401k Plan data: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN plan

PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C.

Employer identification number (EIN): 870627220

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT 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
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 WADE A PEERS 2017-06-08
002 2015-01-01 WADE A PEERS 2016-07-26
002 2013-01-01 WADE A PEERS 2014-10-03

Plan Statistics for PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-08-31 1,575,034
Acturial value of plan assets 2022-08-31 1,575,034
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 0
Number of terminated vested participants 2022-08-31 2
Fundng target for terminated vested participants 2022-08-31 30,145
Active participant vested funding target 2022-08-31 875,887
Number of active participants 2022-08-31 2
Total funding liabilities for active participants 2022-08-31 875,887
Total participant count 2022-08-31 4
Total funding target for all participants 2022-08-31 906,032
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 619,570
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 619,570
Present value of excess contributions 2022-08-31 11,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 12,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 12,555
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 650,154
Total employer contributions 2022-08-31 0
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 0
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 98,730
Net shortfall amortization installment of oustanding balance 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 79,882
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 79,882
Additional cash requirement 2022-08-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
Total number of particpants at beginning of year 2022-05-16 9
Total number of particpants at end of year 2022-05-16 4
2021: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,462,755
Acturial value of plan assets 2021-12-31 1,462,755
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 53,821
Active participant vested funding target 2021-12-31 774,262
Number of active participants 2021-12-31 2
Total funding liabilities for active participants 2021-12-31 774,262
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 828,083
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 145,671
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 2021-12-31 145,671
Present value of excess contributions 2021-12-31 433,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 457,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 457,438
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 2021-12-31 619,570
Total employer contributions 2021-12-31 100,000
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 93,921
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 97,086
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 81,984
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 81,984
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 93,921
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 871,250
Acturial value of plan assets 2020-12-31 871,250
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 12,308
Active participant vested funding target 2020-12-31 646,530
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 646,926
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 659,234
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 118,897
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 2020-12-31 118,897
Present value of excess contributions 2020-12-31 14,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 15,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 15,526
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 2020-12-31 145,671
Total employer contributions 2020-12-31 500,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 466,108
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 98,616
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 32,271
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 32,271
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 466,108
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 681,560
Acturial value of plan assets 2019-12-31 681,560
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 12,136
Active participant vested funding target 2019-12-31 549,396
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 550,527
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 562,663
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 150,635
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 150,635
Present value of excess contributions 2019-12-31 27,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 28,654
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 27,038
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 118,897
Total employer contributions 2019-12-31 120,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 116,704
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 2019-12-31 101,966
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 101,966
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 2019-12-31 101,966
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 116,704
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 582,530
Acturial value of plan assets 2018-12-31 582,530
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 744
Active participant vested funding target 2018-12-31 430,895
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 431,151
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 431,895
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 135,095
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 2018-12-31 135,095
Present value of excess contributions 2018-12-31 37,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 39,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 9,245
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 2018-12-31 150,635
Total employer contributions 2018-12-31 120,000
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 2018-12-31 116,591
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 89,436
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 89,436
Additional cash requirement 2018-12-31 89,436
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 116,591
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 442,730
Acturial value of plan assets 2017-12-31 442,730
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 3,050
Active participant vested funding target 2017-12-31 303,631
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 304,585
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 307,635
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 125,335
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 125,335
Present value of excess contributions 2017-12-31 23,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 25,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 6,815
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 2017-12-31 135,095
Total employer contributions 2017-12-31 120,000
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 2017-12-31 116,453
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 79,333
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 79,333
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 79,333
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 116,453
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 335,548
Acturial value of plan assets 2016-12-31 335,548
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 443
Active participant vested funding target 2016-12-31 208,666
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 209,770
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 210,213
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 81,936
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 81,936
Present value of excess contributions 2016-12-31 55,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 58,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 44,046
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 2016-12-31 125,335
Total employer contributions 2016-12-31 98,029
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 95,513
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 71,664
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 71,664
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 71,664
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 95,513
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-08-31	1,575,034
Acturial value of plan assets	2022-08-31	1,575,034
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	0
Number of terminated vested participants	2022-08-31	2
Fundng target for terminated vested participants	2022-08-31	30,145
Active participant vested funding target	2022-08-31	875,887
Number of active participants	2022-08-31	2
Total funding liabilities for active participants	2022-08-31	875,887
Total participant count	2022-08-31	4
Total funding target for all participants	2022-08-31	906,032
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	619,570
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	619,570
Present value of excess contributions	2022-08-31	11,937
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	12,555
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	12,555
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	650,154
Total employer contributions	2022-08-31	0
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	0
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	98,730
Net shortfall amortization installment of oustanding balance	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	79,882
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	79,882
Additional cash requirement	2022-08-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
Total number of particpants at beginning of year	2022-05-16	9
Total number of particpants at end of year	2022-05-16	4
2021: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,462,755
Acturial value of plan assets	2021-12-31	1,462,755
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	53,821
Active participant vested funding target	2021-12-31	774,262
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	774,262
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	828,083
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	145,671
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	145,671
Present value of excess contributions	2021-12-31	433,837
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	457,438
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	457,438
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	619,570
Total employer contributions	2021-12-31	100,000
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	93,921
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	97,086
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	81,984
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	81,984
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	93,921
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	871,250
Acturial value of plan assets	2020-12-31	871,250
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	12,308
Active participant vested funding target	2020-12-31	646,530
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	646,926
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	659,234
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	118,897
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	118,897
Present value of excess contributions	2020-12-31	14,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	15,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	15,526
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	145,671
Total employer contributions	2020-12-31	500,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	466,108
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	98,616
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	32,271
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	32,271
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	466,108
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	681,560
Acturial value of plan assets	2019-12-31	681,560
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	12,136
Active participant vested funding target	2019-12-31	549,396
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	550,527
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	562,663
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	150,635
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	150,635
Present value of excess contributions	2019-12-31	27,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	28,654
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	27,038
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	118,897
Total employer contributions	2019-12-31	120,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	116,704
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	101,966
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	101,966
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	101,966
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	116,704
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	582,530
Acturial value of plan assets	2018-12-31	582,530
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	744
Active participant vested funding target	2018-12-31	430,895
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	431,151
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	431,895
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	135,095
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	135,095
Present value of excess contributions	2018-12-31	37,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	39,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	9,245
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	150,635
Total employer contributions	2018-12-31	120,000
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	116,591
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	89,436
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	89,436
Additional cash requirement	2018-12-31	89,436
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	116,591
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	442,730
Acturial value of plan assets	2017-12-31	442,730
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	3,050
Active participant vested funding target	2017-12-31	303,631
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	304,585
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	307,635
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	125,335
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	125,335
Present value of excess contributions	2017-12-31	23,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	25,266
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	6,815
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	135,095
Total employer contributions	2017-12-31	120,000
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	116,453
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	79,333
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	79,333
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	79,333
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	116,453
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	335,548
Acturial value of plan assets	2016-12-31	335,548
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	443
Active participant vested funding target	2016-12-31	208,666
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	209,770
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	210,213
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	81,936
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	81,936
Present value of excess contributions	2016-12-31	55,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	58,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	44,046
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	125,335
Total employer contributions	2016-12-31	98,029
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	95,513
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	71,664
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	71,664
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	71,664
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	95,513
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2022 : PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-16	46855
Net assets as of the end of the plan year	2022-05-16	1576244
Total assets as of the beginning of the plan year	2022-05-16	1473842
Value of plan covered by a fidelity bond	2022-05-16	250000
Other income to plan in this plan year	2022-05-16	49257
Plan net income in this plan year	2022-05-16	102402
Net assets as of the end of the plan year	2022-05-16	1576244
Net assets as of the beginning of the plan year	2022-05-16	1473842
Employer contributions to plan in this plan year	2022-05-16	100000
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-16	12752

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Company Name:	PARK CITY ORAL AND MAXILLOFACIAL SURGERY, P.C.
Employer identification number (EIN):	870627220
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	WADE A PEERS	2017-06-08
002	2015-01-01	WADE A PEERS	2016-07-26
002	2013-01-01	WADE A PEERS	2014-10-03