Logo

ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN
Plan identification number 002

ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

ERIC G. UNGER, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:ERIC G. UNGER, DDS, PC
Employer identification number (EIN):251820025
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-10-01
0022018-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01ERIC UNGER2017-04-19 ERIC UNGER2017-04-19
0022014-10-01ERIC UNGER2016-06-13 ERIC UNGER2016-06-13
0022013-10-01

Plan Statistics for ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2020: ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-09-30866,975
Acturial value of plan assets2020-09-30866,975
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-306
Fundng target for terminated vested participants2020-09-303,371
Active participant vested funding target2020-09-30834,653
Number of active participants2020-09-309
Total funding liabilities for active participants2020-09-30834,653
Total participant count2020-09-3015
Total funding target for all participants2020-09-30838,024
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-3059,679
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-3059,679
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-3060,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3057,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-3057,727
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-3057,727
Total employer contributions2020-09-3087,215
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-3083,480
Liquidity shortfalls end of Q12020-09-300
Liquidity shortfalls end of Q22020-09-300
Liquidity shortfalls end of Q32020-09-300
Liquidity shortfalls end of Q42020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30129,386
Net shortfall amortization installment of oustanding balance2020-09-3028,776
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30135,338
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-3057,727
Additional cash requirement2020-09-3077,611
Contributions allocatedtoward minimum required contributions for current year2020-09-3083,480
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-09-30724,237
Acturial value of plan assets2019-09-30724,237
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-306
Fundng target for terminated vested participants2019-09-302,995
Active participant vested funding target2019-09-30702,319
Number of active participants2019-09-309
Total funding liabilities for active participants2019-09-30702,319
Total participant count2019-09-3015
Total funding target for all participants2019-09-30705,314
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-3061,004
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-3061,004
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-3059,088
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3059,679
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-3059,679
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-3059,679
Total employer contributions2019-09-30140,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30142,738
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30136,831
Net shortfall amortization installment of oustanding balance2019-09-3044,084
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30145,301
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-3063,006
Additional cash requirement2019-09-3082,295
Contributions allocatedtoward minimum required contributions for current year2019-09-30142,738
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-30591,973
Acturial value of plan assets2018-09-30591,973
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-305
Fundng target for terminated vested participants2018-09-302,596
Active participant vested funding target2018-09-30535,908
Number of active participants2018-09-307
Total funding liabilities for active participants2018-09-30535,908
Total participant count2018-09-3012
Total funding target for all participants2018-09-30538,504
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3049,874
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-3049,874
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-3058,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3061,004
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-3061,004
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-3061,004
Total employer contributions2018-09-30125,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30128,631
Liquidity shortfalls end of Q12018-09-300
Liquidity shortfalls end of Q22018-09-300
Liquidity shortfalls end of Q32018-09-300
Liquidity shortfalls end of Q42018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30131,367
Net shortfall amortization installment of oustanding balance2018-09-3011,051
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30134,063
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-3064,520
Additional cash requirement2018-09-3069,543
Contributions allocatedtoward minimum required contributions for current year2018-09-30128,631
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: ERIC G. UNGER, DDS, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-09-30431,175
Acturial value of plan assets2017-09-30431,175
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-304
Fundng target for terminated vested participants2017-09-301,859
Active participant vested funding target2017-09-30381,376
Number of active participants2017-09-307
Total funding liabilities for active participants2017-09-30381,688
Total participant count2017-09-3011
Total funding target for all participants2017-09-30383,547
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3039,397
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-3039,397
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-3049,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3049,874
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-3049,874
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-3049,874
Total employer contributions2017-09-30129,108
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30132,477
Liquidity shortfalls end of Q12017-09-300
Liquidity shortfalls end of Q22017-09-300
Liquidity shortfalls end of Q32017-09-300
Liquidity shortfalls end of Q42017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30124,842
Net shortfall amortization installment of oustanding balance2017-09-305,210
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30126,349
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-3052,838
Additional cash requirement2017-09-3073,511
Contributions allocatedtoward minimum required contributions for current year2017-09-30132,477
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1