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BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameBRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN Benefits

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

BRUCE L. TABER, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUCE L. TABER, D.D.S., INC.
Employer identification number (EIN):330973196
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01MICHAEL DAVIS2016-07-11 MICHAEL DAVIS2016-07-11
0022013-10-01MICHAEL DAVIS2015-07-13 MICHAEL DAVIS2015-07-13
0022012-10-01MICHAEL DAVIS2014-07-15 MICHAEL DAVIS2014-07-15
0022011-10-01MICHAEL DAVIS2013-07-15 MICHAEL DAVIS2013-07-15
0022010-10-01MICHAEL DAVIS2012-07-16 MICHAEL DAVIS2012-07-16
0022008-10-01

Plan Statistics for BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-09-302,115,379
Acturial value of plan assets2018-09-302,115,379
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-300
Fundng target for terminated vested participants2018-09-300
Active participant vested funding target2018-09-30955,964
Number of active participants2018-09-302
Total funding liabilities for active participants2018-09-30955,964
Total participant count2018-09-302
Total funding target for all participants2018-09-30955,964
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-300
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-300
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-300
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-09-302,153,935
Acturial value of plan assets2017-09-302,153,935
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-305
Fundng target for terminated vested participants2017-09-3015,259
Active participant vested funding target2017-09-30816,909
Number of active participants2017-09-302
Total funding liabilities for active participants2017-09-30816,909
Total participant count2017-09-307
Total funding target for all participants2017-09-30832,168
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30351,832
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30351,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-300
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-300
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

Form 5500 Responses for BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

2008: BRUCE L. TABER, D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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