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ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN
Plan identification number 002

ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN Benefits

401k Plan TypeDefined 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ORAL & MAXILLOFACIAL SURGURY SPECIA LISTS, PA has sponsored the creation of one or more 401k plans.

Company Name:ORAL & MAXILLOFACIAL SURGURY SPECIA LISTS, PA
Employer identification number (EIN):410956543
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-10-01DANIEL SAMPSON2020-06-23 DANIEL SAMPSON2020-06-23
0022017-10-01DANIEL SAMPSON2019-06-27 DANIEL SAMPSON2019-06-27
0022016-10-01DIETRICH LAWRENZ2018-06-26 DIETRICH LAWRENZ2018-06-26
0022015-10-01DIETRICH LAWRENZ2017-06-27 DIETRICH LAWRENZ2017-06-27
0022014-10-01DIETRICH LAWRENZ2016-06-27 DIETRICH LAWRENZ2016-06-27
0022013-10-01DIETRICH R. LAWRENZ2015-07-02 DIETRICH R. LAWRENZ2015-07-02
0022012-10-01DIETRICH R. LAWRENZ2014-06-24 DIETRICH R. LAWRENZ2014-06-24
0022011-10-01DEBORAH BARTLETT2013-06-18
0022010-10-01DIETRICH R. LAWRENZ2012-06-19

Plan Statistics for ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN

Measure Date Value
2019: ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-09-306,496,595
Acturial value of plan assets2019-09-306,496,595
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-3016
Fundng target for terminated vested participants2019-09-301,017,697
Active participant vested funding target2019-09-305,003,951
Number of active participants2019-09-3036
Total funding liabilities for active participants2019-09-305,003,951
Total participant count2019-09-3052
Total funding target for all participants2019-09-306,021,648
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-30596,550
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30596,550
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30632,280
Total employee contributions2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30620,554
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30618,631
Total funding amount beforereflecting carryover/prefunding balances2019-09-30143,684
Additional cash requirement2019-09-30143,684
Contributions allocatedtoward minimum required contributions for current year2019-09-30620,554
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-09-305,518,977
Acturial value of plan assets2018-09-305,518,977
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-3011
Fundng target for terminated vested participants2018-09-3032,134
Active participant vested funding target2018-09-304,937,619
Number of active participants2018-09-3042
Total funding liabilities for active participants2018-09-304,937,619
Total participant count2018-09-3053
Total funding target for all participants2018-09-304,969,753
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-30552,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30552,457
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30730,342
Total employee contributions2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30705,265
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30657,939
Total funding amount beforereflecting carryover/prefunding balances2018-09-30108,715
Additional cash requirement2018-09-30108,715
Contributions allocatedtoward minimum required contributions for current year2018-09-30705,265
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: ORAL & MAXILLOFACIAL SURGERY SPECIALISTS, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-09-305,007,302
Acturial value of plan assets2017-09-305,007,302
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-3012
Fundng target for terminated vested participants2017-09-30151,628
Active participant vested funding target2017-09-304,152,384
Number of active participants2017-09-3037
Total funding liabilities for active participants2017-09-304,152,384
Total participant count2017-09-3049
Total funding target for all participants2017-09-304,304,012
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30575,663
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30575,663
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30572,000
Total employee contributions2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30552,457
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30512,073
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-30552,457
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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