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NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 401k Plan overview

Plan NameNORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST
Plan identification number 004

NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST Benefits

401k Plan TypeDefined 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).
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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, LTD. has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD.
Employer identification number (EIN):362700956
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01PETER CHEMELLO
0042016-01-01PETER CHEMELLO
0042015-01-01PETER CHEMELLO
0042014-01-01PETER CHEMELLO
0042013-01-01PETER CHEMELLO
0042012-01-01PETER CHEMELLO
0042011-01-01PETER CHEMELLO
0042009-01-01PETER CHEMELLO

Plan Statistics for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST

Measure Date Value
2022: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2022 401k membership
Market value of plan assets2022-12-314,311,827
Acturial value of plan assets2022-12-314,311,827
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-316
Fundng target for terminated vested participants2022-12-3121,190
Active participant vested funding target2022-12-313,482,913
Number of active participants2022-12-3122
Total funding liabilities for active participants2022-12-313,483,310
Total participant count2022-12-3128
Total funding target for all participants2022-12-313,504,500
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31280,389
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31280,389
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31316,279
Total employer contributions2022-12-31210,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31207,283
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31187,657
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31207,283
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0128
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-315,130,512
Acturial value of plan assets2021-12-315,130,512
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-3117,859
Active participant vested funding target2021-12-313,084,456
Number of active participants2021-12-3124
Total funding liabilities for active participants2021-12-313,085,325
Total participant count2021-12-3128
Total funding target for all participants2021-12-313,103,184
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31247,475
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31247,475
Present value of excess contributions2021-12-31101,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31101,493
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31280,389
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31134,436
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0127
Total number of active participants reported on line 7a of the Form 55002021-01-0123
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015
Total of all active and inactive participants2021-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-314,447,018
Acturial value of plan assets2020-12-314,447,018
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3110,831
Active participant vested funding target2020-12-312,847,895
Number of active participants2020-12-3126
Total funding liabilities for active participants2020-12-312,848,465
Total participant count2020-12-3128
Total funding target for all participants2020-12-312,859,296
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31203,248
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31203,248
Present value of excess contributions2020-12-31102,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31102,983
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31247,475
Total employer contributions2020-12-31100,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31101,312
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31213,360
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31101,312
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0124
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-313,823,284
Acturial value of plan assets2019-12-313,823,284
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3113,601
Active participant vested funding target2019-12-312,847,176
Number of active participants2019-12-3124
Total funding liabilities for active participants2019-12-312,849,471
Total participant count2019-12-3125
Total funding target for all participants2019-12-312,863,072
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31212,358
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31212,358
Present value of excess contributions2019-12-31279,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31279,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31203,248
Total employer contributions2019-12-31100,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31102,983
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31133,304
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31102,983
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0123
Total number of active participants reported on line 7a of the Form 55002019-01-0123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-315,108,669
Acturial value of plan assets2018-12-315,108,669
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-312,055,932
Active participant vested funding target2018-12-312,513,955
Number of active participants2018-12-3119
Total funding liabilities for active participants2018-12-312,514,753
Total participant count2018-12-3123
Total funding target for all participants2018-12-314,570,685
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31189,792
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31189,792
Present value of excess contributions2018-12-31177,575
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31177,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31212,358
Total employer contributions2018-12-31279,027
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31279,389
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31235,539
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31279,389
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0123
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-315,162,366
Acturial value of plan assets2017-12-315,162,366
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3113,086
Active participant vested funding target2017-12-314,073,850
Number of active participants2017-12-3120
Total funding liabilities for active participants2017-12-314,074,858
Total participant count2017-12-3122
Total funding target for all participants2017-12-314,087,944
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31176,043
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31176,043
Present value of excess contributions2017-12-31207,486
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31207,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31189,792
Total employer contributions2017-12-31175,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31177,575
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31202,820
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31177,575
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0125
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-316,083,199
Acturial value of plan assets2016-12-316,083,199
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-3124,603
Active participant vested funding target2016-12-315,292,821
Number of active participants2016-12-3124
Total funding liabilities for active participants2016-12-315,294,583
Total participant count2016-12-3128
Total funding target for all participants2016-12-315,319,186
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31176,750
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31176,750
Present value of excess contributions2016-12-31207,739
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31207,739
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31176,043
Total employer contributions2016-12-31200,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31207,486
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31297,572
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31207,486
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0124
Total number of active participants reported on line 7a of the Form 55002016-01-0123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0124
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0124
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0124
Total number of active participants reported on line 7a of the Form 55002013-01-0125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0124
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0122
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0119
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST

Measure Date Value
2022 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-576,736
Expenses. Total of all expenses incurred2022-12-31$31,949
Benefits paid (including direct rollovers)2022-12-31$1,269
Total plan assets at end of year2022-12-31$4,521,827
Total plan assets at beginning of year2022-12-31$5,130,512
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$30,680
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-786,736
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-608,685
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,521,827
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,130,512
Total contributions received or receivable from employer(s)2022-12-31$210,000
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$614,743
Expenses. Total of all expenses incurred2021-12-31$32,560
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$5,130,512
Total plan assets at beginning of year2021-12-31$4,548,329
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$32,560
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$614,743
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$582,183
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,130,512
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,548,329
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$649,073
Expenses. Total of all expenses incurred2020-12-31$27,011
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$4,548,329
Total plan assets at beginning of year2020-12-31$3,926,267
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$27,011
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$549,073
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$622,062
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,548,329
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,926,267
Total contributions received or receivable from employer(s)2020-12-31$100,000
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$788,597
Expenses. Total of all expenses incurred2019-12-31$2,253,393
Benefits paid (including direct rollovers)2019-12-31$2,225,605
Total plan assets at end of year2019-12-31$3,926,267
Total plan assets at beginning of year2019-12-31$5,391,063
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$27,788
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$688,597
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$-1,464,796
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,926,267
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,391,063
Total contributions received or receivable from employer(s)2019-12-31$100,000
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$81,626
Expenses. Total of all expenses incurred2018-12-31$31,680
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$5,391,063
Total plan assets at beginning of year2018-12-31$5,341,117
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$31,680
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-197,401
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$49,946
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,391,063
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,341,117
Total contributions received or receivable from employer(s)2018-12-31$279,027
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$924,024
Expenses. Total of all expenses incurred2017-12-31$1,873,592
Benefits paid (including direct rollovers)2017-12-31$1,872,287
Total plan assets at end of year2017-12-31$5,341,117
Total plan assets at beginning of year2017-12-31$6,290,685
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$1,305
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$749,024
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$-949,568
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,341,117
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,290,685
Total contributions received or receivable from employer(s)2017-12-31$175,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$642,197
Expenses. Total of all expenses incurred2016-12-31$9,877
Benefits paid (including direct rollovers)2016-12-31$9,697
Total plan assets at end of year2016-12-31$6,290,685
Total plan assets at beginning of year2016-12-31$5,658,365
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$442,197
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$632,320
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,290,685
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,658,365
Total contributions received or receivable from employer(s)2016-12-31$200,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$177,961
Expenses. Total of all expenses incurred2015-12-31$27,354
Benefits paid (including direct rollovers)2015-12-31$27,354
Total plan assets at end of year2015-12-31$5,658,365
Total plan assets at beginning of year2015-12-31$5,507,758
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-22,039
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$150,607
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,658,365
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,507,758
Total contributions received or receivable from employer(s)2015-12-31$200,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$517,973
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$5,507,758
Total plan assets at beginning of year2014-12-31$4,989,785
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$267,973
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$517,973
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,507,758
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,989,785
Total contributions received or receivable from employer(s)2014-12-31$250,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,286,825
Expenses. Total of all expenses incurred2013-12-31$37,337
Benefits paid (including direct rollovers)2013-12-31$37,321
Total plan assets at end of year2013-12-31$4,989,785
Total plan assets at beginning of year2013-12-31$3,740,297
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$16
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$986,825
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,249,488
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,989,785
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,740,297
Total contributions received or receivable from employer(s)2013-12-31$300,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$810,209
Expenses. Total of all expenses incurred2012-12-31$6,887
Benefits paid (including direct rollovers)2012-12-31$6,887
Total plan assets at end of year2012-12-31$3,740,297
Total plan assets at beginning of year2012-12-31$2,936,975
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$490,209
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$803,322
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,740,297
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,936,975
Total contributions received or receivable from employer(s)2012-12-31$320,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$261,741
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$2,936,975
Total plan assets at beginning of year2011-12-31$2,675,234
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-88,259
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$261,741
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,936,975
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,675,234
Total contributions received or receivable from employer(s)2011-12-31$350,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$640,299
Expenses. Total of all expenses incurred2010-12-31$1,262
Benefits paid (including direct rollovers)2010-12-31$1,179
Total plan assets at end of year2010-12-31$2,675,234
Total plan assets at beginning of year2010-12-31$2,036,197
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$83
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$301,222
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$639,037
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,675,234
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,036,197
Total contributions received or receivable from employer(s)2010-12-31$339,077
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST

2022: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NORTHWEST ORAL & MAXILLOFACIAL SURGERY, LTD. CASH BALANCE PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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