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PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 401k Plan overview

Plan NamePARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN
Plan identification number 002

PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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).

401k Sponsoring company profile

PARK CITIES ORAL & MAX SURG has sponsored the creation of one or more 401k plans.

Company Name:PARK CITIES ORAL & MAX SURG
Employer identification number (EIN):311826725
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01DR. WILLIAM PHILLIPS2021-04-19
0022019-01-01DR. WILLIAM PHILLIPS2020-04-17
0022018-01-01WILLIAM PHILLIPS2019-07-14
0022017-01-01WILLIAM PHILLIPS2018-09-21
0022016-01-01WILLIAM PHILLIPS2017-10-04
0022015-01-01WILLIAM PHILLIPS2016-10-10
0022014-01-01WILLIAM PHILLIPS2015-10-12
0022013-01-01WILLIAM PHILLIPS2014-09-30

Plan Statistics for PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN

401k plan membership statisitcs for PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN

Measure Date Value
2018: PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31403,618
Acturial value of plan assets2018-12-31403,618
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3118,855
Active participant vested funding target2018-12-31424,556
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31424,835
Total participant count2018-12-319
Total funding target for all participants2018-12-31443,690
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-315,071
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 balance2018-12-315,071
Present value of excess contributions2018-12-3146,886
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3149,924
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3149,924
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-316,663
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3148,666
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-3188,738
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3115,562
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3115,562
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31283,236
Acturial value of plan assets2017-12-31283,236
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3117,957
Active participant vested funding target2017-12-31294,028
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31294,028
Total participant count2017-12-318
Total funding target for all participants2017-12-31311,985
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3134,765
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3129,920
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-314,845
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-315,071
Total employer contributions2017-12-31102,700
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 date2017-12-3195,212
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 cost2017-12-3142,417
Net shortfall amortization installment of oustanding balance2017-12-3133,820
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3148,326
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3148,326
Contributions allocatedtoward minimum required contributions for current year2017-12-3195,212
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PARK CITIES ORAL & MAXILLOFACIAL SURGERY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31224,077
Acturial value of plan assets2016-12-31224,077
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,340
Active participant vested funding target2016-12-31206,004
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31206,258
Total participant count2016-12-318
Total funding target for all participants2016-12-31207,598
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3134,418
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 balance2016-12-3134,418
Present value of excess contributions2016-12-311,027
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,097
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 year2016-12-3134,765
Total employer contributions2016-12-3148,000
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 date2016-12-3145,008
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 cost2016-12-3168,445
Net shortfall amortization installment of oustanding balance2016-12-3118,285
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3171,466
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3126,458
Additional cash requirement2016-12-3145,008
Contributions allocatedtoward minimum required contributions for current year2016-12-3145,008
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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