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STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSTEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

STEVEN A. PUMA D.D.S., LLC has sponsored the creation of one or more 401k plans.

Company Name:STEVEN A. PUMA D.D.S., LLC
Employer identification number (EIN):204710751
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-12-31
0022022-12-31
0022021-12-31
0022020-12-31
0022019-12-31
0022018-12-31
0022017-12-31STEVEN PUMA2019-05-09 STEVEN PUMA2019-05-09
0022016-12-31STEVEN A PUMA DDS2018-04-25 STEVEN A PUMA DDS2018-04-25
0022015-12-31STEVEN PUMA2017-04-04 STEVEN PUMA2017-04-04
0022014-12-31STEVEN PUMA2016-04-13 STEVEN PUMA2016-04-13
0022013-12-31STEVEN PUMA2015-08-01 STEVEN PUMA2015-08-01
0022012-12-31STEVEN PUMA2014-06-26 STEVEN PUMA2014-06-26
0022011-12-31STEVEN PUMA2013-07-30 STEVEN PUMA2013-07-30
0022010-12-31STEVEN PUMA2012-08-27 STEVEN PUMA2012-08-27

Plan Statistics for STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets2023-12-302,678,100
Acturial value of plan assets2023-12-302,678,100
Funding target for retired participants and beneficiaries receiving payment2023-12-300
Number of terminated vested participants2023-12-300
Fundng target for terminated vested participants2023-12-300
Active participant vested funding target2023-12-302,571,068
Number of active participants2023-12-301
Total funding liabilities for active participants2023-12-302,571,068
Total participant count2023-12-301
Total funding target for all participants2023-12-302,571,068
Balance at beginning of prior year after applicable adjustments2023-12-300
Prefunding balance at beginning of prior year after applicable adjustments2023-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-12-300
Prefunding balanced used to offset prior years funding requirement2023-12-300
Amount remaining of carryover balance2023-12-300
Amount remaining of prefunding balance2023-12-300
Present value of excess contributions2023-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-12-300
Reductions in caryover balances due to elections or deemed elections2023-12-300
Reductions in prefunding balances due to elections or deemed elections2023-12-300
Balance of carryovers at beginning of current year2023-12-300
Balance of prefunding at beginning of current year2023-12-300
Total employer contributions2023-12-300
Total employee contributions2023-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-12-300
Contributions made to avoid restrictions adjusted to valuation date2023-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-12-300
Unpaid minimum required contributions for all prior years2023-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-12-300
Remaining amount of unpaid minimum required contributions2023-12-300
Minimum required contributions for current year target normal cost2023-12-300
Net shortfall amortization installment of oustanding balance2023-12-300
Waiver amortization installment2023-12-300
Total funding amount beforereflecting carryover/prefunding balances2023-12-300
Carryover balance elected to use to offset funding requirement2023-12-300
Prefunding balance elected to use to offset funding requirement2023-12-300
Additional cash requirement2023-12-300
Contributions allocatedtoward minimum required contributions for current year2023-12-300
Unpaid minimum required contributions for current year2023-12-300
Unpaid minimum required contributions for all years2023-12-300
2022: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-302,798,587
Acturial value of plan assets2022-12-302,798,587
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-300
Fundng target for terminated vested participants2022-12-300
Active participant vested funding target2022-12-302,581,989
Number of active participants2022-12-307
Total funding liabilities for active participants2022-12-302,581,989
Total participant count2022-12-307
Total funding target for all participants2022-12-302,581,989
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-300
Present value of excess contributions2022-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-300
Total employer contributions2022-12-300
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-300
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-300
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-300
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Additional cash requirement2022-12-300
Contributions allocatedtoward minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-302,797,587
Acturial value of plan assets2021-12-302,798,587
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-300
Fundng target for terminated vested participants2021-12-300
Active participant vested funding target2021-12-302,605,652
Number of active participants2021-12-307
Total funding liabilities for active participants2021-12-302,605,652
Total participant count2021-12-307
Total funding target for all participants2021-12-302,605,652
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-30241,429
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-30241,429
Present value of excess contributions2021-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-30258,933
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-300
Total employer contributions2021-12-300
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-300
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-300
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-302,648,950
Acturial value of plan assets2020-12-302,648,950
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-300
Fundng target for terminated vested participants2020-12-300
Active participant vested funding target2020-12-302,713,950
Number of active participants2020-12-307
Total funding liabilities for active participants2020-12-302,713,950
Total participant count2020-12-307
Total funding target for all participants2020-12-302,713,950
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3034,404
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-3034,404
Present value of excess contributions2020-12-30192,345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-30202,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-30202,962
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-300
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-30241,429
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-300
Liquidity shortfalls end of Q12020-12-300
Liquidity shortfalls end of Q22020-12-300
Liquidity shortfalls end of Q32020-12-300
Liquidity shortfalls end of Q42020-12-300
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-300
Net shortfall amortization installment of oustanding balance2020-12-30306,429
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-3083,683
Prefunding balance elected to use to offset funding requirement2020-12-3083,683
Additional cash requirement2020-12-300
Contributions allocatedtoward minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-302,084,968
Acturial value of plan assets2019-12-302,084,968
Funding target for retired participants and beneficiaries receiving payment2019-12-300
Number of terminated vested participants2019-12-300
Fundng target for terminated vested participants2019-12-300
Active participant vested funding target2019-12-302,533,299
Number of active participants2019-12-308
Total funding liabilities for active participants2019-12-302,533,299
Total participant count2019-12-308
Total funding target for all participants2019-12-302,533,299
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3036,678
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-300
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-3036,678
Present value of excess contributions2019-12-3087,574
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3092,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-3034,404
Total employer contributions2019-12-30300,000
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30291,573
Liquidity shortfalls end of Q12019-12-300
Liquidity shortfalls end of Q22019-12-300
Liquidity shortfalls end of Q32019-12-300
Liquidity shortfalls end of Q42019-12-300
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-300
Net shortfall amortization installment of oustanding balance2019-12-30482,735
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-3099,228
Carryover balance elected to use to offset funding requirement2019-12-300
Prefunding balance elected to use to offset funding requirement2019-12-300
Additional cash requirement2019-12-3099,228
Contributions allocatedtoward minimum required contributions for current year2019-12-30291,573
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-302,067,903
Acturial value of plan assets2018-12-302,067,903
Funding target for retired participants and beneficiaries receiving payment2018-12-300
Number of terminated vested participants2018-12-300
Fundng target for terminated vested participants2018-12-300
Active participant vested funding target2018-12-302,322,314
Number of active participants2018-12-308
Total funding liabilities for active participants2018-12-302,322,314
Total participant count2018-12-308
Total funding target for all participants2018-12-302,322,314
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3036,315
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-3036,315
Present value of excess contributions2018-12-3078,057
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3082,779
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-3036,678
Total employer contributions2018-12-30150,000
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30147,670
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-300
Net shortfall amortization installment of oustanding balance2018-12-30291,089
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-3060,096
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-300
Additional cash requirement2018-12-3060,096
Contributions allocatedtoward minimum required contributions for current year2018-12-30147,670
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: STEVEN A. PUMA D.D.S., LLC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-301,774,706
Acturial value of plan assets2017-12-301,774,706
Funding target for retired participants and beneficiaries receiving payment2017-12-300
Number of terminated vested participants2017-12-300
Fundng target for terminated vested participants2017-12-300
Active participant vested funding target2017-12-302,133,286
Number of active participants2017-12-308
Total funding liabilities for active participants2017-12-302,133,286
Total participant count2017-12-308
Total funding target for all participants2017-12-302,133,286
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3080,060
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-3080,060
Present value of excess contributions2017-12-3095,438
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-30101,441
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-3044,546
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-3036,315
Total employer contributions2017-12-30150,000
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-30147,220
Liquidity shortfalls end of Q12017-12-300
Liquidity shortfalls end of Q22017-12-300
Liquidity shortfalls end of Q32017-12-300
Liquidity shortfalls end of Q42017-12-300
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-300
Net shortfall amortization installment of oustanding balance2017-12-30394,895
Waiver amortization installment2017-12-300
Waived amount of outstanding balance2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-3069,163
Carryover balance elected to use to offset funding requirement2017-12-300
Prefunding balance elected to use to offset funding requirement2017-12-300
Additional cash requirement2017-12-3069,163
Contributions allocatedtoward minimum required contributions for current year2017-12-30147,220
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300

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