ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN 401k Plan overview

ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	ORAL SURGERY SOUTH, P.C.
Employer identification number (EIN):	042744631
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01	CANDACE CAREY	2018-07-20
003	2017-01-01	CANDACE CAREY	2018-07-20
003	2016-01-01	CANDACE CAREY	2017-07-20
003	2015-01-01	CANDACE CAREY	2016-10-06
003	2014-01-01	CANDACE CAREY	2015-10-06
003	2013-01-01	CANDACE CAREY	2014-10-09
003	2012-01-01	CANDACE CAREY	2013-10-01
003	2011-01-01	CANDACE CAREY	2012-07-31
003	2010-01-01	CANDACE CAREY	2011-10-11

Plan Statistics for ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN

Measure	Date	Value
2017: ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,573,089
Acturial value of plan assets	2017-12-31	1,573,089
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	19,705
Active participant vested funding target	2017-12-31	1,359,227
Number of active participants	2017-12-31	29
Total funding liabilities for active participants	2017-12-31	1,359,227
Total participant count	2017-12-31	35
Total funding target for all participants	2017-12-31	1,378,932
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	237,067
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	23,096
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	213,971
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	221,674
Total employer contributions	2017-12-31	145,332
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	141,074
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	183,837
Net shortfall amortization installment of oustanding balance	2017-12-31	39,904
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	196,546
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	55,472
Additional cash requirement	2017-12-31	141,074
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	141,074
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORAL SURGERY SOUTH, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,251,759
Acturial value of plan assets	2016-12-31	1,251,759
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	11
Fundng target for terminated vested participants	2016-12-31	46,829
Active participant vested funding target	2016-12-31	1,098,897
Number of active participants	2016-12-31	28
Total funding liabilities for active participants	2016-12-31	1,099,508
Total participant count	2016-12-31	39
Total funding target for all participants	2016-12-31	1,146,337
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	255,893
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	16,771
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	239,122
Present value of excess contributions	2016-12-31	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1
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	237,067
Total employer contributions	2016-12-31	188,457
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	178,494
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	175,791
Net shortfall amortization installment of oustanding balance	2016-12-31	145,727
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	202,958
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	24,464
Additional cash requirement	2016-12-31	178,494
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	178,494
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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