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SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameSAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 003

SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

ANDREW K. CHANG, D.D.S., M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:ANDREW K. CHANG, D.D.S., M.D., INC.
Employer identification number (EIN):330866939
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01ANDREW CHANG2019-06-10 ANDREW CHANG2019-06-10
0032017-01-01ANDREW CHANG2018-10-01 ANDREW CHANG2018-10-01
0032016-01-01ANDREW CHANG2017-05-22 ANDREW CHANG2017-05-22
0032015-01-01ANDREW CHANG2016-09-21 ANDREW CHANG2016-09-21
0032014-01-01ANDREW CHANG2015-08-10 ANDREW CHANG2015-08-10

Plan Statistics for SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2019: SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-31962,688
Acturial value of plan assets2019-12-31962,688
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31863,677
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31863,677
Total participant count2019-12-317
Total funding target for all participants2019-12-31863,677
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31962,688
Acturial value of plan assets2018-12-31962,688
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31727,473
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31727,473
Total participant count2018-12-317
Total funding target for all participants2018-12-31727,473
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Present value of excess contributions2018-12-3186,472
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3186,472
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 elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
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 date2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31121,168
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31958,509
Acturial value of plan assets2017-12-31958,509
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31555,945
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31555,945
Total participant count2017-12-316
Total funding target for all participants2017-12-31555,945
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Present value of excess contributions2017-12-31224,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31224,574
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 year2017-12-310
Total employer contributions2017-12-3189,484
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 date2017-12-3186,472
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31118,372
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3186,472
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SAN DIEGO CENTER FOR ORAL AND FACIAL SURGERY DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31632,537
Acturial value of plan assets2016-12-31632,537
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31405,598
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31405,690
Total participant count2016-12-316
Total funding target for all participants2016-12-31405,690
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Present value of excess contributions2016-12-31175,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31175,837
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
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31230,800
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 date2016-12-31224,574
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31108,406
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31224,574
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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