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WILLIAM V. BALDASSANO, P.C. PENSION PLAN 401k Plan overview

Plan NameWILLIAM V. BALDASSANO, P.C. PENSION PLAN
Plan identification number 002

WILLIAM V. BALDASSANO, P.C. PENSION 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).

401k Sponsoring company profile

WILLIAM V. BALDASSANO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM V. BALDASSANO, P.C.
Employer identification number (EIN):050534764
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM V. BALDASSANO, P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01STEVE OLSON2017-07-17
0022014-10-01WILLIAM BALDASSANO2016-07-15
0022013-10-01WILIAM V. BALDASSANO2015-07-13
0022012-10-01WILIAM V. BALDASSANO2014-07-14

Plan Statistics for WILLIAM V. BALDASSANO, P.C. PENSION PLAN

401k plan membership statisitcs for WILLIAM V. BALDASSANO, P.C. PENSION PLAN

Measure Date Value
2023: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2023 401k membership
Market value of plan assets2023-09-301,485,162
Acturial value of plan assets2023-09-301,485,162
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-309
Fundng target for terminated vested participants2023-09-303,973
Active participant vested funding target2023-09-301,591,888
Number of active participants2023-09-3013
Total funding liabilities for active participants2023-09-301,591,888
Total participant count2023-09-3022
Total funding target for all participants2023-09-301,595,861
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-3018
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-3018
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-3060,000
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-3061,328
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30116,273
Net shortfall amortization installment of oustanding balance2023-09-30110,699
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-30127,340
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-300
Additional cash requirement2023-09-30127,340
Contributions allocatedtoward minimum required contributions for current year2023-09-3061,328
Unpaid minimum required contributions for current year2023-09-3066,012
Unpaid minimum required contributions for all years2023-09-3066,012
2022: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2022 401k membership
Market value of plan assets2022-09-301,213,258
Acturial value of plan assets2022-09-301,213,258
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-309
Fundng target for terminated vested participants2022-09-303,803
Active participant vested funding target2022-09-301,406,540
Number of active participants2022-09-3012
Total funding liabilities for active participants2022-09-301,406,540
Total participant count2022-09-3021
Total funding target for all participants2022-09-301,410,343
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-3098,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30103,668
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-30131,550
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-30130,559
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30112,164
Net shortfall amortization installment of oustanding balance2022-09-30197,085
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-30130,541
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-30130,541
Contributions allocatedtoward minimum required contributions for current year2022-09-30130,559
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2021 401k membership
Market value of plan assets2021-09-301,414,174
Acturial value of plan assets2021-09-301,414,174
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-301
Fundng target for terminated vested participants2021-09-30100
Active participant vested funding target2021-09-301,235,584
Number of active participants2021-09-3010
Total funding liabilities for active participants2021-09-301,235,584
Total participant count2021-09-3011
Total funding target for all participants2021-09-301,235,684
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-3010,790
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3011,291
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-30101,363
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-3098,797
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30109,952
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-3098,797
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2020 401k membership
Market value of plan assets2020-09-301,113,519
Acturial value of plan assets2020-09-301,113,519
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-300
Fundng target for terminated vested participants2020-09-300
Active participant vested funding target2020-09-301,114,709
Number of active participants2020-09-3010
Total funding liabilities for active participants2020-09-301,114,709
Total participant count2020-09-3010
Total funding target for all participants2020-09-301,114,709
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-30379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30112,359
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30110,718
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-3099,217
Net shortfall amortization installment of oustanding balance2020-09-301,190
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-3099,928
Additional cash requirement2020-09-3099,928
Contributions allocatedtoward minimum required contributions for current year2020-09-30110,718
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2019 401k membership
Market value of plan assets2019-09-30907,188
Acturial value of plan assets2019-09-30907,188
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-300
Fundng target for terminated vested participants2019-09-300
Active participant vested funding target2019-09-30933,888
Number of active participants2019-09-3011
Total funding liabilities for active participants2019-09-30933,888
Total participant count2019-09-3011
Total funding target for all participants2019-09-30933,888
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3069,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3069,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30139,119
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30137,555
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30132,817
Net shortfall amortization installment of oustanding balance2019-09-3026,700
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30137,176
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-30137,176
Contributions allocatedtoward minimum required contributions for current year2019-09-30137,555
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-30788,855
Acturial value of plan assets2018-09-30788,855
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-302
Fundng target for terminated vested participants2018-09-3025,083
Active participant vested funding target2018-09-30704,392
Number of active participants2018-09-308
Total funding liabilities for active participants2018-09-30704,392
Total participant count2018-09-3010
Total funding target for all participants2018-09-30729,475
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3073,455
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3073,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-30134,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30132,437
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30121,993
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-3062,613
Additional cash requirement2018-09-3062,613
Contributions allocatedtoward minimum required contributions for current year2018-09-30132,437
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: WILLIAM V. BALDASSANO, P.C. PENSION PLAN 2017 401k membership
Market value of plan assets2017-09-30580,782
Acturial value of plan assets2017-09-30580,782
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-301
Fundng target for terminated vested participants2017-09-3011,505
Active participant vested funding target2017-09-30548,755
Number of active participants2017-09-308
Total funding liabilities for active participants2017-09-30548,755
Total participant count2017-09-309
Total funding target for all participants2017-09-30560,260
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-30178,897
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30175,179
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30122,246
Total funding amount beforereflecting carryover/prefunding balances2017-09-30101,724
Additional cash requirement2017-09-30101,724
Contributions allocatedtoward minimum required contributions for current year2017-09-30175,179
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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