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RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 401k Plan overview

Plan NameRICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION
Plan identification number 001

RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan covering Self-Employed individuals.
  • 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

RICHARD S. MOWRY, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD S. MOWRY, D.M.D.
Employer identification number (EIN):330301412
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01RICHARD S. MOWRY, D.M.D.2019-10-06 RICHARD S. MOWRY, D.M.D.2019-10-06
0012017-01-01RICHARD S. MOWRY, D.M.D.2018-10-15 RICHARD S. MOWRY, D.M.D.2018-10-15
0012016-01-01RICHARD S. MOWRY, D.M.D.2017-10-16 RICHARD S. MOWRY, D.M.D.2017-10-16
0012015-01-01GARY BERMAN2016-10-16 RICHARD S. MOWRY, D.M.D.2016-10-16
0012014-01-01GARY.BERMAN2015-10-03 RICHARD S. MOWRY, D.M.D.2015-10-03
0012013-01-01GARY BERMAN2014-10-06
0012012-01-01GARY BERMAN2013-09-29
0012011-01-01GARY BERMAN2012-11-30
0012010-01-01GARY BERMAN2011-10-10

Plan Statistics for RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION

401k plan membership statisitcs for RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION

Measure Date Value
2018: RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 2018 401k membership
Market value of plan assets2018-12-312,784,453
Acturial value of plan assets2018-12-312,784,453
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-312,532,321
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-313
Total funding target for all participants2018-12-312,532,321
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3165,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3165,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
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 contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 2017 401k membership
Market value of plan assets2017-12-312,632,115
Acturial value of plan assets2017-12-312,632,115
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 target2017-12-312,455,890
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-312,455,890
Total participant count2017-12-313
Total funding target for all participants2017-12-312,455,890
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 contributions2017-12-3131,184
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3131,184
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 contributions2017-12-31108,200
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-3186,290
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-3186,290
Remaining amount of unpaid minimum required contributions2017-12-31-86,290
Minimum required contributions for current year target normal cost2017-12-3186,290
Total funding amount beforereflecting carryover/prefunding balances2017-12-3186,290
Additional cash requirement2017-12-3186,290
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-3186,290
Unpaid minimum required contributions for all years2017-12-310
2016: RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 2016 401k membership
Market value of plan assets2016-12-312,295,137
Acturial value of plan assets2016-12-312,295,137
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 target2016-12-312,204,328
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-312,204,328
Total participant count2016-12-313
Total funding target for all participants2016-12-312,204,328
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 contributions2016-12-3165,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3165,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31263,300
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 date2016-12-31263,300
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 cost2016-12-31232,116
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31232,116
Additional cash requirement2016-12-31232,116
Contributions allocatedtoward minimum required contributions for current year2016-12-31263,300
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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