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SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 401k Plan overview

Plan NameSPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN
Plan identification number 003

SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • Plan covering Self-Employed individuals.
  • 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

SPIRO PLASTIC SURGERY, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:SPIRO PLASTIC SURGERY, L.L.C.
Employer identification number (EIN):204752286
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SPIRO PLASTIC SURGERY, L.L.C.

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0600267486

More information about SPIRO PLASTIC SURGERY, L.L.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01SCOTT SPIRO2023-08-20
0032021-01-01SCOTT SPIRO2022-06-13
0032020-01-01
0032019-01-01
0032018-01-01SCOTT SPIRO
0032017-01-01SCOTT SPIRO
0032016-01-01SCOTT SPIRO2017-06-09
0032015-01-01SCOTT SPIRO2016-08-17
0032014-01-01SCOTT SPIRO2015-05-18
0032013-01-01SCOTT SPIRO2014-07-16
0032012-01-01SCOTT SPIRO2013-05-01 SCOTT SPIRO2013-05-01
0032011-01-01SCOTT SPIRO2012-08-27
0032010-01-01SCOTT SPIRO2011-04-21
0032009-01-01SCOTT SPIRO

Plan Statistics for SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN

401k plan membership statisitcs for SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN

Measure Date Value
2022: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-315,485,100
Acturial value of plan assets2022-12-315,485,100
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-3138,695
Active participant vested funding target2022-12-313,122,800
Number of active participants2022-12-3110
Total funding liabilities for active participants2022-12-313,123,206
Total participant count2022-12-3113
Total funding target for all participants2022-12-313,161,901
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31828,714
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31828,714
Present value of excess contributions2022-12-31195,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31205,746
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31205,746
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,248,600
Total employer contributions2022-12-31145,212
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31134,459
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31145,999
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31134,459
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-314,214,531
Acturial value of plan assets2021-12-314,214,531
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-3136,518
Active participant vested funding target2021-12-312,803,950
Number of active participants2021-12-3112
Total funding liabilities for active participants2021-12-312,810,554
Total participant count2021-12-3114
Total funding target for all participants2021-12-312,847,072
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31556,076
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31556,076
Present value of excess contributions2021-12-31147,531
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31155,306
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31155,306
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31828,714
Total employer contributions2021-12-31207,123
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31195,688
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31144,821
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31195,688
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-313,362,524
Acturial value of plan assets2020-12-313,362,524
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-3125,346
Active participant vested funding target2020-12-312,504,325
Number of active participants2020-12-3113
Total funding liabilities for active participants2020-12-312,516,983
Total participant count2020-12-3114
Total funding target for all participants2020-12-312,542,329
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31490,768
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3168,667
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31422,101
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31556,076
Total employer contributions2020-12-31158,078
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31147,531
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31147,862
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31147,531
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0114
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-312,416,272
Acturial value of plan assets2019-12-312,416,272
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-314,331
Active participant vested funding target2019-12-312,259,315
Number of active participants2019-12-3112
Total funding liabilities for active participants2019-12-312,261,831
Total participant count2019-12-3113
Total funding target for all participants2019-12-312,266,162
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31605,522
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3163,536
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31541,986
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31490,768
Total employer contributions2019-12-31155,624
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31138,758
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31146,468
Net shortfall amortization installment of oustanding balance2019-12-31340,658
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31207,425
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3168,667
Additional cash requirement2019-12-31138,758
Contributions allocatedtoward minimum required contributions for current year2019-12-31138,758
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0113
Total number of active participants reported on line 7a of the Form 55002019-01-0113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-312,562,585
Acturial value of plan assets2018-12-312,562,585
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3117,382
Active participant vested funding target2018-12-311,970,599
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-311,976,269
Total participant count2018-12-3112
Total funding target for all participants2018-12-311,993,651
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31504,216
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31504,216
Present value of excess contributions2018-12-3131,140
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3132,934
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3132,934
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31605,522
Total employer contributions2018-12-31100,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3188,538
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31140,840
Net shortfall amortization installment of oustanding balance2018-12-3136,588
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31150,854
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3162,316
Additional cash requirement2018-12-3188,538
Contributions allocatedtoward minimum required contributions for current year2018-12-3188,538
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-0110
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-312,080,652
Acturial value of plan assets2017-12-312,080,652
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3115,595
Active participant vested funding target2017-12-311,703,066
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-311,708,950
Total participant count2017-12-3113
Total funding target for all participants2017-12-311,724,545
Balance at beginning of prior year after applicable adjustments2017-12-3161
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31511,581
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3161
Prefunding balanced used to offset prior years funding requirement2017-12-3124,510
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31487,071
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31504,216
Total employer contributions2017-12-31202,388
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31185,895
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31138,131
Net shortfall amortization installment of oustanding balance2017-12-3189,328
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31154,755
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31154,755
Contributions allocatedtoward minimum required contributions for current year2017-12-31185,895
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,901,952
Acturial value of plan assets2016-12-311,901,952
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-3114,016
Active participant vested funding target2016-12-311,470,921
Number of active participants2016-12-3113
Total funding liabilities for active participants2016-12-311,476,910
Total participant count2016-12-3116
Total funding target for all participants2016-12-311,490,926
Balance at beginning of prior year after applicable adjustments2016-12-3160
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31423,831
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3160
Amount remaining of prefunding balance2016-12-31423,831
Present value of excess contributions2016-12-3176,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3181,562
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3181,562
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3161
Balance of prefunding at beginning of current year2016-12-31511,581
Total employer contributions2016-12-31134,784
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31128,384
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31136,331
Net shortfall amortization installment of oustanding balance2016-12-31100,616
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31152,955
Carryover balance elected to use to offset funding requirement2016-12-3161
Prefunding balance elected to use to offset funding requirement2016-12-3124,510
Additional cash requirement2016-12-31128,384
Contributions allocatedtoward minimum required contributions for current year2016-12-31128,384
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN

Measure Date Value
2020 : SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$876,543
Expenses. Total of all expenses incurred2020-12-31$26,163
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$4,217,303
Total plan assets at beginning of year2020-12-31$3,366,923
Value of fidelity bond covering the plan2020-12-31$350,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$718,465
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$850,380
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,217,303
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,366,923
Total contributions received or receivable from employer(s)2020-12-31$158,078
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$26,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$996,614
Expenses. Total of all expenses incurred2019-12-31$48,398
Benefits paid (including direct rollovers)2019-12-31$25,088
Total plan assets at end of year2019-12-31$3,366,923
Total plan assets at beginning of year2019-12-31$2,418,707
Value of fidelity bond covering the plan2019-12-31$350,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$840,990
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$948,216
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,366,923
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,418,707
Total contributions received or receivable from employer(s)2019-12-31$155,624
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$23,310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-117,327
Expenses. Total of all expenses incurred2018-12-31$28,930
Benefits paid (including direct rollovers)2018-12-31$8,470
Total plan assets at end of year2018-12-31$2,418,707
Total plan assets at beginning of year2018-12-31$2,564,964
Value of fidelity bond covering the plan2018-12-31$350,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-217,327
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-146,257
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,418,707
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,564,964
Total contributions received or receivable from employer(s)2018-12-31$100,000
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,460
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$497,985
Expenses. Total of all expenses incurred2017-12-31$13,802
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$2,564,964
Total plan assets at beginning of year2017-12-31$2,080,781
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$295,597
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$484,183
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,564,964
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,080,781
Total contributions received or receivable from employer(s)2017-12-31$202,388
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$13,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0

Form 5500 Responses for SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN

2020: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2009: SPIRO PLASTIC SURGERY, L.L.C. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number75434
Policy instance 1
Insurance contract or identification number75434
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-03
Total amount of commissions paid to insurance brokerUSD $5,292
Total amount of fees paid to insurance companyUSD $532
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,292
Insurance broker organization code?5
Amount paid for insurance broker fees532
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePRIME PENSIONS, INC.

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