401k Plan data: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN plan

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 401k Plan overview

Plan Name	NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN
Plan identification number	003

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
Plan covering Self-Employed individuals.
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

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC has sponsored the creation of one or more 401k plans.

Company Name: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC

Employer identification number (EIN): 311173822

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ANTHONY WARREN 2023-09-13
003 2021-01-01 ANTHONY WARREN 2022-09-30
003 2020-01-01 ADAM WARREN 2021-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	ANTHONY WARREN	2023-09-13
003	2021-01-01	ANTHONY WARREN	2022-09-30
003	2020-01-01	ADAM WARREN	2021-10-15

Plan Statistics for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN

401k plan membership statisitcs for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN

Measure Date Value
2022: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 2022 401k membership
Market value of plan assets 2022-12-31 670,047
Acturial value of plan assets 2022-12-31 670,047
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 12
Fundng target for terminated vested participants 2022-12-31 18,511
Active participant vested funding target 2022-12-31 650,855
Number of active participants 2022-12-31 34
Total funding liabilities for active participants 2022-12-31 683,199
Total participant count 2022-12-31 46
Total funding target for all participants 2022-12-31 701,710
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 0
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 0
Present value of excess contributions 2022-12-31 71,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 71,819
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 0
Total employer contributions 2022-12-31 424,667
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 2022-12-31 418,211
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 2022-12-31 406,613
Net shortfall amortization installment of oustanding balance 2022-12-31 31,663
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 409,539
Additional cash requirement 2022-12-31 409,539
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 418,211
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 2021 401k membership
Market value of plan assets 2021-12-31 243,230
Acturial value of plan assets 2021-12-31 243,230
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 8,165
Active participant vested funding target 2021-12-31 159,262
Number of active participants 2021-12-31 36
Total funding liabilities for active participants 2021-12-31 180,887
Total participant count 2021-12-31 45
Total funding target for all participants 2021-12-31 189,052
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 0
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 0
Present value of excess contributions 2021-12-31 53,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 53,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 490,668
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 2021-12-31 483,034
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 2021-12-31 465,393
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 2021-12-31 411,215
Additional cash requirement 2021-12-31 411,215
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 483,034
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 5
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 34
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 39
Total funding target for all participants 2020-12-31 0
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 0
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 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 227,918
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 2020-12-31 226,856
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 2020-12-31 173,081
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 2020-12-31 173,081
Additional cash requirement 2020-12-31 173,081
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 226,856
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2022: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 2022 401k membership
Market value of plan assets	2022-12-31	670,047
Acturial value of plan assets	2022-12-31	670,047
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	12
Fundng target for terminated vested participants	2022-12-31	18,511
Active participant vested funding target	2022-12-31	650,855
Number of active participants	2022-12-31	34
Total funding liabilities for active participants	2022-12-31	683,199
Total participant count	2022-12-31	46
Total funding target for all participants	2022-12-31	701,710
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	0
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	0
Present value of excess contributions	2022-12-31	71,819
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	71,819
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	0
Total employer contributions	2022-12-31	424,667
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	418,211
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	406,613
Net shortfall amortization installment of oustanding balance	2022-12-31	31,663
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	409,539
Additional cash requirement	2022-12-31	409,539
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	418,211
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 2021 401k membership
Market value of plan assets	2021-12-31	243,230
Acturial value of plan assets	2021-12-31	243,230
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	8,165
Active participant vested funding target	2021-12-31	159,262
Number of active participants	2021-12-31	36
Total funding liabilities for active participants	2021-12-31	180,887
Total participant count	2021-12-31	45
Total funding target for all participants	2021-12-31	189,052
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	0
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	0
Present value of excess contributions	2021-12-31	53,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	53,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	490,668
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	483,034
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	465,393
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	411,215
Additional cash requirement	2021-12-31	411,215
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	483,034
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC CB PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	34
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	39
Total funding target for all participants	2020-12-31	0
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	0
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	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	227,918
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	226,856
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	173,081
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	173,081
Additional cash requirement	2020-12-31	173,081
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	226,856
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LLC
Employer identification number (EIN):	311173822
NAIC Classification:	621210
NAIC Description:	Offices of Dentists