SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN
401k plan membership statisitcs for SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN
Measure | Date | Value |
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2022: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 1,690,296 |
Acturial value of plan assets | 2022-12-31 | 1,690,296 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 4 |
Fundng target for terminated vested participants | 2022-12-31 | 81,954 |
Active participant vested funding target | 2022-12-31 | 1,652,951 |
Number of active participants | 2022-12-31 | 61 |
Total funding liabilities for active participants | 2022-12-31 | 1,652,951 |
Total participant count | 2022-12-31 | 65 |
Total funding target for all participants | 2022-12-31 | 1,734,905 |
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 | 332,654 |
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 | 332,654 |
Present value of excess contributions | 2022-12-31 | 73,609 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 73,609 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 73,609 |
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 | 250,000 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 195,450 |
Total employer contributions | 2022-12-31 | 358,824 |
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 | 364,375 |
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 | 324,625 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 250,691 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 347,792 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 347,792 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 364,375 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 1,789,628 |
Acturial value of plan assets | 2021-12-31 | 1,789,628 |
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 | 83,389 |
Active participant vested funding target | 2021-12-31 | 1,288,274 |
Number of active participants | 2021-12-31 | 53 |
Total funding liabilities for active participants | 2021-12-31 | 1,288,274 |
Total participant count | 2021-12-31 | 62 |
Total funding target for all participants | 2021-12-31 | 1,371,663 |
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 | 167,962 |
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 | 167,962 |
Present value of excess contributions | 2021-12-31 | 142,689 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 142,689 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 142,689 |
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 | 332,654 |
Total employer contributions | 2021-12-31 | 263,400 |
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 | 271,557 |
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 | 264,730 |
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 | 197,948 |
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 | 0 |
Additional cash requirement | 2021-12-31 | 197,948 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 271,557 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 1,313,256 |
Acturial value of plan assets | 2020-12-31 | 1,313,256 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 9 |
Fundng target for terminated vested participants | 2020-12-31 | 62,212 |
Active participant vested funding target | 2020-12-31 | 964,564 |
Number of active participants | 2020-12-31 | 51 |
Total funding liabilities for active participants | 2020-12-31 | 964,564 |
Total participant count | 2020-12-31 | 60 |
Total funding target for all participants | 2020-12-31 | 1,026,776 |
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 | 102,885 |
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 | 102,885 |
Present value of excess contributions | 2020-12-31 | 45,508 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 45,508 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 45,508 |
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 | 167,962 |
Total employer contributions | 2020-12-31 | 283,459 |
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 | 288,878 |
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 | 255,116 |
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 | 146,189 |
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 | 146,189 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 288,878 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 863,534 |
Acturial value of plan assets | 2019-12-31 | 863,534 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 7 |
Fundng target for terminated vested participants | 2019-12-31 | 58,401 |
Active participant vested funding target | 2019-12-31 | 679,526 |
Number of active participants | 2019-12-31 | 50 |
Total funding liabilities for active participants | 2019-12-31 | 679,526 |
Total participant count | 2019-12-31 | 57 |
Total funding target for all participants | 2019-12-31 | 737,927 |
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 | 93,948 |
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 | 93,948 |
Present value of excess contributions | 2019-12-31 | 14,809 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 14,809 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 14,809 |
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 | 102,885 |
Total employer contributions | 2019-12-31 | 285,549 |
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 | 290,921 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
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 | 262,589 |
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 | 245,413 |
Additional cash requirement | 2019-12-31 | 245,413 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 290,921 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 433,696 |
Acturial value of plan assets | 2018-12-31 | 433,696 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 5 |
Fundng target for terminated vested participants | 2018-12-31 | 3,338 |
Active participant vested funding target | 2018-12-31 | 435,856 |
Number of active participants | 2018-12-31 | 39 |
Total funding liabilities for active participants | 2018-12-31 | 435,856 |
Total participant count | 2018-12-31 | 44 |
Total funding target for all participants | 2018-12-31 | 439,194 |
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 | 36,233 |
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 | 36,233 |
Present value of excess contributions | 2018-12-31 | 52,421 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 52,421 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 52,421 |
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 | 93,948 |
Total employer contributions | 2018-12-31 | 279,801 |
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 | 286,056 |
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 | 254,184 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 104,519 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 271,247 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 271,247 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 286,056 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 328,259 |
Acturial value of plan assets | 2017-12-31 | 328,259 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 4 |
Fundng target for terminated vested participants | 2017-12-31 | 61,860 |
Active participant vested funding target | 2017-12-31 | 202,200 |
Number of active participants | 2017-12-31 | 39 |
Total funding liabilities for active participants | 2017-12-31 | 202,200 |
Total participant count | 2017-12-31 | 43 |
Total funding target for all participants | 2017-12-31 | 264,060 |
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 | 36,233 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 36,233 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 36,233 |
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 | 36,233 |
Total employer contributions | 2017-12-31 | 215,199 |
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 | 221,597 |
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 | 195,048 |
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 | 169,176 |
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 | 169,176 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 221,597 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: SUMMIT ORAL & MAXILLOFACIAL SURGERY, P.C. CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 0 |
Acturial value of plan assets | 2016-12-31 | 0 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 4 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 0 |
Number of active participants | 2016-12-31 | 47 |
Total funding liabilities for active participants | 2016-12-31 | 0 |
Total participant count | 2016-12-31 | 51 |
Total funding target for all participants | 2016-12-31 | 0 |
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 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
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 | 281,677 |
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 | 282,230 |
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 | 245,997 |
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 | 245,997 |
Additional cash requirement | 2016-12-31 | 245,997 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 282,230 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |