401k Plan data: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN plan

ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN
Plan identification number	003

ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS, P.A.

Employer identification number (EIN): 410962917

NAIC Classification: 621399
NAIC Description: Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 GARY P. MEUWISSEN 2024-07-15
003 2022-01-01 GARY P. MEUWISSEN 2023-07-25
003 2021-01-01 GARY P. MEUWISSEN 2022-07-21
003 2020-01-01 BRETT KURTZMAN 2021-07-27 BRETT KURTZMAN 2021-07-27
003 2019-01-01 BRETT KURTZMAN 2020-07-27 BRETT KURTZMAN 2020-07-27
003 2018-01-01 BRETT KURTZMAN 2019-07-27 BRETT KURTZMAN 2019-07-27
003 2017-01-01 BRETT KURTZMAN 2018-07-09 BRETT KURTZMAN 2018-07-09
003 2016-01-01 BRETT KURTZMAN 2017-07-11 BRETT KURTZMAN 2017-07-11
003 2015-01-01 MARK R. OMLIE 2016-07-18 MARK R. OMLIE 2016-07-18
003 2014-01-01 MARK R. OMLIE 2015-07-21 MARK R. OMLIE 2015-07-21
003 2013-01-01 MARK R. OMLIE 2014-07-08 MARK R. OMLIE 2014-07-08
003 2012-01-01 MARK R. OMLIE 2013-07-16 MARK R. OMLIE 2013-07-16
003 2011-01-01 MARK R. OMLIE 2012-07-26 MARK R. OMLIE 2012-07-26
003 2010-01-01 MARK R. OMLIE 2011-07-20 MARK R. OMLIE 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	GARY P. MEUWISSEN	2024-07-15
003	2022-01-01	GARY P. MEUWISSEN	2023-07-25
003	2021-01-01	GARY P. MEUWISSEN	2022-07-21
003	2020-01-01	BRETT KURTZMAN	2021-07-27	BRETT KURTZMAN	2021-07-27
003	2019-01-01	BRETT KURTZMAN	2020-07-27	BRETT KURTZMAN	2020-07-27
003	2018-01-01	BRETT KURTZMAN	2019-07-27	BRETT KURTZMAN	2019-07-27
003	2017-01-01	BRETT KURTZMAN	2018-07-09	BRETT KURTZMAN	2018-07-09
003	2016-01-01	BRETT KURTZMAN	2017-07-11	BRETT KURTZMAN	2017-07-11
003	2015-01-01	MARK R. OMLIE	2016-07-18	MARK R. OMLIE	2016-07-18
003	2014-01-01	MARK R. OMLIE	2015-07-21	MARK R. OMLIE	2015-07-21
003	2013-01-01	MARK R. OMLIE	2014-07-08	MARK R. OMLIE	2014-07-08
003	2012-01-01	MARK R. OMLIE	2013-07-16	MARK R. OMLIE	2013-07-16
003	2011-01-01	MARK R. OMLIE	2012-07-26	MARK R. OMLIE	2012-07-26
003	2010-01-01	MARK R. OMLIE	2011-07-20	MARK R. OMLIE	2011-07-20

Plan Statistics for ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN

Measure Date Value
2022: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,643,776
Acturial value of plan assets 2022-12-31 6,643,776
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 11
Fundng target for terminated vested participants 2022-12-31 165,215
Active participant vested funding target 2022-12-31 5,046,201
Number of active participants 2022-12-31 69
Total funding liabilities for active participants 2022-12-31 5,051,210
Total participant count 2022-12-31 80
Total funding target for all participants 2022-12-31 5,216,425
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 2022-12-31 169,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 169,248
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 2022-12-31 103,062
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 2022-12-31 101,791
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 2022-12-31 365,637
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 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 101,791
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 9,394,250
Acturial value of plan assets 2021-12-31 9,394,250
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 12
Fundng target for terminated vested participants 2021-12-31 147,348
Active participant vested funding target 2021-12-31 5,666,130
Number of active participants 2021-12-31 70
Total funding liabilities for active participants 2021-12-31 5,669,083
Total participant count 2021-12-31 82
Total funding target for all participants 2021-12-31 5,816,431
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
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 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 2021-12-31 159,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 159,539
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 2021-12-31 171,158
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 2021-12-31 169,248
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 2021-12-31 396,050
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 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 169,248
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 7,712,885
Acturial value of plan assets 2020-12-31 7,712,885
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 13
Fundng target for terminated vested participants 2020-12-31 128,257
Active participant vested funding target 2020-12-31 4,512,679
Number of active participants 2020-12-31 64
Total funding liabilities for active participants 2020-12-31 4,512,679
Total participant count 2020-12-31 77
Total funding target for all participants 2020-12-31 4,640,936
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
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 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 20,541
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 20,541
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 2020-12-31 161,348
Total employee contributions 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 159,539
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 263,739
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 159,539
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 8,202,484
Acturial value of plan assets 2019-12-31 8,202,484
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 11
Fundng target for terminated vested participants 2019-12-31 64,901
Active participant vested funding target 2019-12-31 5,549,017
Number of active participants 2019-12-31 62
Total funding liabilities for active participants 2019-12-31 5,553,481
Total participant count 2019-12-31 73
Total funding target for all participants 2019-12-31 5,618,382
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 81,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 81,303
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 20,986
Total employee contributions 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 20,541
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 343,776
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 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 20,541
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 6,803,045
Acturial value of plan assets 2018-12-31 6,803,045
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 11
Fundng target for terminated vested participants 2018-12-31 96,956
Active participant vested funding target 2018-12-31 4,725,134
Number of active participants 2018-12-31 64
Total funding liabilities for active participants 2018-12-31 4,736,359
Total participant count 2018-12-31 75
Total funding target for all participants 2018-12-31 4,833,315
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 2018-12-31 117,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 117,739
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 82,494
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 81,303
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 306,568
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 81,303
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 6,794,361
Acturial value of plan assets 2017-12-31 6,794,361
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 9
Fundng target for terminated vested participants 2017-12-31 49,865
Active participant vested funding target 2017-12-31 4,131,293
Number of active participants 2017-12-31 56
Total funding liabilities for active participants 2017-12-31 4,132,248
Total participant count 2017-12-31 65
Total funding target for all participants 2017-12-31 4,182,113
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 2017-12-31 183,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 183,671
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 2017-12-31 119,640
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 117,739
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 312,517
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 117,739
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 5,692,257
Acturial value of plan assets 2016-12-31 5,692,257
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 8
Fundng target for terminated vested participants 2016-12-31 42,912
Active participant vested funding target 2016-12-31 3,672,962
Number of active participants 2016-12-31 56
Total funding liabilities for active participants 2016-12-31 3,675,910
Total participant count 2016-12-31 64
Total funding target for all participants 2016-12-31 3,718,822
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 2016-12-31 299,750
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 299,750
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 2016-12-31 186,711
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 183,671
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 294,403
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 183,671
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
2022: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,643,776
Acturial value of plan assets	2022-12-31	6,643,776
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	11
Fundng target for terminated vested participants	2022-12-31	165,215
Active participant vested funding target	2022-12-31	5,046,201
Number of active participants	2022-12-31	69
Total funding liabilities for active participants	2022-12-31	5,051,210
Total participant count	2022-12-31	80
Total funding target for all participants	2022-12-31	5,216,425
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	169,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	169,248
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	103,062
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	101,791
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	365,637
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	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	101,791
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	9,394,250
Acturial value of plan assets	2021-12-31	9,394,250
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	12
Fundng target for terminated vested participants	2021-12-31	147,348
Active participant vested funding target	2021-12-31	5,666,130
Number of active participants	2021-12-31	70
Total funding liabilities for active participants	2021-12-31	5,669,083
Total participant count	2021-12-31	82
Total funding target for all participants	2021-12-31	5,816,431
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
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	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	159,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	159,539
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	171,158
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	169,248
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	396,050
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	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	169,248
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	7,712,885
Acturial value of plan assets	2020-12-31	7,712,885
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	13
Fundng target for terminated vested participants	2020-12-31	128,257
Active participant vested funding target	2020-12-31	4,512,679
Number of active participants	2020-12-31	64
Total funding liabilities for active participants	2020-12-31	4,512,679
Total participant count	2020-12-31	77
Total funding target for all participants	2020-12-31	4,640,936
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
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	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	20,541
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	20,541
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	161,348
Total employee contributions	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	159,539
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	263,739
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	159,539
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	8,202,484
Acturial value of plan assets	2019-12-31	8,202,484
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	11
Fundng target for terminated vested participants	2019-12-31	64,901
Active participant vested funding target	2019-12-31	5,549,017
Number of active participants	2019-12-31	62
Total funding liabilities for active participants	2019-12-31	5,553,481
Total participant count	2019-12-31	73
Total funding target for all participants	2019-12-31	5,618,382
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	81,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	81,303
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	20,986
Total employee contributions	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	20,541
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	343,776
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	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	20,541
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	6,803,045
Acturial value of plan assets	2018-12-31	6,803,045
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	11
Fundng target for terminated vested participants	2018-12-31	96,956
Active participant vested funding target	2018-12-31	4,725,134
Number of active participants	2018-12-31	64
Total funding liabilities for active participants	2018-12-31	4,736,359
Total participant count	2018-12-31	75
Total funding target for all participants	2018-12-31	4,833,315
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	117,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	117,739
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	82,494
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	81,303
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	306,568
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	81,303
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	6,794,361
Acturial value of plan assets	2017-12-31	6,794,361
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	9
Fundng target for terminated vested participants	2017-12-31	49,865
Active participant vested funding target	2017-12-31	4,131,293
Number of active participants	2017-12-31	56
Total funding liabilities for active participants	2017-12-31	4,132,248
Total participant count	2017-12-31	65
Total funding target for all participants	2017-12-31	4,182,113
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	183,671
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	183,671
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	119,640
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	117,739
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	312,517
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	117,739
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	5,692,257
Acturial value of plan assets	2016-12-31	5,692,257
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	8
Fundng target for terminated vested participants	2016-12-31	42,912
Active participant vested funding target	2016-12-31	3,672,962
Number of active participants	2016-12-31	56
Total funding liabilities for active participants	2016-12-31	3,675,910
Total participant count	2016-12-31	64
Total funding target for all participants	2016-12-31	3,718,822
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	299,750
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	299,750
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	186,711
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	183,671
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	294,403
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	183,671
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:	ORAL & MAXILLOFACIAL SURGICAL CONSULTANTS, P.A.
Employer identification number (EIN):	410962917
NAIC Classification:	621399
NAIC Description:	Offices of All Other Miscellaneous Health Practitioners