401k Plan data: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN plan

CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 401k Plan overview

Plan Name	CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN
Plan identification number	002

CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS, LLC

Employer identification number (EIN): 141836970

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 STEPHEN DEMARCO 2021-09-13
002 2019-01-01 STEPHEN DEMARCO 2020-10-07
002 2018-01-01 STEPHEN DEMARCO 2019-09-20
002 2017-01-01 STEPHEN DEMARCO 2018-06-25
002 2016-01-01 STEPHEN DEMARCO 2017-09-21
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 STEPHEN J. DEMARCO 2013-10-10 STEPHEN J. DEMARCO 2013-10-10
002 2011-01-01 STEPHEN J. DEMARCO 2012-10-12 STEPHEN J. DEMARCO 2012-10-12
002 2010-01-01 STEPHEN J. DEMARCO 2011-10-17 STEPHEN J. DEMARCO 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	STEPHEN DEMARCO	2021-09-13
002	2019-01-01	STEPHEN DEMARCO	2020-10-07
002	2018-01-01	STEPHEN DEMARCO	2019-09-20
002	2017-01-01	STEPHEN DEMARCO	2018-06-25
002	2016-01-01	STEPHEN DEMARCO	2017-09-21
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	STEPHEN J. DEMARCO	2013-10-10	STEPHEN J. DEMARCO	2013-10-10
002	2011-01-01	STEPHEN J. DEMARCO	2012-10-12	STEPHEN J. DEMARCO	2012-10-12
002	2010-01-01	STEPHEN J. DEMARCO	2011-10-17	STEPHEN J. DEMARCO	2011-10-17

Plan Statistics for CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN

401k plan membership statisitcs for CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN

Measure Date Value
2020: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,981,638
Acturial value of plan assets 2020-12-31 2,981,638
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 22
Fundng target for terminated vested participants 2020-12-31 69,865
Active participant vested funding target 2020-12-31 2,561,308
Number of active participants 2020-12-31 22
Total funding liabilities for active participants 2020-12-31 2,561,308
Total participant count 2020-12-31 44
Total funding target for all participants 2020-12-31 2,631,173
Balance at beginning of prior year after applicable adjustments 2020-12-31 29,939
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 148,013
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 15,287
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 14,652
Amount remaining of prefunding balance 2020-12-31 148,013
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 16,393
Balance of prefunding at beginning of current year 2020-12-31 165,597
Total employer contributions 2020-12-31 0
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 0
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 0
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 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,981,638
Acturial value of plan assets 2019-12-31 2,981,638
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 22
Fundng target for terminated vested participants 2019-12-31 120,261
Active participant vested funding target 2019-12-31 2,660,923
Number of active participants 2019-12-31 22
Total funding liabilities for active participants 2019-12-31 2,660,923
Total participant count 2019-12-31 44
Total funding target for all participants 2019-12-31 2,781,184
Balance at beginning of prior year after applicable adjustments 2019-12-31 30,817
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 152,355
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 30,817
Amount remaining of prefunding balance 2019-12-31 152,355
Present value of excess contributions 2019-12-31 7,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 7,243
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 29,939
Balance of prefunding at beginning of current year 2019-12-31 148,013
Total employer contributions 2019-12-31 255,498
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 2019-12-31 239,435
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 2019-12-31 268,213
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 2019-12-31 255,569
Carryover balance elected to use to offset funding requirement 2019-12-31 16,134
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 239,435
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 239,435
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,339,989
Acturial value of plan assets 2018-12-31 2,339,989
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 20
Fundng target for terminated vested participants 2018-12-31 78,258
Active participant vested funding target 2018-12-31 2,318,943
Number of active participants 2018-12-31 24
Total funding liabilities for active participants 2018-12-31 2,318,943
Total participant count 2018-12-31 44
Total funding target for all participants 2018-12-31 2,397,201
Balance at beginning of prior year after applicable adjustments 2018-12-31 29,249
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 144,604
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 29,249
Amount remaining of prefunding balance 2018-12-31 144,604
Present value of excess contributions 2018-12-31 15,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 15,373
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 0
Balance of carryovers at beginning of current year 2018-12-31 30,817
Balance of prefunding at beginning of current year 2018-12-31 152,355
Total employer contributions 2018-12-31 360,000
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 2018-12-31 347,402
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 2018-12-31 275,397
Net shortfall amortization installment of oustanding balance 2018-12-31 250,312
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 340,159
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 2018-12-31 340,159
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 347,402
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,538,240
Acturial value of plan assets 2017-12-31 2,538,240
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 11
Fundng target for terminated vested participants 2017-12-31 61,735
Active participant vested funding target 2017-12-31 2,395,347
Number of active participants 2017-12-31 27
Total funding liabilities for active participants 2017-12-31 2,395,347
Total participant count 2017-12-31 38
Total funding target for all participants 2017-12-31 2,457,082
Balance at beginning of prior year after applicable adjustments 2017-12-31 27,523
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 136,072
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 27,523
Amount remaining of prefunding balance 2017-12-31 136,072
Present value of excess contributions 2017-12-31 13,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 13,707
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 29,249
Balance of prefunding at beginning of current year 2017-12-31 144,604
Total employer contributions 2017-12-31 387,700
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 2017-12-31 374,211
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 2017-12-31 308,179
Net shortfall amortization installment of oustanding balance 2017-12-31 207,570
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 358,838
Additional cash requirement 2017-12-31 358,838
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 374,211
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,031,974
Acturial value of plan assets 2016-12-31 2,031,974
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 12
Fundng target for terminated vested participants 2016-12-31 67,878
Active participant vested funding target 2016-12-31 1,958,874
Number of active participants 2016-12-31 22
Total funding liabilities for active participants 2016-12-31 1,958,874
Total participant count 2016-12-31 34
Total funding target for all participants 2016-12-31 2,026,752
Balance at beginning of prior year after applicable adjustments 2016-12-31 29,662
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 146,645
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 29,662
Amount remaining of prefunding balance 2016-12-31 146,645
Present value of excess contributions 2016-12-31 139,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 139,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 27,523
Balance of prefunding at beginning of current year 2016-12-31 136,072
Total employer contributions 2016-12-31 383,188
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 2016-12-31 368,241
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 2016-12-31 303,875
Net shortfall amortization installment of oustanding balance 2016-12-31 246,600
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 354,534
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 2016-12-31 354,534
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 368,241
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: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,981,638
Acturial value of plan assets	2020-12-31	2,981,638
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	22
Fundng target for terminated vested participants	2020-12-31	69,865
Active participant vested funding target	2020-12-31	2,561,308
Number of active participants	2020-12-31	22
Total funding liabilities for active participants	2020-12-31	2,561,308
Total participant count	2020-12-31	44
Total funding target for all participants	2020-12-31	2,631,173
Balance at beginning of prior year after applicable adjustments	2020-12-31	29,939
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	148,013
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	15,287
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	14,652
Amount remaining of prefunding balance	2020-12-31	148,013
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	16,393
Balance of prefunding at beginning of current year	2020-12-31	165,597
Total employer contributions	2020-12-31	0
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	0
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	0
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	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,981,638
Acturial value of plan assets	2019-12-31	2,981,638
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	22
Fundng target for terminated vested participants	2019-12-31	120,261
Active participant vested funding target	2019-12-31	2,660,923
Number of active participants	2019-12-31	22
Total funding liabilities for active participants	2019-12-31	2,660,923
Total participant count	2019-12-31	44
Total funding target for all participants	2019-12-31	2,781,184
Balance at beginning of prior year after applicable adjustments	2019-12-31	30,817
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	152,355
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	30,817
Amount remaining of prefunding balance	2019-12-31	152,355
Present value of excess contributions	2019-12-31	7,243
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	7,243
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	29,939
Balance of prefunding at beginning of current year	2019-12-31	148,013
Total employer contributions	2019-12-31	255,498
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	239,435
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	268,213
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	255,569
Carryover balance elected to use to offset funding requirement	2019-12-31	16,134
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	239,435
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	239,435
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,339,989
Acturial value of plan assets	2018-12-31	2,339,989
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	20
Fundng target for terminated vested participants	2018-12-31	78,258
Active participant vested funding target	2018-12-31	2,318,943
Number of active participants	2018-12-31	24
Total funding liabilities for active participants	2018-12-31	2,318,943
Total participant count	2018-12-31	44
Total funding target for all participants	2018-12-31	2,397,201
Balance at beginning of prior year after applicable adjustments	2018-12-31	29,249
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	144,604
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	29,249
Amount remaining of prefunding balance	2018-12-31	144,604
Present value of excess contributions	2018-12-31	15,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	15,373
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	0
Balance of carryovers at beginning of current year	2018-12-31	30,817
Balance of prefunding at beginning of current year	2018-12-31	152,355
Total employer contributions	2018-12-31	360,000
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	347,402
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	275,397
Net shortfall amortization installment of oustanding balance	2018-12-31	250,312
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	340,159
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	340,159
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	347,402
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,538,240
Acturial value of plan assets	2017-12-31	2,538,240
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	11
Fundng target for terminated vested participants	2017-12-31	61,735
Active participant vested funding target	2017-12-31	2,395,347
Number of active participants	2017-12-31	27
Total funding liabilities for active participants	2017-12-31	2,395,347
Total participant count	2017-12-31	38
Total funding target for all participants	2017-12-31	2,457,082
Balance at beginning of prior year after applicable adjustments	2017-12-31	27,523
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	136,072
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	27,523
Amount remaining of prefunding balance	2017-12-31	136,072
Present value of excess contributions	2017-12-31	13,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	13,707
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	29,249
Balance of prefunding at beginning of current year	2017-12-31	144,604
Total employer contributions	2017-12-31	387,700
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	374,211
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	308,179
Net shortfall amortization installment of oustanding balance	2017-12-31	207,570
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	358,838
Additional cash requirement	2017-12-31	358,838
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	374,211
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,031,974
Acturial value of plan assets	2016-12-31	2,031,974
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	12
Fundng target for terminated vested participants	2016-12-31	67,878
Active participant vested funding target	2016-12-31	1,958,874
Number of active participants	2016-12-31	22
Total funding liabilities for active participants	2016-12-31	1,958,874
Total participant count	2016-12-31	34
Total funding target for all participants	2016-12-31	2,026,752
Balance at beginning of prior year after applicable adjustments	2016-12-31	29,662
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	146,645
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	29,662
Amount remaining of prefunding balance	2016-12-31	146,645
Present value of excess contributions	2016-12-31	139,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	139,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	27,523
Balance of prefunding at beginning of current year	2016-12-31	136,072
Total employer contributions	2016-12-31	383,188
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	368,241
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	303,875
Net shortfall amortization installment of oustanding balance	2016-12-31	246,600
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	354,534
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	354,534
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	368,241
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:	CAPITAL DISTRICT ORAL & MAXILLOFACIAL SURGEONS, LLC
Employer identification number (EIN):	141836970
NAIC Classification:	621210
NAIC Description:	Offices of Dentists