401k Plan data: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN plan

HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN
Plan identification number	002

HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

HUB CITY ORTHODONTICS, P.A. has sponsored the creation of one or more 401k plans.

Company Name: HUB CITY ORTHODONTICS, P.A.

Employer identification number (EIN): 030462784

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KAREN WILSON 2023-05-26
002 2021-01-01 KAREN WILSON 2022-06-10
002 2020-01-01 TIM WILSON 2021-10-08
002 2019-01-01 TIM WILSON 2020-09-30
002 2018-01-01 KAREN WILSON 2019-07-07
002 2017-01-01 KAREN WILSON 2018-04-16
002 2016-01-01 KAREN WILSON 2017-04-15
002 2015-01-01 KAREN WILSON 2016-04-28
002 2014-01-01 KAREN WILSON 2015-03-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	KAREN WILSON	2023-05-26
002	2021-01-01	KAREN WILSON	2022-06-10
002	2020-01-01	TIM WILSON	2021-10-08
002	2019-01-01	TIM WILSON	2020-09-30
002	2018-01-01	KAREN WILSON	2019-07-07
002	2017-01-01	KAREN WILSON	2018-04-16
002	2016-01-01	KAREN WILSON	2017-04-15
002	2015-01-01	KAREN WILSON	2016-04-28
002	2014-01-01	KAREN WILSON	2015-03-01

Plan Statistics for HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN

Measure Date Value
2022: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,008,454
Acturial value of plan assets 2022-12-31 1,008,454
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 2022-12-31 970,979
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 970,979
Total participant count 2022-12-31 10
Total funding target for all participants 2022-12-31 970,979
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 238,000
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 2022-12-31 238,000
Present value of excess contributions 2022-12-31 37,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 37,099
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 2022-12-31 257,564
Total employer contributions 2022-12-31 114,600
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 2022-12-31 117,746
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 2022-12-31 217,339
Net shortfall amortization installment of oustanding balance 2022-12-31 233,585
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 238,925
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 121,179
Additional cash requirement 2022-12-31 117,746
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 117,746
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,076,824
Acturial value of plan assets 2021-12-31 1,076,824
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 2021-12-31 694,823
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 694,823
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 694,823
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 212,500
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 2021-12-31 212,500
Present value of excess contributions 2021-12-31 40,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 42,668
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 2021-12-31 238,000
Total employer contributions 2021-12-31 114,600
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 2021-12-31 117,857
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 2021-12-31 211,859
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 80,758
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 80,758
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 117,857
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 787,927
Acturial value of plan assets 2020-12-31 787,927
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 526,105
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 526,105
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 526,105
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 178,197
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 2020-12-31 178,197
Present value of excess contributions 2020-12-31 3,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 3,333
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 2020-12-31 212,500
Total employer contributions 2020-12-31 104,834
Total employee contributions 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 2020-12-31 102,118
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 2020-12-31 110,908
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 61,586
Additional cash requirement 2020-12-31 61,586
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 102,118
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 560,446
Acturial value of plan assets 2019-12-31 560,446
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 382,249
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 382,249
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 382,249
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 176,769
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 2019-12-31 176,769
Present value of excess contributions 2019-12-31 57,821
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 61,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 10,054
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 2019-12-31 178,197
Total employer contributions 2019-12-31 114,600
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 2019-12-31 111,867
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 2019-12-31 108,705
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 2019-12-31 108,705
Additional cash requirement 2019-12-31 108,705
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 111,867
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 477,217
Acturial value of plan assets 2018-12-31 477,217
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 290,101
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 290,101
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 290,101
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 108,865
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 2018-12-31 108,865
Present value of excess contributions 2018-12-31 49,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 52,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 52,489
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 176,769
Total employer contributions 2018-12-31 114,600
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 2018-12-31 111,800
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 64,326
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 53,979
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 53,979
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 111,800
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 318,835
Acturial value of plan assets 2017-12-31 318,835
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 5,080
Active participant vested funding target 2017-12-31 203,751
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 204,890
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 209,970
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 72,856
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 72,856
Present value of excess contributions 2017-12-31 27,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 28,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 28,534
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 2017-12-31 108,865
Total employer contributions 2017-12-31 114,600
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 2017-12-31 111,705
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 62,084
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 62,084
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 62,084
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 111,705
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 204,733
Acturial value of plan assets 2016-12-31 204,733
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 131,366
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 131,877
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 131,877
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 82,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 88,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 72,856
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 72,856
Total employer contributions 2016-12-31 91,664
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 88,814
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 61,516
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 61,516
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 61,516
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 88,814
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,008,454
Acturial value of plan assets	2022-12-31	1,008,454
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	970,979
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	970,979
Total participant count	2022-12-31	10
Total funding target for all participants	2022-12-31	970,979
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	238,000
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	238,000
Present value of excess contributions	2022-12-31	37,099
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	37,099
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	257,564
Total employer contributions	2022-12-31	114,600
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	117,746
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	217,339
Net shortfall amortization installment of oustanding balance	2022-12-31	233,585
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	238,925
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	121,179
Additional cash requirement	2022-12-31	117,746
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	117,746
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,076,824
Acturial value of plan assets	2021-12-31	1,076,824
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	694,823
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	694,823
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	694,823
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	212,500
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	212,500
Present value of excess contributions	2021-12-31	40,532
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	42,668
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	238,000
Total employer contributions	2021-12-31	114,600
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	117,857
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	211,859
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	80,758
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	80,758
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	117,857
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	787,927
Acturial value of plan assets	2020-12-31	787,927
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	526,105
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	526,105
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	526,105
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	178,197
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	178,197
Present value of excess contributions	2020-12-31	3,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	3,333
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	212,500
Total employer contributions	2020-12-31	104,834
Total employee contributions	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	102,118
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	110,908
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	61,586
Additional cash requirement	2020-12-31	61,586
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	102,118
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	560,446
Acturial value of plan assets	2019-12-31	560,446
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	382,249
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	382,249
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	382,249
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	176,769
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	176,769
Present value of excess contributions	2019-12-31	57,821
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	61,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	10,054
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	178,197
Total employer contributions	2019-12-31	114,600
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	111,867
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	108,705
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	108,705
Additional cash requirement	2019-12-31	108,705
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	111,867
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	477,217
Acturial value of plan assets	2018-12-31	477,217
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	290,101
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	290,101
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	290,101
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	108,865
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	108,865
Present value of excess contributions	2018-12-31	49,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	52,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	52,489
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	176,769
Total employer contributions	2018-12-31	114,600
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	111,800
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	64,326
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	53,979
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	53,979
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	111,800
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	318,835
Acturial value of plan assets	2017-12-31	318,835
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	5,080
Active participant vested funding target	2017-12-31	203,751
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	204,890
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	209,970
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	72,856
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	72,856
Present value of excess contributions	2017-12-31	27,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	28,925
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	28,534
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	108,865
Total employer contributions	2017-12-31	114,600
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	111,705
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	62,084
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	62,084
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	62,084
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	111,705
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: HUB CITY ORTHODONTICS, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	204,733
Acturial value of plan assets	2016-12-31	204,733
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	131,366
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	131,877
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	131,877
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	82,986
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	88,081
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	72,856
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	72,856
Total employer contributions	2016-12-31	91,664
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	88,814
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	61,516
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	61,516
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	61,516
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	88,814
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HUB CITY ORTHODONTICS, P.A.
Employer identification number (EIN):	030462784
NAIC Classification:	621210
NAIC Description:	Offices of Dentists