401k Plan data: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN plan

DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 401k Plan overview

Plan Name	DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN
Plan identification number	002

DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

DAVID K. PENDLETON, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: DAVID K. PENDLETON, DDS, PA

Employer identification number (EIN): 020655538

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 DAVID K. PENDLETON 2020-06-24
002 2018-01-01
002 2017-01-01
002 2016-01-01

Plan Statistics for DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN

401k plan membership statisitcs for DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN

Measure Date Value
2019: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 73,736
Acturial value of plan assets 2018-12-31 73,736
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 4,211
Active participant vested funding target 2018-12-31 0
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 4,211
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 66,708
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 66,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 132,427
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 131,902
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 201,416
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 131,891
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 131,891
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 131,902
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 102,833
Acturial value of plan assets 2017-12-31 102,833
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 103,506
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 103,506
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 103,506
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 2,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 2,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 165,121
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 167,367
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 100,548
Net shortfall amortization installment of oustanding balance 2017-12-31 673
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 100,659
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 100,659
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 167,367
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 0
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 100,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 99,723
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 96,835
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 96,835
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 96,835
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 99,723
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	73,736
Acturial value of plan assets	2018-12-31	73,736
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	4,211
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	4,211
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	66,708
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	66,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	132,427
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	131,902
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	201,416
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	131,891
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	131,891
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	131,902
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	102,833
Acturial value of plan assets	2017-12-31	102,833
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	103,506
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	103,506
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	103,506
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	2,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	165,121
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	167,367
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	100,548
Net shortfall amortization installment of oustanding balance	2017-12-31	673
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	100,659
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	100,659
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	167,367
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	0
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	100,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	99,723
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	96,835
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	96,835
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	96,835
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	99,723
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN

Measure	Date	Value
2019 : DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-11-06	$0
Total plan liabilities at beginning of year	2019-11-06	$0
Total income from all sources	2019-11-06	$3,745
Expenses. Total of all expenses incurred	2019-11-06	$211,426
Benefits paid (including direct rollovers)	2019-11-06	$211,366
Total plan assets at end of year	2019-11-06	$0
Total plan assets at beginning of year	2019-11-06	$207,681
Value of fidelity bond covering the plan	2019-11-06	$75,000
Total contributions received or receivable from participants	2019-11-06	$0
Assets. Value of loans (other than to participants)	2019-11-06	$0
Expenses. Other expenses not covered elsewhere	2019-11-06	$0
Contributions received from other sources (not participants or employers)	2019-11-06	$0
Other income received	2019-11-06	$3,745
Noncash contributions received	2019-11-06	$0
Net income (gross income less expenses)	2019-11-06	$-207,681
Net plan assets at end of year (total assets less liabilities)	2019-11-06	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-11-06	$207,681
Total contributions received or receivable from employer(s)	2019-11-06	$0
Value of certain deemed distributions of participant loans	2019-11-06	$0
Value of corrective distributions	2019-11-06	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-11-06	$60
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-11-06	$0
2018 : DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$140,947
Expenses. Total of all expenses incurred	2018-12-31	$204,247
Benefits paid (including direct rollovers)	2018-12-31	$204,187
Total plan assets at end of year	2018-12-31	$207,681
Total plan assets at beginning of year	2018-12-31	$270,981
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$0
Assets. Value of loans (other than to participants)	2018-12-31	$66,470
Expenses. Other expenses not covered elsewhere	2018-12-31	$60
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$8,520
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-63,300
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$207,681
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$270,981
Total contributions received or receivable from employer(s)	2018-12-31	$132,427
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$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 securities	2018-12-31	$0
2017 : DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total income from all sources	2017-12-31	$171,004
Expenses. Total of all expenses incurred	2017-12-31	$23
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$270,981
Total plan assets at beginning of year	2017-12-31	$100,000
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$0
Assets. Value of loans (other than to participants)	2017-12-31	$66,907
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$5,883
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$170,981
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$270,981
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$100,000
Total contributions received or receivable from employer(s)	2017-12-31	$165,121
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$23
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN

2019: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DAVID K. PENDLETON, D.D.S. P.A. CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	DAVID K. PENDLETON, DDS, PA
Employer identification number (EIN):	020655538
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	DAVID K. PENDLETON	2020-06-24
002	2018-01-01
002	2017-01-01
002	2016-01-01