019-12-31	$3,539,126
Benefits paid (including direct rollovers)	2019-12-31	$3,539,126
Total plan assets at end of year	2019-12-31	$21,769,392
Total plan assets at beginning of year	2019-12-31	$23,371,851
Value of fidelity bond covering the plan	2019-12-31	$600,000
Other income received	2019-12-31	$1,936,667
Net income (gross income less expenses)	2019-12-31	$-1,602,459
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$21,769,392
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$23,371,851
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$560,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST

2020: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHADY GROVE REPRODUCTIVE SCIENCE CENTER, P. C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SGF HOLDINGS, LLC
Employer identification number (EIN):	473387259
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)