JEFFREY J. ORCHEN D.D.S., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

JEFFREY J. ORCHEN D.D.S., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	JEFFREY J. ORCHEN D.D.S., INC.
Employer identification number (EIN):	341373074
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-02-01
002	2018-02-01
002	2017-02-01
002	2016-02-01
002	2015-02-01
002	2014-02-01
002	2013-02-01
002	2012-02-01	DR. JEFFREY J. ORCHEN	2013-11-11
002	2011-02-01	DR. JEFFREY J. ORCHEN	2012-11-08
002	2010-02-01	DR. JEFFREY J. ORCHEN	2011-11-09

Plan Statistics for JEFFREY J. ORCHEN D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2019: JEFFREY J. ORCHEN D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-01-31	594,562
Acturial value of plan assets	2019-01-31	594,562
Funding target for retired participants and beneficiaries receiving payment	2019-01-31	0
Number of terminated vested participants	2019-01-31	8
Fundng target for terminated vested participants	2019-01-31	605,329
Active participant vested funding target	2019-01-31	0
Number of active participants	2019-01-31	0
Total funding liabilities for active participants	2019-01-31	0
Total participant count	2019-01-31	8
Total funding target for all participants	2019-01-31	605,329
Balance at beginning of prior year after applicable adjustments	2019-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-01-31	0
Prefunding balanced used to offset prior years funding requirement	2019-01-31	0
Amount remaining of carryover balance	2019-01-31	0
Amount remaining of prefunding balance	2019-01-31	0
Present value of excess contributions	2019-01-31	2,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-01-31	2,389
Balance of carryovers at beginning of current year	2019-01-31	0
Balance of prefunding at beginning of current year	2019-01-31	0
Total employer contributions	2019-01-31	100,698
Total employee contributions	2019-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-01-31	98,509
Unpaid minimum required contributions for all prior years	2019-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-01-31	0
Remaining amount of unpaid minimum required contributions	2019-01-31	0
Minimum required contributions for current year target normal cost	2019-01-31	74,623
Net shortfall amortization installment of oustanding balance	2019-01-31	10,767
Waiver amortization installment	2019-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-01-31	76,381
Carryover balance elected to use to offset funding requirement	2019-01-31	0
Prefunding balance elected to use to offset funding requirement	2019-01-31	0
Additional cash requirement	2019-01-31	76,381
Contributions allocatedtoward minimum required contributions for current year	2019-01-31	98,509
Unpaid minimum required contributions for current year	2019-01-31	0
Unpaid minimum required contributions for all years	2019-01-31	0
2018: JEFFREY J. ORCHEN D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-01-31	534,106
Acturial value of plan assets	2018-01-31	534,106
Funding target for retired participants and beneficiaries receiving payment	2018-01-31	0
Number of terminated vested participants	2018-01-31	1
Fundng target for terminated vested participants	2018-01-31	406
Active participant vested funding target	2018-01-31	517,615
Number of active participants	2018-01-31	7
Total funding liabilities for active participants	2018-01-31	517,615
Total participant count	2018-01-31	8
Total funding target for all participants	2018-01-31	518,021
Balance at beginning of prior year after applicable adjustments	2018-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-01-31	0
Prefunding balanced used to offset prior years funding requirement	2018-01-31	0
Amount remaining of carryover balance	2018-01-31	0
Amount remaining of prefunding balance	2018-01-31	0
Present value of excess contributions	2018-01-31	263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-01-31	263
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-01-31	0
Reductions in caryover balances due to elections or deemed elections	2018-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-01-31	0
Balance of carryovers at beginning of current year	2018-01-31	0
Balance of prefunding at beginning of current year	2018-01-31	0
Total employer contributions	2018-01-31	63,430
Total employee contributions	2018-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-01-31	60,875
Unpaid minimum required contributions for all prior years	2018-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-01-31	0
Remaining amount of unpaid minimum required contributions	2018-01-31	0
Minimum required contributions for current year target normal cost	2018-01-31	74,571
Net shortfall amortization installment of oustanding balance	2018-01-31	0
Waived amount of outstanding balance	2018-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-01-31	58,486
Additional cash requirement	2018-01-31	58,486
Contributions allocatedtoward minimum required contributions for current year	2018-01-31	60,875
Unpaid minimum required contributions for current year	2018-01-31	0
Unpaid minimum required contributions for all years	2018-01-31	0
2017: JEFFREY J. ORCHEN D.D.S., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-01-31	444,231
Acturial value of plan assets	2017-01-31	444,231
Funding target for retired participants and beneficiaries receiving payment	2017-01-31	0
Number of terminated vested participants	2017-01-31	3
Fundng target for terminated vested participants	2017-01-31	1,390
Active participant vested funding target	2017-01-31	434,845
Number of active participants	2017-01-31	8
Total funding liabilities for active participants	2017-01-31	434,845
Total participant count	2017-01-31	11
Total funding target for all participants	2017-01-31	436,235
Balance at beginning of prior year after applicable adjustments	2017-01-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-01-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-01-31	0
Prefunding balanced used to offset prior years funding requirement	2017-01-31	0
Amount remaining of carryover balance	2017-01-31	0
Amount remaining of prefunding balance	2017-01-31	0
Present value of excess contributions	2017-01-31	101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-01-31	101
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-01-31	0
Reductions in caryover balances due to elections or deemed elections	2017-01-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-01-31	0
Balance of carryovers at beginning of current year	2017-01-31	0
Balance of prefunding at beginning of current year	2017-01-31	0
Total employer contributions	2017-01-31	70,000
Total employee contributions	2017-01-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-01-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-01-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-01-31	64,602
Unpaid minimum required contributions for all prior years	2017-01-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-01-31	0
Remaining amount of unpaid minimum required contributions	2017-01-31	0
Minimum required contributions for current year target normal cost	2017-01-31	72,335
Net shortfall amortization installment of oustanding balance	2017-01-31	0
Waiver amortization installment	2017-01-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-01-31	64,339
Carryover balance elected to use to offset funding requirement	2017-01-31	0
Prefunding balance elected to use to offset funding requirement	2017-01-31	0
Additional cash requirement	2017-01-31	64,339
Contributions allocatedtoward minimum required contributions for current year	2017-01-31	64,602
Unpaid minimum required contributions for current year	2017-01-31	0
Unpaid minimum required contributions for all years	2017-01-31	0

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