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JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameJOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN
Plan identification number 002

JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT 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

JOHN A. GUERRIERI, DDS PLLC has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. GUERRIERI, DDS PLLC
Employer identification number (EIN):208735046
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01KIM GUERRIERI2021-07-12 KIM GUERRIERI2021-07-12
0022020-01-01KIM GUERRIERI2021-07-12 KIM GUERRIERI2021-07-12
0022019-01-01JOHN GUERRIERI2020-10-08 JOHN GUERRIERI2020-10-08
0022018-01-01KIMBERLY GUERRIERI2019-08-18 KIMBERLY GUERRIERI2019-08-18
0022017-01-01KIMBERLY GUERRIERI2018-09-25 KIMBERLY GUERRIERI2018-09-25
0022016-01-01KIMBERLY GUERRIERI2017-09-30 KIMBERLY GUERRIERI2017-09-30
0022015-01-01KIMBERLY GUERRIERI2016-09-21 KIMBERLY GUERRIERI2016-09-21
0022014-01-01KIMBERLY GUERRIERI2015-09-16 KIMBERLY GUERRIERI2015-09-16
0022013-01-01KIMBERLYY GUERRIERI2014-09-22 KIMBERLYY GUERRIERI2014-09-22
0022012-01-01KIMBERLY GUERRIERI2013-10-09 KIMBERLY GUERRIERI2013-10-09
0022011-01-01JOHN A. GUERRIERI2012-09-18 JOHN A. GUERRIERI2012-09-18
0022010-01-01KIMBERLY GUERRIERI2011-10-15 KIMBERLY GUERRIERI2011-10-15

Plan Statistics for JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN

Measure Date Value
2021: JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-03-311,661,234
Acturial value of plan assets2021-03-311,661,234
Funding target for retired participants and beneficiaries receiving payment2021-03-310
Number of terminated vested participants2021-03-310
Fundng target for terminated vested participants2021-03-310
Active participant vested funding target2021-03-311,139,105
Number of active participants2021-03-316
Total funding liabilities for active participants2021-03-311,139,105
Total participant count2021-03-316
Total funding target for all participants2021-03-311,139,105
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-31127,309
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-31127,309
Present value of excess contributions2021-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-310
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-310
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-31143,261
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-310
Net shortfall amortization installment of oustanding balance2021-03-310
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-310
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-310
Additional cash requirement2021-03-310
Contributions allocatedtoward minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-311,476,241
Acturial value of plan assets2020-12-311,476,241
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 target2020-12-311,096,022
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-311,096,022
Total participant count2020-12-317
Total funding target for all participants2020-12-311,096,022
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3199,960
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3199,960
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31127,309
Total employer contributions2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-311,159,149
Acturial value of plan assets2019-12-311,159,149
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 target2019-12-311,029,004
Number of active participants2019-12-318
Total funding liabilities for active participants2019-12-311,029,004
Total participant count2019-12-318
Total funding target for all participants2019-12-311,029,004
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31105,554
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 balance2019-12-31105,554
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3199,960
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 cost2019-12-310
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: JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,222,919
Acturial value of plan assets2018-12-311,222,919
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 target2018-12-31962,786
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-31962,786
Total participant count2018-12-318
Total funding target for all participants2018-12-31962,786
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3191,802
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 balance2018-12-3191,802
Present value of excess contributions2018-12-3111,240
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3111,883
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 year2018-12-31105,554
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-310
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 year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,032,126
Acturial value of plan assets2017-12-311,032,126
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 target2017-12-31864,770
Number of active participants2017-12-3110
Total funding liabilities for active participants2017-12-31864,770
Total participant count2017-12-3110
Total funding target for all participants2017-12-31864,770
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3184,540
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 balance2017-12-3184,540
Present value of excess contributions2017-12-3167,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3171,653
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 year2017-12-3191,802
Total employer contributions2017-12-3142,866
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 date2017-12-3139,530
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 cost2017-12-31103,844
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3128,290
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3128,290
Contributions allocatedtoward minimum required contributions for current year2017-12-3139,530
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN A. GUERRIERI, DDS PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31855,773
Acturial value of plan assets2016-12-31855,773
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 target2016-12-31692,043
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31692,043
Total participant count2016-12-316
Total funding target for all participants2016-12-31692,043
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3184,321
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 balance2016-12-3184,321
Present value of excess contributions2016-12-31100,458
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31106,666
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 year2016-12-3184,540
Total employer contributions2016-12-31107,790
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 date2016-12-3198,360
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 cost2016-12-31109,921
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 balances2016-12-3130,731
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3130,731
Contributions allocatedtoward minimum required contributions for current year2016-12-3198,360
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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