JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN 401k Plan overview

JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	JERRY M. ROSENBERG, DMD
Employer identification number (EIN):	222616605
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	VICKIE ROSENBERG	2021-09-20
002	2019-01-01	VICKIE ROSENBERG	2020-09-29
002	2018-01-01	JERRY ROSENBERG, DMD	2019-10-11
002	2017-01-01	JERRY ROSENBERG, DMD	2018-10-12
002	2016-01-01	JERRY ROSENBERG, DMD	2017-10-13
002	2015-01-01	JERRY ROSENBERG, DMD	2016-10-10
002	2014-01-01	JERRY ROSENBERG, DMD	2015-10-12
002	2013-01-01	JERRY ROSENBERG, DMD	2014-10-13
002	2012-01-01	JERRY ROSENBERG, DMD	2013-10-11
002	2011-01-01	JERRY ROSENBERG, DMD	2012-10-01
002	2010-01-01	JERRY M. ROSENBERG, DMD	2011-10-10	JERRY M. ROSENBERG, DMD	2011-10-10

Plan Statistics for JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN

Measure	Date	Value
2020: JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-11-27	1,393,080
Acturial value of plan assets	2020-11-27	1,393,080
Funding target for retired participants and beneficiaries receiving payment	2020-11-27	0
Number of terminated vested participants	2020-11-27	1
Fundng target for terminated vested participants	2020-11-27	110
Active participant vested funding target	2020-11-27	1,355,135
Number of active participants	2020-11-27	6
Total funding liabilities for active participants	2020-11-27	1,355,135
Total participant count	2020-11-27	7
Total funding target for all participants	2020-11-27	1,355,245
Balance at beginning of prior year after applicable adjustments	2020-11-27	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-11-27	11
Carryover balanced portion elected for use to offset prior years funding requirement	2020-11-27	0
Prefunding balanced used to offset prior years funding requirement	2020-11-27	0
Amount remaining of carryover balance	2020-11-27	0
Amount remaining of prefunding balance	2020-11-27	11
Present value of excess contributions	2020-11-27	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-11-27	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-11-27	0
Reductions in caryover balances due to elections or deemed elections	2020-11-27	0
Reductions in prefunding balances due to elections or deemed elections	2020-11-27	0
Balance of carryovers at beginning of current year	2020-11-27	0
Balance of prefunding at beginning of current year	2020-11-27	13
Total employer contributions	2020-11-27	0
Total employee contributions	2020-11-27	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-11-27	0
Contributions made to avoid restrictions adjusted to valuation date	2020-11-27	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-11-27	0
Unpaid minimum required contributions for all prior years	2020-11-27	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-11-27	0
Remaining amount of unpaid minimum required contributions	2020-11-27	0
Minimum required contributions for current year target normal cost	2020-11-27	2,145
Net shortfall amortization installment of oustanding balance	2020-11-27	0
Waiver amortization installment	2020-11-27	0
Total funding amount beforereflecting carryover/prefunding balances	2020-11-27	0
Carryover balance elected to use to offset funding requirement	2020-11-27	0
Prefunding balance elected to use to offset funding requirement	2020-11-27	0
Additional cash requirement	2020-11-27	0
Contributions allocatedtoward minimum required contributions for current year	2020-11-27	0
Unpaid minimum required contributions for current year	2020-11-27	0
Unpaid minimum required contributions for all years	2020-11-27	0
2019: JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,184,316
Acturial value of plan assets	2019-12-31	1,184,316
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	90
Active participant vested funding target	2019-12-31	1,213,402
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	1,213,402
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	1,213,492
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	11
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	11
Present value of excess contributions	2019-12-31	27,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	29,261
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	11
Total employer contributions	2019-12-31	10,363
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	9,528
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	4,785
Net shortfall amortization installment of oustanding balance	2019-12-31	29,187
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	9,528
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	9,528
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	9,528
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,171,377
Acturial value of plan assets	2018-12-31	1,171,377
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	79
Active participant vested funding target	2018-12-31	1,113,664
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	1,114,975
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	1,115,054
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	9
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	9
Present value of excess contributions	2018-12-31	24,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	25,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	11
Total employer contributions	2018-12-31	30,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	27,696
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	9,885
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	27,696
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	927,814
Acturial value of plan assets	2017-12-31	927,814
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	68
Active participant vested funding target	2017-12-31	985,908
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	987,584
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	987,652
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	9
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	0
Amount remaining of prefunding balance	2017-12-31	9
Present value of excess contributions	2017-12-31	64,529
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	68,381
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	0
Balance of prefunding at beginning of current year	2017-12-31	9
Total employer contributions	2017-12-31	55,000
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	50,069
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	15,955
Net shortfall amortization installment of oustanding balance	2017-12-31	59,847
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	25,783
Additional cash requirement	2017-12-31	25,783
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	50,069
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JERRY M. ROSENBERG, DMD DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	891,641
Acturial value of plan assets	2016-12-31	891,641
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	67
Active participant vested funding target	2016-12-31	747,701
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	749,217
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	749,284
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	9
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	0
Amount remaining of prefunding balance	2016-12-31	9
Present value of excess contributions	2016-12-31	91,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	96,726
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	9
Total employer contributions	2016-12-31	70,000
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	64,529
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	131,227
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	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	64,529
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

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• JERRY M. FEENEY 401(K) PLAN [EIN = 201546153]
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• JERRY M. KUPERSTEIN, L.L.M. 401(K) PROFIT SHARING PLAN [EIN = 680148813]
• JERRY M. PARKER, M.D., INC. PROFIT SHARING PLAN [EIN = 942609983]
• JERRY M. DECKER, ESQ., P.C. 401(K) PROFIT SHARING PLAN [EIN = 113047682]
• JERRY M. FEENEY CASH BALANCE PLAN [EIN = 201546153]
• JERRY M. CUNNINGHAM, M.D. MONEY PURCHASE PLAN [EIN = 640602068]
• JERRY M. FEENEY P.C. 401(K) PLAN [EIN = 823806359]
• JERRY M. FEENEY P.C. CASH BALANCE PLAN [EIN = 823806359]

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