401k Plan data: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN plan

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

Plan Name	CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN
Plan identification number	004

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

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).

401k Sponsoring company profile

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

Company Name: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A.

Employer identification number (EIN): 223760043

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01

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

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

Measure Date Value
2022: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,566,414
Acturial value of plan assets 2022-12-31 3,566,414
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 11,250
Active participant vested funding target 2022-12-31 3,750,647
Number of active participants 2022-12-31 16
Total funding liabilities for active participants 2022-12-31 3,750,647
Total participant count 2022-12-31 19
Total funding target for all participants 2022-12-31 3,761,897
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 480,906
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 70,606
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 410,300
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 492,811
Total employer contributions 2022-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 693,710
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 14,051
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 14,051
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,176,535
Acturial value of plan assets 2021-12-31 3,176,535
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 9,952
Active participant vested funding target 2021-12-31 2,247,583
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 2,247,583
Total participant count 2021-12-31 13
Total funding target for all participants 2021-12-31 2,257,535
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 201,412
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 2021-12-31 201,412
Present value of excess contributions 2021-12-31 254,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 254,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 254,156
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 2021-12-31 480,906
Total employer contributions 2021-12-31 949,795
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 2021-12-31 935,616
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 1,421,626
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 1,010,126
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 74,510
Additional cash requirement 2021-12-31 935,616
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 935,616
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,360,909
Acturial value of plan assets 2020-12-31 2,360,909
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 15,525
Active participant vested funding target 2020-12-31 1,885,467
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,885,467
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 1,900,992
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 67,222
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 67,222
Present value of excess contributions 2020-12-31 124,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 124,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 124,107
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 2020-12-31 201,412
Total employer contributions 2020-12-31 299,191
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 2020-12-31 302,802
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 2020-12-31 295,812
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 48,646
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 48,646
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 302,802
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,798,484
Acturial value of plan assets 2019-12-31 1,798,484
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 3,398
Active participant vested funding target 2019-12-31 1,591,349
Number of active participants 2019-12-31 15
Total funding liabilities for active participants 2019-12-31 1,591,349
Total participant count 2019-12-31 18
Total funding target for all participants 2019-12-31 1,594,747
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 99,531
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 38,380
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 61,151
Present value of excess contributions 2019-12-31 11,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 10,315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 10,315
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 67,222
Total employer contributions 2019-12-31 299,819
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 2019-12-31 293,058
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 2019-12-31 302,553
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 2019-12-31 169,177
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 2019-12-31 169,177
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 293,058
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,213,742
Acturial value of plan assets 2018-12-31 1,213,742
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 2,787
Active participant vested funding target 2018-12-31 1,245,881
Number of active participants 2018-12-31 12
Total funding liabilities for active participants 2018-12-31 1,245,881
Total participant count 2018-12-31 15
Total funding target for all participants 2018-12-31 1,248,668
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 19,357
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 19,357
Present value of excess contributions 2018-12-31 76,887
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 76,887
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 76,887
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 99,531
Total employer contributions 2018-12-31 293,668
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 2018-12-31 290,232
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 2018-12-31 307,634
Net shortfall amortization installment of oustanding balance 2018-12-31 138,826
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 330,297
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 40,065
Additional cash requirement 2018-12-31 290,232
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 290,232
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,019,910
Acturial value of plan assets 2017-12-31 1,019,910
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 2,194
Active participant vested funding target 2017-12-31 919,780
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 919,780
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 921,974
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 24,518
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 6,646
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 17,872
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 19,357
Total employer contributions 2017-12-31 284,403
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 2017-12-31 280,949
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 2017-12-31 281,776
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 2017-12-31 204,062
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 2017-12-31 204,062
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 280,949
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 667,396
Acturial value of plan assets 2016-12-31 667,396
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 1,065
Active participant vested funding target 2016-12-31 640,579
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 640,579
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 641,644
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 33,115
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 8,670
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 24,445
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 24,518
Total employer contributions 2016-12-31 204,457
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 2016-12-31 197,711
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 2016-12-31 204,533
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 2016-12-31 204,439
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 6,728
Additional cash requirement 2016-12-31 197,711
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 197,711
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: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,566,414
Acturial value of plan assets	2022-12-31	3,566,414
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	11,250
Active participant vested funding target	2022-12-31	3,750,647
Number of active participants	2022-12-31	16
Total funding liabilities for active participants	2022-12-31	3,750,647
Total participant count	2022-12-31	19
Total funding target for all participants	2022-12-31	3,761,897
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	480,906
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	70,606
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	410,300
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	492,811
Total employer contributions	2022-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	693,710
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	14,051
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	14,051
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,176,535
Acturial value of plan assets	2021-12-31	3,176,535
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	9,952
Active participant vested funding target	2021-12-31	2,247,583
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	2,247,583
Total participant count	2021-12-31	13
Total funding target for all participants	2021-12-31	2,257,535
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	201,412
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	201,412
Present value of excess contributions	2021-12-31	254,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	254,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	254,156
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	480,906
Total employer contributions	2021-12-31	949,795
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	935,616
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	1,421,626
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	1,010,126
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	74,510
Additional cash requirement	2021-12-31	935,616
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	935,616
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,360,909
Acturial value of plan assets	2020-12-31	2,360,909
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	15,525
Active participant vested funding target	2020-12-31	1,885,467
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,885,467
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	1,900,992
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	67,222
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	67,222
Present value of excess contributions	2020-12-31	124,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	124,107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	124,107
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	201,412
Total employer contributions	2020-12-31	299,191
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	302,802
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	295,812
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	48,646
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	48,646
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	302,802
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,798,484
Acturial value of plan assets	2019-12-31	1,798,484
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	3,398
Active participant vested funding target	2019-12-31	1,591,349
Number of active participants	2019-12-31	15
Total funding liabilities for active participants	2019-12-31	1,591,349
Total participant count	2019-12-31	18
Total funding target for all participants	2019-12-31	1,594,747
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	99,531
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	38,380
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	61,151
Present value of excess contributions	2019-12-31	11,571
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	10,315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	10,315
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	67,222
Total employer contributions	2019-12-31	299,819
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	293,058
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	302,553
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	169,177
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	169,177
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	293,058
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,213,742
Acturial value of plan assets	2018-12-31	1,213,742
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	2,787
Active participant vested funding target	2018-12-31	1,245,881
Number of active participants	2018-12-31	12
Total funding liabilities for active participants	2018-12-31	1,245,881
Total participant count	2018-12-31	15
Total funding target for all participants	2018-12-31	1,248,668
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	19,357
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	19,357
Present value of excess contributions	2018-12-31	76,887
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	76,887
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	76,887
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	99,531
Total employer contributions	2018-12-31	293,668
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	290,232
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	307,634
Net shortfall amortization installment of oustanding balance	2018-12-31	138,826
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	330,297
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	40,065
Additional cash requirement	2018-12-31	290,232
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	290,232
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,019,910
Acturial value of plan assets	2017-12-31	1,019,910
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	2,194
Active participant vested funding target	2017-12-31	919,780
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	919,780
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	921,974
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	24,518
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	6,646
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	17,872
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	19,357
Total employer contributions	2017-12-31	284,403
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	280,949
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	281,776
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	204,062
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	204,062
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	280,949
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	667,396
Acturial value of plan assets	2016-12-31	667,396
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,065
Active participant vested funding target	2016-12-31	640,579
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	640,579
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	641,644
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	33,115
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	8,670
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	24,445
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	24,518
Total employer contributions	2016-12-31	204,457
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	197,711
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	204,533
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	204,439
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	6,728
Additional cash requirement	2016-12-31	197,711
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	197,711
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:	CLIFTON ORAL & MAXILLOFACIAL SURGERY, P.A.
Employer identification number (EIN):	223760043
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01