401k Plan data: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN plan

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN
Plan identification number	001

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA 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

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA has sponsored the creation of one or more 401k plans.

Company Name: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA

Employer identification number (EIN): 202803117

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 TODD LIPSCHULTZ 2024-10-11 TODD LIPSCHULTZ 2024-10-11
001 2022-01-01 TODD LIPSCHULTZ 2023-10-08
001 2021-01-01 TODD LIPSCHULTZ 2022-10-10 TODD LIPSCHULTZ 2022-10-10
001 2020-01-01 TODD LIPSCHULTZ 2021-10-13 TODD LIPSCHULTZ 2021-10-13
001 2019-01-01 TODD LIPSCHULTZ 2020-10-15
001 2018-01-01 TODD LIPSCHULTZ 2019-10-15 TODD LIPSCHULTZ 2019-10-15
001 2017-01-01 TODD LIPSCHULTZ 2018-10-11 TODD LIPSCHULTZ 2018-10-11
001 2017-01-01 TODD LIPSCHULTZ 2018-10-13 TODD LIPSCHULTZ 2018-10-13
001 2016-01-01 TODD LIPSCHULTZ 2017-10-12 TODD LIPSCHULTZ 2017-10-12
001 2015-01-01 TODD LIPSCHULTZ 2016-10-14 TODD LIPSCHULTZ 2016-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	TODD LIPSCHULTZ	2024-10-11	TODD LIPSCHULTZ	2024-10-11
001	2022-01-01	TODD LIPSCHULTZ	2023-10-08
001	2021-01-01	TODD LIPSCHULTZ	2022-10-10	TODD LIPSCHULTZ	2022-10-10
001	2020-01-01	TODD LIPSCHULTZ	2021-10-13	TODD LIPSCHULTZ	2021-10-13
001	2019-01-01	TODD LIPSCHULTZ	2020-10-15
001	2018-01-01	TODD LIPSCHULTZ	2019-10-15	TODD LIPSCHULTZ	2019-10-15
001	2017-01-01	TODD LIPSCHULTZ	2018-10-11	TODD LIPSCHULTZ	2018-10-11
001	2017-01-01	TODD LIPSCHULTZ	2018-10-13	TODD LIPSCHULTZ	2018-10-13
001	2016-01-01	TODD LIPSCHULTZ	2017-10-12	TODD LIPSCHULTZ	2017-10-12
001	2015-01-01	TODD LIPSCHULTZ	2016-10-14	TODD LIPSCHULTZ	2016-10-14

Plan Statistics for PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN

401k plan membership statisitcs for PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN

Measure Date Value
2025: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 8
Total number of particpants at end of year 2025-10-14 8
2024: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-11 9
Total number of particpants at end of year 2024-10-11 8
2022: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 837,421
Acturial value of plan assets 2022-12-31 837,421
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 11,173
Active participant vested funding target 2022-12-31 743,629
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 743,629
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 754,802
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 2022-12-31 185,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 185,227
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 2022-12-31 193,757
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 2022-12-31 188,506
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 2022-12-31 100,874
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 18,255
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 18,255
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 188,506
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-10-10 8
Total number of particpants at end of year 2022-10-10 8
2021: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 761,323
Acturial value of plan assets 2021-12-31 761,323
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 2,077
Active participant vested funding target 2021-12-31 620,653
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 620,653
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 622,730
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 78,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 78,072
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 2021-12-31 189,932
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 2021-12-31 185,227
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 97,046
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 185,227
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 579,317
Acturial value of plan assets 2020-12-31 579,317
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 4,313
Active participant vested funding target 2020-12-31 510,937
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 510,937
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 515,250
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 25,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 25,276
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 2020-12-31 113,711
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 2020-12-31 111,633
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 97,628
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 33,561
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 33,561
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 111,633
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 414,875
Acturial value of plan assets 2019-12-31 414,875
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 2019-12-31 399,266
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 399,266
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 399,266
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 11,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 11,024
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 2019-12-31 109,745
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 2019-12-31 105,022
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 95,355
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 79,746
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 0
Additional cash requirement 2019-12-31 79,746
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 105,022
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 253,849
Acturial value of plan assets 2018-12-31 253,849
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 2,795
Active participant vested funding target 2018-12-31 288,934
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 288,934
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 291,729
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 9,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 9,322
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 2018-12-31 113,075
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 2018-12-31 109,530
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 92,322
Net shortfall amortization installment of oustanding balance 2018-12-31 37,880
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 98,506
Additional cash requirement 2018-12-31 98,506
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 109,530
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 183,212
Acturial value of plan assets 2017-12-31 183,212
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 2017-12-31 172,476
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 172,476
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 172,476
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
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 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 7,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 7,759
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 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 81,542
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 79,461
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 80,875
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 70,139
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 70,139
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 79,461
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 90,342
Acturial value of plan assets 2016-12-31 90,342
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 82,165
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 82,165
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 10,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 10,710
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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 81,238
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 78,298
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 78,716
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 70,539
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 70,539
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 78,298
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
2025: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	8
Total number of particpants at end of year	2025-10-14	8
2024: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-11	9
Total number of particpants at end of year	2024-10-11	8
2022: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	837,421
Acturial value of plan assets	2022-12-31	837,421
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	11,173
Active participant vested funding target	2022-12-31	743,629
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	743,629
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	754,802
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	185,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	185,227
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	193,757
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	188,506
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	100,874
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	18,255
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	18,255
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	188,506
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-10-10	8
Total number of particpants at end of year	2022-10-10	8
2021: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	761,323
Acturial value of plan assets	2021-12-31	761,323
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	2,077
Active participant vested funding target	2021-12-31	620,653
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	620,653
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	622,730
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	78,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	78,072
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	189,932
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	185,227
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	97,046
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	185,227
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	579,317
Acturial value of plan assets	2020-12-31	579,317
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	4,313
Active participant vested funding target	2020-12-31	510,937
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	510,937
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	515,250
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	25,276
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	25,276
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	113,711
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	111,633
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	97,628
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	33,561
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	33,561
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	111,633
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	414,875
Acturial value of plan assets	2019-12-31	414,875
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	399,266
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	399,266
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	399,266
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	11,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	11,024
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	109,745
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	105,022
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	95,355
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	79,746
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	0
Additional cash requirement	2019-12-31	79,746
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	105,022
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	253,849
Acturial value of plan assets	2018-12-31	253,849
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	2,795
Active participant vested funding target	2018-12-31	288,934
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	288,934
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	291,729
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	9,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	9,322
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	113,075
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	109,530
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	92,322
Net shortfall amortization installment of oustanding balance	2018-12-31	37,880
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	98,506
Additional cash requirement	2018-12-31	98,506
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	109,530
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	183,212
Acturial value of plan assets	2017-12-31	183,212
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	172,476
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	172,476
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	172,476
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
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	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	7,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	7,759
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	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	81,542
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	79,461
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	80,875
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	70,139
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	70,139
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	79,461
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	90,342
Acturial value of plan assets	2016-12-31	90,342
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	82,165
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	82,165
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	10,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	10,710
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	81,238
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	78,298
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	78,716
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	70,539
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	70,539
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	78,298
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN

Measure	Date	Value
2025 : PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-14	0
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	25071
Net assets as of the end of the plan year	2025-10-14	1654000
Total assets as of the beginning of the plan year	2025-10-14	1377112
Participant contributions to plan in this plan year	2025-10-14	0
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	0
Other income to plan in this plan year	2025-10-14	159181
Plan net income in this plan year	2025-10-14	276888
Net assets as of the end of the plan year	2025-10-14	1654000
Net assets as of the beginning of the plan year	2025-10-14	1377112
Employer contributions to plan in this plan year	2025-10-14	142778
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	12118
2024 : PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-11	0
Total liabilities as of the end of the plan year	2024-10-11	0
Total liabilities as of the beginning of the plan year	2024-10-11	0
Total expenses incurred by plan in this plan year	2024-10-11	9315
Net assets as of the end of the plan year	2024-10-11	1377112
Total assets as of the beginning of the plan year	2024-10-11	1031178
Participant contributions to plan in this plan year	2024-10-11	0
Other expenses paid from plan in this plan year	2024-10-11	0
Other contributions to plan in this plan year	2024-10-11	0
Other income to plan in this plan year	2024-10-11	150551
Plan net income in this plan year	2024-10-11	345934
Net assets as of the end of the plan year	2024-10-11	1377112
Net assets as of the beginning of the plan year	2024-10-11	1031178
Employer contributions to plan in this plan year	2024-10-11	204698
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-11	8691
2022 : PREMIER ORTHOPEDIC OF SOUTH JERSEY PA CASH BALANCE PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-10-10	0
Total liabilities as of the end of the plan year	2022-10-10	0
Total liabilities as of the beginning of the plan year	2022-10-10	0
Total expenses incurred by plan in this plan year	2022-10-10	5986
Net assets as of the end of the plan year	2022-10-10	951255
Total assets as of the beginning of the plan year	2022-10-10	693028
Participant contributions to plan in this plan year	2022-10-10	0
Other expenses paid from plan in this plan year	2022-10-10	0
Other contributions to plan in this plan year	2022-10-10	0
Other income to plan in this plan year	2022-10-10	74281
Plan net income in this plan year	2022-10-10	258227
Net assets as of the end of the plan year	2022-10-10	951255
Net assets as of the beginning of the plan year	2022-10-10	693028
Employer contributions to plan in this plan year	2022-10-10	189932
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-10	5986

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Company Name:	PREMIER ORTHOPEDIC OF SOUTH JERSEY PA
Employer identification number (EIN):	202803117
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)