401k Plan data: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN plan

MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN
Plan identification number	006

MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT 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

MADISON AVENUE PERIODONTICS, PC has sponsored the creation of one or more 401k plans.

Company Name: MADISON AVENUE PERIODONTICS, PC

Employer identification number (EIN): 132790915

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2023-01-01 DR. JOHN LANZETTA 2024-10-09
006 2022-01-01 DR. JOHN LANZETTA 2023-09-25
006 2022-01-01 DR. JOHN LANZETTA 2024-10-09
006 2021-01-01 DR. JOHN LANZETTA 2022-10-12
006 2020-01-01 DR. JOHN LANZETTA 2021-10-14
006 2019-01-01 DR. JOHN LANZETTA 2020-11-19
006 2018-01-01 DR. JOHN LANZETTA 2019-10-07
006 2017-01-01 DR. JOHN LANZETTA 2018-09-20
006 2017-01-01 DR. JOHN LANZETTA 2019-10-07
006 2016-01-01 DR. JOHN LANZETTA 2017-10-05
006 2015-01-01 DR. JOHN LANZETTA 2016-08-18
006 2014-01-01 DR. JOHN LANZETTA 2015-09-10
006 2013-01-01 DR. JOHN LANZETTA 2014-10-01
006 2012-01-01 DR. JOHN LANZETTA 2013-09-12
006 2011-01-01 JOHN J. LANZETTA 2012-08-08
006 2010-01-01 JOHN J. LANZETTA 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
006	2023-01-01	DR. JOHN LANZETTA	2024-10-09
006	2022-01-01	DR. JOHN LANZETTA	2023-09-25
006	2022-01-01	DR. JOHN LANZETTA	2024-10-09
006	2021-01-01	DR. JOHN LANZETTA	2022-10-12
006	2020-01-01	DR. JOHN LANZETTA	2021-10-14
006	2019-01-01	DR. JOHN LANZETTA	2020-11-19
006	2018-01-01	DR. JOHN LANZETTA	2019-10-07
006	2017-01-01	DR. JOHN LANZETTA	2018-09-20
006	2017-01-01	DR. JOHN LANZETTA	2019-10-07
006	2016-01-01	DR. JOHN LANZETTA	2017-10-05
006	2015-01-01	DR. JOHN LANZETTA	2016-08-18
006	2014-01-01	DR. JOHN LANZETTA	2015-09-10
006	2013-01-01	DR. JOHN LANZETTA	2014-10-01
006	2012-01-01	DR. JOHN LANZETTA	2013-09-12
006	2011-01-01	JOHN J. LANZETTA	2012-08-08
006	2010-01-01	JOHN J. LANZETTA	2011-07-20

Plan Statistics for MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2022: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,881,290
Acturial value of plan assets 2022-12-31 2,881,290
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 32,365
Active participant vested funding target 2022-12-31 3,082,700
Number of active participants 2022-12-31 10
Total funding liabilities for active participants 2022-12-31 3,082,700
Total participant count 2022-12-31 14
Total funding target for all participants 2022-12-31 3,115,065
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 77,063
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 77,063
Present value of excess contributions 2022-12-31 86,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 86,110
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 86,110
Total employer contributions 2022-12-31 285,000
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 2022-12-31 284,125
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 2022-12-31 193,971
Net shortfall amortization installment of oustanding balance 2022-12-31 324,397
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 223,949
Additional cash requirement 2022-12-31 223,949
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 284,125
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,330,087
Acturial value of plan assets 2021-12-31 3,330,087
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 5
Fundng target for terminated vested participants 2021-12-31 29,209
Active participant vested funding target 2021-12-31 2,736,105
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 2,736,105
Total participant count 2021-12-31 15
Total funding target for all participants 2021-12-31 2,765,314
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 66,491
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 66,491
Present value of excess contributions 2021-12-31 116,375
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 116,375
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 77,063
Total employer contributions 2021-12-31 70,000
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 70,422
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 2021-12-31 186,163
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 70,422
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,876,297
Acturial value of plan assets 2020-12-31 2,876,297
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 4
Fundng target for terminated vested participants 2020-12-31 28,078
Active participant vested funding target 2020-12-31 2,497,642
Number of active participants 2020-12-31 10
Total funding liabilities for active participants 2020-12-31 2,497,642
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 2,525,720
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 54,965
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 54,965
Present value of excess contributions 2020-12-31 53,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 53,613
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 66,491
Total employer contributions 2020-12-31 120,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 116,375
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 151,859
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 116,375
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,341,336
Acturial value of plan assets 2019-12-31 2,341,336
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 24,937
Active participant vested funding target 2019-12-31 2,230,222
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 2,230,222
Total participant count 2019-12-31 12
Total funding target for all participants 2019-12-31 2,255,159
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 78,282
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 19,135
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 59,147
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 54,965
Total employer contributions 2019-12-31 150,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 145,064
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 146,923
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 120,290
Additional cash requirement 2019-12-31 120,290
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 145,064
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,778,190
Acturial value of plan assets 2018-12-31 1,778,190
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 11,472
Active participant vested funding target 2018-12-31 1,933,510
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,933,510
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,944,982
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 23,494
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 23,494
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 76,003
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 78,282
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 78,282
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 78,282
Total employer contributions 2018-12-31 176,000
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 2018-12-31 170,422
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 2018-12-31 148,832
Net shortfall amortization installment of oustanding balance 2018-12-31 249,466
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 189,557
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 19,135
Additional cash requirement 2018-12-31 170,422
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 170,422
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,732,028
Acturial value of plan assets 2017-12-31 1,732,028
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 7,434
Active participant vested funding target 2017-12-31 1,635,861
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,635,861
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,643,295
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 79,735
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 79,735
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 24,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 23,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 23,494
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 23,494
Total employer contributions 2017-12-31 140,000
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 2017-12-31 133,800
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 179,579
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 115,696
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 24,850
Additional cash requirement 2017-12-31 90,846
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 133,800
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,359,145
Acturial value of plan assets 2016-12-31 1,359,145
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 8,570
Active participant vested funding target 2016-12-31 1,403,510
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 1,404,842
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,413,412
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 94,661
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 94,661
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 86,433
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 79,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 79,735
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 79,735
Total employer contributions 2016-12-31 125,000
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 2016-12-31 121,236
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 156,640
Net shortfall amortization installment of oustanding balance 2016-12-31 138,619
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 181,424
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 84,352
Additional cash requirement 2016-12-31 97,072
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 121,236
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
2022: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,881,290
Acturial value of plan assets	2022-12-31	2,881,290
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	32,365
Active participant vested funding target	2022-12-31	3,082,700
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	3,082,700
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	3,115,065
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	77,063
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	77,063
Present value of excess contributions	2022-12-31	86,110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	86,110
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	86,110
Total employer contributions	2022-12-31	285,000
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	284,125
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	193,971
Net shortfall amortization installment of oustanding balance	2022-12-31	324,397
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	223,949
Additional cash requirement	2022-12-31	223,949
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	284,125
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,330,087
Acturial value of plan assets	2021-12-31	3,330,087
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	29,209
Active participant vested funding target	2021-12-31	2,736,105
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	2,736,105
Total participant count	2021-12-31	15
Total funding target for all participants	2021-12-31	2,765,314
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	66,491
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	66,491
Present value of excess contributions	2021-12-31	116,375
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	116,375
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	77,063
Total employer contributions	2021-12-31	70,000
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	70,422
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	186,163
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	70,422
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,876,297
Acturial value of plan assets	2020-12-31	2,876,297
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	4
Fundng target for terminated vested participants	2020-12-31	28,078
Active participant vested funding target	2020-12-31	2,497,642
Number of active participants	2020-12-31	10
Total funding liabilities for active participants	2020-12-31	2,497,642
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	2,525,720
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	54,965
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	54,965
Present value of excess contributions	2020-12-31	53,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	53,613
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	66,491
Total employer contributions	2020-12-31	120,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	116,375
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	151,859
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	116,375
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,341,336
Acturial value of plan assets	2019-12-31	2,341,336
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	24,937
Active participant vested funding target	2019-12-31	2,230,222
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,230,222
Total participant count	2019-12-31	12
Total funding target for all participants	2019-12-31	2,255,159
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	78,282
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	19,135
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	59,147
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	54,965
Total employer contributions	2019-12-31	150,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	145,064
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	146,923
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	120,290
Additional cash requirement	2019-12-31	120,290
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	145,064
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,778,190
Acturial value of plan assets	2018-12-31	1,778,190
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	11,472
Active participant vested funding target	2018-12-31	1,933,510
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,933,510
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,944,982
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	23,494
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	23,494
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	76,003
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	78,282
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	78,282
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	78,282
Total employer contributions	2018-12-31	176,000
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	170,422
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	148,832
Net shortfall amortization installment of oustanding balance	2018-12-31	249,466
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	189,557
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	19,135
Additional cash requirement	2018-12-31	170,422
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	170,422
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,732,028
Acturial value of plan assets	2017-12-31	1,732,028
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	7,434
Active participant vested funding target	2017-12-31	1,635,861
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,635,861
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,643,295
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	79,735
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	79,735
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	24,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	23,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	23,494
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	23,494
Total employer contributions	2017-12-31	140,000
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	133,800
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	179,579
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	115,696
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	24,850
Additional cash requirement	2017-12-31	90,846
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	133,800
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MADISON AVENUE PERIODONTICS, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,359,145
Acturial value of plan assets	2016-12-31	1,359,145
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	8,570
Active participant vested funding target	2016-12-31	1,403,510
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,404,842
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,413,412
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	94,661
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	94,661
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	86,433
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	79,735
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	79,735
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	79,735
Total employer contributions	2016-12-31	125,000
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	121,236
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	156,640
Net shortfall amortization installment of oustanding balance	2016-12-31	138,619
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	181,424
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	84,352
Additional cash requirement	2016-12-31	97,072
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	121,236
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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:	MADISON AVENUE PERIODONTICS, PC
Employer identification number (EIN):	132790915
NAIC Classification:	621210
NAIC Description:	Offices of Dentists