401k Plan data: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN plan

ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN
Plan identification number	003

ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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

ORAL SURGERY & DENTAL IMPLANT CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name: ORAL SURGERY & DENTAL IMPLANT CENTER, INC.

Employer identification number (EIN): 050518406

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 BRIAN HOGAN, D.M.D. 2021-09-02
003 2019-01-01 BRIAN HOGAN, D.M.D. 2020-09-18
003 2018-01-01 BRIAN HOGAN, D.M.D. 2019-10-08
003 2017-01-01 BRIAN HOGAN 2018-10-07
003 2016-01-01 BRIAN HOGAN 2017-10-09
003 2015-01-01 BRIAN HOGAN 2016-09-27
003 2014-01-01 BRIAN HOGAN 2015-10-06
003 2013-01-01 BRIAN HOGAN 2014-10-12
003 2012-01-01 BRIAN HOGAN 2013-07-20
003 2011-01-01 BRIAN HOGAN 2012-10-12
003 2010-01-01 BRIAN HOGAN 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01	BRIAN HOGAN, D.M.D.	2021-09-02
003	2019-01-01	BRIAN HOGAN, D.M.D.	2020-09-18
003	2018-01-01	BRIAN HOGAN, D.M.D.	2019-10-08
003	2017-01-01	BRIAN HOGAN	2018-10-07
003	2016-01-01	BRIAN HOGAN	2017-10-09
003	2015-01-01	BRIAN HOGAN	2016-09-27
003	2014-01-01	BRIAN HOGAN	2015-10-06
003	2013-01-01	BRIAN HOGAN	2014-10-12
003	2012-01-01	BRIAN HOGAN	2013-07-20
003	2011-01-01	BRIAN HOGAN	2012-10-12
003	2010-01-01	BRIAN HOGAN	2011-10-10

Plan Statistics for ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN

401k plan membership statisitcs for ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN

Measure Date Value
2020: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-08-31 3,230,877
Acturial value of plan assets 2020-08-31 3,230,877
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 2
Fundng target for terminated vested participants 2020-08-31 14,489
Active participant vested funding target 2020-08-31 3,093,890
Number of active participants 2020-08-31 12
Total funding liabilities for active participants 2020-08-31 3,093,890
Total participant count 2020-08-31 14
Total funding target for all participants 2020-08-31 3,108,379
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 100,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 100,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 0
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 0
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 34,720
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 0
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,973,774
Acturial value of plan assets 2019-12-31 2,973,774
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 12,930
Active participant vested funding target 2019-12-31 2,849,767
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 2,849,767
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 2,862,697
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 2019-12-31 123,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 123,315
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 2019-12-31 264,426
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 2019-12-31 251,841
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 2019-12-31 262,064
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 2019-12-31 150,987
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 2019-12-31 150,987
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 251,841
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,341,525
Acturial value of plan assets 2018-12-31 2,341,525
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 56,156
Active participant vested funding target 2018-12-31 2,477,494
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 2,477,494
Total participant count 2018-12-31 15
Total funding target for all participants 2018-12-31 2,533,650
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 274,922
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 69,867
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 205,055
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 219,224
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 2018-12-31 453,031
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 2018-12-31 425,463
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 2018-12-31 260,779
Net shortfall amortization installment of oustanding balance 2018-12-31 192,125
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 302,148
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 2018-12-31 302,148
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 425,463
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,179,558
Acturial value of plan assets 2017-12-31 2,179,558
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 10,238
Active participant vested funding target 2017-12-31 2,155,015
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 2,155,015
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 2,165,253
Balance at beginning of prior year after applicable adjustments 2017-12-31 3,831
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 294,355
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 3,831
Prefunding balanced used to offset prior years funding requirement 2017-12-31 34,824
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 259,531
Present value of excess contributions 2017-12-31 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 1
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 2017-12-31 274,922
Total employer contributions 2017-12-31 252,175
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 2017-12-31 237,437
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 2017-12-31 261,736
Net shortfall amortization installment of oustanding balance 2017-12-31 274,061
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 310,711
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 73,274
Additional cash requirement 2017-12-31 237,437
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 237,437
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 & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,846,396
Acturial value of plan assets 2016-12-31 1,846,396
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 7,413
Active participant vested funding target 2016-12-31 1,727,374
Number of active participants 2016-12-31 11
Total funding liabilities for active participants 2016-12-31 1,727,374
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,734,787
Balance at beginning of prior year after applicable adjustments 2016-12-31 3,839
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 239,829
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 3,839
Amount remaining of prefunding balance 2016-12-31 239,829
Present value of excess contributions 2016-12-31 55,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 55,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 55,030
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 3,831
Balance of prefunding at beginning of current year 2016-12-31 294,355
Total employer contributions 2016-12-31 210,325
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 2016-12-31 196,907
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 2016-12-31 204,096
Net shortfall amortization installment of oustanding balance 2016-12-31 204,319
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 237,854
Carryover balance elected to use to offset funding requirement 2016-12-31 4,058
Prefunding balance elected to use to offset funding requirement 2016-12-31 36,890
Additional cash requirement 2016-12-31 196,906
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 196,907
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
2020: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-08-31	3,230,877
Acturial value of plan assets	2020-08-31	3,230,877
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	2
Fundng target for terminated vested participants	2020-08-31	14,489
Active participant vested funding target	2020-08-31	3,093,890
Number of active participants	2020-08-31	12
Total funding liabilities for active participants	2020-08-31	3,093,890
Total participant count	2020-08-31	14
Total funding target for all participants	2020-08-31	3,108,379
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	100,854
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	100,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	0
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	0
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	34,720
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	0
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,973,774
Acturial value of plan assets	2019-12-31	2,973,774
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	12,930
Active participant vested funding target	2019-12-31	2,849,767
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	2,849,767
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	2,862,697
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	123,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	123,315
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	264,426
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	251,841
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	262,064
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	150,987
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	150,987
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	251,841
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,341,525
Acturial value of plan assets	2018-12-31	2,341,525
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	56,156
Active participant vested funding target	2018-12-31	2,477,494
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	2,477,494
Total participant count	2018-12-31	15
Total funding target for all participants	2018-12-31	2,533,650
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	274,922
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	69,867
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	205,055
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	219,224
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	453,031
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	425,463
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	260,779
Net shortfall amortization installment of oustanding balance	2018-12-31	192,125
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	302,148
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	302,148
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	425,463
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORAL SURGERY & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,179,558
Acturial value of plan assets	2017-12-31	2,179,558
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	10,238
Active participant vested funding target	2017-12-31	2,155,015
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	2,155,015
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	2,165,253
Balance at beginning of prior year after applicable adjustments	2017-12-31	3,831
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	294,355
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	3,831
Prefunding balanced used to offset prior years funding requirement	2017-12-31	34,824
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	259,531
Present value of excess contributions	2017-12-31	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	1
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	274,922
Total employer contributions	2017-12-31	252,175
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	237,437
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	261,736
Net shortfall amortization installment of oustanding balance	2017-12-31	274,061
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	310,711
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	73,274
Additional cash requirement	2017-12-31	237,437
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	237,437
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 & DENTAL IMPLANT CENTER, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,846,396
Acturial value of plan assets	2016-12-31	1,846,396
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	7,413
Active participant vested funding target	2016-12-31	1,727,374
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	1,727,374
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,734,787
Balance at beginning of prior year after applicable adjustments	2016-12-31	3,839
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	239,829
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	3,839
Amount remaining of prefunding balance	2016-12-31	239,829
Present value of excess contributions	2016-12-31	55,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	55,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	55,030
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	3,831
Balance of prefunding at beginning of current year	2016-12-31	294,355
Total employer contributions	2016-12-31	210,325
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	196,907
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	204,096
Net shortfall amortization installment of oustanding balance	2016-12-31	204,319
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	237,854
Carryover balance elected to use to offset funding requirement	2016-12-31	4,058
Prefunding balance elected to use to offset funding requirement	2016-12-31	36,890
Additional cash requirement	2016-12-31	196,906
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	196,907
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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Company Name:	ORAL SURGERY & DENTAL IMPLANT CENTER, INC.
Employer identification number (EIN):	050518406
NAIC Classification:	621210
NAIC Description:	Offices of Dentists