401k Plan data: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN plan

ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN
Plan identification number	012

ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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

ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC.

Employer identification number (EIN): 952843281

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 SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
012 2022-01-01
012 2021-01-01
012 2020-01-01
012 2019-01-01 JOYCE IMOTO 2020-10-15
012 2018-01-01 JOYCE IMOTO 2019-10-15

Plan Statistics for ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN

401k plan membership statisitcs for ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN

Measure Date Value
2022: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,789,133
Acturial value of plan assets 2022-12-31 5,789,133
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 4,821,919
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 4,821,919
Total participant count 2022-12-31 14
Total funding target for all participants 2022-12-31 4,821,919
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 2022-12-31 333,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 350,758
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 350,758
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 350,758
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 1,140,000
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 1,062,789
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 1,003,237
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 36,023
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 36,023
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,062,789
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,083,177
Acturial value of plan assets 2021-12-31 4,083,177
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 3,735,788
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 3,735,788
Total participant count 2021-12-31 14
Total funding target for all participants 2021-12-31 3,735,788
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
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 0
Present value of excess contributions 2021-12-31 167,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 175,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 175,980
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 175,980
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 1,222,600
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 1,151,660
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 1,165,724
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 2021-12-31 818,335
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 2021-12-31 818,335
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,151,660
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,668,228
Acturial value of plan assets 2020-12-31 2,668,228
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 2,524,622
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 2,524,622
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 107,517
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 2020-12-31 107,517
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 120,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 126,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 126,838
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 126,838
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 1,043,000
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 2020-12-31 969,214
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 2020-12-31 945,650
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 2020-12-31 802,044
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 2020-12-31 802,044
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 969,214
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,187,020
Acturial value of plan assets 2019-12-31 1,187,020
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 12
Total funding liabilities for active participants 2019-12-31 1,182,230
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 1,182,230
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
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 101,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 107,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 107,517
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 2019-12-31 107,517
Total employer contributions 2019-12-31 1,300,500
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,220,053
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 1,190,424
Net shortfall amortization installment of oustanding balance 2019-12-31 102,727
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 1,207,116
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 107,517
Additional cash requirement 2019-12-31 1,099,599
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,220,053
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 0
Acturial value of plan assets 2018-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 0
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 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 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 1,230,000
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 1,153,284
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 1,051,843
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 1,051,843
Additional cash requirement 2018-12-31 1,051,843
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,153,284
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2022: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,789,133
Acturial value of plan assets	2022-12-31	5,789,133
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	4,821,919
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	4,821,919
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	4,821,919
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	333,325
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	350,758
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	350,758
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	350,758
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	1,140,000
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	1,062,789
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	1,003,237
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	36,023
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	36,023
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,062,789
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,083,177
Acturial value of plan assets	2021-12-31	4,083,177
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	3,735,788
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	3,735,788
Total participant count	2021-12-31	14
Total funding target for all participants	2021-12-31	3,735,788
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
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	0
Present value of excess contributions	2021-12-31	167,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	175,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	175,980
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	175,980
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	1,222,600
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	1,151,660
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	1,165,724
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	818,335
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	818,335
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,151,660
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,668,228
Acturial value of plan assets	2020-12-31	2,668,228
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	2,524,622
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	2,524,622
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	107,517
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	107,517
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	120,454
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	126,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	126,838
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	126,838
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	1,043,000
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	969,214
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	945,650
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	802,044
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	802,044
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	969,214
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,187,020
Acturial value of plan assets	2019-12-31	1,187,020
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	1,182,230
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	1,182,230
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
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	101,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	107,517
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	107,517
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	107,517
Total employer contributions	2019-12-31	1,300,500
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,220,053
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	1,190,424
Net shortfall amortization installment of oustanding balance	2019-12-31	102,727
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	1,207,116
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	107,517
Additional cash requirement	2019-12-31	1,099,599
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,220,053
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	0
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	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	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	1,230,000
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	1,153,284
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	1,051,843
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	1,051,843
Additional cash requirement	2018-12-31	1,051,843
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,153,284
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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Company Name:	ORTHOPAEDIC SPECIALISTS OF NORTH COUNTY, INC.
Employer identification number (EIN):	952843281
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
012	2022-01-01
012	2021-01-01
012	2020-01-01
012	2019-01-01	JOYCE IMOTO	2020-10-15
012	2018-01-01	JOYCE IMOTO	2019-10-15