ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN 401k Plan overview

ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	ORAL & MAXILLOFACIAL SURGURY SPECIA LISTS, PA
Employer identification number (EIN):	410956543
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	MELISSA CALUMPIT	2024-09-26
003	2022-01-01	MELISSA CALUMPIT	2023-10-02

Plan Statistics for ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN

Measure	Date	Value
2022: ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	696,066
Acturial value of plan assets	2022-12-31	696,066
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	12
Fundng target for terminated vested participants	2022-12-31	108,963
Active participant vested funding target	2022-12-31	556,597
Number of active participants	2022-12-31	48
Total funding liabilities for active participants	2022-12-31	557,394
Total participant count	2022-12-31	60
Total funding target for all participants	2022-12-31	666,357
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	50,657
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	50,657
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	722,000
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	713,426
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	629,869
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	600,160
Additional cash requirement	2022-12-31	600,160
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	713,426
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0

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