ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2016: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 810,283 |
Acturial value of plan assets | 2016-12-31 | 810,283 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 7 |
Fundng target for terminated vested participants | 2016-12-31 | 17,239 |
Active participant vested funding target | 2016-12-31 | 642,486 |
Number of active participants | 2016-12-31 | 15 |
Total funding liabilities for active participants | 2016-12-31 | 646,931 |
Total participant count | 2016-12-31 | 22 |
Total funding target for all participants | 2016-12-31 | 664,170 |
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 | 61,920 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 61,920 |
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 | 135,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 132,031 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 122,669 |
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 | 132,031 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2013: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 18 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Measure | Date | Value |
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2013 : ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $158,178 |
Total plan assets at end of year | 2013-12-31 | $588,473 |
Total plan assets at beginning of year | 2013-12-31 | $430,295 |
Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
Other income received | 2013-12-31 | $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 interests | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
2012 : ORAL & MAXILLOFACIAL SURGERY AFFILIATES, PLLC DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $175,510 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,541 |
Total plan assets at end of year | 2012-12-31 | $430,295 |
Total plan assets at beginning of year | 2012-12-31 | $257,326 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,541 |
Other income received | 2012-12-31 | $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 interests | 2012-12-31 | $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 securities | 2012-12-31 | $0 |