401k Plan data: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN plan

THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN
Plan identification number	005

THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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

THE ORTHOPAEDIC CLINIC, P.C. has sponsored the creation of one or more 401k plans.

Company Name: THE ORTHOPAEDIC CLINIC, P.C.

Employer identification number (EIN): 721376223

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01 FRAZIER JONES 2022-07-19 FRAZIER JONES 2022-07-19
005 2020-01-01 FRAZIER JONES 2021-05-27
005 2019-01-01 FRAZIER JONES 2020-09-22
005 2018-01-01 FRAZIER JONES 2019-09-24 FRAZIER JONES 2019-09-24
005 2017-01-01 FRAZIER JONES 2018-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2022-01-01
005	2021-01-01	FRAZIER JONES	2022-07-19	FRAZIER JONES	2022-07-19
005	2020-01-01	FRAZIER JONES	2021-05-27
005	2019-01-01	FRAZIER JONES	2020-09-22
005	2018-01-01	FRAZIER JONES	2019-09-24	FRAZIER JONES	2019-09-24
005	2017-01-01	FRAZIER JONES	2018-07-20

Plan Statistics for THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 376,462
Acturial value of plan assets 2022-12-31 376,462
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 5
Fundng target for terminated vested participants 2022-12-31 6,489
Active participant vested funding target 2022-12-31 386,152
Number of active participants 2022-12-31 34
Total funding liabilities for active participants 2022-12-31 386,988
Total participant count 2022-12-31 39
Total funding target for all participants 2022-12-31 393,477
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 45,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 45,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 152,101
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 148,116
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 141,059
Net shortfall amortization installment of oustanding balance 2022-12-31 17,015
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 142,631
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 142,631
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 148,116
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 321,062
Acturial value of plan assets 2021-12-31 321,062
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 6
Fundng target for terminated vested participants 2021-12-31 8,843
Active participant vested funding target 2021-12-31 272,587
Number of active participants 2021-12-31 34
Total funding liabilities for active participants 2021-12-31 272,819
Total participant count 2021-12-31 40
Total funding target for all participants 2021-12-31 281,662
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 32,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 33,874
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 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 96,000
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 94,551
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 88,465
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 49,065
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 49,065
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 94,551
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 238,014
Acturial value of plan assets 2020-12-31 238,014
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 12,975
Active participant vested funding target 2020-12-31 204,201
Number of active participants 2020-12-31 37
Total funding liabilities for active participants 2020-12-31 204,619
Total participant count 2020-12-31 43
Total funding target for all participants 2020-12-31 217,594
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
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 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 34,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 34,892
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 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 78,000
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 77,620
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 65,793
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 45,542
Additional cash requirement 2020-12-31 45,542
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 77,620
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 144,926
Acturial value of plan assets 2019-12-31 144,926
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 1,870
Active participant vested funding target 2019-12-31 135,108
Number of active participants 2019-12-31 34
Total funding liabilities for active participants 2019-12-31 135,108
Total participant count 2019-12-31 35
Total funding target for all participants 2019-12-31 136,978
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 8,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 9,436
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 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 78,000
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 77,311
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 65,131
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 42,419
Additional cash requirement 2019-12-31 42,419
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 77,311
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 69,713
Acturial value of plan assets 2018-12-31 69,173
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 5
Fundng target for terminated vested participants 2018-12-31 1,132
Active participant vested funding target 2018-12-31 63,959
Number of active participants 2018-12-31 35
Total funding liabilities for active participants 2018-12-31 63,959
Total participant count 2018-12-31 40
Total funding target for all participants 2018-12-31 65,091
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
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 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 8,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 8,633
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 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 70,000
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 68,091
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 63,264
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 59,182
Additional cash requirement 2018-12-31 59,182
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 68,091
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 38
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 38
Total funding target for all participants 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Total available prior years excess cotributions available 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 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 70,000
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 68,448
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 59,815
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 59,815
Additional cash requirement 2017-12-31 59,815
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 68,448
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0

Measure	Date	Value
2022: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	376,462
Acturial value of plan assets	2022-12-31	376,462
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	5
Fundng target for terminated vested participants	2022-12-31	6,489
Active participant vested funding target	2022-12-31	386,152
Number of active participants	2022-12-31	34
Total funding liabilities for active participants	2022-12-31	386,988
Total participant count	2022-12-31	39
Total funding target for all participants	2022-12-31	393,477
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	45,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	45,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	152,101
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	148,116
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	141,059
Net shortfall amortization installment of oustanding balance	2022-12-31	17,015
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	142,631
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	142,631
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	148,116
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	321,062
Acturial value of plan assets	2021-12-31	321,062
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	6
Fundng target for terminated vested participants	2021-12-31	8,843
Active participant vested funding target	2021-12-31	272,587
Number of active participants	2021-12-31	34
Total funding liabilities for active participants	2021-12-31	272,819
Total participant count	2021-12-31	40
Total funding target for all participants	2021-12-31	281,662
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	32,078
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	33,874
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	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	96,000
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	94,551
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	88,465
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	49,065
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	49,065
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	94,551
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	238,014
Acturial value of plan assets	2020-12-31	238,014
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	12,975
Active participant vested funding target	2020-12-31	204,201
Number of active participants	2020-12-31	37
Total funding liabilities for active participants	2020-12-31	204,619
Total participant count	2020-12-31	43
Total funding target for all participants	2020-12-31	217,594
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
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	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	34,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	34,892
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	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	78,000
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	77,620
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	65,793
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	45,542
Additional cash requirement	2020-12-31	45,542
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	77,620
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	144,926
Acturial value of plan assets	2019-12-31	144,926
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	1,870
Active participant vested funding target	2019-12-31	135,108
Number of active participants	2019-12-31	34
Total funding liabilities for active participants	2019-12-31	135,108
Total participant count	2019-12-31	35
Total funding target for all participants	2019-12-31	136,978
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	8,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	9,436
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	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	78,000
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	77,311
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	65,131
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	42,419
Additional cash requirement	2019-12-31	42,419
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	77,311
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	69,713
Acturial value of plan assets	2018-12-31	69,173
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	1,132
Active participant vested funding target	2018-12-31	63,959
Number of active participants	2018-12-31	35
Total funding liabilities for active participants	2018-12-31	63,959
Total participant count	2018-12-31	40
Total funding target for all participants	2018-12-31	65,091
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	8,633
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	8,633
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	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	70,000
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	68,091
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	63,264
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	59,182
Additional cash requirement	2018-12-31	59,182
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	68,091
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: THE ORTHOPAEDIC CLINIC, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	38
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	38
Total funding target for all participants	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Total available prior years excess cotributions available 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	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	70,000
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	68,448
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	59,815
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	59,815
Additional cash requirement	2017-12-31	59,815
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	68,448
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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Company Name:	THE ORTHOPAEDIC CLINIC, P.C.
Employer identification number (EIN):	721376223
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)