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SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.

401k Sponsoring company profile

SCOTT A. PAUL, D.D.S., A.P.C. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT A. PAUL, D.D.S., A.P.C.
Employer identification number (EIN):330842688
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TONYA PAUL
0022016-01-01TONYA PAUL
0022015-01-01TONYA PAUL
0022014-01-01TONYA PAUL
0022013-01-01TONYA PAUL
0022012-01-01TONYA PAUL
0022011-01-01TONYA PAUL2012-09-24
0022010-01-01SCOTT A. PAUL, D.D.S.

Plan Statistics for SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
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 benefits2022-01-017
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,374,156
Acturial value of plan assets2021-12-313,374,156
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-312,539,469
Number of active participants2021-12-317
Total funding liabilities for active participants2021-12-312,539,469
Total participant count2021-12-317
Total funding target for all participants2021-12-312,539,469
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 contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
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 cost2021-12-31132,478
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 55002021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-017
Total participants2021-01-017
Number of participants with account balances2021-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-313,020,283
Acturial value of plan assets2020-12-313,020,283
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3152,551
Active participant vested funding target2020-12-312,270,879
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-312,271,131
Total participant count2020-12-318
Total funding target for all participants2020-12-312,323,682
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 contributions2020-12-31268,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31268,065
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 contributions2020-12-310
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 date2020-12-310
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 cost2020-12-31125,096
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 year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-018
Total participants2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,617,737
Acturial value of plan assets2019-12-312,617,737
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-3122,253
Active participant vested funding target2019-12-312,116,317
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-312,116,472
Total participant count2019-12-318
Total funding target for all participants2019-12-312,138,725
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 contributions2019-12-31352,964
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31352,964
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 contributions2019-12-31275,325
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 date2019-12-31268,065
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 cost2019-12-31122,146
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31268,065
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,034,108
Acturial value of plan assets2018-12-312,034,108
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-3120,960
Active participant vested funding target2018-12-311,906,578
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-311,906,717
Total participant count2018-12-319
Total funding target for all participants2018-12-311,927,677
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 contributions2018-12-31249,721
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31249,721
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 contributions2018-12-31374,471
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 date2018-12-31365,247
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 cost2018-12-31118,714
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3112,283
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3112,283
Contributions allocatedtoward minimum required contributions for current year2018-12-31365,247
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,822,029
Acturial value of plan assets2017-12-311,822,029
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-3117,526
Active participant vested funding target2017-12-311,712,201
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,712,932
Total participant count2017-12-319
Total funding target for all participants2017-12-311,730,458
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31150,037
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 balance2017-12-31150,037
Present value of excess contributions2017-12-3149,770
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3149,770
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 elections2017-12-31150,037
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31276,254
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 date2017-12-31269,518
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 cost2017-12-31111,368
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3119,797
Additional cash requirement2017-12-3119,797
Contributions allocatedtoward minimum required contributions for current year2017-12-31269,518
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,537,711
Acturial value of plan assets2016-12-311,537,711
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3116,407
Active participant vested funding target2016-12-311,414,415
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-311,415,452
Total participant count2016-12-3110
Total funding target for all participants2016-12-311,431,859
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31147,297
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 balance2016-12-31147,297
Present value of excess contributions2016-12-3118,338
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3118,338
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 year2016-12-31150,037
Total employer contributions2016-12-31171,298
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 date2016-12-31162,447
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 cost2016-12-31102,816
Net shortfall amortization installment of oustanding balance2016-12-3153,187
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31112,677
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31112,677
Contributions allocatedtoward minimum required contributions for current year2016-12-31162,447
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-0110
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 participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-019
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 participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2010: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$410,039
Expenses. Total of all expenses incurred2023-12-31$19,375
Benefits paid (including direct rollovers)2023-12-31$432
Total plan assets at end of year2023-12-31$2,925,133
Total plan assets at beginning of year2023-12-31$2,534,469
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$18,943
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$410,039
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$390,664
Net plan assets at end of year (total assets less liabilities)2023-12-31$2,925,133
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,534,469
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-275,947
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-269,862
Expenses. Total of all expenses incurred2022-12-31$388,938
Benefits paid (including direct rollovers)2022-12-31$375,092
Total plan assets at end of year2022-12-31$2,534,469
Total plan assets at beginning of year2022-12-31$3,469,216
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$13,846
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-269,862
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-658,800
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,534,469
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,469,216
Total contributions received or receivable from employer(s)2022-12-31$0
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2021 401k financial data
Total income from all sources2021-12-31$506,061
Expenses. Total of all expenses incurred2021-12-31$57,128
Benefits paid (including direct rollovers)2021-12-31$57,128
Total plan assets at end of year2021-12-31$3,469,216
Total plan assets at beginning of year2021-12-31$3,020,283
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$506,061
Net income (gross income less expenses)2021-12-31$448,933
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,469,216
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,020,283
Assets. Value of assets in partnership/joint-venture interests2021-12-31$157,407
Total contributions received or receivable from employer(s)2021-12-31$0
2020 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$139,422
Expenses. Total of all expenses incurred2020-12-31$12,201
Total plan assets at end of year2020-12-31$3,020,283
Total plan assets at beginning of year2020-12-31$2,893,062
Value of fidelity bond covering the plan2020-12-31$400,000
Other income received2020-12-31$139,422
Net income (gross income less expenses)2020-12-31$127,221
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,020,283
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,893,062
Assets. Value of assets in partnership/joint-venture interests2020-12-31$190,093
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$12,201
2019 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$489,518
Expenses. Total of all expenses incurred2019-12-31$5,035
Benefits paid (including direct rollovers)2019-12-31$5,035
Total plan assets at end of year2019-12-31$2,893,062
Total plan assets at beginning of year2019-12-31$2,408,579
Value of fidelity bond covering the plan2019-12-31$400,000
Other income received2019-12-31$214,193
Net income (gross income less expenses)2019-12-31$484,483
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,893,062
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,408,579
Assets. Value of assets in partnership/joint-venture interests2019-12-31$258,164
Total contributions received or receivable from employer(s)2019-12-31$275,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$321,679
Expenses. Total of all expenses incurred2018-12-31$11,399
Benefits paid (including direct rollovers)2018-12-31$11,399
Total plan assets at end of year2018-12-31$2,408,579
Total plan assets at beginning of year2018-12-31$2,098,299
Value of fidelity bond covering the plan2018-12-31$400,000
Other income received2018-12-31$-52,792
Net income (gross income less expenses)2018-12-31$310,280
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,408,579
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,098,299
Assets. Value of assets in partnership/joint-venture interests2018-12-31$254,341
Total contributions received or receivable from employer(s)2018-12-31$374,471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$390,637
Expenses. Total of all expenses incurred2017-12-31$1,347
Benefits paid (including direct rollovers)2017-12-31$1,347
Total plan assets at end of year2017-12-31$2,098,299
Total plan assets at beginning of year2017-12-31$1,709,009
Value of fidelity bond covering the plan2017-12-31$200,000
Other income received2017-12-31$114,384
Net income (gross income less expenses)2017-12-31$389,290
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,098,299
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,709,009
Assets. Value of assets in partnership/joint-venture interests2017-12-31$183,442
Total contributions received or receivable from employer(s)2017-12-31$276,253
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$241,378
Total plan assets at end of year2016-12-31$1,709,009
Total plan assets at beginning of year2016-12-31$1,467,631
Value of fidelity bond covering the plan2016-12-31$200,000
Other income received2016-12-31$70,080
Net income (gross income less expenses)2016-12-31$241,378
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,709,009
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,467,631
Assets. Value of assets in partnership/joint-venture interests2016-12-31$63,898
Total contributions received or receivable from employer(s)2016-12-31$171,298
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT 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$150,215
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,467,631
Total plan assets at beginning of year2015-12-31$1,317,416
Value of fidelity bond covering the plan2015-12-31$233,000
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$24,765
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$150,215
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,467,631
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,317,416
Assets. Value of assets in partnership/joint-venture interests2015-12-31$29,845
Total contributions received or receivable from employer(s)2015-12-31$125,450
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT 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$118,505
Expenses. Total of all expenses incurred2014-12-31$48,480
Benefits paid (including direct rollovers)2014-12-31$48,480
Total plan assets at end of year2014-12-31$1,317,416
Total plan assets at beginning of year2014-12-31$1,247,391
Value of fidelity bond covering the plan2014-12-31$200,000
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$44,925
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$70,025
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,317,416
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,247,391
Assets. Value of assets in partnership/joint-venture interests2014-12-31$100,913
Total contributions received or receivable from employer(s)2014-12-31$73,580
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT 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$166,181
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,247,391
Total plan assets at beginning of year2013-12-31$1,081,210
Value of fidelity bond covering the plan2013-12-31$200,000
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$79,015
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$166,181
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,247,391
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,081,210
Assets. Value of assets in partnership/joint-venture interests2013-12-31$108,712
Total contributions received or receivable from employer(s)2013-12-31$87,166
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT 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$191,845
Expenses. Total of all expenses incurred2012-12-31$757
Benefits paid (including direct rollovers)2012-12-31$757
Total plan assets at end of year2012-12-31$1,081,210
Total plan assets at beginning of year2012-12-31$890,122
Value of fidelity bond covering the plan2012-12-31$4,500
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$80,137
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$191,088
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,081,210
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$890,122
Assets. Value of assets in partnership/joint-venture interests2012-12-31$119,530
Total contributions received or receivable from employer(s)2012-12-31$111,708
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$155,275
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$722,636
Total plan assets at beginning of year2010-12-31$567,361
Value of fidelity bond covering the plan2010-12-31$85,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$56,474
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$155,275
Net plan assets at end of year (total assets less liabilities)2010-12-31$722,636
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$567,361
Total contributions received or receivable from employer(s)2010-12-31$98,801
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN

2023: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: SCOTT A. PAUL, D.D.S., A.P.C. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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