RENNIE CHEUNG, DMD, MD & VICTOR HO, DMD, GP DBA SOUTHERN CA ORAL & MAX has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN
Measure | Date | Value |
---|
2023: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2022 401k membership |
---|
Market value of plan assets | 2022-12-31 | 6,010,919 |
Acturial value of plan assets | 2022-12-31 | 6,010,919 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 4 |
Fundng target for terminated vested participants | 2022-12-31 | 12,425 |
Active participant vested funding target | 2022-12-31 | 4,025,328 |
Number of active participants | 2022-12-31 | 13 |
Total funding liabilities for active participants | 2022-12-31 | 4,026,626 |
Total participant count | 2022-12-31 | 17 |
Total funding target for all participants | 2022-12-31 | 4,039,051 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
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 |
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 | 0 |
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 | 457,753 |
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 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 4 |
Total of all active and inactive participants | 2022-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2021 401k membership |
---|
Market value of plan assets | 2021-12-31 | 7,602,093 |
Acturial value of plan assets | 2021-12-31 | 7,602,093 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 2 |
Fundng target for terminated vested participants | 2021-12-31 | 4,649 |
Active participant vested funding target | 2021-12-31 | 3,706,723 |
Number of active participants | 2021-12-31 | 15 |
Total funding liabilities for active participants | 2021-12-31 | 3,707,916 |
Total participant count | 2021-12-31 | 17 |
Total funding target for all participants | 2021-12-31 | 3,712,565 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
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 |
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 | 0 |
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 | 101,380 |
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 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2020 401k membership |
---|
Market value of plan assets | 2020-12-31 | 5,075,721 |
Acturial value of plan assets | 2020-12-31 | 5,075,721 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 2 |
Fundng target for terminated vested participants | 2020-12-31 | 4,599 |
Active participant vested funding target | 2020-12-31 | 3,505,584 |
Number of active participants | 2020-12-31 | 15 |
Total funding liabilities for active participants | 2020-12-31 | 3,506,484 |
Total participant count | 2020-12-31 | 17 |
Total funding target for all participants | 2020-12-31 | 3,511,083 |
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 | 54,672 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 54,672 |
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 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 78,847 |
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 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2019 401k membership |
---|
Market value of plan assets | 2019-12-31 | 3,133,384 |
Acturial value of plan assets | 2019-12-31 | 3,133,384 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 2 |
Fundng target for terminated vested participants | 2019-12-31 | 4,137 |
Active participant vested funding target | 2019-12-31 | 3,066,728 |
Number of active participants | 2019-12-31 | 12 |
Total funding liabilities for active participants | 2019-12-31 | 3,066,921 |
Total participant count | 2019-12-31 | 14 |
Total funding target for all participants | 2019-12-31 | 3,071,058 |
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 | 219,880 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 219,880 |
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 | 249,591 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 238,079 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 245,733 |
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 | 183,407 |
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 | 183,407 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 238,079 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2018 401k membership |
---|
Market value of plan assets | 2018-12-31 | 2,385,285 |
Acturial value of plan assets | 2018-12-31 | 2,385,285 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 3 |
Fundng target for terminated vested participants | 2018-12-31 | 2,960 |
Active participant vested funding target | 2018-12-31 | 2,790,830 |
Number of active participants | 2018-12-31 | 10 |
Total funding liabilities for active participants | 2018-12-31 | 2,790,830 |
Total participant count | 2018-12-31 | 13 |
Total funding target for all participants | 2018-12-31 | 2,793,790 |
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 | 135,998 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 135,998 |
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 | 379,347 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 375,003 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 88,435 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 408,505 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 155,123 |
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 | 155,123 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 375,003 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 13 |
2017: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2017 401k membership |
---|
Market value of plan assets | 2017-12-31 | 2,764,121 |
Acturial value of plan assets | 2017-12-31 | 2,764,121 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 6 |
Fundng target for terminated vested participants | 2017-12-31 | 5,963 |
Active participant vested funding target | 2017-12-31 | 2,148,883 |
Number of active participants | 2017-12-31 | 8 |
Total funding liabilities for active participants | 2017-12-31 | 2,148,996 |
Total participant count | 2017-12-31 | 14 |
Total funding target for all participants | 2017-12-31 | 2,154,959 |
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 | 152,213 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 152,213 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 150,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 147,750 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 364,141 |
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 | 147,750 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2016 401k membership |
---|
Market value of plan assets | 2016-12-31 | 2,334,772 |
Acturial value of plan assets | 2016-12-31 | 2,334,772 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 3 |
Fundng target for terminated vested participants | 2016-12-31 | 2,194 |
Active participant vested funding target | 2016-12-31 | 1,588,485 |
Number of active participants | 2016-12-31 | 11 |
Total funding liabilities for active participants | 2016-12-31 | 1,589,129 |
Total participant count | 2016-12-31 | 14 |
Total funding target for all participants | 2016-12-31 | 1,591,323 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 198,062 |
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 | 150,000 |
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 | 152,213 |
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 | 402,098 |
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 | 152,213 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 12 |
2012: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
2011: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
Total of all active and inactive participants | 2011-01-01 | 10 |
Total participants | 2011-01-01 | 10 |
2009: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Total participants | 2009-01-01 | 6 |
Measure | Date | Value |
---|
2023 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2023 401k financial data |
---|
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,440,133 |
Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $7,451,052 |
Total plan assets at beginning of year | 2023-12-31 | $6,010,919 |
Value of fidelity bond covering the plan | 2023-12-31 | $750,000 |
Total contributions received or receivable from participants | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $1,440,133 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,440,133 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,451,052 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,010,919 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $2,112,000 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $0 |
2022 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,491,374 |
Expenses. Total of all expenses incurred | 2022-12-31 | $99,800 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $6,010,919 |
Total plan assets at beginning of year | 2022-12-31 | $7,602,093 |
Value of fidelity bond covering the plan | 2022-12-31 | $750,000 |
Total contributions received or receivable from participants | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $99,800 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,491,374 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,591,174 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,010,919 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,602,093 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $2,558,996 |
Expenses. Total of all expenses incurred | 2021-12-31 | $32,624 |
Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $7,602,093 |
Total plan assets at beginning of year | 2021-12-31 | $5,075,721 |
Value of fidelity bond covering the plan | 2021-12-31 | $750,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $32,624 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $2,558,996 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $2,526,372 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,602,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,075,721 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
2020 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2020 401k financial data |
---|
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,717,855 |
Expenses. Total of all expenses incurred | 2020-12-31 | $25,108 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $5,075,721 |
Total plan assets at beginning of year | 2020-12-31 | $3,382,974 |
Value of fidelity bond covering the plan | 2020-12-31 | $750,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $25,108 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,717,855 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,692,747 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,075,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,382,974 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2019 401k financial data |
---|
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $635,745 |
Expenses. Total of all expenses incurred | 2019-12-31 | $17,403 |
Benefits paid (including direct rollovers) | 2019-12-31 | $3,226 |
Total plan assets at end of year | 2019-12-31 | $3,382,974 |
Total plan assets at beginning of year | 2019-12-31 | $2,764,632 |
Value of fidelity bond covering the plan | 2019-12-31 | $750,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $14,177 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $386,154 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $618,342 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,382,974 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,764,632 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $249,591 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $113,598 |
Expenses. Total of all expenses incurred | 2018-12-31 | $6,314 |
Benefits paid (including direct rollovers) | 2018-12-31 | $6,164 |
Total plan assets at end of year | 2018-12-31 | $2,764,632 |
Total plan assets at beginning of year | 2018-12-31 | $2,657,348 |
Value of fidelity bond covering the plan | 2018-12-31 | $750,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-265,748 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $107,284 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,764,632 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,657,348 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $430,500 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $379,346 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $169,588 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,187 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,187 |
Total plan assets at end of year | 2017-12-31 | $2,657,348 |
Total plan assets at beginning of year | 2017-12-31 | $2,488,947 |
Value of fidelity bond covering the plan | 2017-12-31 | $750,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $19,588 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $168,401 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,657,348 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,488,947 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $430,500 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $150,000 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
2016 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $773,240 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $2,488,947 |
Total plan assets at beginning of year | 2016-12-31 | $1,715,707 |
Value of fidelity bond covering the plan | 2016-12-31 | $750,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $623,240 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $773,240 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,488,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,715,707 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $1,329,879 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $150,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $189,813 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,715,707 |
Total plan assets at beginning of year | 2015-12-31 | $1,525,894 |
Value of fidelity bond covering the plan | 2015-12-31 | $750,000 |
Other income received | 2015-12-31 | $-10,187 |
Net income (gross income less expenses) | 2015-12-31 | $189,813 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,715,707 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,525,894 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $808,502 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $200,000 |
2014 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $311,417 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,525,894 |
Total plan assets at beginning of year | 2014-12-31 | $1,214,477 |
Value of fidelity bond covering the plan | 2014-12-31 | $750,000 |
Other income received | 2014-12-31 | $116,401 |
Net income (gross income less expenses) | 2014-12-31 | $311,417 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,525,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,214,477 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $767,634 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $195,016 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $320,810 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,214,477 |
Total plan assets at beginning of year | 2013-12-31 | $893,667 |
Value of fidelity bond covering the plan | 2013-12-31 | $185,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $195,826 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $320,810 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,214,477 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $893,667 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $570,753 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $124,984 |
2012 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $239,692 |
Expenses. Total of all expenses incurred | 2012-12-31 | $868 |
Benefits paid (including direct rollovers) | 2012-12-31 | $618 |
Total plan assets at end of year | 2012-12-31 | $893,667 |
Total plan assets at beginning of year | 2012-12-31 | $654,843 |
Value of fidelity bond covering the plan | 2012-12-31 | $185,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $14,080 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $238,824 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $893,667 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $654,843 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $457,305 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $225,612 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $250 |
2011 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $-13,211 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $654,843 |
Total plan assets at beginning of year | 2011-12-31 | $668,054 |
Value of fidelity bond covering the plan | 2011-12-31 | $15,000 |
Other income received | 2011-12-31 | $-238,211 |
Net income (gross income less expenses) | 2011-12-31 | $-13,211 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $654,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $668,054 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $279,665 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $225,000 |
2010 : SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $492,879 |
Expenses. Total of all expenses incurred | 2010-12-31 | $46 |
Total plan assets at end of year | 2010-12-31 | $668,054 |
Total plan assets at beginning of year | 2010-12-31 | $175,221 |
Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
Other income received | 2010-12-31 | $273,879 |
Net income (gross income less expenses) | 2010-12-31 | $492,833 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $668,054 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $175,221 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $333,200 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $219,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $46 |
2023: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SOUTHERN CA. ORAL & MAXILLOFACIAL SURGICAL ARTS DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |