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MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 401k Plan overview

Plan NameMUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN
Plan identification number 003

MUSKEGON SURGICAL ASSOCIATES, PLC PENSION 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

MUSKEGON SURGICAL ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:MUSKEGON SURGICAL ASSOCIATES, P.C.
Employer identification number (EIN):381973203
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about MUSKEGON SURGICAL ASSOCIATES, P.C.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 147529
Legal Registered Office Address: 1316 MERCY DR MUSKEGON


United States of America (USA)
49444

More information about MUSKEGON SURGICAL ASSOCIATES, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01STEPHEN N. ZONCA, M.D.2023-10-13
0032021-01-01STEPHEN N. ZONCA, M.D.2022-10-14
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01DENNIS W. HARRIS2015-08-05
0032013-01-01DENNIS W. HARRIS2014-07-17
0032012-01-01DENNIS W. HARRIS2013-06-21
0032011-01-01CHRISTINA SALACINA2012-05-24
0032010-01-01CHRISTINA SALACINA2011-07-05

Plan Statistics for MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN

401k plan membership statisitcs for MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN

Measure Date Value
2022: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,180,177
Acturial value of plan assets2022-12-315,180,177
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3124
Fundng target for terminated vested participants2022-12-311,290,829
Active participant vested funding target2022-12-312,853,703
Number of active participants2022-12-31112
Total funding liabilities for active participants2022-12-312,873,299
Total participant count2022-12-31136
Total funding target for all participants2022-12-314,164,128
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3123,840
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3123,840
Present value of excess contributions2022-12-31506,881
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31535,064
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
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 year2022-12-3125,692
Total employer contributions2022-12-31540,000
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 date2022-12-31509,659
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 cost2022-12-31281,135
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31509,659
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-01113
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-314,510,504
Acturial value of plan assets2021-12-314,510,504
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-3115
Fundng target for terminated vested participants2021-12-3188,991
Active participant vested funding target2021-12-313,538,880
Number of active participants2021-12-31109
Total funding liabilities for active participants2021-12-313,564,819
Total participant count2021-12-31124
Total funding target for all participants2021-12-313,653,810
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3122,316
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3122,316
Present value of excess contributions2021-12-31441,329
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31465,205
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-3123,840
Total employer contributions2021-12-31540,000
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 date2021-12-31506,881
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 cost2021-12-31338,034
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31506,881
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-01111
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-313,855,352
Acturial value of plan assets2020-12-313,855,352
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3112
Fundng target for terminated vested participants2020-12-31114,099
Active participant vested funding target2020-12-313,106,630
Number of active participants2020-12-31100
Total funding liabilities for active participants2020-12-313,127,993
Total participant count2020-12-31112
Total funding target for all participants2020-12-313,242,092
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3120,249
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3120,249
Present value of excess contributions2020-12-31449,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31449,763
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 year2020-12-3122,316
Total employer contributions2020-12-31470,778
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 date2020-12-31441,329
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 cost2020-12-31335,539
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31441,329
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-313,405,511
Acturial value of plan assets2019-12-313,405,511
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3112
Fundng target for terminated vested participants2019-12-31108,815
Active participant vested funding target2019-12-312,725,632
Number of active participants2019-12-31100
Total funding liabilities for active participants2019-12-312,733,782
Total participant count2019-12-31112
Total funding target for all participants2019-12-312,842,597
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3120,704
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3120,704
Present value of excess contributions2019-12-31377,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31377,090
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 year2019-12-3120,249
Total employer contributions2019-12-31456,068
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 date2019-12-31449,763
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 cost2019-12-31343,393
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31449,763
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,751,909
Acturial value of plan assets2018-12-312,751,909
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-316
Fundng target for terminated vested participants2018-12-3159,021
Active participant vested funding target2018-12-312,308,197
Number of active participants2018-12-3188
Total funding liabilities for active participants2018-12-312,314,415
Total participant count2018-12-3194
Total funding target for all participants2018-12-312,373,436
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3119,843
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 balance2018-12-3119,843
Present value of excess contributions2018-12-31478,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31478,279
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-3120,704
Total employer contributions2018-12-31384,054
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 date2018-12-31377,090
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 cost2018-12-31292,654
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31377,090
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,681,179
Acturial value of plan assets2017-12-312,681,179
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3144,378
Active participant vested funding target2017-12-312,220,849
Number of active participants2017-12-3181
Total funding liabilities for active participants2017-12-312,229,035
Total participant count2017-12-3184
Total funding target for all participants2017-12-312,273,413
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31325,321
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31306,394
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3118,927
Present value of excess contributions2017-12-31404,887
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31404,887
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 year2017-12-3119,843
Total employer contributions2017-12-31479,902
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 date2017-12-31478,279
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 cost2017-12-31266,155
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31478,279
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-313,246,524
Acturial value of plan assets2016-12-313,246,524
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-3127,338
Active participant vested funding target2016-12-312,843,195
Number of active participants2016-12-3176
Total funding liabilities for active participants2016-12-312,845,760
Total participant count2016-12-3180
Total funding target for all participants2016-12-312,873,098
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31328,411
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-31328,411
Present value of excess contributions2016-12-31102,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31102,789
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-31325,321
Total employer contributions2016-12-31410,263
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 date2016-12-31404,887
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 cost2016-12-31302,094
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31302,094
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31324,778
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31404,887
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Financial Data on MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN

Measure Date Value
2022 : MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$274,833
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$337,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$337,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$540,000
Value of total assets at end of year2022-12-31$5,123,813
Value of total assets at beginning of year2022-12-31$5,186,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-62,847
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,123,813
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,186,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,817,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,091,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,946,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$735,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$735,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-265,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$540,000
Employer contributions (assets) at end of year2022-12-31$360,000
Employer contributions (assets) at beginning of year2022-12-31$360,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$337,680
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVOTNY CPA GROUP PLC
Accountancy firm EIN2022-12-31383185476
2021 : MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$876,995
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$207,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$207,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$540,000
Value of total assets at end of year2021-12-31$5,186,660
Value of total assets at beginning of year2021-12-31$4,516,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$669,667
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,186,660
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,516,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,091,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,567,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$735,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$598,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$598,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$336,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$540,000
Employer contributions (assets) at end of year2021-12-31$360,000
Employer contributions (assets) at beginning of year2021-12-31$350,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$207,328
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVOTNY CPA GROUP PLC
Accountancy firm EIN2021-12-31383185476

Form 5500 Responses for MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN

2022: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUSKEGON SURGICAL ASSOCIATES, PLC PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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