ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN
401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-02 | 28 |
| Total number of particpants at end of year | 2025-10-02 | 29 |
| 2024: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-02 | 28 |
| Total number of particpants at end of year | 2024-10-02 | 28 |
| 2022: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 338,236 |
| Acturial value of plan assets | 2022-12-31 | 338,236 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 0 |
| Fundng target for terminated vested participants | 2022-12-31 | 0 |
| Active participant vested funding target | 2022-12-31 | 1,049 |
| Number of active participants | 2022-12-31 | 28 |
| Total funding liabilities for active participants | 2022-12-31 | 348,352 |
| Total participant count | 2022-12-31 | 28 |
| Total funding target for all participants | 2022-12-31 | 348,352 |
| 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 | 82,564 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 82,564 |
| 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 |
| Total employer contributions | 2022-12-31 | 486,633 |
| Total employee contributions | 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 | 491,005 |
| 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 | 335,976 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 10,116 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 336,911 |
| Additional cash requirement | 2022-12-31 | 336,911 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 491,005 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total number of particpants at beginning of year | 2022-10-13 | 29 |
| Total number of particpants at end of year | 2022-10-13 | 27 |
| 2021: ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 0 |
| Acturial value of plan assets | 2021-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 0 |
| Fundng target for terminated vested participants | 2021-12-31 | 0 |
| Active participant vested funding target | 2021-12-31 | 0 |
| Number of active participants | 2021-12-31 | 27 |
| Total funding liabilities for active participants | 2021-12-31 | 0 |
| Total participant count | 2021-12-31 | 27 |
| Total funding target for all participants | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 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 |
| 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 |
| Total employer contributions | 2021-12-31 | 407,224 |
| Total employee contributions | 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 | 405,834 |
| 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 | 323,270 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 323,270 |
| Additional cash requirement | 2021-12-31 | 323,270 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 405,834 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Measure | Date | Value |
|---|
| 2025 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 14690 |
| Net assets as of the end of the plan year | 2025-10-02 | 2148505 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 1375159 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-02 | 0 |
| Other contributions to plan in this plan year | 2025-10-02 | 0 |
| Other income to plan in this plan year | 2025-10-02 | 118036 |
| Plan net income in this plan year | 2025-10-02 | 773346 |
| Net assets as of the end of the plan year | 2025-10-02 | 2148505 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 1375159 |
| Employer contributions to plan in this plan year | 2025-10-02 | 670000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 10369 |
| 2024 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 6390 |
| Net assets as of the end of the plan year | 2024-10-02 | 1375159 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 831205 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 6390 |
| Other income to plan in this plan year | 2024-10-02 | 141344 |
| Plan net income in this plan year | 2024-10-02 | 543954 |
| Net assets as of the end of the plan year | 2024-10-02 | 1375159 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 831205 |
| Employer contributions to plan in this plan year | 2024-10-02 | 409000 |
| 2022 : ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PA CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-13 | 0 |
| Net assets as of the end of the plan year | 2022-10-13 | 407385 |
| Total assets as of the beginning of the plan year | 2022-10-13 | 0 |
| Other income to plan in this plan year | 2022-10-13 | 161 |
| Plan net income in this plan year | 2022-10-13 | 407385 |
| Net assets as of the end of the plan year | 2022-10-13 | 407385 |
| Net assets as of the beginning of the plan year | 2022-10-13 | 0 |
| Employer contributions to plan in this plan year | 2022-10-13 | 407224 |
