401k Plan data: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN plan

ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN
Plan identification number	003

ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ORAL SURGERY GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name: ORAL SURGERY GROUP, P.A.

Employer identification number (EIN): 221996104

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 RICHARD STERN 2023-10-16
003 2021-01-01 RICHARD STERN 2022-10-14
003 2020-01-01 RICHARD STERN 2021-10-12
003 2019-01-01 RICHARD STERN 2020-10-12
003 2018-01-01 RICHARD STERN 2019-09-23
003 2017-01-01 RICHARD STERN 2018-10-09
003 2016-01-01 RICHARD STERN 2017-10-16
003 2015-01-01 RICHARD STERN 2016-10-13
003 2014-01-01 RICHARD STERN 2015-10-15
003 2013-01-01 RICHARD STERN 2014-10-15
003 2012-01-01 RICHARD STERN 2013-10-09
003 2011-01-01 RICHARD STERN 2012-10-12
003 2010-01-01 RICHARD STERN 2011-10-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	RICHARD STERN	2023-10-16
003	2021-01-01	RICHARD STERN	2022-10-14
003	2020-01-01	RICHARD STERN	2021-10-12
003	2019-01-01	RICHARD STERN	2020-10-12
003	2018-01-01	RICHARD STERN	2019-09-23
003	2017-01-01	RICHARD STERN	2018-10-09
003	2016-01-01	RICHARD STERN	2017-10-16
003	2015-01-01	RICHARD STERN	2016-10-13
003	2014-01-01	RICHARD STERN	2015-10-15
003	2013-01-01	RICHARD STERN	2014-10-15
003	2012-01-01	RICHARD STERN	2013-10-09
003	2011-01-01	RICHARD STERN	2012-10-12
003	2010-01-01	RICHARD STERN	2011-10-26

Plan Statistics for ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN

401k plan membership statisitcs for ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN

Measure Date Value
2022: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,284,867
Acturial value of plan assets 2022-12-31 3,284,867
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 18
Fundng target for terminated vested participants 2022-12-31 66,843
Active participant vested funding target 2022-12-31 2,335,108
Number of active participants 2022-12-31 31
Total funding liabilities for active participants 2022-12-31 2,337,495
Total participant count 2022-12-31 49
Total funding target for all participants 2022-12-31 2,404,338
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 657,357
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 657,357
Present value of excess contributions 2022-12-31 11,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 12,208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 12,208
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 722,811
Total employer contributions 2022-12-31 708,677
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 2022-12-31 650,436
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 2022-12-31 223,659
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 65,941
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 65,941
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 650,436
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,860,477
Acturial value of plan assets 2021-12-31 2,860,477
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 17
Fundng target for terminated vested participants 2021-12-31 62,834
Active participant vested funding target 2021-12-31 2,133,980
Number of active participants 2021-12-31 26
Total funding liabilities for active participants 2021-12-31 2,134,622
Total participant count 2021-12-31 43
Total funding target for all participants 2021-12-31 2,197,456
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 428,641
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 2021-12-31 428,641
Present value of excess contributions 2021-12-31 185,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 195,792
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 195,792
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 30,000
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 657,357
Total employer contributions 2021-12-31 243,084
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 2021-12-31 226,217
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 2021-12-31 220,240
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 2021-12-31 214,576
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 2021-12-31 214,576
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 226,217
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,317,321
Acturial value of plan assets 2020-12-31 2,317,321
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 12
Fundng target for terminated vested participants 2020-12-31 30,137
Active participant vested funding target 2020-12-31 1,738,098
Number of active participants 2020-12-31 33
Total funding liabilities for active participants 2020-12-31 1,738,896
Total participant count 2020-12-31 45
Total funding target for all participants 2020-12-31 1,769,033
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 303,090
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 2020-12-31 303,090
Present value of excess contributions 2020-12-31 73,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 78,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 78,057
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 428,641
Total employer contributions 2020-12-31 251,000
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 2020-12-31 231,863
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 2020-12-31 165,855
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 46,208
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 46,208
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 231,863
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,819,636
Acturial value of plan assets 2019-12-31 1,819,636
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 15,905
Active participant vested funding target 2019-12-31 1,500,174
Number of active participants 2019-12-31 33
Total funding liabilities for active participants 2019-12-31 1,500,640
Total participant count 2019-12-31 42
Total funding target for all participants 2019-12-31 1,516,545
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 352,272
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 352,272
Present value of excess contributions 2019-12-31 83,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 88,542
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 88,542
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 132,968
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 303,090
Total employer contributions 2019-12-31 255,003
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 2019-12-31 232,607
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 2019-12-31 158,669
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 2019-12-31 158,668
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 2019-12-31 158,668
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 232,607
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,981,669
Acturial value of plan assets 2018-12-31 1,981,669
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 6
Fundng target for terminated vested participants 2018-12-31 9,033
Active participant vested funding target 2018-12-31 1,557,489
Number of active participants 2018-12-31 35
Total funding liabilities for active participants 2018-12-31 1,564,837
Total participant count 2018-12-31 41
Total funding target for all participants 2018-12-31 1,573,870
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 199,533
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 199,533
Present value of excess contributions 2018-12-31 120,859
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 127,917
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 127,917
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 352,272
Total employer contributions 2018-12-31 193,547
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 2018-12-31 179,009
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 2018-12-31 150,761
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 95,234
Additional cash requirement 2018-12-31 95,234
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 179,009
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,565,592
Acturial value of plan assets 2017-12-31 1,565,592
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 9,827
Active participant vested funding target 2017-12-31 1,319,792
Number of active participants 2017-12-31 36
Total funding liabilities for active participants 2017-12-31 1,323,185
Total participant count 2017-12-31 42
Total funding target for all participants 2017-12-31 1,333,012
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 120,218
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 2017-12-31 120,218
Present value of excess contributions 2017-12-31 69,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 73,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 73,124
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 2017-12-31 199,533
Total employer contributions 2017-12-31 250,691
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 2017-12-31 231,434
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 2017-12-31 143,622
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 2017-12-31 110,575
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 110,575
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 231,434
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,306,675
Acturial value of plan assets 2016-12-31 1,306,675
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 16
Fundng target for terminated vested participants 2016-12-31 14,235
Active participant vested funding target 2016-12-31 1,172,167
Number of active participants 2016-12-31 33
Total funding liabilities for active participants 2016-12-31 1,172,167
Total participant count 2016-12-31 49
Total funding target for all participants 2016-12-31 1,186,402
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 166,941
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 166,941
Present value of excess contributions 2016-12-31 72,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 76,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 76,893
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 124,300
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 120,218
Total employer contributions 2016-12-31 227,691
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 2016-12-31 211,713
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 2016-12-31 142,489
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 2016-12-31 142,434
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 2016-12-31 142,434
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 211,713
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: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,284,867
Acturial value of plan assets	2022-12-31	3,284,867
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	18
Fundng target for terminated vested participants	2022-12-31	66,843
Active participant vested funding target	2022-12-31	2,335,108
Number of active participants	2022-12-31	31
Total funding liabilities for active participants	2022-12-31	2,337,495
Total participant count	2022-12-31	49
Total funding target for all participants	2022-12-31	2,404,338
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	657,357
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	657,357
Present value of excess contributions	2022-12-31	11,641
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	12,208
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	12,208
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	722,811
Total employer contributions	2022-12-31	708,677
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	650,436
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	223,659
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	65,941
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	65,941
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	650,436
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,860,477
Acturial value of plan assets	2021-12-31	2,860,477
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	17
Fundng target for terminated vested participants	2021-12-31	62,834
Active participant vested funding target	2021-12-31	2,133,980
Number of active participants	2021-12-31	26
Total funding liabilities for active participants	2021-12-31	2,134,622
Total participant count	2021-12-31	43
Total funding target for all participants	2021-12-31	2,197,456
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	428,641
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	428,641
Present value of excess contributions	2021-12-31	185,655
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	195,792
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	195,792
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	30,000
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	657,357
Total employer contributions	2021-12-31	243,084
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	226,217
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	220,240
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	214,576
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	214,576
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	226,217
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,317,321
Acturial value of plan assets	2020-12-31	2,317,321
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	12
Fundng target for terminated vested participants	2020-12-31	30,137
Active participant vested funding target	2020-12-31	1,738,098
Number of active participants	2020-12-31	33
Total funding liabilities for active participants	2020-12-31	1,738,896
Total participant count	2020-12-31	45
Total funding target for all participants	2020-12-31	1,769,033
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	303,090
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	303,090
Present value of excess contributions	2020-12-31	73,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	78,057
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	78,057
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	428,641
Total employer contributions	2020-12-31	251,000
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	231,863
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	165,855
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	46,208
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	46,208
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	231,863
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,819,636
Acturial value of plan assets	2019-12-31	1,819,636
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	15,905
Active participant vested funding target	2019-12-31	1,500,174
Number of active participants	2019-12-31	33
Total funding liabilities for active participants	2019-12-31	1,500,640
Total participant count	2019-12-31	42
Total funding target for all participants	2019-12-31	1,516,545
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	352,272
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	352,272
Present value of excess contributions	2019-12-31	83,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	88,542
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	88,542
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	132,968
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	303,090
Total employer contributions	2019-12-31	255,003
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	232,607
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	158,669
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	158,668
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	158,668
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	232,607
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,981,669
Acturial value of plan assets	2018-12-31	1,981,669
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	9,033
Active participant vested funding target	2018-12-31	1,557,489
Number of active participants	2018-12-31	35
Total funding liabilities for active participants	2018-12-31	1,564,837
Total participant count	2018-12-31	41
Total funding target for all participants	2018-12-31	1,573,870
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	199,533
Carryover balanced portion elected for use 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	199,533
Present value of excess contributions	2018-12-31	120,859
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	127,917
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	127,917
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	352,272
Total employer contributions	2018-12-31	193,547
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	179,009
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	150,761
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	95,234
Additional cash requirement	2018-12-31	95,234
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	179,009
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,565,592
Acturial value of plan assets	2017-12-31	1,565,592
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	9,827
Active participant vested funding target	2017-12-31	1,319,792
Number of active participants	2017-12-31	36
Total funding liabilities for active participants	2017-12-31	1,323,185
Total participant count	2017-12-31	42
Total funding target for all participants	2017-12-31	1,333,012
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	120,218
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	120,218
Present value of excess contributions	2017-12-31	69,279
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	73,124
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	73,124
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	199,533
Total employer contributions	2017-12-31	250,691
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	231,434
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	143,622
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	110,575
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	110,575
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	231,434
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ORAL SURGERY GROUP, P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,306,675
Acturial value of plan assets	2016-12-31	1,306,675
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	16
Fundng target for terminated vested participants	2016-12-31	14,235
Active participant vested funding target	2016-12-31	1,172,167
Number of active participants	2016-12-31	33
Total funding liabilities for active participants	2016-12-31	1,172,167
Total participant count	2016-12-31	49
Total funding target for all participants	2016-12-31	1,186,402
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	166,941
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	166,941
Present value of excess contributions	2016-12-31	72,220
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	76,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	76,893
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	124,300
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	120,218
Total employer contributions	2016-12-31	227,691
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	211,713
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	142,489
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	142,434
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	142,434
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	211,713
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	ORAL SURGERY GROUP, P.A.
Employer identification number (EIN):	221996104
NAIC Classification:	621210
NAIC Description:	Offices of Dentists