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PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN 401k Plan overview

Plan NamePEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN
Plan identification number 002

PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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.

401k Sponsoring company profile

PEDIATRIC DENTISTRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEDIATRIC DENTISTRY, INC.
Employer identification number (EIN):042659794
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01JOSEPH A. JAROSZ, D.D.S.2021-05-06
0022019-01-01JOSEPH A. JAROSZ, D.D.S.2020-07-20
0022018-01-01JOSEPH A. JAROSZ, D.D.S.2019-07-19
0022017-01-01JOSEPH JAROSZ2018-07-25
0022016-01-01JOSEPH JAROSZ2017-07-13
0022015-01-01JOSEPH JAROSZ2016-07-25
0022014-01-01JOSEPH JAROSZ2015-07-18
0022013-01-01JOSEPH JAROSZ2014-06-13
0022012-01-01JOSEPH JAROSZ2013-04-23
0022011-01-01JOSEPH JAROSZ2012-10-08
0022010-01-01JOSEPH JAROSZ2011-08-01

Plan Statistics for PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN

401k plan membership statisitcs for PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN

Measure Date Value
2019: PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-313,186,897
Acturial value of plan assets2019-12-313,186,897
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-319
Fundng target for terminated vested participants2019-12-3167,639
Active participant vested funding target2019-12-313,171,560
Number of active participants2019-12-3125
Total funding liabilities for active participants2019-12-313,171,560
Total participant count2019-12-3134
Total funding target for all participants2019-12-313,239,199
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31224,892
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 balance2019-12-31224,892
Present value of excess contributions2019-12-312,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,264
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 elections2019-12-31210,341
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31117,517
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 date2019-12-31112,253
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 cost2019-12-31103,442
Net shortfall amortization installment of oustanding balance2019-12-3152,302
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31111,648
Additional cash requirement2019-12-31111,648
Contributions allocatedtoward minimum required contributions for current year2019-12-31112,253
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-312,900,806
Acturial value of plan assets2018-12-312,900,806
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-318
Fundng target for terminated vested participants2018-12-3149,195
Active participant vested funding target2018-12-312,904,321
Number of active participants2018-12-3124
Total funding liabilities for active participants2018-12-312,904,321
Total participant count2018-12-3132
Total funding target for all participants2018-12-312,953,516
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31180,249
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 balance2018-12-31180,249
Present value of excess contributions2018-12-3115,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3115,983
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3115,983
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 year2018-12-31224,892
Total employer contributions2018-12-31281,270
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 date2018-12-31286,078
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 cost2018-12-31236,443
Net shortfall amortization installment of oustanding balance2018-12-31290,173
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31283,814
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31283,814
Contributions allocatedtoward minimum required contributions for current year2018-12-31286,078
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-312,890,934
Acturial value of plan assets2017-12-312,890,934
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-3127,402
Active participant vested funding target2017-12-312,652,335
Number of active participants2017-12-3127
Total funding liabilities for active participants2017-12-312,652,335
Total participant count2017-12-3132
Total funding target for all participants2017-12-312,679,737
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31219,850
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3146,768
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31173,082
Present value of excess contributions2017-12-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311
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 year2017-12-31180,249
Total employer contributions2017-12-31220,000
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 date2017-12-31222,660
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31227,207
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31206,677
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31206,677
Contributions allocatedtoward minimum required contributions for current year2017-12-31222,660
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PEDIATRIC DENTISTRY, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-312,308,824
Acturial value of plan assets2016-12-312,308,824
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-3110,935
Active participant vested funding target2016-12-312,309,444
Number of active participants2016-12-3127
Total funding liabilities for active participants2016-12-312,309,444
Total participant count2016-12-3131
Total funding target for all participants2016-12-312,320,379
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31283,065
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3155,901
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31227,164
Present value of excess contributions2016-12-311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311
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 year2016-12-31219,850
Total employer contributions2016-12-31216,000
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 date2016-12-31216,596
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31221,470
Net shortfall amortization installment of oustanding balance2016-12-31244,508
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31266,143
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3149,548
Additional cash requirement2016-12-31216,595
Contributions allocatedtoward minimum required contributions for current year2016-12-31216,596
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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