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ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN
Plan identification number 002

ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • 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

ORANGE COUNTY UROLOGY ASSOCIATES INC. , A MEDICAL GROUP has sponsored the creation of one or more 401k plans.

Company Name:ORANGE COUNTY UROLOGY ASSOCIATES INC. , A MEDICAL GROUP
Employer identification number (EIN):571143045
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MOSES KIM, M.D.2023-10-02
0022021-01-01MOSES KIM, MD2022-10-06
0022020-01-01MOSES KIM, MD2021-10-10
0022019-01-01MOSES KIM, MD2020-10-12
0022018-01-01JOSH RANDALL, MD2019-10-13
0022017-01-01
0022017-01-01JOSH RANDALL, MD2019-10-13
0022016-01-01

Plan Statistics for ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN

Measure Date Value
2022: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,939,831
Acturial value of plan assets2022-12-313,939,831
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3128
Fundng target for terminated vested participants2022-12-31221,408
Active participant vested funding target2022-12-312,836,961
Number of active participants2022-12-3184
Total funding liabilities for active participants2022-12-312,853,578
Total participant count2022-12-31112
Total funding target for all participants2022-12-313,074,986
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31468,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31491,777
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31550,020
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31515,130
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31477,282
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31515,130
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01112
Total number of active participants reported on line 7a of the Form 55002022-01-0185
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,203,043
Acturial value of plan assets2021-12-313,203,043
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3131
Fundng target for terminated vested participants2021-12-3131,709
Active participant vested funding target2021-12-312,609,089
Number of active participants2021-12-3176
Total funding liabilities for active participants2021-12-312,627,966
Total participant count2021-12-31107
Total funding target for all participants2021-12-312,659,675
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31523,237
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31551,230
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31496,158
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31468,538
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31530,535
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31468,538
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01107
Total number of active participants reported on line 7a of the Form 55002021-01-0175
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,244,015
Acturial value of plan assets2020-12-312,244,015
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3138
Fundng target for terminated vested participants2020-12-3135,073
Active participant vested funding target2020-12-311,859,640
Number of active participants2020-12-3168
Total funding liabilities for active participants2020-12-311,873,130
Total participant count2020-12-31106
Total funding target for all participants2020-12-311,908,203
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31225,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31238,334
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31687,587
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31651,160
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31463,735
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31127,923
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31127,923
Contributions allocatedtoward minimum required contributions for current year2020-12-31651,160
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01106
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,313,411
Acturial value of plan assets2019-12-311,313,411
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3137
Fundng target for terminated vested participants2019-12-3129,539
Active participant vested funding target2019-12-311,271,290
Number of active participants2019-12-3167
Total funding liabilities for active participants2019-12-311,287,303
Total participant count2019-12-31104
Total funding target for all participants2019-12-311,316,842
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3153,321
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3156,328
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31522,538
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31504,267
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31443,849
Net shortfall amortization installment of oustanding balance2019-12-313,431
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31444,998
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31444,998
Contributions allocatedtoward minimum required contributions for current year2019-12-31504,267
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01103
Total number of active participants reported on line 7a of the Form 55002019-01-0167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31852,719
Acturial value of plan assets2018-12-31852,719
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3135
Fundng target for terminated vested participants2018-12-3124,361
Active participant vested funding target2018-12-31855,167
Number of active participants2018-12-3168
Total funding liabilities for active participants2018-12-31858,822
Total participant count2018-12-31103
Total funding target for all participants2018-12-31883,183
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31167,678
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31167,678
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31450,568
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31460,685
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31402,391
Net shortfall amortization installment of oustanding balance2018-12-3130,464
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31407,364
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31407,364
Contributions allocatedtoward minimum required contributions for current year2018-12-31460,685
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0190
Total number of active participants reported on line 7a of the Form 55002018-01-0168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31509,158
Acturial value of plan assets2017-12-31509,158
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3118
Fundng target for terminated vested participants2017-12-316,506
Active participant vested funding target2017-12-31412,095
Number of active participants2017-12-3164
Total funding liabilities for active participants2017-12-31414,160
Total participant count2017-12-3182
Total funding target for all participants2017-12-31420,666
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3166,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3166,842
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31403,344
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31413,418
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31364,379
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31275,887
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31275,887
Contributions allocatedtoward minimum required contributions for current year2017-12-31413,418
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0174
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0182
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3111
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-3163
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-3174
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31461,718
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31455,125
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31388,283
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31388,283
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31388,283
Contributions allocatedtoward minimum required contributions for current year2016-12-31455,125
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0160
Total number of active participants reported on line 7a of the Form 55002016-01-0163
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-019

Financial Data on ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN

Measure Date Value
2022 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$580
Total plan liabilities at beginning of year2022-12-31$580
Total income from all sources2022-12-31$113,330
Expenses. Total of all expenses incurred2022-12-31$198,156
Benefits paid (including direct rollovers)2022-12-31$191,503
Total plan assets at end of year2022-12-31$3,861,137
Total plan assets at beginning of year2022-12-31$3,945,963
Value of fidelity bond covering the plan2022-12-31$2,000,000
Other income received2022-12-31$-436,690
Net income (gross income less expenses)2022-12-31$-84,826
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,860,557
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,945,383
Total contributions received or receivable from employer(s)2022-12-31$550,020
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,653
2021 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$580
Total plan liabilities at beginning of year2021-12-31$580
Total income from all sources2021-12-31$832,322
Expenses. Total of all expenses incurred2021-12-31$96,225
Benefits paid (including direct rollovers)2021-12-31$89,890
Total plan assets at end of year2021-12-31$3,945,963
Total plan assets at beginning of year2021-12-31$3,209,866
Value of fidelity bond covering the plan2021-12-31$2,000,000
Other income received2021-12-31$336,164
Net income (gross income less expenses)2021-12-31$736,097
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,945,383
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,209,286
Total contributions received or receivable from employer(s)2021-12-31$496,158
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$580
Total income from all sources2020-12-31$1,168,666
Expenses. Total of all expenses incurred2020-12-31$27,764
Benefits paid (including direct rollovers)2020-12-31$23,503
Total plan assets at end of year2020-12-31$3,209,866
Total plan assets at beginning of year2020-12-31$2,068,384
Value of fidelity bond covering the plan2020-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$4,261
Other income received2020-12-31$302,572
Net income (gross income less expenses)2020-12-31$1,140,902
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,209,286
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,068,384
Total contributions received or receivable from employer(s)2020-12-31$866,094
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$758,362
Expenses. Total of all expenses incurred2019-12-31$3,500
Total plan assets at end of year2019-12-31$2,068,384
Total plan assets at beginning of year2019-12-31$1,313,522
Value of fidelity bond covering the plan2019-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$3,500
Other income received2019-12-31$235,824
Net income (gross income less expenses)2019-12-31$754,862
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,068,384
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,313,522
Total contributions received or receivable from employer(s)2019-12-31$522,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$364,167
Expenses. Total of all expenses incurred2018-12-31$3,500
Total plan assets at end of year2018-12-31$1,313,522
Total plan assets at beginning of year2018-12-31$952,855
Value of fidelity bond covering the plan2018-12-31$2,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$3,500
Other income received2018-12-31$-86,401
Net income (gross income less expenses)2018-12-31$360,667
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,313,522
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$952,855
Total contributions received or receivable from employer(s)2018-12-31$450,568
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$462,630
Expenses. Total of all expenses incurred2017-12-31$1,750
Total plan assets at end of year2017-12-31$922,598
Total plan assets at beginning of year2017-12-31$461,718
Other income received2017-12-31$59,286
Net income (gross income less expenses)2017-12-31$460,880
Net plan assets at end of year (total assets less liabilities)2017-12-31$922,598
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$461,718
Total contributions received or receivable from employer(s)2017-12-31$403,344
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$461,718
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$461,718
Total plan assets at beginning of year2016-12-31$0
Net income (gross income less expenses)2016-12-31$461,718
Net plan assets at end of year (total assets less liabilities)2016-12-31$461,718
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$461,718
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN

2022: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ORANGE COUNTY UROLOGY ASSOCIATES, INC. A MEDICAL GROUP CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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