GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN 401k Plan overview

GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	GRAND TRAVERSE ORAL SURGERY, P.C.
Employer identification number (EIN):	382172355
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Additional information about GRAND TRAVERSE ORAL SURGERY, P.C.

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	199861
Legal Registered Office Address:	S. WEST BAY SHORE DRIVE TRAVERSE CITY 49684 United States of America (USA) 12776

More information about GRAND TRAVERSE ORAL SURGERY, P.C.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
006	2022-01-01	CRAIG FOUNTAIN	2023-08-31
006	2021-01-01	CRAIG FOUNTAIN	2022-07-26	CRAIG FOUNTAIN	2022-07-26
006	2020-01-01
006	2018-01-01

Plan Statistics for GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN

Measure	Date	Value
2022: GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	950,945
Acturial value of plan assets	2022-12-31	950,945
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	10
Fundng target for terminated vested participants	2022-12-31	41,962
Active participant vested funding target	2022-12-31	816,222
Number of active participants	2022-12-31	32
Total funding liabilities for active participants	2022-12-31	818,201
Total participant count	2022-12-31	42
Total funding target for all participants	2022-12-31	860,163
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	187,034
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	187,034
Present value of excess contributions	2022-12-31	96,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	96,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	96,102
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	60,000
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	226,316
Total employer contributions	2022-12-31	298,693
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	291,862
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	224,392
Net shortfall amortization installment of oustanding balance	2022-12-31	142,339
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	237,546
Additional cash requirement	2022-12-31	237,546
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	291,862
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	811,440
Acturial value of plan assets	2021-12-31	811,440
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	27,340
Active participant vested funding target	2021-12-31	555,522
Number of active participants	2021-12-31	22
Total funding liabilities for active participants	2021-12-31	564,192
Total participant count	2021-12-31	31
Total funding target for all participants	2021-12-31	591,532
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	130,843
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	130,843
Present value of excess contributions	2021-12-31	43,485
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	43,485
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	43,485
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	187,033
Total employer contributions	2021-12-31	275,087
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	271,706
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	197,892
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	175,604
Additional cash requirement	2021-12-31	175,604
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	271,706
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	552,893
Acturial value of plan assets	2020-12-31	552,893
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	15,404
Active participant vested funding target	2020-12-31	388,947
Number of active participants	2020-12-31	29
Total funding liabilities for active participants	2020-12-31	389,262
Total participant count	2020-12-31	35
Total funding target for all participants	2020-12-31	404,666
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	130,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	130,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	130,843
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	130,843
Total employer contributions	2020-12-31	245,000
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	242,422
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	209,125
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	198,937
Additional cash requirement	2020-12-31	198,937
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	242,422
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GRAND TRAVERSE ORAL SURGERY, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	263,586
Acturial value of plan assets	2019-12-31	263,586
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	10
Fundng target for terminated vested participants	2019-12-31	5,715
Active participant vested funding target	2019-12-31	186,273
Number of active participants	2019-12-31	23
Total funding liabilities for active participants	2019-12-31	186,273
Total participant count	2019-12-31	33
Total funding target for all participants	2019-12-31	191,988
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	62,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	62,945
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	249,000
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	246,320
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	187,075
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	115,477
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	115,477
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	246,320
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GRAND TRAVERSE ORAL SURGERY, P.C. 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	2
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	26
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	249,283
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	246,550
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	183,605
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	183,605
Additional cash requirement	2018-12-31	183,605
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	246,550
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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