Logo

ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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).
  • 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

ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C.
Employer identification number (EIN):421577809
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FABIAN LATOCHA2023-08-29
0012022-01-01FABIAN LATOCHA2023-08-29
0012021-01-01FABIAN LATOCHA2022-07-13
0012020-01-01FABIAN LATOCHA2021-09-29
0012019-01-01FABIAN LATOCHA2020-10-06
0012018-01-01FABIAN LATOCHA2019-10-01
0012017-01-01FABIAN LATOCHA2018-10-04
0012016-01-01FABIAN LATOCHA2017-10-11
0012015-01-01FABIAN LATOCHA2016-10-10
0012014-01-01FABIAN LATOCHA2015-07-30
0012013-01-01FABIAN LATOCHA2014-09-26
0012012-01-01FABIAN LATOCHA2013-07-29
0012011-01-01FABIAN LATOCHA2012-07-17
0012010-01-01FABIAN LATOCHA2011-07-22

Plan Statistics for ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,937,047
Acturial value of plan assets2022-12-313,937,047
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-3112
Fundng target for terminated vested participants2022-12-31666,202
Active participant vested funding target2022-12-312,832,902
Number of active participants2022-12-318
Total funding liabilities for active participants2022-12-312,833,776
Total participant count2022-12-3120
Total funding target for all participants2022-12-313,499,978
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,332
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-314,332
Present value of excess contributions2022-12-3195,750
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31100,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31100,000
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 year2022-12-31104,895
Total employer contributions2022-12-31120,484
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 date2022-12-31113,716
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 cost2022-12-31116,377
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31113,716
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,403,519
Acturial value of plan assets2021-12-313,403,519
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-315
Fundng target for terminated vested participants2021-12-3161,432
Active participant vested funding target2021-12-313,087,608
Number of active participants2021-12-3114
Total funding liabilities for active participants2021-12-313,087,608
Total participant count2021-12-3119
Total funding target for all participants2021-12-313,149,040
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-314,402
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-314,402
Present value of excess contributions2021-12-31233,579
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31244,183
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-314,332
Total employer contributions2021-12-31100,000
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 date2021-12-3195,750
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 cost2021-12-31187,480
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3195,750
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-313,214,114
Acturial value of plan assets2020-12-313,214,114
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-316
Fundng target for terminated vested participants2020-12-3166,590
Active participant vested funding target2020-12-312,851,853
Number of active participants2020-12-3114
Total funding liabilities for active participants2020-12-312,852,871
Total participant count2020-12-3120
Total funding target for all participants2020-12-312,919,461
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-314,032
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 balance2020-12-314,032
Present value of excess contributions2020-12-31168,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31175,739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-314,402
Total employer contributions2020-12-31250,473
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 date2020-12-31233,579
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 cost2020-12-31189,812
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31233,579
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,716,604
Acturial value of plan assets2019-12-312,716,604
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-314
Fundng target for terminated vested participants2019-12-3128,480
Active participant vested funding target2019-12-312,569,234
Number of active participants2019-12-3115
Total funding liabilities for active participants2019-12-312,572,688
Total participant count2019-12-3119
Total funding target for all participants2019-12-312,601,168
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-314,393
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 balance2019-12-314,393
Present value of excess contributions2019-12-31300,859
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31317,948
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 year2019-12-314,032
Total employer contributions2019-12-31260,000
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 date2019-12-31242,379
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 cost2019-12-31185,628
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3174,224
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3174,224
Contributions allocatedtoward minimum required contributions for current year2019-12-31242,379
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,592,622
Acturial value of plan assets2018-12-312,592,622
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3118,915
Active participant vested funding target2018-12-312,111,406
Number of active participants2018-12-3115
Total funding liabilities for active participants2018-12-312,114,137
Total participant count2018-12-3118
Total funding target for all participants2018-12-312,133,052
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-314,062
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 balance2018-12-314,062
Present value of excess contributions2018-12-31287,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31304,739
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 year2018-12-314,393
Total employer contributions2018-12-31325,009
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 date2018-12-31300,859
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 cost2018-12-31169,772
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31300,859
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,131,052
Acturial value of plan assets2017-12-312,131,052
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3110,149
Active participant vested funding target2017-12-311,743,293
Number of active participants2017-12-3113
Total funding liabilities for active participants2017-12-311,743,821
Total participant count2017-12-3116
Total funding target for all participants2017-12-311,753,970
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3137,856
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 balance2017-12-3137,856
Present value of excess contributions2017-12-31205,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31216,548
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 elections2017-12-3137,000
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-314,062
Total employer contributions2017-12-31310,354
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 date2017-12-31287,951
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 cost2017-12-31139,676
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31287,951
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ORAL & MAXILLOFACIAL SURGEONS OF LAKE COUNTY, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,564,827
Acturial value of plan assets2016-12-311,564,827
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-3130,481
Active participant vested funding target2016-12-311,835,800
Number of active participants2016-12-3113
Total funding liabilities for active participants2016-12-311,835,800
Total participant count2016-12-3116
Total funding target for all participants2016-12-311,866,281
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3141,659
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 balance2016-12-3141,659
Present value of excess contributions2016-12-312,016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,126
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 year2016-12-3137,856
Total employer contributions2016-12-31464,100
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 date2016-12-31440,052
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 cost2016-12-31172,876
Net shortfall amortization installment of oustanding balance2016-12-31339,310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31234,442
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31234,442
Contributions allocatedtoward minimum required contributions for current year2016-12-31440,052
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