401k Plan data: JEFFREY LEVENSON DEFINED BENEFIT PLAN plan

JEFFREY LEVENSON DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JEFFREY LEVENSON DEFINED BENEFIT PLAN
Plan identification number	002

JEFFREY LEVENSON DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

DR. JEFFREY LEVENSON, DDS LLP has sponsored the creation of one or more 401k plans.

Company Name: DR. JEFFREY LEVENSON, DDS LLP

Employer identification number (EIN): 133247150

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY LEVENSON DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 JEFFREY LEVENSON, DDS 2013-10-12
002 2011-01-01 JEFFREY LEVENSON, DDS 2012-10-14
002 2010-01-01 JEFFREY LEVENSON, DDS

Plan Statistics for JEFFREY LEVENSON DEFINED BENEFIT PLAN

401k plan membership statisitcs for JEFFREY LEVENSON DEFINED BENEFIT PLAN

Measure Date Value
2016: JEFFREY LEVENSON DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 487,126
Acturial value of plan assets 2016-12-31 487,126
Active participant vested funding target 2016-12-31 365,746
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 365,746
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 365,746
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 3,600
Amount remaining of prefunding balance 2016-12-31 3,600
Present value of excess contributions 2016-12-31 36,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 38,565
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 18,565
Balance of prefunding at beginning of current year 2016-12-31 22,246
Total employer contributions 2016-12-31 60,820
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 54,744
Minimum required contributions for current year target normal cost 2016-12-31 1,506
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,506
Additional cash requirement 2016-12-31 1,506
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 54,744
2010: JEFFREY LEVENSON DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2

Measure	Date	Value
2016: JEFFREY LEVENSON DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	487,126
Acturial value of plan assets	2016-12-31	487,126
Active participant vested funding target	2016-12-31	365,746
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	365,746
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	365,746
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	3,600
Amount remaining of prefunding balance	2016-12-31	3,600
Present value of excess contributions	2016-12-31	36,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38,565
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	18,565
Balance of prefunding at beginning of current year	2016-12-31	22,246
Total employer contributions	2016-12-31	60,820
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	54,744
Minimum required contributions for current year target normal cost	2016-12-31	1,506
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,506
Additional cash requirement	2016-12-31	1,506
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	54,744
2010: JEFFREY LEVENSON DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2

Financial Data on JEFFREY LEVENSON DEFINED BENEFIT PLAN

Measure	Date	Value
2010 : JEFFREY LEVENSON DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$149,050
Total plan assets at end of year	2010-12-31	$149,050
Total plan assets at beginning of year	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$149,050
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$149,050
Total contributions received or receivable from employer(s)	2010-12-31	$149,050

Form 5500 Responses for JEFFREY LEVENSON DEFINED BENEFIT PLAN

2010: JEFFREY LEVENSON DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DR. JEFFREY LEVENSON, DDS LLP
Employer identification number (EIN):	133247150
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JEFFREY LEVENSON, DDS	2013-10-12
002	2011-01-01	JEFFREY LEVENSON, DDS	2012-10-14
002	2010-01-01	JEFFREY LEVENSON, DDS