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ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

ROGER A. LOWLICHT, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:ROGER A. LOWLICHT, D.D.S.
Employer identification number (EIN):061091267
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01ROGER LOWLICHT2020-10-02
0022018-01-01ROGER LOWLICHT2019-10-08
0022017-01-01ROGER LOWLICHT2018-10-15
0022016-01-01ROGER LOWLICHT2017-10-12
0022015-01-01ROGER A. LOWLICHT2016-10-15
0022014-01-01ROGER LOWLICHT2015-07-31
0022013-01-01ROGER LOWLICHT2014-07-31

Plan Statistics for ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2019: ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,158,232
Acturial value of plan assets2019-12-311,158,232
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3133,070
Active participant vested funding target2019-12-311,030,206
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,045,344
Total participant count2019-12-316
Total funding target for all participants2019-12-311,078,414
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3195
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 balance2019-12-3195
Present value of excess contributions2019-12-3113,704
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3114,193
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3191
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31974,707
Acturial value of plan assets2018-12-31974,707
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-31922,838
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31932,279
Total participant count2018-12-316
Total funding target for all participants2018-12-31932,279
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3185
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 balance2018-12-3185
Present value of excess contributions2018-12-3118,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3118,979
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3195
Total employer contributions2018-12-31237,909
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 date2018-12-31232,717
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 cost2018-12-31261,346
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31219,013
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31219,013
Contributions allocatedtoward minimum required contributions for current year2018-12-31232,717
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31637,573
Acturial value of plan assets2017-12-31637,573
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31625,214
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31629,629
Total participant count2017-12-314
Total funding target for all participants2017-12-31629,629
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3179
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3179
Present value of excess contributions2017-12-316,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-316,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3185
Total employer contributions2017-12-31263,409
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 date2017-12-31254,563
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 cost2017-12-31244,175
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31236,316
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31236,316
Contributions allocatedtoward minimum required contributions for current year2017-12-31254,563
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROGER A. LOWLICHT, D.D.S. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31372,258
Acturial value of plan assets2016-12-31372,258
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31358,662
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31367,030
Total participant count2016-12-314
Total funding target for all participants2016-12-31367,030
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3179
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3179
Present value of excess contributions2016-12-3125,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3126,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3179
Total employer contributions2016-12-31239,636
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 date2016-12-31230,084
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 cost2016-12-31228,728
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31223,579
Additional cash requirement2016-12-31223,579
Contributions allocatedtoward minimum required contributions for current year2016-12-31230,084
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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