ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 401k Plan overview

ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	ORAL SURGERY ASSOCIATES, P.C. PROFIT SHARING PLAN
Employer identification number (EIN):	381875057
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01
007	2021-01-01
007	2020-01-01
007	2019-01-01
007	2018-01-01

Plan Statistics for ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN

Measure	Date	Value
2022: ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	609,656
Acturial value of plan assets	2022-12-31	609,656
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	6,422
Active participant vested funding target	2022-12-31	581,993
Number of active participants	2022-12-31	26
Total funding liabilities for active participants	2022-12-31	584,831
Total participant count	2022-12-31	28
Total funding target for all participants	2022-12-31	591,253
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	45,462
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	45,462
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	126,467
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	126,467
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	126,467
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	126,467
Total employer contributions	2022-12-31	23,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	22,190
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	144,097
Net shortfall amortization installment of oustanding balance	2022-12-31	114,830
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	154,709
Prefunding balance elected to use to offset funding requirement	2022-12-31	133,233
Additional cash requirement	2022-12-31	21,476
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	22,190
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	475,411
Acturial value of plan assets	2021-12-31	475,411
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	409,224
Number of active participants	2021-12-31	28
Total funding liabilities for active participants	2021-12-31	411,048
Total participant count	2021-12-31	28
Total funding target for all participants	2021-12-31	411,048
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	38,962
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	38,962
Present value of excess contributions	2021-12-31	1,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	1,240
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	1,240
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	45,462
Total employer contributions	2021-12-31	209,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	201,333
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	139,229
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	122,819
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	47,953
Additional cash requirement	2021-12-31	74,866
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	201,333
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	298,961
Acturial value of plan assets	2020-12-31	298,961
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	259,443
Number of active participants	2020-12-31	24
Total funding liabilities for active participants	2020-12-31	259,443
Total participant count	2020-12-31	24
Total funding target for all participants	2020-12-31	259,443
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	38,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	38,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	38,962
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	0
Balance of prefunding at beginning of current year	2020-12-31	38,962
Total employer contributions	2020-12-31	142,000
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	138,878
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	137,396
Net shortfall amortization installment of oustanding balance	2020-12-31	1,497
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	137,638
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	137,638
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	138,878
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	146,363
Acturial value of plan assets	2019-12-31	146,363
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	5,187
Active participant vested funding target	2019-12-31	117,327
Number of active participants	2019-12-31	20
Total funding liabilities for active participants	2019-12-31	117,327
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	122,514
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
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	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	20,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	20,951
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	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	135,000
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	130,023
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	114,910
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	91,061
Additional cash requirement	2019-12-31	91,061
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	130,023
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORAL SURGERY ASSOCIATES, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	0
Acturial value of plan assets	2018-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	24
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	28
Total funding target for all participants	2018-12-31	0
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
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	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	147,000
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	142,321
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	121,370
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	121,370
Additional cash requirement	2018-12-31	121,370
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	142,321
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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