Logo

ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN
Plan identification number 002

ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

ORAL SURGERY ASSOCIATES OF LANSING, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL SURGERY ASSOCIATES OF LANSING, P.C.
Employer identification number (EIN):381911085
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ORAL SURGERY ASSOCIATES OF LANSING, P.C.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 168407
Legal Registered Office Address: 5238 W. ST. JOSEPH HWY LANSING


United States of America (USA)
48917

More information about ORAL SURGERY ASSOCIATES OF LANSING, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01

Plan Statistics for ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-312,167,011
Acturial value of plan assets2022-12-312,167,011
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-3112,632
Active participant vested funding target2022-12-311,793,420
Number of active participants2022-12-3129
Total funding liabilities for active participants2022-12-311,794,554
Total participant count2022-12-3131
Total funding target for all participants2022-12-311,807,186
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31638,964
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-31405,763
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31233,201
Present value of excess contributions2022-12-31461,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31461,905
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31461,905
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 year2022-12-31710,031
Total employer contributions2022-12-31475,421
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 date2022-12-31468,700
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 cost2022-12-31459,981
Net shortfall amortization installment of oustanding balance2022-12-31387,696
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31495,809
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31495,809
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31468,700
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,933,751
Acturial value of plan assets2021-12-311,933,751
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,242,296
Number of active participants2021-12-3124
Total funding liabilities for active participants2021-12-311,243,491
Total participant count2021-12-3124
Total funding target for all participants2021-12-311,243,491
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31312,194
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31312,194
Present value of excess contributions2021-12-31300,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31300,077
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31300,077
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 year2021-12-31638,964
Total employer contributions2021-12-31468,453
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 date2021-12-31461,905
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 cost2021-12-31444,372
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31427,836
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-31427,836
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31461,905
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,494,958
Acturial value of plan assets2020-12-311,494,958
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-313,874
Active participant vested funding target2020-12-31995,173
Number of active participants2020-12-3120
Total funding liabilities for active participants2020-12-31996,046
Total participant count2020-12-3123
Total funding target for all participants2020-12-31999,920
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-31312,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31312,194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31312,194
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 year2020-12-31312,194
Total employer contributions2020-12-31344,120
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 date2020-12-31337,940
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 cost2020-12-31204,410
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3137,863
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3137,863
Contributions allocatedtoward minimum required contributions for current year2020-12-31337,940
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,075,755
Acturial value of plan assets2019-12-311,075,755
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31748,629
Number of active participants2019-12-3121
Total funding liabilities for active participants2019-12-31750,954
Total participant count2019-12-3121
Total funding target for all participants2019-12-31750,954
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-31272,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31272,502
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 year2019-12-310
Total employer contributions2019-12-31323,046
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 date2019-12-31312,194
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 cost2019-12-31180,600
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31312,194
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31665,340
Acturial value of plan assets2018-12-31665,340
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31529,956
Number of active participants2018-12-3118
Total funding liabilities for active participants2018-12-31530,528
Total participant count2018-12-3118
Total funding target for all participants2018-12-31530,528
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-31186,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31186,613
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 year2018-12-310
Total employer contributions2018-12-31314,300
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 date2018-12-31304,322
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 cost2018-12-31166,632
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3131,820
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3131,820
Contributions allocatedtoward minimum required contributions for current year2018-12-31304,322
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31372,759
Acturial value of plan assets2017-12-31372,759
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31332,363
Number of active participants2017-12-3119
Total funding liabilities for active participants2017-12-31333,332
Total participant count2017-12-3119
Total funding target for all participants2017-12-31333,332
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3140,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3140,043
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 year2017-12-310
Total employer contributions2017-12-31314,107
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 date2017-12-31305,508
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 cost2017-12-31158,322
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31118,895
Additional cash requirement2017-12-31118,895
Contributions allocatedtoward minimum required contributions for current year2017-12-31305,508
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ORAL SURGERY ASSOCIATES OF LANSING, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31177,563
Acturial value of plan assets2016-12-31177,563
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-3119
Total funding liabilities for active participants2016-12-31156,683
Total participant count2016-12-3119
Total funding target for all participants2016-12-31156,683
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3124,291
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3124,291
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 year2016-12-310
Total employer contributions2016-12-31172,689
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 date2016-12-31169,213
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 cost2016-12-31150,050
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31129,170
Additional cash requirement2016-12-31129,170
Contributions allocatedtoward minimum required contributions for current year2016-12-31169,213
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1