401k Plan data: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN plan

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN 401k Plan overview

Plan Name	NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN
Plan identification number	006

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
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

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

Company Name: NORTHWEST ORAL & MAXILLOFACIAL SURGERY

Employer identification number (EIN): 760072785

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2016-01-01 DONNA KOTSIOS 2017-07-20
006 2015-01-01 DONNA KOTSIOS 2016-09-26
006 2014-01-01 DONNA KOTSIOS 2015-10-13
006 2013-01-01 DONNA KOTSIOS 2014-10-10
006 2012-01-01 DONNA KOTSIOS 2013-10-07
006 2011-01-01 DONNA KOTSIOS 2012-10-15
006 2010-01-01 DONNA KOTSIOS 2011-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2016-01-01	DONNA KOTSIOS	2017-07-20
006	2015-01-01	DONNA KOTSIOS	2016-09-26
006	2014-01-01	DONNA KOTSIOS	2015-10-13
006	2013-01-01	DONNA KOTSIOS	2014-10-10
006	2012-01-01	DONNA KOTSIOS	2013-10-07
006	2011-01-01	DONNA KOTSIOS	2012-10-15
006	2010-01-01	DONNA KOTSIOS	2011-08-30

Plan Statistics for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN

401k plan membership statisitcs for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN

Measure Date Value
2016: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-14 4,073,304
Acturial value of plan assets 2016-12-14 4,073,304
Funding target for retired participants and beneficiaries receiving payment 2016-12-14 0
Number of terminated vested participants 2016-12-14 16
Fundng target for terminated vested participants 2016-12-14 44,513
Active participant vested funding target 2016-12-14 4,157,775
Number of active participants 2016-12-14 50
Total funding liabilities for active participants 2016-12-14 4,165,184
Total participant count 2016-12-14 66
Total funding target for all participants 2016-12-14 4,209,697
Balance at beginning of prior year after applicable adjustments 2016-12-14 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-14 45,166
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-14 0
Prefunding balanced used to offset prior years funding requirement 2016-12-14 0
Amount remaining of carryover balance 2016-12-14 0
Amount remaining of prefunding balance 2016-12-14 45,166
Present value of excess contributions 2016-12-14 95,760
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-14 101,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-14 0
Reductions in caryover balances due to elections or deemed elections 2016-12-14 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-14 0
Balance of carryovers at beginning of current year 2016-12-14 0
Balance of prefunding at beginning of current year 2016-12-14 44,317
Total employer contributions 2016-12-14 1,327,110
Total employee contributions 2016-12-14 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-14 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-14 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-14 1,277,184
Liquidity shortfalls end of Q1 2016-12-14 0
Liquidity shortfalls end of Q2 2016-12-14 0
Liquidity shortfalls end of Q3 2016-12-14 0
Liquidity shortfalls end of Q4 2016-12-14 0
Unpaid minimum required contributions for all prior years 2016-12-14 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-14 0
Remaining amount of unpaid minimum required contributions 2016-12-14 0
Minimum required contributions for current year target normal cost 2016-12-14 0
Net shortfall amortization installment of oustanding balance 2016-12-14 180,710
Waiver amortization installment 2016-12-14 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-14 20,602
Carryover balance elected to use to offset funding requirement 2016-12-14 0
Prefunding balance elected to use to offset funding requirement 2016-12-14 0
Additional cash requirement 2016-12-14 20,602
Contributions allocatedtoward minimum required contributions for current year 2016-12-14 1,277,184
Unpaid minimum required contributions for current year 2016-12-14 0
Unpaid minimum required contributions for all years 2016-12-14 0

Measure	Date	Value
2016: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, P.C. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-14	4,073,304
Acturial value of plan assets	2016-12-14	4,073,304
Funding target for retired participants and beneficiaries receiving payment	2016-12-14	0
Number of terminated vested participants	2016-12-14	16
Fundng target for terminated vested participants	2016-12-14	44,513
Active participant vested funding target	2016-12-14	4,157,775
Number of active participants	2016-12-14	50
Total funding liabilities for active participants	2016-12-14	4,165,184
Total participant count	2016-12-14	66
Total funding target for all participants	2016-12-14	4,209,697
Balance at beginning of prior year after applicable adjustments	2016-12-14	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-14	45,166
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-14	0
Prefunding balanced used to offset prior years funding requirement	2016-12-14	0
Amount remaining of carryover balance	2016-12-14	0
Amount remaining of prefunding balance	2016-12-14	45,166
Present value of excess contributions	2016-12-14	95,760
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-14	101,534
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-14	0
Reductions in caryover balances due to elections or deemed elections	2016-12-14	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-14	0
Balance of carryovers at beginning of current year	2016-12-14	0
Balance of prefunding at beginning of current year	2016-12-14	44,317
Total employer contributions	2016-12-14	1,327,110
Total employee contributions	2016-12-14	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-14	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-14	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-14	1,277,184
Liquidity shortfalls end of Q1	2016-12-14	0
Liquidity shortfalls end of Q2	2016-12-14	0
Liquidity shortfalls end of Q3	2016-12-14	0
Liquidity shortfalls end of Q4	2016-12-14	0
Unpaid minimum required contributions for all prior years	2016-12-14	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-14	0
Remaining amount of unpaid minimum required contributions	2016-12-14	0
Minimum required contributions for current year target normal cost	2016-12-14	0
Net shortfall amortization installment of oustanding balance	2016-12-14	180,710
Waiver amortization installment	2016-12-14	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-14	20,602
Carryover balance elected to use to offset funding requirement	2016-12-14	0
Prefunding balance elected to use to offset funding requirement	2016-12-14	0
Additional cash requirement	2016-12-14	20,602
Contributions allocatedtoward minimum required contributions for current year	2016-12-14	1,277,184
Unpaid minimum required contributions for current year	2016-12-14	0
Unpaid minimum required contributions for all years	2016-12-14	0

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Company Name:	NORTHWEST ORAL & MAXILLOFACIAL SURGERY
Employer identification number (EIN):	760072785
NAIC Classification:	621210
NAIC Description:	Offices of Dentists