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JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

JOHN DAI VO, M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN DAI VO, M.D., INC.
Employer identification number (EIN):134204621
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JOHN DAI VO, M.D., INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2002-06-13
Company Identification Number: C2440483
Legal Registered Office Address: 355 E 21st St Ste D

San Bernardino
United States of America (USA)
92404

More information about JOHN DAI VO, M.D., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01JOHN DAI VO, M.D.2017-09-11
0012015-01-01JOHN DAI VO, M.D.2016-09-20
0012014-01-01JOHN DAI VO, M.D.2015-09-29
0012013-01-01JOHN DAI VO2014-10-15
0012012-01-01JOHN DAI VO2013-10-14
0012011-01-01PREPARER ON BEHALF OF ADMINISTRATOR
0012010-01-01PREPARER ON BEHALF OF ADMINISTRATOR
0012009-01-01JOHN DAI VO

Plan Statistics for JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-310
Acturial value of plan assets2018-12-310
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 target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-310
Total funding target for all participants2018-12-310
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31201,781
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 balance2018-12-31201,781
Present value of excess contributions2018-12-3197,317
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3197,317
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3197,317
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31325,229
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-31142,881
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,973,751
Acturial value of plan assets2017-12-312,973,751
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-3126,625
Active participant vested funding target2017-12-311,704,209
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,704,209
Total participant count2017-12-319
Total funding target for all participants2017-12-311,730,834
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3196,994
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 balance2017-12-3196,994
Present value of excess contributions2017-12-3198,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3198,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3198,347
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 year2017-12-31201,781
Total employer contributions2017-12-31100,000
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 date2017-12-3197,317
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 cost2017-12-31123,262
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3197,317
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,536,182
Acturial value of plan assets2016-12-312,536,182
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-3119,638
Active participant vested funding target2016-12-311,589,164
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-311,589,164
Total participant count2016-12-319
Total funding target for all participants2016-12-311,608,802
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-3196,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3196,994
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3196,994
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 year2016-12-3196,994
Total employer contributions2016-12-31100,000
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 date2016-12-3198,347
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 cost2016-12-31115,233
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3198,347
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2011: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2011 : JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$171,116
Total plan assets at end of year2011-12-31$1,500,998
Total plan assets at beginning of year2011-12-31$1,329,882
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$21,116
Net income (gross income less expenses)2011-12-31$171,116
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,500,998
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,329,882
Total contributions received or receivable from employer(s)2011-12-31$150,000
2010 : JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$326,101
Total plan assets at end of year2010-12-31$1,329,882
Total plan assets at beginning of year2010-12-31$1,003,781
Other income received2010-12-31$166,357
Net income (gross income less expenses)2010-12-31$326,101
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,329,882
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,003,781
Total contributions received or receivable from employer(s)2010-12-31$159,744

Form 5500 Responses for JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN

2011: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN DAI VO, M.D., INC. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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