401k Plan data: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN plan

CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 401k Plan overview

Plan Name	CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN
Plan identification number	002

CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, P.C.

Employer identification number (EIN): 860455853

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-05-01
002 2020-05-01
002 2019-05-01
002 2018-05-01
002 2017-05-01
002 2016-05-01
002 2015-05-01 OWEN KAISER 2016-08-26 OWEN KAISER 2016-08-26
002 2014-05-01 OWEN KAISER 2015-08-05 OWEN KAISER 2015-08-05
002 2013-05-01 OWEN KAISER 2015-01-30 OWEN KAISER 2015-01-30
002 2012-05-01 OWEN KAISER 2013-11-27 OWEN KAISER 2013-11-27
002 2011-05-01 OWEN KAISER 2012-11-20 OWEN KAISER 2012-11-20
002 2010-05-01 OWEN KAISER 2011-11-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-05-01
002	2020-05-01
002	2019-05-01
002	2018-05-01
002	2017-05-01
002	2016-05-01
002	2015-05-01	OWEN KAISER	2016-08-26	OWEN KAISER	2016-08-26
002	2014-05-01	OWEN KAISER	2015-08-05	OWEN KAISER	2015-08-05
002	2013-05-01	OWEN KAISER	2015-01-30	OWEN KAISER	2015-01-30
002	2012-05-01	OWEN KAISER	2013-11-27	OWEN KAISER	2013-11-27
002	2011-05-01	OWEN KAISER	2012-11-20	OWEN KAISER	2012-11-20
002	2010-05-01	OWEN KAISER	2011-11-28

Plan Statistics for CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN

401k plan membership statisitcs for CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN

Measure Date Value
2022: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 829,252
Acturial value of plan assets 2022-12-31 829,252
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 36,068
Active participant vested funding target 2022-12-31 562,566
Number of active participants 2022-12-31 14
Total funding liabilities for active participants 2022-12-31 564,347
Total participant count 2022-12-31 17
Total funding target for all participants 2022-12-31 600,415
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 72,789
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 72,789
Present value of excess contributions 2022-12-31 220,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 228,727
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 73,692
Total employer contributions 2022-12-31 295,469
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 2022-12-31 275,519
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 95,341
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 275,519
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,773,809
Acturial value of plan assets 2021-12-31 1,773,809
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 8,020
Active participant vested funding target 2021-12-31 1,664,014
Number of active participants 2021-12-31 14
Total funding liabilities for active participants 2021-12-31 1,664,014
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 1,672,034
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 59,668
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 59,668
Present value of excess contributions 2021-12-31 46,210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 48,562
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 72,789
Total employer contributions 2021-12-31 235,000
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 2021-12-31 220,893
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 0
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 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 220,893
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Market value of plan assets 2021-04-30 1,389,792
Acturial value of plan assets 2021-04-30 1,389,792
Funding target for retired participants and beneficiaries receiving payment 2021-04-30 0
Number of terminated vested participants 2021-04-30 3
Fundng target for terminated vested participants 2021-04-30 14,269
Active participant vested funding target 2021-04-30 1,604,637
Number of active participants 2021-04-30 14
Total funding liabilities for active participants 2021-04-30 1,607,179
Total participant count 2021-04-30 17
Total funding target for all participants 2021-04-30 1,621,448
Balance at beginning of prior year after applicable adjustments 2021-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-04-30 122,834
Carryover balanced portion elected for use to offset prior years funding requirement 2021-04-30 0
Prefunding balanced used to offset prior years funding requirement 2021-04-30 57,652
Amount remaining of carryover balance 2021-04-30 0
Amount remaining of prefunding balance 2021-04-30 65,182
Present value of excess contributions 2021-04-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-04-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-04-30 0
Reductions in caryover balances due to elections or deemed elections 2021-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2021-04-30 0
Balance of carryovers at beginning of current year 2021-04-30 0
Balance of prefunding at beginning of current year 2021-04-30 59,668
Total employer contributions 2021-04-30 100,000
Total employee contributions 2021-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2021-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-04-30 94,340
Unpaid minimum required contributions for all prior years 2021-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-04-30 0
Remaining amount of unpaid minimum required contributions 2021-04-30 0
Minimum required contributions for current year target normal cost 2021-04-30 0
Net shortfall amortization installment of oustanding balance 2021-04-30 291,324
Waiver amortization installment 2021-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2021-04-30 48,130
Carryover balance elected to use to offset funding requirement 2021-04-30 0
Prefunding balance elected to use to offset funding requirement 2021-04-30 0
Additional cash requirement 2021-04-30 48,130
Contributions allocatedtoward minimum required contributions for current year 2021-04-30 94,340
Unpaid minimum required contributions for current year 2021-04-30 0
Unpaid minimum required contributions for all years 2021-04-30 0
2020: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2020 401k membership
Market value of plan assets 2020-04-30 1,410,532
Acturial value of plan assets 2020-04-30 1,410,532
Funding target for retired participants and beneficiaries receiving payment 2020-04-30 0
Number of terminated vested participants 2020-04-30 3
Fundng target for terminated vested participants 2020-04-30 48,587
Active participant vested funding target 2020-04-30 1,280,138
Number of active participants 2020-04-30 13
Total funding liabilities for active participants 2020-04-30 1,287,799
Total participant count 2020-04-30 16
Total funding target for all participants 2020-04-30 1,336,386
Balance at beginning of prior year after applicable adjustments 2020-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-04-30 0
Prefunding balanced used to offset prior years funding requirement 2020-04-30 0
Amount remaining of carryover balance 2020-04-30 0
Amount remaining of prefunding balance 2020-04-30 0
Present value of excess contributions 2020-04-30 115,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-04-30 122,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-04-30 122,834
Reductions in caryover balances due to elections or deemed elections 2020-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-04-30 0
Balance of carryovers at beginning of current year 2020-04-30 0
Balance of prefunding at beginning of current year 2020-04-30 122,834
Total employer contributions 2020-04-30 163,534
Total employee contributions 2020-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-04-30 150,772
Unpaid minimum required contributions for all prior years 2020-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-04-30 0
Remaining amount of unpaid minimum required contributions 2020-04-30 0
Minimum required contributions for current year target normal cost 2020-04-30 200,513
Net shortfall amortization installment of oustanding balance 2020-04-30 48,688
Waiver amortization installment 2020-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-04-30 208,424
Carryover balance elected to use to offset funding requirement 2020-04-30 0
Prefunding balance elected to use to offset funding requirement 2020-04-30 57,652
Additional cash requirement 2020-04-30 150,772
Contributions allocatedtoward minimum required contributions for current year 2020-04-30 150,772
Unpaid minimum required contributions for current year 2020-04-30 0
Unpaid minimum required contributions for all years 2020-04-30 0
2019: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2019 401k membership
Market value of plan assets 2019-04-30 1,140,659
Acturial value of plan assets 2019-04-30 1,140,659
Funding target for retired participants and beneficiaries receiving payment 2019-04-30 0
Number of terminated vested participants 2019-04-30 4
Fundng target for terminated vested participants 2019-04-30 16,555
Active participant vested funding target 2019-04-30 1,057,176
Number of active participants 2019-04-30 14
Total funding liabilities for active participants 2019-04-30 1,057,894
Total participant count 2019-04-30 18
Total funding target for all participants 2019-04-30 1,074,449
Balance at beginning of prior year after applicable adjustments 2019-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-04-30 0
Amount remaining of carryover balance 2019-04-30 0
Amount remaining of prefunding balance 2019-04-30 0
Present value of excess contributions 2019-04-30 56,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-04-30 59,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-04-30 0
Reductions in caryover balances due to elections or deemed elections 2019-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-04-30 0
Balance of carryovers at beginning of current year 2019-04-30 0
Balance of prefunding at beginning of current year 2019-04-30 0
Total employer contributions 2019-04-30 210,000
Total employee contributions 2019-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-04-30 198,282
Unpaid minimum required contributions for all prior years 2019-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-04-30 0
Remaining amount of unpaid minimum required contributions 2019-04-30 0
Minimum required contributions for current year target normal cost 2019-04-30 148,512
Net shortfall amortization installment of oustanding balance 2019-04-30 0
Waiver amortization installment 2019-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-04-30 82,302
Carryover balance elected to use to offset funding requirement 2019-04-30 0
Prefunding balance elected to use to offset funding requirement 2019-04-30 0
Additional cash requirement 2019-04-30 82,302
Contributions allocatedtoward minimum required contributions for current year 2019-04-30 198,282
Unpaid minimum required contributions for current year 2019-04-30 0
Unpaid minimum required contributions for all years 2019-04-30 0
2018: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2018 401k membership
Market value of plan assets 2018-04-30 1,473,310
Acturial value of plan assets 2018-04-30 1,473,310
Funding target for retired participants and beneficiaries receiving payment 2018-04-30 0
Number of terminated vested participants 2018-04-30 7
Fundng target for terminated vested participants 2018-04-30 415,778
Active participant vested funding target 2018-04-30 873,901
Number of active participants 2018-04-30 16
Total funding liabilities for active participants 2018-04-30 873,901
Total participant count 2018-04-30 23
Total funding target for all participants 2018-04-30 1,289,679
Balance at beginning of prior year after applicable adjustments 2018-04-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-04-30 0
Prefunding balanced used to offset prior years funding requirement 2018-04-30 0
Amount remaining of carryover balance 2018-04-30 0
Amount remaining of prefunding balance 2018-04-30 0
Present value of excess contributions 2018-04-30 149,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-04-30 149,905
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-04-30 0
Reductions in caryover balances due to elections or deemed elections 2018-04-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-04-30 0
Balance of carryovers at beginning of current year 2018-04-30 0
Balance of prefunding at beginning of current year 2018-04-30 0
Total employer contributions 2018-04-30 60,000
Total employee contributions 2018-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-04-30 56,644
Unpaid minimum required contributions for all prior years 2018-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-04-30 0
Remaining amount of unpaid minimum required contributions 2018-04-30 0
Minimum required contributions for current year target normal cost 2018-04-30 147,573
Net shortfall amortization installment of oustanding balance 2018-04-30 0
Waiver amortization installment 2018-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-04-30 0
Additional cash requirement 2018-04-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-04-30 56,644
Unpaid minimum required contributions for current year 2018-04-30 0
Unpaid minimum required contributions for all years 2018-04-30 0
2017: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2017 401k membership
Market value of plan assets 2017-04-30 1,323,381
Acturial value of plan assets 2017-04-30 1,323,381
Funding target for retired participants and beneficiaries receiving payment 2017-04-30 0
Number of terminated vested participants 2017-04-30 7
Fundng target for terminated vested participants 2017-04-30 409,030
Active participant vested funding target 2017-04-30 714,953
Number of active participants 2017-04-30 15
Total funding liabilities for active participants 2017-04-30 714,953
Total participant count 2017-04-30 22
Total funding target for all participants 2017-04-30 1,123,983
Balance at beginning of prior year after applicable adjustments 2017-04-30 466
Prefunding balance at beginning of prior year after applicable adjustments 2017-04-30 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-04-30 0
Prefunding balanced used to offset prior years funding requirement 2017-04-30 0
Amount remaining of carryover balance 2017-04-30 466
Amount remaining of prefunding balance 2017-04-30 0
Present value of excess contributions 2017-04-30 119,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-04-30 119,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-04-30 0
Reductions in caryover balances due to elections or deemed elections 2017-04-30 430
Reductions in prefunding balances due to elections or deemed elections 2017-04-30 0
Balance of carryovers at beginning of current year 2017-04-30 0
Balance of prefunding at beginning of current year 2017-04-30 0
Total employer contributions 2017-04-30 150,000
Total employee contributions 2017-04-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-04-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-04-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-04-30 149,905
Unpaid minimum required contributions for all prior years 2017-04-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-04-30 0
Remaining amount of unpaid minimum required contributions 2017-04-30 0
Minimum required contributions for current year target normal cost 2017-04-30 150,058
Net shortfall amortization installment of oustanding balance 2017-04-30 0
Waiver amortization installment 2017-04-30 0
Waived amount of outstanding balance 2017-04-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-04-30 0
Additional cash requirement 2017-04-30 0
Contributions allocatedtoward minimum required contributions for current year 2017-04-30 149,905
Unpaid minimum required contributions for current year 2017-04-30 0
Unpaid minimum required contributions for all years 2017-04-30 0

Measure	Date	Value
2022: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	829,252
Acturial value of plan assets	2022-12-31	829,252
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	36,068
Active participant vested funding target	2022-12-31	562,566
Number of active participants	2022-12-31	14
Total funding liabilities for active participants	2022-12-31	564,347
Total participant count	2022-12-31	17
Total funding target for all participants	2022-12-31	600,415
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	72,789
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	72,789
Present value of excess contributions	2022-12-31	220,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	228,727
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	73,692
Total employer contributions	2022-12-31	295,469
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	275,519
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	95,341
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	275,519
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,773,809
Acturial value of plan assets	2021-12-31	1,773,809
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	8,020
Active participant vested funding target	2021-12-31	1,664,014
Number of active participants	2021-12-31	14
Total funding liabilities for active participants	2021-12-31	1,664,014
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	1,672,034
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	59,668
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	59,668
Present value of excess contributions	2021-12-31	46,210
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	48,562
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	72,789
Total employer contributions	2021-12-31	235,000
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	220,893
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	0
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	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	220,893
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Market value of plan assets	2021-04-30	1,389,792
Acturial value of plan assets	2021-04-30	1,389,792
Funding target for retired participants and beneficiaries receiving payment	2021-04-30	0
Number of terminated vested participants	2021-04-30	3
Fundng target for terminated vested participants	2021-04-30	14,269
Active participant vested funding target	2021-04-30	1,604,637
Number of active participants	2021-04-30	14
Total funding liabilities for active participants	2021-04-30	1,607,179
Total participant count	2021-04-30	17
Total funding target for all participants	2021-04-30	1,621,448
Balance at beginning of prior year after applicable adjustments	2021-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-04-30	122,834
Carryover balanced portion elected for use to offset prior years funding requirement	2021-04-30	0
Prefunding balanced used to offset prior years funding requirement	2021-04-30	57,652
Amount remaining of carryover balance	2021-04-30	0
Amount remaining of prefunding balance	2021-04-30	65,182
Present value of excess contributions	2021-04-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-04-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-04-30	0
Reductions in caryover balances due to elections or deemed elections	2021-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2021-04-30	0
Balance of carryovers at beginning of current year	2021-04-30	0
Balance of prefunding at beginning of current year	2021-04-30	59,668
Total employer contributions	2021-04-30	100,000
Total employee contributions	2021-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2021-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-04-30	94,340
Unpaid minimum required contributions for all prior years	2021-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-04-30	0
Remaining amount of unpaid minimum required contributions	2021-04-30	0
Minimum required contributions for current year target normal cost	2021-04-30	0
Net shortfall amortization installment of oustanding balance	2021-04-30	291,324
Waiver amortization installment	2021-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2021-04-30	48,130
Carryover balance elected to use to offset funding requirement	2021-04-30	0
Prefunding balance elected to use to offset funding requirement	2021-04-30	0
Additional cash requirement	2021-04-30	48,130
Contributions allocatedtoward minimum required contributions for current year	2021-04-30	94,340
Unpaid minimum required contributions for current year	2021-04-30	0
Unpaid minimum required contributions for all years	2021-04-30	0
2020: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2020 401k membership
Market value of plan assets	2020-04-30	1,410,532
Acturial value of plan assets	2020-04-30	1,410,532
Funding target for retired participants and beneficiaries receiving payment	2020-04-30	0
Number of terminated vested participants	2020-04-30	3
Fundng target for terminated vested participants	2020-04-30	48,587
Active participant vested funding target	2020-04-30	1,280,138
Number of active participants	2020-04-30	13
Total funding liabilities for active participants	2020-04-30	1,287,799
Total participant count	2020-04-30	16
Total funding target for all participants	2020-04-30	1,336,386
Balance at beginning of prior year after applicable adjustments	2020-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-04-30	0
Prefunding balanced used to offset prior years funding requirement	2020-04-30	0
Amount remaining of carryover balance	2020-04-30	0
Amount remaining of prefunding balance	2020-04-30	0
Present value of excess contributions	2020-04-30	115,980
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-04-30	122,834
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-04-30	122,834
Reductions in caryover balances due to elections or deemed elections	2020-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-04-30	0
Balance of carryovers at beginning of current year	2020-04-30	0
Balance of prefunding at beginning of current year	2020-04-30	122,834
Total employer contributions	2020-04-30	163,534
Total employee contributions	2020-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-04-30	150,772
Unpaid minimum required contributions for all prior years	2020-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-04-30	0
Remaining amount of unpaid minimum required contributions	2020-04-30	0
Minimum required contributions for current year target normal cost	2020-04-30	200,513
Net shortfall amortization installment of oustanding balance	2020-04-30	48,688
Waiver amortization installment	2020-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-04-30	208,424
Carryover balance elected to use to offset funding requirement	2020-04-30	0
Prefunding balance elected to use to offset funding requirement	2020-04-30	57,652
Additional cash requirement	2020-04-30	150,772
Contributions allocatedtoward minimum required contributions for current year	2020-04-30	150,772
Unpaid minimum required contributions for current year	2020-04-30	0
Unpaid minimum required contributions for all years	2020-04-30	0
2019: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2019 401k membership
Market value of plan assets	2019-04-30	1,140,659
Acturial value of plan assets	2019-04-30	1,140,659
Funding target for retired participants and beneficiaries receiving payment	2019-04-30	0
Number of terminated vested participants	2019-04-30	4
Fundng target for terminated vested participants	2019-04-30	16,555
Active participant vested funding target	2019-04-30	1,057,176
Number of active participants	2019-04-30	14
Total funding liabilities for active participants	2019-04-30	1,057,894
Total participant count	2019-04-30	18
Total funding target for all participants	2019-04-30	1,074,449
Balance at beginning of prior year after applicable adjustments	2019-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-04-30	0
Amount remaining of carryover balance	2019-04-30	0
Amount remaining of prefunding balance	2019-04-30	0
Present value of excess contributions	2019-04-30	56,644
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-04-30	59,935
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-04-30	0
Reductions in caryover balances due to elections or deemed elections	2019-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-04-30	0
Balance of carryovers at beginning of current year	2019-04-30	0
Balance of prefunding at beginning of current year	2019-04-30	0
Total employer contributions	2019-04-30	210,000
Total employee contributions	2019-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-04-30	198,282
Unpaid minimum required contributions for all prior years	2019-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-04-30	0
Remaining amount of unpaid minimum required contributions	2019-04-30	0
Minimum required contributions for current year target normal cost	2019-04-30	148,512
Net shortfall amortization installment of oustanding balance	2019-04-30	0
Waiver amortization installment	2019-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-04-30	82,302
Carryover balance elected to use to offset funding requirement	2019-04-30	0
Prefunding balance elected to use to offset funding requirement	2019-04-30	0
Additional cash requirement	2019-04-30	82,302
Contributions allocatedtoward minimum required contributions for current year	2019-04-30	198,282
Unpaid minimum required contributions for current year	2019-04-30	0
Unpaid minimum required contributions for all years	2019-04-30	0
2018: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2018 401k membership
Market value of plan assets	2018-04-30	1,473,310
Acturial value of plan assets	2018-04-30	1,473,310
Funding target for retired participants and beneficiaries receiving payment	2018-04-30	0
Number of terminated vested participants	2018-04-30	7
Fundng target for terminated vested participants	2018-04-30	415,778
Active participant vested funding target	2018-04-30	873,901
Number of active participants	2018-04-30	16
Total funding liabilities for active participants	2018-04-30	873,901
Total participant count	2018-04-30	23
Total funding target for all participants	2018-04-30	1,289,679
Balance at beginning of prior year after applicable adjustments	2018-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-04-30	0
Prefunding balanced used to offset prior years funding requirement	2018-04-30	0
Amount remaining of carryover balance	2018-04-30	0
Amount remaining of prefunding balance	2018-04-30	0
Present value of excess contributions	2018-04-30	149,905
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-04-30	149,905
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-04-30	0
Reductions in caryover balances due to elections or deemed elections	2018-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-04-30	0
Balance of carryovers at beginning of current year	2018-04-30	0
Balance of prefunding at beginning of current year	2018-04-30	0
Total employer contributions	2018-04-30	60,000
Total employee contributions	2018-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-04-30	56,644
Unpaid minimum required contributions for all prior years	2018-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-04-30	0
Remaining amount of unpaid minimum required contributions	2018-04-30	0
Minimum required contributions for current year target normal cost	2018-04-30	147,573
Net shortfall amortization installment of oustanding balance	2018-04-30	0
Waiver amortization installment	2018-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-04-30	0
Additional cash requirement	2018-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-04-30	56,644
Unpaid minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for all years	2018-04-30	0
2017: CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY PENSION PLAN 2017 401k membership
Market value of plan assets	2017-04-30	1,323,381
Acturial value of plan assets	2017-04-30	1,323,381
Funding target for retired participants and beneficiaries receiving payment	2017-04-30	0
Number of terminated vested participants	2017-04-30	7
Fundng target for terminated vested participants	2017-04-30	409,030
Active participant vested funding target	2017-04-30	714,953
Number of active participants	2017-04-30	15
Total funding liabilities for active participants	2017-04-30	714,953
Total participant count	2017-04-30	22
Total funding target for all participants	2017-04-30	1,123,983
Balance at beginning of prior year after applicable adjustments	2017-04-30	466
Prefunding balance at beginning of prior year after applicable adjustments	2017-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-04-30	0
Prefunding balanced used to offset prior years funding requirement	2017-04-30	0
Amount remaining of carryover balance	2017-04-30	466
Amount remaining of prefunding balance	2017-04-30	0
Present value of excess contributions	2017-04-30	119,695
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-04-30	119,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-04-30	0
Reductions in caryover balances due to elections or deemed elections	2017-04-30	430
Reductions in prefunding balances due to elections or deemed elections	2017-04-30	0
Balance of carryovers at beginning of current year	2017-04-30	0
Balance of prefunding at beginning of current year	2017-04-30	0
Total employer contributions	2017-04-30	150,000
Total employee contributions	2017-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-04-30	149,905
Unpaid minimum required contributions for all prior years	2017-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-04-30	0
Remaining amount of unpaid minimum required contributions	2017-04-30	0
Minimum required contributions for current year target normal cost	2017-04-30	150,058
Net shortfall amortization installment of oustanding balance	2017-04-30	0
Waiver amortization installment	2017-04-30	0
Waived amount of outstanding balance	2017-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-04-30	0
Additional cash requirement	2017-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-04-30	149,905
Unpaid minimum required contributions for current year	2017-04-30	0
Unpaid minimum required contributions for all years	2017-04-30	0

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Company Name:	CASAS ADOBES ORAL & MAXILLOFACIAL SURGERY, P.C.
Employer identification number (EIN):	860455853
NAIC Classification:	621210
NAIC Description:	Offices of Dentists