401k Plan data: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN plan

ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN
Plan identification number	003

ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT 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).

401k Sponsoring company profile

ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC

Employer identification number (EIN): 582514978

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 JAMES L. CHAPPUIS, MD 2016-10-17
003 2014-01-01 JAMES L. CHAPPUIS, MD 2015-10-14
003 2013-01-01 JAMES L. CHAPPUIS, MD 2014-10-15
003 2012-01-01 JAMES L. CHAPPUIS, MD 2013-10-14
003 2011-01-01 JAMES L. CHAPPUIS, MD 2012-10-10
003 2010-01-01 JAMES L. CHAPPUIS, MD 2011-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	JAMES L. CHAPPUIS, MD	2016-10-17
003	2014-01-01	JAMES L. CHAPPUIS, MD	2015-10-14
003	2013-01-01	JAMES L. CHAPPUIS, MD	2014-10-15
003	2012-01-01	JAMES L. CHAPPUIS, MD	2013-10-14
003	2011-01-01	JAMES L. CHAPPUIS, MD	2012-10-10
003	2010-01-01	JAMES L. CHAPPUIS, MD	2011-10-13

Plan Statistics for ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN

401k plan membership statisitcs for ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN

Measure Date Value
2018: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 978,776
Acturial value of plan assets 2018-12-31 978,776
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 20
Fundng target for terminated vested participants 2018-12-31 43,064
Active participant vested funding target 2018-12-31 893,840
Number of active participants 2018-12-31 66
Total funding liabilities for active participants 2018-12-31 915,721
Total participant count 2018-12-31 86
Total funding target for all participants 2018-12-31 958,785
Balance at beginning of prior year after applicable adjustments 2018-12-31 7,476
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 514
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 6,962
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 7,749
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 0
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 0
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 872,557
Acturial value of plan assets 2017-12-31 872,557
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 21
Fundng target for terminated vested participants 2017-12-31 37,103
Active participant vested funding target 2017-12-31 837,046
Number of active participants 2017-12-31 87
Total funding liabilities for active participants 2017-12-31 874,703
Total participant count 2017-12-31 108
Total funding target for all participants 2017-12-31 911,806
Balance at beginning of prior year after applicable adjustments 2017-12-31 7,000
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
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 7,000
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 1,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,873
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 7,476
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 7,789
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 7,165
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 5
Net shortfall amortization installment of oustanding balance 2017-12-31 46,725
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 7,678
Carryover balance elected to use to offset funding requirement 2017-12-31 513
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 7,165
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 7,165
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 809,648
Acturial value of plan assets 2016-12-31 809,648
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 20
Fundng target for terminated vested participants 2016-12-31 30,494
Active participant vested funding target 2016-12-31 686,733
Number of active participants 2016-12-31 40
Total funding liabilities for active participants 2016-12-31 698,461
Total participant count 2016-12-31 60
Total funding target for all participants 2016-12-31 728,955
Balance at beginning of prior year after applicable adjustments 2016-12-31 7,310
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 7,310
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 71,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 76,051
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 7,000
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 7,500
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 7,394
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 60,080
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 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 7,394
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
2018: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	978,776
Acturial value of plan assets	2018-12-31	978,776
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	20
Fundng target for terminated vested participants	2018-12-31	43,064
Active participant vested funding target	2018-12-31	893,840
Number of active participants	2018-12-31	66
Total funding liabilities for active participants	2018-12-31	915,721
Total participant count	2018-12-31	86
Total funding target for all participants	2018-12-31	958,785
Balance at beginning of prior year after applicable adjustments	2018-12-31	7,476
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	514
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	6,962
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	7,749
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	0
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	0
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	872,557
Acturial value of plan assets	2017-12-31	872,557
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	21
Fundng target for terminated vested participants	2017-12-31	37,103
Active participant vested funding target	2017-12-31	837,046
Number of active participants	2017-12-31	87
Total funding liabilities for active participants	2017-12-31	874,703
Total participant count	2017-12-31	108
Total funding target for all participants	2017-12-31	911,806
Balance at beginning of prior year after applicable adjustments	2017-12-31	7,000
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
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	7,000
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	1,766
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,873
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	7,476
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	7,789
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	7,165
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	5
Net shortfall amortization installment of oustanding balance	2017-12-31	46,725
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	7,678
Carryover balance elected to use to offset funding requirement	2017-12-31	513
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	7,165
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	7,165
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	809,648
Acturial value of plan assets	2016-12-31	809,648
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	20
Fundng target for terminated vested participants	2016-12-31	30,494
Active participant vested funding target	2016-12-31	686,733
Number of active participants	2016-12-31	40
Total funding liabilities for active participants	2016-12-31	698,461
Total participant count	2016-12-31	60
Total funding target for all participants	2016-12-31	728,955
Balance at beginning of prior year after applicable adjustments	2016-12-31	7,310
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	7,310
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	71,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	76,051
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	7,000
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	7,500
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	7,394
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	60,080
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	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	7,394
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ORTHOPAEDIC & SPINE SURGERY OF ATLANTA, LLC
Employer identification number (EIN):	582514978
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)