GULF COAST ORAL & FACIAL SURGERY, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN
401k plan membership statisitcs for GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN
Measure | Date | Value |
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2022: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 4,276,205 |
Acturial value of plan assets | 2022-12-31 | 4,276,205 |
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 | 11,793 |
Active participant vested funding target | 2022-12-31 | 3,575,093 |
Number of active participants | 2022-12-31 | 21 |
Total funding liabilities for active participants | 2022-12-31 | 2,575,093 |
Total participant count | 2022-12-31 | 25 |
Total funding target for all participants | 2022-12-31 | 2,586,886 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 91,696 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 127,587 |
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 | 91,696 |
Amount remaining of prefunding balance | 2022-12-31 | 127,587 |
Present value of excess contributions | 2022-12-31 | 347,136 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 362,341 |
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 | 109,118 |
Balance of prefunding at beginning of current year | 2022-12-31 | 151,829 |
Total employer contributions | 2022-12-31 | 31,228 |
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 | 31,215 |
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 | 177,333 |
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 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 31,215 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 3,274,625 |
Acturial value of plan assets | 2021-12-31 | 3,274,625 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 4 |
Fundng target for terminated vested participants | 2021-12-31 | 12,264 |
Active participant vested funding target | 2021-12-31 | 2,384,215 |
Number of active participants | 2021-12-31 | 21 |
Total funding liabilities for active participants | 2021-12-31 | 2,384,812 |
Total participant count | 2021-12-31 | 25 |
Total funding target for all participants | 2021-12-31 | 2,397,076 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 94,047 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 130,858 |
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 | 94,047 |
Amount remaining of prefunding balance | 2021-12-31 | 130,858 |
Present value of excess contributions | 2021-12-31 | 267,376 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 279,782 |
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 | 91,696 |
Balance of prefunding at beginning of current year | 2021-12-31 | 127,587 |
Total employer contributions | 2021-12-31 | 336,165 |
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 | 347,136 |
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 | 183,170 |
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 | 347,136 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 4,821,930 |
Acturial value of plan assets | 2020-12-31 | 4,821,930 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 4 |
Fundng target for terminated vested participants | 2020-12-31 | 21,028 |
Active participant vested funding target | 2020-12-31 | 3,754,688 |
Number of active participants | 2020-12-31 | 23 |
Total funding liabilities for active participants | 2020-12-31 | 3,757,767 |
Total participant count | 2020-12-31 | 27 |
Total funding target for all participants | 2020-12-31 | 3,778,795 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 78,320 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 108,976 |
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 | 78,320 |
Amount remaining of prefunding balance | 2020-12-31 | 108,976 |
Present value of excess contributions | 2020-12-31 | 330,480 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 348,028 |
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 | 94,047 |
Balance of prefunding at beginning of current year | 2020-12-31 | 130,858 |
Total employer contributions | 2020-12-31 | 275,941 |
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 | 267,376 |
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 | 179,886 |
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 | 267,376 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,720,534 |
Acturial value of plan assets | 2019-12-31 | 3,720,534 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 3 |
Fundng target for terminated vested participants | 2019-12-31 | 8,075 |
Active participant vested funding target | 2019-12-31 | 2,704,582 |
Number of active participants | 2019-12-31 | 23 |
Total funding liabilities for active participants | 2019-12-31 | 2,705,253 |
Total participant count | 2019-12-31 | 26 |
Total funding target for all participants | 2019-12-31 | 2,713,328 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 83,452 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 116,117 |
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 | 83,452 |
Amount remaining of prefunding balance | 2019-12-31 | 116,117 |
Present value of excess contributions | 2019-12-31 | 276,607 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 292,042 |
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 | 78,320 |
Balance of prefunding at beginning of current year | 2019-12-31 | 108,976 |
Total employer contributions | 2019-12-31 | 320,022 |
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 | 298,478 |
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 | 251,858 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 298,478 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 3,699,463 |
Acturial value of plan assets | 2018-12-31 | 3,699,463 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 4 |
Fundng target for terminated vested participants | 2018-12-31 | 43,886 |
Active participant vested funding target | 2018-12-31 | 2,705,909 |
Number of active participants | 2018-12-31 | 24 |
Total funding liabilities for active participants | 2018-12-31 | 2,705,909 |
Total participant count | 2018-12-31 | 28 |
Total funding target for all participants | 2018-12-31 | 2,749,795 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 73,384 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 102,108 |
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 | 73,384 |
Amount remaining of prefunding balance | 2018-12-31 | 102,108 |
Present value of excess contributions | 2018-12-31 | 270,681 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 286,408 |
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 | 83,452 |
Balance of prefunding at beginning of current year | 2018-12-31 | 116,117 |
Total employer contributions | 2018-12-31 | 288,178 |
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 | 276,607 |
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 | 290,126 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 276,607 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,015,053 |
Acturial value of plan assets | 2017-12-31 | 3,015,053 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 3 |
Fundng target for terminated vested participants | 2017-12-31 | 18,455 |
Active participant vested funding target | 2017-12-31 | 2,359,068 |
Number of active participants | 2017-12-31 | 24 |
Total funding liabilities for active participants | 2017-12-31 | 2,361,490 |
Total participant count | 2017-12-31 | 27 |
Total funding target for all participants | 2017-12-31 | 2,379,945 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 65,416 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 91,022 |
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 | 65,416 |
Amount remaining of prefunding balance | 2017-12-31 | 91,022 |
Present value of excess contributions | 2017-12-31 | 201,555 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 213,507 |
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 | 73,384 |
Balance of prefunding at beginning of current year | 2017-12-31 | 102,108 |
Total employer contributions | 2017-12-31 | 279,505 |
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 | 270,681 |
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 | 288,279 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 270,681 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: GULF COAST ORAL & FACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 2,447,881 |
Acturial value of plan assets | 2016-12-31 | 2,447,881 |
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 | 17,686 |
Active participant vested funding target | 2016-12-31 | 2,033,671 |
Number of active participants | 2016-12-31 | 25 |
Total funding liabilities for active participants | 2016-12-31 | 2,034,625 |
Total participant count | 2016-12-31 | 29 |
Total funding target for all participants | 2016-12-31 | 2,052,311 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 68,556 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 95,391 |
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 | 68,556 |
Amount remaining of prefunding balance | 2016-12-31 | 95,391 |
Present value of excess contributions | 2016-12-31 | 214,736 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 227,792 |
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 | 65,416 |
Balance of prefunding at beginning of current year | 2016-12-31 | 91,022 |
Total employer contributions | 2016-12-31 | 257,958 |
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 | 250,890 |
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 | 288,467 |
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 | 49,335 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 49,335 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 250,890 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |