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FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameFAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN
Plan identification number 002

FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT 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

FAMILY DENTAL MONTGOMERY, INC has sponsored the creation of one or more 401k plans.

Company Name:FAMILY DENTAL MONTGOMERY, INC
Employer identification number (EIN):201817212
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01JERRY GAO DDS2017-09-27
0022015-01-01JERRY GAO DDS2016-09-28
0022014-01-01JERRY GAO DDS2015-12-04
0022014-01-01JERRY GAO DDS2015-10-15
0022013-01-01JERRY GAO DDS2014-10-14 JERRY GAO DDS2014-10-14
0022012-01-01JERRY GAO DDS2013-10-07 JERRY GAO DDS2013-10-07

Plan Statistics for FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN

401k plan membership statisitcs for FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN

Measure Date Value
2022: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-311,359,901
Acturial value of plan assets2022-12-311,359,901
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-3122,532
Active participant vested funding target2022-12-311,535,391
Number of active participants2022-12-314
Total funding liabilities for active participants2022-12-311,535,672
Total participant count2022-12-318
Total funding target for all participants2022-12-311,558,204
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31148,372
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31148,372
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31150,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31148,086
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-313,859
Net shortfall amortization installment of oustanding balance2022-12-31198,303
Total funding amount beforereflecting carryover/prefunding balances2022-12-3122,185
Additional cash requirement2022-12-3122,185
Contributions allocatedtoward minimum required contributions for current year2022-12-31148,086
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-311,932,000
Acturial value of plan assets2021-12-311,932,000
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-3121,951
Active participant vested funding target2021-12-311,472,787
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-311,473,222
Total participant count2021-12-317
Total funding target for all participants2021-12-311,495,173
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31115,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31115,585
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31150,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31148,372
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3157,431
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31148,372
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,404,229
Acturial value of plan assets2020-12-311,404,229
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3112,485
Active participant vested funding target2020-12-311,214,409
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-311,214,738
Total participant count2020-12-317
Total funding target for all participants2020-12-311,227,223
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
Total available prior years excess cotributions available at beginning of current plan year to add to 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 contributions2020-12-31120,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31115,585
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31111,329
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31115,585
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,011,371
Acturial value of plan assets2019-12-311,011,371
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3111,477
Active participant vested funding target2019-12-311,012,876
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,016,385
Total participant count2019-12-317
Total funding target for all participants2019-12-311,027,862
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3186
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31120,000
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 date2019-12-31115,405
Unpaid minimum required contributions for all prior years2019-12-310
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 cost2019-12-31103,863
Net shortfall amortization installment of oustanding balance2019-12-3116,491
Total funding amount beforereflecting carryover/prefunding balances2019-12-31108,890
Additional cash requirement2019-12-31108,890
Contributions allocatedtoward minimum required contributions for current year2019-12-31115,405
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31730,571
Acturial value of plan assets2018-12-31730,571
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-3110,495
Active participant vested funding target2018-12-31841,057
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31841,057
Total participant count2018-12-318
Total funding target for all participants2018-12-31851,552
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
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31120,100
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 date2018-12-31116,648
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 cost2018-12-3196,812
Net shortfall amortization installment of oustanding balance2018-12-31120,981
Total funding amount beforereflecting carryover/prefunding balances2018-12-31116,562
Additional cash requirement2018-12-31116,562
Contributions allocatedtoward minimum required contributions for current year2018-12-31116,648
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31693,418
Acturial value of plan assets2017-12-31693,418
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-311,571
Active participant vested funding target2017-12-31674,402
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31676,317
Total participant count2017-12-316
Total funding target for all participants2017-12-31677,888
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 contributions2017-12-3131,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3131,264
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3190,000
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 date2017-12-3187,956
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 cost2017-12-3182,801
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3167,271
Additional cash requirement2017-12-3167,271
Contributions allocatedtoward minimum required contributions for current year2017-12-3187,956
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: FAMILY DENTAL MONTGOMERY, INC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31532,397
Acturial value of plan assets2016-12-31532,397
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31324,361
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31542,208
Total participant count2016-12-315
Total funding target for all participants2016-12-31542,208
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 contributions2016-12-3156,401
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3156,401
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31115,000
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 date2016-12-31111,044
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 cost2016-12-3177,700
Net shortfall amortization installment of oustanding balance2016-12-319,811
Total funding amount beforereflecting carryover/prefunding balances2016-12-3179,780
Additional cash requirement2016-12-3179,780
Contributions allocatedtoward minimum required contributions for current year2016-12-31111,044
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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