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MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 401k Plan overview

Plan NameMICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN
Plan identification number 002

MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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).

401k Sponsoring company profile

MICHAEL A. JACK, D.D.S., M.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. JACK, D.D.S., M.S., INC.
Employer identification number (EIN):341818699
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about MICHAEL A. JACK, D.D.S., M.S., INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1995-12-22
Company Identification Number: 926322
Legal Registered Office Address: 610 FIXLER DR
-
WADSWORTH
United States of America (USA)
44281

More information about MICHAEL A. JACK, D.D.S., M.S., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DR. MICHAEL A. JACK2019-10-14
0022017-01-01DR. MICHAEL A. JACK2018-10-02
0022016-01-01DR. MICHAEL A. JACK2017-10-02
0022015-01-01DR. MICHAEL A. JACK2017-10-10
0022015-01-01DR. MICHAEL A. JACK2016-10-03
0022014-01-01MUST MATCH DOL CREDENTIALS2015-09-30

Plan Statistics for MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN

401k plan membership statisitcs for MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN

Measure Date Value
2021: MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31759,585
Acturial value of plan assets2021-12-31759,585
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-316
Fundng target for terminated vested participants2021-12-31756,363
Active participant vested funding target2021-12-310
Number of active participants2021-12-310
Total funding liabilities for active participants2021-12-310
Total participant count2021-12-316
Total funding target for all participants2021-12-31756,363
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-313,432
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,432
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
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 cost2021-12-312,392
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
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
2020: MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31624,510
Acturial value of plan assets2020-12-31624,510
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31930
Active participant vested funding target2020-12-31629,320
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31629,320
Total participant count2020-12-314
Total funding target for all participants2020-12-31630,250
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 contributions2020-12-3123,068
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3123,068
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 contributions2020-12-31100,843
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 date2020-12-3198,434
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 cost2020-12-3194,072
Net shortfall amortization installment of oustanding balance2020-12-315,740
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3195,002
Additional cash requirement2020-12-3195,002
Contributions allocatedtoward minimum required contributions for current year2020-12-3198,434
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31521,817
Acturial value of plan assets2019-12-31521,817
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-31834
Active participant vested funding target2019-12-31505,332
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31505,332
Total participant count2019-12-314
Total funding target for all participants2019-12-31506,166
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 contributions2019-12-3119,172
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3119,172
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 contributions2019-12-31103,670
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 date2019-12-31101,286
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-3193,869
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3178,218
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3178,218
Contributions allocatedtoward minimum required contributions for current year2019-12-31101,286
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31365,062
Acturial value of plan assets2018-12-31365,062
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31744
Active participant vested funding target2018-12-31387,375
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31387,375
Total participant count2018-12-314
Total funding target for all participants2018-12-31388,119
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 contributions2018-12-314,098
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314,098
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 contributions2018-12-31117,836
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 date2018-12-31116,705
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 cost2018-12-3193,769
Net shortfall amortization installment of oustanding balance2018-12-3123,057
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3197,533
Additional cash requirement2018-12-3197,533
Contributions allocatedtoward minimum required contributions for current year2018-12-31116,705
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31289,655
Acturial value of plan assets2017-12-31289,655
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31658
Active participant vested funding target2017-12-31275,187
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-31275,187
Total participant count2017-12-313
Total funding target for all participants2017-12-31275,845
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 contributions2017-12-314,870
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-314,870
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3185,722
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 date2017-12-3182,932
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3192,644
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3178,834
Additional cash requirement2017-12-3178,834
Contributions allocatedtoward minimum required contributions for current year2017-12-3182,932
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MICHAEL A. JACK, D.D.S., M.S., INC. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31170,388
Acturial value of plan assets2016-12-31170,388
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 target2016-12-31170,949
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31170,949
Total participant count2016-12-313
Total funding target for all participants2016-12-31170,949
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 contributions2016-12-313,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,179
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 contributions2016-12-31100,904
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 date2016-12-3198,179
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-3193,113
Net shortfall amortization installment of oustanding balance2016-12-31561
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3193,309
Additional cash requirement2016-12-3193,309
Contributions allocatedtoward minimum required contributions for current year2016-12-3198,179
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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