401k Plan data: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN plan

SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN
Plan identification number	003

SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A.

Employer identification number (EIN): 222540040

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-07-01
003 2019-07-01
003 2018-07-01
003 2017-07-01
003 2016-07-01
003 2015-07-01
003 2014-07-01

Plan Statistics for SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN

Measure Date Value
2020: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-07-31 0
Acturial value of plan assets 2020-07-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-07-31 0
Number of terminated vested participants 2020-07-31 0
Fundng target for terminated vested participants 2020-07-31 0
Active participant vested funding target 2020-07-31 0
Number of active participants 2020-07-31 0
Total funding liabilities for active participants 2020-07-31 0
Total participant count 2020-07-31 0
Total funding target for all participants 2020-07-31 0
Balance at beginning of prior year after applicable adjustments 2020-07-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-07-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-07-31 0
Prefunding balanced used to offset prior years funding requirement 2020-07-31 0
Amount remaining of carryover balance 2020-07-31 0
Amount remaining of prefunding balance 2020-07-31 0
Present value of excess contributions 2020-07-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-07-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-07-31 0
Reductions in caryover balances due to elections or deemed elections 2020-07-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-07-31 0
Balance of carryovers at beginning of current year 2020-07-31 0
Balance of prefunding at beginning of current year 2020-07-31 0
Total employer contributions 2020-07-31 0
Total employee contributions 2020-07-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-07-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-07-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-07-31 0
Unpaid minimum required contributions for all prior years 2020-07-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-07-31 0
Remaining amount of unpaid minimum required contributions 2020-07-31 0
Minimum required contributions for current year target normal cost 2020-07-31 0
Net shortfall amortization installment of oustanding balance 2020-07-31 0
Waiver amortization installment 2020-07-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-07-31 0
Additional cash requirement 2020-07-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for current year 2020-07-31 0
Unpaid minimum required contributions for all years 2020-07-31 0
Market value of plan assets 2020-06-30 125,480
Acturial value of plan assets 2020-06-30 125,480
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 0
Number of terminated vested participants 2020-06-30 0
Fundng target for terminated vested participants 2020-06-30 0
Active participant vested funding target 2020-06-30 0
Number of active participants 2020-06-30 59
Total funding liabilities for active participants 2020-06-30 0
Total participant count 2020-06-30 59
Total funding target for all participants 2020-06-30 0
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-06-30 0
Prefunding balanced used to offset prior years funding requirement 2020-06-30 0
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 0
Present value of excess contributions 2020-06-30 710,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 710,538
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-06-30 0
Reductions in caryover balances due to elections or deemed elections 2020-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 0
Total employer contributions 2020-06-30 0
Total employee contributions 2020-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 0
Unpaid minimum required contributions for all prior years 2020-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-06-30 0
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 0
Net shortfall amortization installment of oustanding balance 2020-06-30 0
Waiver amortization installment 2020-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 0
Carryover balance elected to use to offset funding requirement 2020-06-30 0
Prefunding balance elected to use to offset funding requirement 2020-06-30 0
Additional cash requirement 2020-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-06-30 2,557,442
Acturial value of plan assets 2019-06-30 2,557,442
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 6
Fundng target for terminated vested participants 2019-06-30 26,435
Active participant vested funding target 2019-06-30 2,216,532
Number of active participants 2019-06-30 56
Total funding liabilities for active participants 2019-06-30 2,216,532
Total participant count 2019-06-30 62
Total funding target for all participants 2019-06-30 2,242,967
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-30 0
Prefunding balanced used to offset prior years funding requirement 2019-06-30 0
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 0
Present value of excess contributions 2019-06-30 397,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 397,136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 0
Reductions in caryover balances due to elections or deemed elections 2019-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 0
Total employer contributions 2019-06-30 700,000
Total employee contributions 2019-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 710,538
Unpaid minimum required contributions for all prior years 2019-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 247,417
Net shortfall amortization installment of oustanding balance 2019-06-30 0
Waiver amortization installment 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 0
Carryover balance elected to use to offset funding requirement 2019-06-30 0
Prefunding balance elected to use to offset funding requirement 2019-06-30 0
Additional cash requirement 2019-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 710,538
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-06-30 1,787,262
Acturial value of plan assets 2018-06-30 1,787,262
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 0
Number of terminated vested participants 2018-06-30 4
Fundng target for terminated vested participants 2018-06-30 12,230
Active participant vested funding target 2018-06-30 1,482,634
Number of active participants 2018-06-30 61
Total funding liabilities for active participants 2018-06-30 1,482,634
Total participant count 2018-06-30 65
Total funding target for all participants 2018-06-30 1,494,864
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-06-30 0
Prefunding balanced used to offset prior years funding requirement 2018-06-30 0
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 0
Present value of excess contributions 2018-06-30 286,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 286,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 0
Reductions in caryover balances due to elections or deemed elections 2018-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-06-30 0
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 0
Total employer contributions 2018-06-30 700,000
Total employee contributions 2018-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-30 710,140
Unpaid minimum required contributions for all prior years 2018-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-06-30 0
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 605,402
Net shortfall amortization installment of oustanding balance 2018-06-30 0
Waiver amortization installment 2018-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 313,004
Carryover balance elected to use to offset funding requirement 2018-06-30 0
Prefunding balance elected to use to offset funding requirement 2018-06-30 0
Additional cash requirement 2018-06-30 313,004
Contributions allocatedtoward minimum required contributions for current year 2018-06-30 710,140
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-06-30 1,069,837
Acturial value of plan assets 2017-06-30 1,069,837
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 833
Number of terminated vested participants 2017-06-30 2
Fundng target for terminated vested participants 2017-06-30 4,161
Active participant vested funding target 2017-06-30 888,768
Number of active participants 2017-06-30 53
Total funding liabilities for active participants 2017-06-30 888,768
Total participant count 2017-06-30 56
Total funding target for all participants 2017-06-30 893,762
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 0
Prefunding balanced used to offset prior years funding requirement 2017-06-30 0
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 0
Present value of excess contributions 2017-06-30 202,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 202,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 0
Reductions in caryover balances due to elections or deemed elections 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 0
Total employer contributions 2017-06-30 600,000
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 609,560
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 499,143
Net shortfall amortization installment of oustanding balance 2017-06-30 0
Waiver amortization installment 2017-06-30 0
Waived amount of outstanding balance 2017-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 323,068
Carryover balance elected to use to offset funding requirement 2017-06-30 0
Prefunding balance elected to use to offset funding requirement 2017-06-30 0
Additional cash requirement 2017-06-30 323,068
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 609,560
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0

Measure	Date	Value
2020: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-07-31	0
Acturial value of plan assets	2020-07-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-07-31	0
Number of terminated vested participants	2020-07-31	0
Fundng target for terminated vested participants	2020-07-31	0
Active participant vested funding target	2020-07-31	0
Number of active participants	2020-07-31	0
Total funding liabilities for active participants	2020-07-31	0
Total participant count	2020-07-31	0
Total funding target for all participants	2020-07-31	0
Balance at beginning of prior year after applicable adjustments	2020-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-07-31	0
Prefunding balanced used to offset prior years funding requirement	2020-07-31	0
Amount remaining of carryover balance	2020-07-31	0
Amount remaining of prefunding balance	2020-07-31	0
Present value of excess contributions	2020-07-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-07-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-07-31	0
Reductions in caryover balances due to elections or deemed elections	2020-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-07-31	0
Balance of carryovers at beginning of current year	2020-07-31	0
Balance of prefunding at beginning of current year	2020-07-31	0
Total employer contributions	2020-07-31	0
Total employee contributions	2020-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-07-31	0
Unpaid minimum required contributions for all prior years	2020-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-07-31	0
Remaining amount of unpaid minimum required contributions	2020-07-31	0
Minimum required contributions for current year target normal cost	2020-07-31	0
Net shortfall amortization installment of oustanding balance	2020-07-31	0
Waiver amortization installment	2020-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-07-31	0
Additional cash requirement	2020-07-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for current year	2020-07-31	0
Unpaid minimum required contributions for all years	2020-07-31	0
Market value of plan assets	2020-06-30	125,480
Acturial value of plan assets	2020-06-30	125,480
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	0
Number of terminated vested participants	2020-06-30	0
Fundng target for terminated vested participants	2020-06-30	0
Active participant vested funding target	2020-06-30	0
Number of active participants	2020-06-30	59
Total funding liabilities for active participants	2020-06-30	0
Total participant count	2020-06-30	59
Total funding target for all participants	2020-06-30	0
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-06-30	0
Prefunding balanced used to offset prior years funding requirement	2020-06-30	0
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	0
Present value of excess contributions	2020-06-30	710,538
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	710,538
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-06-30	0
Reductions in caryover balances due to elections or deemed elections	2020-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	0
Total employer contributions	2020-06-30	0
Total employee contributions	2020-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	0
Unpaid minimum required contributions for all prior years	2020-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-06-30	0
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	0
Net shortfall amortization installment of oustanding balance	2020-06-30	0
Waiver amortization installment	2020-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	0
Carryover balance elected to use to offset funding requirement	2020-06-30	0
Prefunding balance elected to use to offset funding requirement	2020-06-30	0
Additional cash requirement	2020-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-06-30	2,557,442
Acturial value of plan assets	2019-06-30	2,557,442
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	6
Fundng target for terminated vested participants	2019-06-30	26,435
Active participant vested funding target	2019-06-30	2,216,532
Number of active participants	2019-06-30	56
Total funding liabilities for active participants	2019-06-30	2,216,532
Total participant count	2019-06-30	62
Total funding target for all participants	2019-06-30	2,242,967
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Prefunding balanced used to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	0
Present value of excess contributions	2019-06-30	397,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	397,136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in caryover balances due to elections or deemed elections	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	0
Total employer contributions	2019-06-30	700,000
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	710,538
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	247,417
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Waiver amortization installment	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Carryover balance elected to use to offset funding requirement	2019-06-30	0
Prefunding balance elected to use to offset funding requirement	2019-06-30	0
Additional cash requirement	2019-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	710,538
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-06-30	1,787,262
Acturial value of plan assets	2018-06-30	1,787,262
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	0
Number of terminated vested participants	2018-06-30	4
Fundng target for terminated vested participants	2018-06-30	12,230
Active participant vested funding target	2018-06-30	1,482,634
Number of active participants	2018-06-30	61
Total funding liabilities for active participants	2018-06-30	1,482,634
Total participant count	2018-06-30	65
Total funding target for all participants	2018-06-30	1,494,864
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-06-30	0
Prefunding balanced used to offset prior years funding requirement	2018-06-30	0
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	0
Present value of excess contributions	2018-06-30	286,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	286,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	0
Reductions in caryover balances due to elections or deemed elections	2018-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-06-30	0
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	0
Total employer contributions	2018-06-30	700,000
Total employee contributions	2018-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	710,140
Unpaid minimum required contributions for all prior years	2018-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-06-30	0
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	605,402
Net shortfall amortization installment of oustanding balance	2018-06-30	0
Waiver amortization installment	2018-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	313,004
Carryover balance elected to use to offset funding requirement	2018-06-30	0
Prefunding balance elected to use to offset funding requirement	2018-06-30	0
Additional cash requirement	2018-06-30	313,004
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	710,140
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-06-30	1,069,837
Acturial value of plan assets	2017-06-30	1,069,837
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	833
Number of terminated vested participants	2017-06-30	2
Fundng target for terminated vested participants	2017-06-30	4,161
Active participant vested funding target	2017-06-30	888,768
Number of active participants	2017-06-30	53
Total funding liabilities for active participants	2017-06-30	888,768
Total participant count	2017-06-30	56
Total funding target for all participants	2017-06-30	893,762
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	0
Prefunding balanced used to offset prior years funding requirement	2017-06-30	0
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	0
Present value of excess contributions	2017-06-30	202,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	202,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in caryover balances due to elections or deemed elections	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	0
Total employer contributions	2017-06-30	600,000
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	609,560
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	499,143
Net shortfall amortization installment of oustanding balance	2017-06-30	0
Waiver amortization installment	2017-06-30	0
Waived amount of outstanding balance	2017-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	323,068
Carryover balance elected to use to offset funding requirement	2017-06-30	0
Prefunding balance elected to use to offset funding requirement	2017-06-30	0
Additional cash requirement	2017-06-30	323,068
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	609,560
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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Company Name:	SHORE ORTHOPAEDIC UNIVERSITY ASSOCIATES, P.A.
Employer identification number (EIN):	222540040
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2020-07-01
003	2019-07-01
003	2018-07-01
003	2017-07-01
003	2016-07-01
003	2015-07-01
003	2014-07-01