THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 401k Plan overview

THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	M2 ORTHOPEDIC PARTNERS MSO, LLC
Employer identification number (EIN):	863792828
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01
003	2020-01-01

Plan Statistics for THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN

Measure	Date	Value
2021: THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,879,118
Acturial value of plan assets	2021-12-31	6,879,118
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	10
Fundng target for terminated vested participants	2021-12-31	73,708
Active participant vested funding target	2021-12-31	6,165,021
Number of active participants	2021-12-31	64
Total funding liabilities for active participants	2021-12-31	6,165,021
Total participant count	2021-12-31	74
Total funding target for all participants	2021-12-31	6,238,729
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	466,259
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	466,259
Present value of excess contributions	2021-12-31	10,978
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	10,978
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	499,876
Total employer contributions	2021-12-31	615,000
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	626,257
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	851,907
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	732,236
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	105,979
Additional cash requirement	2021-12-31	626,257
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	626,257
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: THE ANDERSON ORTHOPAEDIC CLINIC, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,905,705
Acturial value of plan assets	2020-12-31	5,905,705
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	11
Fundng target for terminated vested participants	2020-12-31	76,176
Active participant vested funding target	2020-12-31	5,302,327
Number of active participants	2020-12-31	67
Total funding liabilities for active participants	2020-12-31	5,302,327
Total participant count	2020-12-31	78
Total funding target for all participants	2020-12-31	5,378,503
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	757,000
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	343,173
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	413,827
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	466,259
Total employer contributions	2020-12-31	663,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	656,086
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	681,199
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	645,108
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	645,108
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	656,086
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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