401k Plan data: BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN plan

BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN
Plan identification number	003

BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
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).

401k Sponsoring company profile

BRADLEY D. KAUFMAN, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: BRADLEY D. KAUFMAN, D.D.S., P.C.

Employer identification number (EIN): 161542938

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01 BRADLEY D. KAUFMAN, DDS 2018-05-15
003 2017-01-01 BRADLEY D. KAUFMAN, DDS 2018-04-18
003 2016-01-01 BRADLEY D. KAUFMAN, DDS 2017-07-24
003 2015-01-01 BRADLEY D. KAUFMAN, DDS 2016-07-19
003 2014-01-01 BRADLEY D. KAUFMAN, DDS 2015-06-02
003 2013-01-01 BRADLEY KAUFMAN 2014-04-24
003 2012-01-01 BRADLEY KAUFMAN 2013-06-13
003 2011-01-01 BRADLEY KAUFMAN 2012-06-05
003 2010-01-01 BRADLEY KAUFMAN 2011-06-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01	BRADLEY D. KAUFMAN, DDS	2018-05-15
003	2017-01-01	BRADLEY D. KAUFMAN, DDS	2018-04-18
003	2016-01-01	BRADLEY D. KAUFMAN, DDS	2017-07-24
003	2015-01-01	BRADLEY D. KAUFMAN, DDS	2016-07-19
003	2014-01-01	BRADLEY D. KAUFMAN, DDS	2015-06-02
003	2013-01-01	BRADLEY KAUFMAN	2014-04-24
003	2012-01-01	BRADLEY KAUFMAN	2013-06-13
003	2011-01-01	BRADLEY KAUFMAN	2012-06-05
003	2010-01-01	BRADLEY KAUFMAN	2011-06-06

Plan Statistics for BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN

Measure Date Value
2017: BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,140,469
Acturial value of plan assets 2017-12-31 1,140,469
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 806,047
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 806,047
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 806,047
Balance at beginning of prior year after applicable adjustments 2017-12-31 2,569
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 60,380
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 0
Amount remaining of carryover balance 2017-12-31 2,569
Amount remaining of prefunding balance 2017-12-31 60,380
Present value of excess contributions 2017-12-31 92,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 92,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2,683
Balance of prefunding at beginning of current year 2017-12-31 63,061
Total employer contributions 2017-12-31 78,000
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 80,375
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 68,407
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 0
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 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 80,375
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 959,007
Acturial value of plan assets 2016-12-31 959,007
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 24,239
Active participant vested funding target 2016-12-31 709,724
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 709,724
Total participant count 2016-12-31 16
Total funding target for all participants 2016-12-31 733,963
Balance at beginning of prior year after applicable adjustments 2016-12-31 2,616
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 61,474
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 0
Amount remaining of carryover balance 2016-12-31 2,616
Amount remaining of prefunding balance 2016-12-31 61,474
Present value of excess contributions 2016-12-31 92,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 92,688
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 2,569
Balance of prefunding at beginning of current year 2016-12-31 60,380
Total employer contributions 2016-12-31 90,355
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 92,640
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 69,002
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 92,640
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
2017: BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,140,469
Acturial value of plan assets	2017-12-31	1,140,469
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	806,047
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	806,047
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	806,047
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,569
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	60,380
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	0
Amount remaining of carryover balance	2017-12-31	2,569
Amount remaining of prefunding balance	2017-12-31	60,380
Present value of excess contributions	2017-12-31	92,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	92,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	2,683
Balance of prefunding at beginning of current year	2017-12-31	63,061
Total employer contributions	2017-12-31	78,000
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	80,375
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	68,407
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	0
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	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	80,375
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BRADLEY D. KAUFMAN, D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	959,007
Acturial value of plan assets	2016-12-31	959,007
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	24,239
Active participant vested funding target	2016-12-31	709,724
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	709,724
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	733,963
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,616
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	61,474
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	0
Amount remaining of carryover balance	2016-12-31	2,616
Amount remaining of prefunding balance	2016-12-31	61,474
Present value of excess contributions	2016-12-31	92,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	92,688
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	2,569
Balance of prefunding at beginning of current year	2016-12-31	60,380
Total employer contributions	2016-12-31	90,355
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	92,640
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	69,002
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	92,640
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:	BRADLEY D. KAUFMAN, D.D.S., P.C.
Employer identification number (EIN):	161542938
NAIC Classification:	621210
NAIC Description:	Offices of Dentists