401k Plan data: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN plan

CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN
Plan identification number	002

CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. has sponsored the creation of one or more 401k plans.

Company Name: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C.

Employer identification number (EIN): 391131485

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01 KIM PANSEGRAU 2021-10-14
002 2019-01-01 KIM PANSEGRAU 2020-10-13
002 2018-01-01 KIM PANSEGRAU 2019-10-10
002 2017-01-01 KIM PANSEGRAU 2018-10-08
002 2016-01-01 KIM PANSEGRAU 2017-10-16
002 2015-01-01 MARK JACKSON
002 2014-01-01 MARK JACKSON
002 2013-01-01 MARK JACKSON
002 2012-01-01 MARK JACKSON
002 2011-01-01 MARK JACKSON
002 2009-01-01 MARK JACKSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01	KIM PANSEGRAU	2021-10-14
002	2019-01-01	KIM PANSEGRAU	2020-10-13
002	2018-01-01	KIM PANSEGRAU	2019-10-10
002	2017-01-01	KIM PANSEGRAU	2018-10-08
002	2016-01-01	KIM PANSEGRAU	2017-10-16
002	2015-01-01	MARK JACKSON
002	2014-01-01	MARK JACKSON
002	2013-01-01	MARK JACKSON
002	2012-01-01	MARK JACKSON
002	2011-01-01	MARK JACKSON
002	2009-01-01	MARK JACKSON

Plan Statistics for CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 6,278,786
Acturial value of plan assets 2022-12-31 6,278,786
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 31
Fundng target for terminated vested participants 2022-12-31 2,059,190
Active participant vested funding target 2022-12-31 3,177,544
Number of active participants 2022-12-31 46
Total funding liabilities for active participants 2022-12-31 3,179,744
Total participant count 2022-12-31 77
Total funding target for all participants 2022-12-31 5,238,934
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 320,165
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 2022-12-31 320,165
Present value of excess contributions 2022-12-31 309,358
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 309,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 369,951
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Unpaid minimum required contributions for all 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 2022-12-31 341,177
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,832,587
Acturial value of plan assets 2021-12-31 5,832,587
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 14
Fundng target for terminated vested participants 2021-12-31 170,517
Active participant vested funding target 2021-12-31 4,241,778
Number of active participants 2021-12-31 49
Total funding liabilities for active participants 2021-12-31 4,248,234
Total participant count 2021-12-31 63
Total funding target for all participants 2021-12-31 4,418,751
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 287,221
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 2021-12-31 287,221
Present value of excess contributions 2021-12-31 338,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 356,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 320,165
Total employer contributions 2021-12-31 337,398
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 2021-12-31 309,358
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 2021-12-31 304,400
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 309,358
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,039,346
Acturial value of plan assets 2020-12-31 5,039,346
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 16
Fundng target for terminated vested participants 2020-12-31 214,504
Active participant vested funding target 2020-12-31 3,843,530
Number of active participants 2020-12-31 44
Total funding liabilities for active participants 2020-12-31 3,856,565
Total participant count 2020-12-31 60
Total funding target for all participants 2020-12-31 4,071,069
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 234,773
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 2020-12-31 234,773
Present value of excess contributions 2020-12-31 124,212
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 130,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 287,221
Total employer contributions 2020-12-31 366,587
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 2020-12-31 338,810
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 2020-12-31 301,826
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 338,810
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 3,884,629
Acturial value of plan assets 2019-12-31 3,884,629
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 140,892
Active participant vested funding target 2019-12-31 3,422,380
Number of active participants 2019-12-31 48
Total funding liabilities for active participants 2019-12-31 3,428,880
Total participant count 2019-12-31 57
Total funding target for all participants 2019-12-31 3,569,772
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 242,284
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 2019-12-31 242,284
Present value of excess contributions 2019-12-31 391,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 412,568
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 2019-12-31 234,773
Total employer contributions 2019-12-31 365,751
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 2019-12-31 335,332
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 2019-12-31 291,204
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 2019-12-31 211,120
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 2019-12-31 211,120
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 335,332
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,293,949
Acturial value of plan assets 2018-12-31 4,293,949
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 57,085
Active participant vested funding target 2018-12-31 3,655,446
Number of active participants 2018-12-31 49
Total funding liabilities for active participants 2018-12-31 3,666,792
Total participant count 2018-12-31 54
Total funding target for all participants 2018-12-31 3,723,877
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 211,233
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 2018-12-31 211,233
Present value of excess contributions 2018-12-31 6,847
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 7,222
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 2018-12-31 242,284
Total employer contributions 2018-12-31 425,016
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 2018-12-31 404,258
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 2018-12-31 340,615
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 12,827
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 12,827
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 404,258
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,543,749
Acturial value of plan assets 2017-12-31 4,543,749
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 945,294
Active participant vested funding target 2017-12-31 3,138,058
Number of active participants 2017-12-31 48
Total funding liabilities for active participants 2017-12-31 3,173,010
Total participant count 2017-12-31 56
Total funding target for all participants 2017-12-31 4,118,304
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 509,896
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 2017-12-31 319,767
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 190,129
Present value of excess contributions 2017-12-31 182,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 202,301
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 2017-12-31 211,233
Total employer contributions 2017-12-31 130,000
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 2017-12-31 118,719
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 2017-12-31 326,084
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 2017-12-31 111,872
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 2017-12-31 111,872
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 118,719
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 AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,929,920
Acturial value of plan assets 2016-12-31 3,929,920
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 10
Fundng target for terminated vested participants 2016-12-31 43,309
Active participant vested funding target 2016-12-31 3,457,134
Number of active participants 2016-12-31 47
Total funding liabilities for active participants 2016-12-31 3,462,037
Total participant count 2016-12-31 57
Total funding target for all participants 2016-12-31 3,505,346
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 514,845
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 6,018
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 508,827
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 2016-12-31 509,896
Total employer contributions 2016-12-31 200,000
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 2016-12-31 181,306
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 2016-12-31 319,767
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 2016-12-31 319,767
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 319,767
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 181,306
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2015: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 49
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 48
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 47
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 45
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 46
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	6,278,786
Acturial value of plan assets	2022-12-31	6,278,786
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	31
Fundng target for terminated vested participants	2022-12-31	2,059,190
Active participant vested funding target	2022-12-31	3,177,544
Number of active participants	2022-12-31	46
Total funding liabilities for active participants	2022-12-31	3,179,744
Total participant count	2022-12-31	77
Total funding target for all participants	2022-12-31	5,238,934
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	320,165
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	320,165
Present value of excess contributions	2022-12-31	309,358
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	309,358
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	369,951
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Unpaid minimum required contributions for all 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	341,177
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,832,587
Acturial value of plan assets	2021-12-31	5,832,587
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	14
Fundng target for terminated vested participants	2021-12-31	170,517
Active participant vested funding target	2021-12-31	4,241,778
Number of active participants	2021-12-31	49
Total funding liabilities for active participants	2021-12-31	4,248,234
Total participant count	2021-12-31	63
Total funding target for all participants	2021-12-31	4,418,751
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	287,221
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	287,221
Present value of excess contributions	2021-12-31	338,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	356,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	320,165
Total employer contributions	2021-12-31	337,398
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	309,358
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	304,400
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	309,358
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,039,346
Acturial value of plan assets	2020-12-31	5,039,346
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	16
Fundng target for terminated vested participants	2020-12-31	214,504
Active participant vested funding target	2020-12-31	3,843,530
Number of active participants	2020-12-31	44
Total funding liabilities for active participants	2020-12-31	3,856,565
Total participant count	2020-12-31	60
Total funding target for all participants	2020-12-31	4,071,069
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	234,773
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	234,773
Present value of excess contributions	2020-12-31	124,212
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	130,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	287,221
Total employer contributions	2020-12-31	366,587
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	338,810
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	301,826
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	338,810
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	3,884,629
Acturial value of plan assets	2019-12-31	3,884,629
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	140,892
Active participant vested funding target	2019-12-31	3,422,380
Number of active participants	2019-12-31	48
Total funding liabilities for active participants	2019-12-31	3,428,880
Total participant count	2019-12-31	57
Total funding target for all participants	2019-12-31	3,569,772
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	242,284
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	242,284
Present value of excess contributions	2019-12-31	391,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	412,568
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	234,773
Total employer contributions	2019-12-31	365,751
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	335,332
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	291,204
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	211,120
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	211,120
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	335,332
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,293,949
Acturial value of plan assets	2018-12-31	4,293,949
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	57,085
Active participant vested funding target	2018-12-31	3,655,446
Number of active participants	2018-12-31	49
Total funding liabilities for active participants	2018-12-31	3,666,792
Total participant count	2018-12-31	54
Total funding target for all participants	2018-12-31	3,723,877
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	211,233
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	211,233
Present value of excess contributions	2018-12-31	6,847
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	7,222
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	242,284
Total employer contributions	2018-12-31	425,016
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	404,258
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	340,615
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	12,827
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	12,827
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	404,258
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,543,749
Acturial value of plan assets	2017-12-31	4,543,749
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	945,294
Active participant vested funding target	2017-12-31	3,138,058
Number of active participants	2017-12-31	48
Total funding liabilities for active participants	2017-12-31	3,173,010
Total participant count	2017-12-31	56
Total funding target for all participants	2017-12-31	4,118,304
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	509,896
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	319,767
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	190,129
Present value of excess contributions	2017-12-31	182,089
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	202,301
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	211,233
Total employer contributions	2017-12-31	130,000
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	118,719
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	326,084
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	111,872
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	111,872
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	118,719
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 AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,929,920
Acturial value of plan assets	2016-12-31	3,929,920
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	10
Fundng target for terminated vested participants	2016-12-31	43,309
Active participant vested funding target	2016-12-31	3,457,134
Number of active participants	2016-12-31	47
Total funding liabilities for active participants	2016-12-31	3,462,037
Total participant count	2016-12-31	57
Total funding target for all participants	2016-12-31	3,505,346
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	514,845
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	6,018
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	508,827
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	509,896
Total employer contributions	2016-12-31	200,000
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	181,306
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	319,767
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	319,767
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	319,767
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	181,306
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2015: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	49
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	48
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	47
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	45
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	46
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2015 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$187,393
Expenses. Total of all expenses incurred	2015-12-31	$7,415
Benefits paid (including direct rollovers)	2015-12-31	$7,415
Total plan assets at end of year	2015-12-31	$3,930,912
Total plan assets at beginning of year	2015-12-31	$3,750,934
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$7,893
Net income (gross income less expenses)	2015-12-31	$179,978
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,930,912
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,750,934
Total contributions received or receivable from employer(s)	2015-12-31	$179,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$542,559
Expenses. Total of all expenses incurred	2014-12-31	$31,717
Benefits paid (including direct rollovers)	2014-12-31	$31,717
Total plan assets at end of year	2014-12-31	$3,750,934
Total plan assets at beginning of year	2014-12-31	$3,240,092
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$326,715
Net income (gross income less expenses)	2014-12-31	$510,842
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,750,934
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,240,092
Total contributions received or receivable from employer(s)	2014-12-31	$215,844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$893,201
Expenses. Total of all expenses incurred	2013-12-31	$721,572
Benefits paid (including direct rollovers)	2013-12-31	$721,572
Total plan assets at end of year	2013-12-31	$3,240,092
Total plan assets at beginning of year	2013-12-31	$3,068,463
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$548,201
Net income (gross income less expenses)	2013-12-31	$171,629
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,240,092
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,068,463
Total contributions received or receivable from employer(s)	2013-12-31	$345,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$741,948
Expenses. Total of all expenses incurred	2012-12-31	$13,073
Benefits paid (including direct rollovers)	2012-12-31	$13,073
Total plan assets at end of year	2012-12-31	$3,068,463
Total plan assets at beginning of year	2012-12-31	$2,339,588
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$309,024
Net income (gross income less expenses)	2012-12-31	$728,875
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,068,463
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,339,588
Total contributions received or receivable from employer(s)	2012-12-31	$432,924
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$375,916
Expenses. Total of all expenses incurred	2011-12-31	$255,127
Benefits paid (including direct rollovers)	2011-12-31	$255,127
Total plan assets at end of year	2011-12-31	$2,339,588
Total plan assets at beginning of year	2011-12-31	$2,218,799
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$78,608
Net income (gross income less expenses)	2011-12-31	$120,789
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,339,588
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,218,799
Total contributions received or receivable from employer(s)	2011-12-31	$297,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$541,585
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,218,799
Total plan assets at beginning of year	2010-12-31	$1,677,214
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$191,585
Net income (gross income less expenses)	2010-12-31	$541,585
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,218,799
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,677,214
Total contributions received or receivable from employer(s)	2010-12-31	$350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN

2015: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C. CASH BALANCE PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CENTER FOR ORAL AND MAXILLOFACIAL SURGERY, S.C.
Employer identification number (EIN):	391131485
NAIC Classification:	621210
NAIC Description:	Offices of Dentists