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GARDEN STATE ORAL SURGERY CASH BALANCE PLAN 401k Plan overview

Plan NameGARDEN STATE ORAL SURGERY CASH BALANCE PLAN
Plan identification number 002

GARDEN STATE ORAL SURGERY CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

GARDEN STATE ORAL & MAXILLOFACIAL SURGERY, LLC has sponsored the creation of one or more 401k plans.

Company Name:GARDEN STATE ORAL & MAXILLOFACIAL SURGERY, LLC
Employer identification number (EIN):223772275
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARDEN STATE ORAL SURGERY CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01STUART KATZ2019-02-07
0022017-01-01STUART KATZ2018-09-04
0022016-01-01STUART KATZ2017-06-30
0022015-01-01STUART KATZ2016-10-07
0022014-01-01STUART KATZ2015-10-08
0022013-01-01STUART KATZ2014-09-30
0022012-01-01STUART KATZ2013-10-14

Plan Statistics for GARDEN STATE ORAL SURGERY CASH BALANCE PLAN

401k plan membership statisitcs for GARDEN STATE ORAL SURGERY CASH BALANCE PLAN

Measure Date Value
2018: GARDEN STATE ORAL SURGERY CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31867,983
Acturial value of plan assets2018-12-31867,983
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-317,949
Active participant vested funding target2018-12-31922,941
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31922,941
Total participant count2018-12-3111
Total funding target for all participants2018-12-31930,890
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,771
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-311,755
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3116
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3116
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3111,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3110,518
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-3162,907
Total funding amount beforereflecting carryover/prefunding balances2018-12-3110,270
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3110,270
Contributions allocatedtoward minimum required contributions for current year2018-12-3110,518
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: GARDEN STATE ORAL SURGERY CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31734,562
Acturial value of plan assets2017-12-31734,562
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-314,590
Active participant vested funding target2017-12-31728,150
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31728,150
Total participant count2017-12-3112
Total funding target for all participants2017-12-31732,740
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3157,100
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3155,468
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,632
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,771
Total employer contributions2017-12-31136,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31124,255
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31126,061
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31126,010
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,755
Additional cash requirement2017-12-31124,255
Contributions allocatedtoward minimum required contributions for current year2017-12-31124,255
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GARDEN STATE ORAL SURGERY CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31609,261
Acturial value of plan assets2016-12-31609,261
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,159
Active participant vested funding target2016-12-31550,399
Number of active participants2016-12-3110
Total funding liabilities for active participants2016-12-31550,991
Total participant count2016-12-3111
Total funding target for all participants2016-12-31552,150
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31206,700
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31117,753
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3188,947
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-3131,785
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3157,100
Total employer contributions2016-12-3172,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3166,253
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31121,732
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31121,721
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3155,468
Additional cash requirement2016-12-3166,253
Contributions allocatedtoward minimum required contributions for current year2016-12-3166,253
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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