401k Plan data: LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST plan

LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan Name	LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number	003

LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RICHARD B. BARRY, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD B. BARRY, D.D.S., INC.

Employer identification number (EIN): 311185505

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01 RICHARD B. BARRY, D.D.S. 2020-07-15
003 2018-01-01 RICHARD B. BARRY, D.D.S. 2019-10-11
003 2017-01-01 RICHARD B. BARRY, D.D.S. 2018-10-15
003 2016-01-01 RICHARD B. BARRY, D.D.S. 2017-10-16
003 2015-01-01 RICHARD B. BARRY, D.D.S. 2016-10-12
003 2014-01-01 RICHARD B. BARRY, D.D.S. 2015-10-09
003 2013-01-01 RICHARD B. BARRY, D.D.S. 2014-10-03
003 2012-01-01 RICHARD B. BARRY, D.D.S. 2013-10-11
003 2011-01-01 RICHARD B. BARRY, D.D.S. 2012-10-15
003 2010-01-01 RICHARD B. BARRY, D.D.S. 2011-09-29 RICHARD B. BARRY, D.D.S. 2011-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	RICHARD B. BARRY, D.D.S.	2020-07-15
003	2018-01-01	RICHARD B. BARRY, D.D.S.	2019-10-11
003	2017-01-01	RICHARD B. BARRY, D.D.S.	2018-10-15
003	2016-01-01	RICHARD B. BARRY, D.D.S.	2017-10-16
003	2015-01-01	RICHARD B. BARRY, D.D.S.	2016-10-12
003	2014-01-01	RICHARD B. BARRY, D.D.S.	2015-10-09
003	2013-01-01	RICHARD B. BARRY, D.D.S.	2014-10-03
003	2012-01-01	RICHARD B. BARRY, D.D.S.	2013-10-11
003	2011-01-01	RICHARD B. BARRY, D.D.S.	2012-10-15
003	2010-01-01	RICHARD B. BARRY, D.D.S.	2011-09-29	RICHARD B. BARRY, D.D.S.	2011-09-29

Plan Statistics for LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2017: LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 627,793
Acturial value of plan assets 2017-12-31 627,793
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 15,909
Active participant vested funding target 2017-12-31 761,919
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 761,919
Total participant count 2017-12-31 14
Total funding target for all participants 2017-12-31 777,828
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 1,990
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 1
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 1,989
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 2,036
Total employer contributions 2017-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 2017-12-31 152,071
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 33,957
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 2,036
Additional cash requirement 2017-12-31 31,921
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 31,921
Unpaid minimum required contributions for all years 2017-12-31 31,921
2016: LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 585,263
Acturial value of plan assets 2016-12-31 585,263
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 14,511
Active participant vested funding target 2016-12-31 696,222
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 696,222
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 710,733
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 2,294
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 2016-12-31 244
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 2,050
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 1,990
Total employer contributions 2016-12-31 29,518
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 26,194
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 127,460
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 26,195
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 1
Additional cash requirement 2016-12-31 26,194
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 26,194
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	627,793
Acturial value of plan assets	2017-12-31	627,793
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	15,909
Active participant vested funding target	2017-12-31	761,919
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	761,919
Total participant count	2017-12-31	14
Total funding target for all participants	2017-12-31	777,828
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	1,990
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	1
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	1,989
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	2,036
Total employer contributions	2017-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2017-12-31	152,071
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	33,957
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	2,036
Additional cash requirement	2017-12-31	31,921
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	31,921
Unpaid minimum required contributions for all years	2017-12-31	31,921
2016: LIFETIME DENTAL HEALTH DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	585,263
Acturial value of plan assets	2016-12-31	585,263
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	14,511
Active participant vested funding target	2016-12-31	696,222
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	696,222
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	710,733
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	2,294
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	244
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	2,050
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	1,990
Total employer contributions	2016-12-31	29,518
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	26,194
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	127,460
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	26,195
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	1
Additional cash requirement	2016-12-31	26,194
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	26,194
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	RICHARD B. BARRY, D.D.S., INC.
Employer identification number (EIN):	311185505
NAIC Classification:	621210
NAIC Description:	Offices of Dentists