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EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameEDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 002

EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

EDWARD P. ALLEN, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD P. ALLEN, D.D.S., P.A.
Employer identification number (EIN):201941190
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about EDWARD P. ALLEN, D.D.S., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-10-28
Company Identification Number: 0800407779
Legal Registered Office Address: 8335 WALNUT HILL LN STE 210

DALLAS
United States of America (USA)
75231

More information about EDWARD P. ALLEN, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01EDWARD P. ALLEN2017-09-29
0022015-01-01
0022014-01-01EDWARD P. ALLEN, D.D.S.2015-09-28
0022013-01-01EDWARD P. ALLEN, D.D.S.2014-09-30
0022012-01-01EDWARD P. ALLEN, D.D.S.2013-07-18
0022011-01-01EDWARD P. ALLEN, D.D.S.2012-09-10
0022010-01-01EDWARD P. ALLEN, D.D.S.2011-09-22 EDWARD P. ALLEN, D.D.S.2011-09-22

Plan Statistics for EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2019: EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-311,728,821
Acturial value of plan assets2019-12-311,728,821
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3179,477
Active participant vested funding target2019-12-311,386,945
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,386,945
Total participant count2019-12-316
Total funding target for all participants2019-12-311,466,422
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31165,451
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 balance2019-12-31165,451
Present value of excess contributions2019-12-31274,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31289,418
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31154,449
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
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 cost2019-12-31177
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
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: EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-311,662,283
Acturial value of plan assets2018-12-311,662,283
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 target2018-12-311,297,852
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-311,297,852
Total participant count2018-12-316
Total funding target for all participants2018-12-311,297,852
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31152,279
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 balance2018-12-31152,279
Present value of excess contributions2018-12-31236,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31236,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31165,451
Total employer contributions2018-12-31300,000
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 date2018-12-31274,460
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 cost2018-12-31196,235
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 year2018-12-31274,460
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,405,407
Acturial value of plan assets2017-12-311,405,407
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 target2017-12-311,062,547
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-311,062,547
Total participant count2017-12-316
Total funding target for all participants2017-12-311,062,547
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31142,184
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 balance2017-12-31142,184
Present value of excess contributions2017-12-31180,974
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31191,579
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-31152,279
Total employer contributions2017-12-31260,000
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 date2017-12-31236,861
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 cost2017-12-31189,672
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31236,861
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EDWARD P. ALLEN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,079,615
Acturial value of plan assets2016-12-311,079,615
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 target2016-12-31882,157
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31882,157
Total participant count2016-12-316
Total funding target for all participants2016-12-31882,157
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31147,341
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 balance2016-12-31147,341
Present value of excess contributions2016-12-31117,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31124,258
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31142,184
Total employer contributions2016-12-31350,000
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 date2016-12-31317,576
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
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 cost2016-12-31191,876
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31136,602
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31136,602
Contributions allocatedtoward minimum required contributions for current year2016-12-31317,576
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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