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DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN
Plan identification number 002

DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

DANIEL G. KLEIN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:DANIEL G. KLEIN, D.D.S.
Employer identification number (EIN):161359003
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01DANIEL KLEIN2021-06-16
0022019-01-01DANIEL KLEIN2020-04-22
0022018-01-01DANIEL KLEIN2019-09-24
0022017-01-01DANIEL KLEIN2018-10-03
0022016-01-01DANIEL KLEIN2017-09-25
0022015-01-01DANIEL KLEIN2016-09-15
0022014-01-01DANIEL KLEIN2015-10-12
0022013-01-01DANIEL KLEIN2014-09-29
0022012-01-01DANIEL KLEIN2013-10-14
0022011-01-01DANIEL KLEIN2012-09-17
0022010-01-01DANIEL KLEIN2011-10-03

Plan Statistics for DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN

401k plan membership statisitcs for DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN

Measure Date Value
2020: DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-312,371,517
Acturial value of plan assets2020-12-312,371,517
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-312,182,731
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-312,182,731
Total participant count2020-12-313
Total funding target for all participants2020-12-312,182,731
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,995,859
Acturial value of plan assets2019-12-311,995,859
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,625,268
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-311,625,268
Total participant count2019-12-313
Total funding target for all participants2019-12-311,625,268
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31779
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
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
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 cost2019-12-3150,859
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
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: DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,994,483
Acturial value of plan assets2018-12-311,994,483
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 target2018-12-311,967,463
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,972,784
Total participant count2018-12-312
Total funding target for all participants2018-12-311,972,784
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3118,616
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3119,683
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31132,000
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 date2018-12-31123,214
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 cost2018-12-31144,165
Total funding amount beforereflecting carryover/prefunding balances2018-12-31122,466
Additional cash requirement2018-12-31122,466
Contributions allocatedtoward minimum required contributions for current year2018-12-31123,214
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,848,643
Acturial value of plan assets2017-12-311,848,643
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 target2017-12-311,802,470
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,809,450
Total participant count2017-12-313
Total funding target for all participants2017-12-311,809,450
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31963
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31115,000
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 date2017-12-31101,479
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31122,056
Total funding amount beforereflecting carryover/prefunding balances2017-12-3182,863
Additional cash requirement2017-12-3182,863
Contributions allocatedtoward minimum required contributions for current year2017-12-31101,479
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DANIEL G. KLEIN, DDS DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,538,138
Acturial value of plan assets2016-12-311,538,138
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 target2016-12-311,593,409
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,599,589
Total participant count2016-12-313
Total funding target for all participants2016-12-311,599,589
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-316,771
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-317,189
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31182,000
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 date2016-12-31158,984
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31146,486
Net shortfall amortization installment of oustanding balance2016-12-3161,451
Total funding amount beforereflecting carryover/prefunding balances2016-12-31158,075
Additional cash requirement2016-12-31158,075
Contributions allocatedtoward minimum required contributions for current year2016-12-31158,984
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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