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ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC
Employer identification number (EIN):454335961
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2012-02-01
Company Identification Number: 0801535344
Legal Registered Office Address: 7030 SANGER AVE

STE. 100 WACO
United States of America (USA)
76712

More information about ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01LARRY J. PRITCHARD2017-07-27
0022015-01-01LARRY J. PRITCHARD2016-08-10
0022014-01-01LARRY J. PRITCHARD2015-09-09
0022013-01-01LARRY J. PRITCHARD
0022012-01-01LARRY J. PRITCHARD

Plan Statistics for ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31810,283
Acturial value of plan assets2016-12-31810,283
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-317
Fundng target for terminated vested participants2016-12-3117,239
Active participant vested funding target2016-12-31642,486
Number of active participants2016-12-3115
Total funding liabilities for active participants2016-12-31646,931
Total participant count2016-12-3122
Total funding target for all participants2016-12-31664,170
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 contributions2016-12-3161,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3161,920
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 contributions2016-12-31135,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31132,031
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 cost2016-12-31122,669
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31132,031
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2013: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013 : ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$158,178
Total plan assets at end of year2013-12-31$588,473
Total plan assets at beginning of year2013-12-31$430,295
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$22,178
Net income (gross income less expenses)2013-12-31$158,178
Net plan assets at end of year (total assets less liabilities)2013-12-31$588,473
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$430,295
Assets. Value of assets in partnership/joint-venture interests2013-12-31$5,726
Total contributions received or receivable from employer(s)2013-12-31$136,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$175,510
Expenses. Total of all expenses incurred2012-12-31$2,541
Total plan assets at end of year2012-12-31$430,295
Total plan assets at beginning of year2012-12-31$257,326
Value of fidelity bond covering the plan2012-12-31$200,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,541
Other income received2012-12-31$25,510
Net income (gross income less expenses)2012-12-31$172,969
Net plan assets at end of year (total assets less liabilities)2012-12-31$430,295
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$257,326
Assets. Value of assets in partnership/joint-venture interests2012-12-31$6,021
Total contributions received or receivable from employer(s)2012-12-31$150,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN

2013: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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