CENTER FOR ORAL & FACIAL SURGERY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN
401k plan membership statisitcs for CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN
| Measure | Date | Value |
|---|
| 2018: CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 2,085,026 |
| Acturial value of plan assets | 2018-12-31 | 2,085,026 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
| Number of terminated vested participants | 2018-12-31 | 3 |
| Fundng target for terminated vested participants | 2018-12-31 | 0 |
| Active participant vested funding target | 2018-12-31 | 1,427,948 |
| Number of active participants | 2018-12-31 | 37 |
| Total funding liabilities for active participants | 2018-12-31 | 1,490,919 |
| Total participant count | 2018-12-31 | 40 |
| Total funding target for all participants | 2018-12-31 | 1,490,919 |
| 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 | 0 |
| 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 |
| Present value of excess contributions | 2018-12-31 | 466,216 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 494,842 |
| 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 | 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 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 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 |
| 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 & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 1,625,302 |
| Acturial value of plan assets | 2017-12-31 | 1,618,810 |
| 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 | 0 |
| Active participant vested funding target | 2017-12-31 | 1,237,283 |
| Number of active participants | 2017-12-31 | 35 |
| Total funding liabilities for active participants | 2017-12-31 | 1,297,828 |
| Total participant count | 2017-12-31 | 38 |
| Total funding target for all participants | 2017-12-31 | 1,297,828 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Present value of excess contributions | 2017-12-31 | 303,158 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 303,158 |
| 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 | 0 |
| Total employer contributions | 2017-12-31 | 462,579 |
| 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 | 466,216 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 155,948 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 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 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 466,216 |
| 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 & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 1,157,839 |
| Acturial value of plan assets | 2016-12-31 | 1,157,839 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 923,378 |
| Number of active participants | 2016-12-31 | 35 |
| Total funding liabilities for active participants | 2016-12-31 | 984,689 |
| Total participant count | 2016-12-31 | 35 |
| Total funding target for all participants | 2016-12-31 | 984,689 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 193,434 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 193,434 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 300,000 |
| 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 | 306,049 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 176,041 |
| 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 | 2,891 |
| 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 | 2,891 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 306,049 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| 2013: CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2013 : CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $384,008 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,999 |
| Total plan assets at end of year | 2013-12-31 | $1,295,626 |
| Total plan assets at beginning of year | 2013-12-31 | $921,617 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Other income received | 2013-12-31 | $122,008 |
| Net income (gross income less expenses) | 2013-12-31 | $374,009 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,295,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $921,617 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $262,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,999 |
| 2012 : CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $206,949 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $8,130 |
| Total plan assets at end of year | 2012-12-31 | $921,617 |
| Total plan assets at beginning of year | 2012-12-31 | $722,798 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Other income received | 2012-12-31 | $81,949 |
| Net income (gross income less expenses) | 2012-12-31 | $198,819 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $921,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $722,798 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $125,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $8,130 |
| 2011 : CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $122,069 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,599 |
| Total plan assets at end of year | 2011-12-31 | $722,798 |
| Total plan assets at beginning of year | 2011-12-31 | $607,328 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Other income received | 2011-12-31 | $-2,931 |
| Net income (gross income less expenses) | 2011-12-31 | $115,470 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $722,798 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $607,328 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $125,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,599 |
| 2010 : CENTER FOR ORAL & FACIAL SURGERY DEFINED BENEFIT PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $196,750 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $225,526 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $218,787 |
| Total plan assets at end of year | 2010-12-31 | $607,328 |
| Total plan assets at beginning of year | 2010-12-31 | $636,104 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Other income received | 2010-12-31 | $55,347 |
| Net income (gross income less expenses) | 2010-12-31 | $-28,776 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $607,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $636,104 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $141,403 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,739 |