FINGER LAKES ORAL SURGERY DEFINED BENEFIT PENSION PLAN 401k Plan overview

FINGER LAKES ORAL SURGERY DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	FINGER LAKES ORAL SURGERY
Employer identification number (EIN):	261318201
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
002	2018-01-01	TIMOTHY BONNIWELL	2019-01-16	TIMOTHY BONNIWELL	2019-01-16
002	2017-01-01	TIMOTHY BONNIWELL	2018-06-11	TIMOTHY BONNIWELL	2018-06-11
002	2016-01-01	TIMOTHY D BONNIWELL	2017-06-19	TIMOTHY D BONNIWELL	2017-06-19
002	2015-01-01	TIMOTHY D BONNIWELL	2016-06-13	TIMOTHY D BONNIWELL	2016-06-13

Plan Statistics for FINGER LAKES ORAL SURGERY DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2018: FINGER LAKES ORAL SURGERY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-07-31	464,455
Acturial value of plan assets	2018-07-31	464,455
Funding target for retired participants and beneficiaries receiving payment	2018-07-31	0
Number of terminated vested participants	2018-07-31	0
Fundng target for terminated vested participants	2018-07-31	0
Active participant vested funding target	2018-07-31	468,821
Number of active participants	2018-07-31	4
Total funding liabilities for active participants	2018-07-31	468,821
Total participant count	2018-07-31	4
Total funding target for all participants	2018-07-31	468,821
Balance at beginning of prior year after applicable adjustments	2018-07-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-07-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-07-31	0
Prefunding balanced used to offset prior years funding requirement	2018-07-31	0
Amount remaining of carryover balance	2018-07-31	0
Amount remaining of prefunding balance	2018-07-31	0
Present value of excess contributions	2018-07-31	25,907
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-07-31	25,907
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-07-31	0
Reductions in caryover balances due to elections or deemed elections	2018-07-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-07-31	0
Balance of carryovers at beginning of current year	2018-07-31	0
Balance of prefunding at beginning of current year	2018-07-31	0
Total employer contributions	2018-07-31	309
Total employee contributions	2018-07-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-07-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-07-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-07-31	307
Unpaid minimum required contributions for all prior years	2018-07-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-07-31	0
Remaining amount of unpaid minimum required contributions	2018-07-31	0
Minimum required contributions for current year target normal cost	2018-07-31	0
Net shortfall amortization installment of oustanding balance	2018-07-31	4,366
Waiver amortization installment	2018-07-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-07-31	297
Carryover balance elected to use to offset funding requirement	2018-07-31	0
Prefunding balance elected to use to offset funding requirement	2018-07-31	0
Additional cash requirement	2018-07-31	297
Contributions allocatedtoward minimum required contributions for current year	2018-07-31	307
Unpaid minimum required contributions for current year	2018-07-31	0
Unpaid minimum required contributions for all years	2018-07-31	0
2017: FINGER LAKES ORAL SURGERY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	308,072
Acturial value of plan assets	2017-12-31	308,072
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	117,540
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	293,850
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	293,850
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	0
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	0
Present value of excess contributions	2017-12-31	21,399
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	21,399
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	0
Total employer contributions	2017-12-31	157,273
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	158,615
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	146,930
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	132,708
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	132,708
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	158,615
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FINGER LAKES ORAL SURGERY DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	143,924
Acturial value of plan assets	2016-12-31	143,924
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	26,525
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	132,622
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	132,622
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	13,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	13,664
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	144,513
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	142,737
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	132,640
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	121,338
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	121,338
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	142,737
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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