401k Plan data: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN plan

NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 401k Plan overview

Plan Name	NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN
Plan identification number	002

NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

NORTHWEST SURGICAL SPECIALISTS, LLP has sponsored the creation of one or more 401k plans.

Company Name: NORTHWEST SURGICAL SPECIALISTS, LLP

Employer identification number (EIN): 931192191

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

Additional information about NORTHWEST SURGICAL SPECIALISTS, LLP

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1996-01-01

Company Identification Number: 49343288

More information about NORTHWEST SURGICAL SPECIALISTS, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01 DUC VO 2023-07-21
002 2021-01-01 DUC VO 2022-09-13
002 2020-01-01 DUC VO 2021-05-24
002 2018-01-01 DUC VO 2019-09-19
002 2017-01-01 DUC VO 2018-05-14
002 2016-01-01 AMY J. FINE 2017-03-20
002 2015-01-01 AMY J. FINE 2016-05-11
002 2014-01-01 AMY J. FINE 2015-06-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01	DUC VO	2023-07-21
002	2021-01-01	DUC VO	2022-09-13
002	2020-01-01	DUC VO	2021-05-24
002	2018-01-01	DUC VO	2019-09-19
002	2017-01-01	DUC VO	2018-05-14
002	2016-01-01	AMY J. FINE	2017-03-20
002	2015-01-01	AMY J. FINE	2016-05-11
002	2014-01-01	AMY J. FINE	2015-06-25

Plan Statistics for NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN

401k plan membership statisitcs for NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN

Measure Date Value
2023: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2023 401k membership
Market value of plan assets 2023-12-11 3,472,727
Acturial value of plan assets 2023-12-11 3,472,727
Funding target for retired participants and beneficiaries receiving payment 2023-12-11 0
Number of terminated vested participants 2023-12-11 17
Fundng target for terminated vested participants 2023-12-11 526,718
Active participant vested funding target 2023-12-11 2,838,006
Number of active participants 2023-12-11 44
Total funding liabilities for active participants 2023-12-11 2,845,858
Total participant count 2023-12-11 61
Total funding target for all participants 2023-12-11 3,372,576
Balance at beginning of prior year after applicable adjustments 2023-12-11 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-12-11 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-12-11 0
Prefunding balanced used to offset prior years funding requirement 2023-12-11 0
Amount remaining of carryover balance 2023-12-11 0
Amount remaining of prefunding balance 2023-12-11 0
Present value of excess contributions 2023-12-11 757,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-12-11 800,609
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-12-11 0
Reductions in caryover balances due to elections or deemed elections 2023-12-11 0
Reductions in prefunding balances due to elections or deemed elections 2023-12-11 0
Balance of carryovers at beginning of current year 2023-12-11 0
Balance of prefunding at beginning of current year 2023-12-11 0
Total employer contributions 2023-12-11 0
Total employee contributions 2023-12-11 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-12-11 0
Contributions made to avoid restrictions adjusted to valuation date 2023-12-11 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-12-11 0
Unpaid minimum required contributions for all prior years 2023-12-11 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-12-11 0
Remaining amount of unpaid minimum required contributions 2023-12-11 0
Minimum required contributions for current year target normal cost 2023-12-11 0
Net shortfall amortization installment of oustanding balance 2023-12-11 0
Waiver amortization installment 2023-12-11 0
Total funding amount beforereflecting carryover/prefunding balances 2023-12-11 0
Additional cash requirement 2023-12-11 0
Contributions allocatedtoward minimum required contributions for current year 2023-12-11 0
Unpaid minimum required contributions for current year 2023-12-11 0
Unpaid minimum required contributions for all years 2023-12-11 0
2022: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,950,671
Acturial value of plan assets 2022-12-31 2,950,671
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 10
Fundng target for terminated vested participants 2022-12-31 87,862
Active participant vested funding target 2022-12-31 2,668,220
Number of active participants 2022-12-31 43
Total funding liabilities for active participants 2022-12-31 2,669,575
Total participant count 2022-12-31 53
Total funding target for all participants 2022-12-31 2,757,437
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 403,219
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 425,961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 860,474
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 814,433
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 249,802
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 56,568
Additional cash requirement 2022-12-31 56,568
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 814,433
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 4,993,481
Acturial value of plan assets 2021-12-31 4,993,481
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 20
Fundng target for terminated vested participants 2021-12-31 931,794
Active participant vested funding target 2021-12-31 3,690,515
Number of active participants 2021-12-31 47
Total funding liabilities for active participants 2021-12-31 3,696,548
Total participant count 2021-12-31 67
Total funding target for all participants 2021-12-31 4,628,342
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 213,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 224,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 492,055
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 472,219
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 434,139
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 69,000
Additional cash requirement 2021-12-31 69,000
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 472,219
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 4,080,347
Acturial value of plan assets 2020-12-31 4,080,347
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 11
Fundng target for terminated vested participants 2020-12-31 40,128
Active participant vested funding target 2020-12-31 3,858,538
Number of active participants 2020-12-31 60
Total funding liabilities for active participants 2020-12-31 3,865,387
Total participant count 2020-12-31 71
Total funding target for all participants 2020-12-31 3,905,515
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 208,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 219,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 698,776
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 673,103
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 634,569
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 459,737
Additional cash requirement 2020-12-31 459,737
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 673,103
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,198,681
Acturial value of plan assets 2019-12-31 3,198,681
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 30,005
Active participant vested funding target 2019-12-31 3,023,681
Number of active participants 2019-12-31 54
Total funding liabilities for active participants 2019-12-31 3,027,121
Total participant count 2019-12-31 63
Total funding target for all participants 2019-12-31 3,057,126
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 450,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 475,979
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 700,044
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 673,762
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 607,196
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 465,641
Additional cash requirement 2019-12-31 465,641
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 673,762
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,417,222
Acturial value of plan assets 2018-12-31 2,417,222
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 22,060
Active participant vested funding target 2018-12-31 2,213,154
Number of active participants 2018-12-31 59
Total funding liabilities for active participants 2018-12-31 2,221,613
Total participant count 2018-12-31 67
Total funding target for all participants 2018-12-31 2,243,673
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 183,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 194,548
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 907,261
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 864,955
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 588,491
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 414,942
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 414,942
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 864,955
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,730,326
Acturial value of plan assets 2017-12-31 1,730,326
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 12,284
Active participant vested funding target 2017-12-31 1,576,647
Number of active participants 2017-12-31 54
Total funding liabilities for active participants 2017-12-31 1,581,437
Total participant count 2017-12-31 61
Total funding target for all participants 2017-12-31 1,593,721
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 173,338
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 183,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 582,008
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 559,765
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 512,557
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 375,952
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 375,952
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 559,765
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,096,615
Acturial value of plan assets 2016-12-31 1,096,615
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 7
Fundng target for terminated vested participants 2016-12-31 5,000
Active participant vested funding target 2016-12-31 990,492
Number of active participants 2016-12-31 48
Total funding liabilities for active participants 2016-12-31 994,831
Total participant count 2016-12-31 55
Total funding target for all participants 2016-12-31 999,831
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 184,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 195,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 597,221
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 574,288
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 497,734
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 400,950
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 400,950
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 574,288
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2023: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2023 401k membership
Market value of plan assets	2023-12-11	3,472,727
Acturial value of plan assets	2023-12-11	3,472,727
Funding target for retired participants and beneficiaries receiving payment	2023-12-11	0
Number of terminated vested participants	2023-12-11	17
Fundng target for terminated vested participants	2023-12-11	526,718
Active participant vested funding target	2023-12-11	2,838,006
Number of active participants	2023-12-11	44
Total funding liabilities for active participants	2023-12-11	2,845,858
Total participant count	2023-12-11	61
Total funding target for all participants	2023-12-11	3,372,576
Balance at beginning of prior year after applicable adjustments	2023-12-11	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-12-11	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-12-11	0
Prefunding balanced used to offset prior years funding requirement	2023-12-11	0
Amount remaining of carryover balance	2023-12-11	0
Amount remaining of prefunding balance	2023-12-11	0
Present value of excess contributions	2023-12-11	757,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-12-11	800,609
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-12-11	0
Reductions in caryover balances due to elections or deemed elections	2023-12-11	0
Reductions in prefunding balances due to elections or deemed elections	2023-12-11	0
Balance of carryovers at beginning of current year	2023-12-11	0
Balance of prefunding at beginning of current year	2023-12-11	0
Total employer contributions	2023-12-11	0
Total employee contributions	2023-12-11	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-12-11	0
Contributions made to avoid restrictions adjusted to valuation date	2023-12-11	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-12-11	0
Unpaid minimum required contributions for all prior years	2023-12-11	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-12-11	0
Remaining amount of unpaid minimum required contributions	2023-12-11	0
Minimum required contributions for current year target normal cost	2023-12-11	0
Net shortfall amortization installment of oustanding balance	2023-12-11	0
Waiver amortization installment	2023-12-11	0
Total funding amount beforereflecting carryover/prefunding balances	2023-12-11	0
Additional cash requirement	2023-12-11	0
Contributions allocatedtoward minimum required contributions for current year	2023-12-11	0
Unpaid minimum required contributions for current year	2023-12-11	0
Unpaid minimum required contributions for all years	2023-12-11	0
2022: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,950,671
Acturial value of plan assets	2022-12-31	2,950,671
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	10
Fundng target for terminated vested participants	2022-12-31	87,862
Active participant vested funding target	2022-12-31	2,668,220
Number of active participants	2022-12-31	43
Total funding liabilities for active participants	2022-12-31	2,669,575
Total participant count	2022-12-31	53
Total funding target for all participants	2022-12-31	2,757,437
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	403,219
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	425,961
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	860,474
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	814,433
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	249,802
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	56,568
Additional cash requirement	2022-12-31	56,568
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	814,433
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	4,993,481
Acturial value of plan assets	2021-12-31	4,993,481
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	20
Fundng target for terminated vested participants	2021-12-31	931,794
Active participant vested funding target	2021-12-31	3,690,515
Number of active participants	2021-12-31	47
Total funding liabilities for active participants	2021-12-31	3,696,548
Total participant count	2021-12-31	67
Total funding target for all participants	2021-12-31	4,628,342
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	213,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	224,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	492,055
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	472,219
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	434,139
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	69,000
Additional cash requirement	2021-12-31	69,000
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	472,219
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	4,080,347
Acturial value of plan assets	2020-12-31	4,080,347
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	11
Fundng target for terminated vested participants	2020-12-31	40,128
Active participant vested funding target	2020-12-31	3,858,538
Number of active participants	2020-12-31	60
Total funding liabilities for active participants	2020-12-31	3,865,387
Total participant count	2020-12-31	71
Total funding target for all participants	2020-12-31	3,905,515
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	208,121
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	219,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	698,776
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	673,103
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	634,569
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	459,737
Additional cash requirement	2020-12-31	459,737
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	673,103
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,198,681
Acturial value of plan assets	2019-12-31	3,198,681
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	30,005
Active participant vested funding target	2019-12-31	3,023,681
Number of active participants	2019-12-31	54
Total funding liabilities for active participants	2019-12-31	3,027,121
Total participant count	2019-12-31	63
Total funding target for all participants	2019-12-31	3,057,126
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	450,013
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	475,979
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	700,044
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	673,762
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	607,196
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	465,641
Additional cash requirement	2019-12-31	465,641
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	673,762
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,417,222
Acturial value of plan assets	2018-12-31	2,417,222
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	22,060
Active participant vested funding target	2018-12-31	2,213,154
Number of active participants	2018-12-31	59
Total funding liabilities for active participants	2018-12-31	2,221,613
Total participant count	2018-12-31	67
Total funding target for all participants	2018-12-31	2,243,673
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	183,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	194,548
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	907,261
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	864,955
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	588,491
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	414,942
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	414,942
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	864,955
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,730,326
Acturial value of plan assets	2017-12-31	1,730,326
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	12,284
Active participant vested funding target	2017-12-31	1,576,647
Number of active participants	2017-12-31	54
Total funding liabilities for active participants	2017-12-31	1,581,437
Total participant count	2017-12-31	61
Total funding target for all participants	2017-12-31	1,593,721
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	173,338
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	183,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	582,008
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	559,765
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	512,557
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	375,952
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	375,952
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	559,765
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: NORTHWEST SURGICAL SPECIALISTS, LLP CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,096,615
Acturial value of plan assets	2016-12-31	1,096,615
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	7
Fundng target for terminated vested participants	2016-12-31	5,000
Active participant vested funding target	2016-12-31	990,492
Number of active participants	2016-12-31	48
Total funding liabilities for active participants	2016-12-31	994,831
Total participant count	2016-12-31	55
Total funding target for all participants	2016-12-31	999,831
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	184,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	195,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	597,221
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	574,288
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	497,734
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	400,950
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	400,950
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	574,288
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	NORTHWEST SURGICAL SPECIALISTS, LLP
Employer identification number (EIN):	931192191
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1996-01-01
Company Identification Number:	49343288