401k Plan data: CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST plan

CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan Name	CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST
Plan identification number	003

CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST 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).

401k Sponsoring company profile

CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER DMD INC. has sponsored the creation of one or more 401k plans.

Company Name: CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER DMD INC.

Employer identification number (EIN): 341875545

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 JOE L. CARPENTER, PRESIDENT 2015-07-01

Plan Statistics for CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST

Measure Date Value
2017: CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 739,143
Acturial value of plan assets 2017-12-31 739,143
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 2017-12-31 729,631
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 729,631
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 729,631
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 2,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,161
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 34,000
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 33,815
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 42,997
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 33,485
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 33,485
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 33,815
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 526,137
Acturial value of plan assets 2016-12-31 526,137
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 3,005
Active participant vested funding target 2016-12-31 510,104
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 510,104
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 513,109
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 26,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 26,776
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 2016-12-31 174,866
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 2016-12-31 171,540
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 2016-12-31 182,407
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 169,379
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 2016-12-31 169,379
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 171,540
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
2017: CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	739,143
Acturial value of plan assets	2017-12-31	739,143
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	729,631
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	729,631
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	729,631
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	2,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,161
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	34,000
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	33,815
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	42,997
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	33,485
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	33,485
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	33,815
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER, D.M.D., INC. CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	526,137
Acturial value of plan assets	2016-12-31	526,137
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	3,005
Active participant vested funding target	2016-12-31	510,104
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	510,104
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	513,109
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	26,776
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	26,776
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	174,866
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	171,540
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	182,407
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	169,379
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	169,379
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	171,540
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:	CENTER FOR ORAL & MAXILLOFACIAL SURGERY JOE L. CARPENTER DMD INC.
Employer identification number (EIN):	341875545
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	JOE L. CARPENTER, PRESIDENT	2015-07-01