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H J KIM DDS, PA PENSION PLAN 401k Plan overview

Plan NameH J KIM DDS, PA PENSION PLAN
Plan identification number 001

H J KIM DDS, PA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).
  • Profit-sharing
  • 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

HJ KIM DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:HJ KIM DDS, PA
Employer identification number (EIN):270912582
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H J KIM DDS, PA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01H J KIM H J KIM2013-07-11
0012011-01-01H J KIM H J KIM2012-09-21

Plan Statistics for H J KIM DDS, PA PENSION PLAN

401k plan membership statisitcs for H J KIM DDS, PA PENSION PLAN

Measure Date Value
2022: H J KIM DDS, PA PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: H J KIM DDS, PA PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,377,591
Acturial value of plan assets2021-12-312,377,591
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-3124,053
Active participant vested funding target2021-12-311,661,167
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-311,661,167
Total participant count2021-12-3110
Total funding target for all participants2021-12-311,685,220
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31188,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31198,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31180,947
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-019
Total number of active participants reported on line 7a of the Form 55002021-01-017
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0110
Number of participants with account balances2021-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: H J KIM DDS, PA PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,901,275
Acturial value of plan assets2020-12-311,901,275
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3120,750
Active participant vested funding target2020-12-311,405,037
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-311,408,284
Total participant count2020-12-319
Total funding target for all participants2020-12-311,429,034
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-31212,923
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31224,442
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 year2020-12-310
Total employer contributions2020-12-31200,000
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 date2020-12-31188,888
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 cost2020-12-31161,132
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 year2020-12-31188,888
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-019
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-019
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: H J KIM DDS, PA PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,306,367
Acturial value of plan assets2019-12-311,306,367
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3119,067
Active participant vested funding target2019-12-311,185,948
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-311,185,948
Total participant count2019-12-317
Total funding target for all participants2019-12-311,205,015
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-31219,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31231,301
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 year2019-12-310
Total employer contributions2019-12-31270,000
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 date2019-12-31262,729
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 cost2019-12-31151,158
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3149,806
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3149,806
Contributions allocatedtoward minimum required contributions for current year2019-12-31262,729
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: H J KIM DDS, PA PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,342,445
Acturial value of plan assets2018-12-311,342,445
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 target2018-12-31986,310
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-31986,310
Total participant count2018-12-316
Total funding target for all participants2018-12-31986,310
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-314,470
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,649
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 year2018-12-310
Total employer contributions2018-12-31223,334
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 date2018-12-31219,077
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 cost2018-12-31149,995
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 year2018-12-31219,077
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: H J KIM DDS, PA PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31974,594
Acturial value of plan assets2017-12-31974,594
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 target2017-12-31964,727
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31964,727
Total participant count2017-12-316
Total funding target for all participants2017-12-31964,727
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-31186,320
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 date2017-12-31180,923
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 cost2017-12-31186,320
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31176,453
Additional cash requirement2017-12-31176,453
Contributions allocatedtoward minimum required contributions for current year2017-12-31180,923
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: H J KIM DDS, PA PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31751,100
Acturial value of plan assets2016-12-31751,100
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 target2016-12-31740,000
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31740,000
Total participant count2016-12-316
Total funding target for all participants2016-12-31740,000
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-31185,569
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 date2016-12-31178,111
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 cost2016-12-31185,569
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31174,469
Additional cash requirement2016-12-31174,469
Contributions allocatedtoward minimum required contributions for current year2016-12-31178,111
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: H J KIM DDS, PA PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: H J KIM DDS, PA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: H J KIM DDS, PA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: H J KIM DDS, PA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: H J KIM DDS, PA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on H J KIM DDS, PA PENSION PLAN

Measure Date Value
2022 : H J KIM DDS, PA PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-418,267
Total income from all sources2022-12-31$-50,054
Expenses. Total of all expenses incurred2022-12-31$2,202,919
Benefits paid (including direct rollovers)2022-12-31$2,181,695
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$2,671,240
Value of fidelity bond covering the plan2022-12-31$300,000
Other income received2022-12-31$-50,054
Net income (gross income less expenses)2022-12-31$-2,252,973
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,671,240
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,224
2021 : H J KIM DDS, PA PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$314,613
Expenses. Total of all expenses incurred2021-12-31$22,140
Total plan assets at end of year2021-12-31$2,671,240
Total plan assets at beginning of year2021-12-31$2,378,767
Value of fidelity bond covering the plan2021-12-31$300,000
Other income received2021-12-31$314,613
Net income (gross income less expenses)2021-12-31$292,473
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,671,240
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,378,767
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$22,140
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : H J KIM DDS, PA PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$493,274
Expenses. Total of all expenses incurred2020-12-31$15,782
Total plan assets at end of year2020-12-31$2,378,767
Total plan assets at beginning of year2020-12-31$1,901,275
Value of fidelity bond covering the plan2020-12-31$300,000
Other income received2020-12-31$293,274
Net income (gross income less expenses)2020-12-31$477,492
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,378,767
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,901,275
Total contributions received or receivable from employer(s)2020-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15,782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : H J KIM DDS, PA PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$609,290
Expenses. Total of all expenses incurred2019-12-31$14,382
Total plan assets at end of year2019-12-31$1,901,275
Total plan assets at beginning of year2019-12-31$1,306,367
Value of fidelity bond covering the plan2019-12-31$300,000
Other income received2019-12-31$339,290
Net income (gross income less expenses)2019-12-31$594,908
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,901,275
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,306,367
Total contributions received or receivable from employer(s)2019-12-31$270,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : H J KIM DDS, PA PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$-36,175
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$1,306,367
Total plan assets at beginning of year2018-12-31$1,342,542
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$-263,867
Net income (gross income less expenses)2018-12-31$-36,175
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,306,367
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,342,542
Total contributions received or receivable from employer(s)2018-12-31$227,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : H J KIM DDS, PA PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$367,948
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,342,542
Total plan assets at beginning of year2017-12-31$974,594
Value of fidelity bond covering the plan2017-12-31$300,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$181,628
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$367,948
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,342,542
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$974,594
Total contributions received or receivable from employer(s)2017-12-31$186,320
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : H J KIM DDS, PA PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$223,494
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$974,594
Total plan assets at beginning of year2016-12-31$751,100
Value of fidelity bond covering the plan2016-12-31$300,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$37,925
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$223,494
Net plan assets at end of year (total assets less liabilities)2016-12-31$974,594
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$751,100
Total contributions received or receivable from employer(s)2016-12-31$185,569
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : H J KIM DDS, PA PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$162,623
Expenses. Total of all expenses incurred2015-12-31$156
Benefits paid (including direct rollovers)2015-12-31$156
Total plan assets at end of year2015-12-31$751,100
Total plan assets at beginning of year2015-12-31$588,633
Value of fidelity bond covering the plan2015-12-31$300,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,236
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$162,467
Net plan assets at end of year (total assets less liabilities)2015-12-31$751,100
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$588,633
Total contributions received or receivable from employer(s)2015-12-31$166,859
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : H J KIM DDS, PA PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$203,423
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$588,633
Total plan assets at beginning of year2014-12-31$385,210
Value of fidelity bond covering the plan2014-12-31$300,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$21,365
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$203,423
Net plan assets at end of year (total assets less liabilities)2014-12-31$588,633
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$385,210
Total contributions received or receivable from employer(s)2014-12-31$182,058
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : H J KIM DDS, PA PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$189,346
Expenses. Total of all expenses incurred2013-12-31$3,795
Benefits paid (including direct rollovers)2013-12-31$3,795
Total plan assets at end of year2013-12-31$385,210
Total plan assets at beginning of year2013-12-31$199,659
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$33,999
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$185,551
Net plan assets at end of year (total assets less liabilities)2013-12-31$385,210
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$199,659
Total contributions received or receivable from employer(s)2013-12-31$155,347
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : H J KIM DDS, PA PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$150,539
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$199,659
Total plan assets at beginning of year2012-12-31$49,120
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,307
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$150,539
Net plan assets at end of year (total assets less liabilities)2012-12-31$199,659
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$49,120
Total contributions received or receivable from employer(s)2012-12-31$149,232
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : H J KIM DDS, PA PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$49,120
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$49,120
Total plan assets at beginning of year2011-12-31$0
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$0
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$49,120
Net plan assets at end of year (total assets less liabilities)2011-12-31$49,120
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$49,120
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for H J KIM DDS, PA PENSION PLAN

2022: H J KIM DDS, PA PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: H J KIM DDS, PA PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: H J KIM DDS, PA PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: H J KIM DDS, PA PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: H J KIM DDS, PA PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: H J KIM DDS, PA PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: H J KIM DDS, PA PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: H J KIM DDS, PA PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: H J KIM DDS, PA PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: H J KIM DDS, PA PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: H J KIM DDS, PA PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: H J KIM DDS, PA PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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