Plan Name | BRIAN K. SMITH, DDS, MD, INC. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | BRIAN K. SMITH D.D.S., M.D., INC. |
Employer identification number (EIN): | 341902165 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about BRIAN K. SMITH D.D.S., M.D., INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1999-07-09 |
Company Identification Number: | 1087819 |
Legal Registered Office Address: |
14701 DETROIT AVENUE, SUITE 333 - LAKEWOOD United States of America (USA) 44107 |
More information about BRIAN K. SMITH D.D.S., M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | CHRISTINE M. PAPP | 2019-11-08 | ||
002 | 2018-01-01 | CHRISTINE M. PAPP | 2019-09-30 | ||
002 | 2017-01-01 | CHRISTINE M. PAPP | 2018-10-15 | ||
002 | 2016-01-01 | CHRISTINE M. PAPP | 2017-10-09 | ||
002 | 2015-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | CHRISTINE PAPP | 2015-10-08 | ||
002 | 2013-01-01 | CHRISTINE PAPP | 2014-10-13 | ||
002 | 2012-01-01 | CHRISTINE PAPP | 2013-10-15 | ||
002 | 2011-01-01 | CHRISTINE PAPP | 2012-10-11 | ||
002 | 2010-01-01 | CHRISTINE PAPP | 2011-10-12 |
Measure | Date | Value |
---|---|---|
2019: BRIAN K. SMITH, DDS, MD, INC. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-10-07 | 1,488,660 |
Acturial value of plan assets | 2019-10-07 | 1,488,660 |
Funding target for retired participants and beneficiaries receiving payment | 2019-10-07 | 0 |
Number of terminated vested participants | 2019-10-07 | 1 |
Fundng target for terminated vested participants | 2019-10-07 | 621 |
Active participant vested funding target | 2019-10-07 | 1,375,628 |
Number of active participants | 2019-10-07 | 9 |
Total funding liabilities for active participants | 2019-10-07 | 1,375,628 |
Total participant count | 2019-10-07 | 10 |
Total funding target for all participants | 2019-10-07 | 1,376,249 |
Balance at beginning of prior year after applicable adjustments | 2019-10-07 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-07 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-07 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-10-07 | 0 |
Amount remaining of carryover balance | 2019-10-07 | 0 |
Amount remaining of prefunding balance | 2019-10-07 | 0 |
Present value of excess contributions | 2019-10-07 | 427 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-07 | 427 |
Balance of carryovers at beginning of current year | 2019-10-07 | 0 |
Balance of prefunding at beginning of current year | 2019-10-07 | 0 |
Total employer contributions | 2019-10-07 | 45,609 |
Total employee contributions | 2019-10-07 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-07 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-10-07 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-07 | 45,256 |
Unpaid minimum required contributions for all prior years | 2019-10-07 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-07 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-10-07 | 0 |
Minimum required contributions for current year target normal cost | 2019-10-07 | 100,149 |
Net shortfall amortization installment of oustanding balance | 2019-10-07 | 0 |
Waiver amortization installment | 2019-10-07 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-10-07 | 0 |
Additional cash requirement | 2019-10-07 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-10-07 | 45,256 |
Unpaid minimum required contributions for current year | 2019-10-07 | 0 |
Unpaid minimum required contributions for all years | 2019-10-07 | 0 |
2018: BRIAN K. SMITH, DDS, MD, INC. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,254,526 |
Acturial value of plan assets | 2018-12-31 | 1,254,526 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 1,224,261 |
Number of active participants | 2018-12-31 | 11 |
Total funding liabilities for active participants | 2018-12-31 | 1,224,261 |
Total participant count | 2018-12-31 | 11 |
Total funding target for all participants | 2018-12-31 | 1,224,261 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 102,578 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 102,578 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 73,973 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 71,547 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 100,152 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 71,120 |
Additional cash requirement | 2018-12-31 | 71,120 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 71,547 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: BRIAN K. SMITH, DDS, MD, INC. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,219,743 |
Acturial value of plan assets | 2017-12-31 | 1,219,743 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 1,027,567 |
Number of active participants | 2017-12-31 | 11 |
Total funding liabilities for active participants | 2017-12-31 | 1,029,148 |
Total participant count | 2017-12-31 | 11 |
Total funding target for all participants | 2017-12-31 | 1,029,148 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 101,785 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 101,785 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 106,007 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 102,578 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 149,835 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 102,578 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: BRIAN K. SMITH, DDS, MD, INC. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 1,002,642 |
Acturial value of plan assets | 2016-12-31 | 1,002,642 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 1 |
Fundng target for terminated vested participants | 2016-12-31 | 1,257 |
Active participant vested funding target | 2016-12-31 | 897,431 |
Number of active participants | 2016-12-31 | 13 |
Total funding liabilities for active participants | 2016-12-31 | 897,941 |
Total participant count | 2016-12-31 | 14 |
Total funding target for all participants | 2016-12-31 | 899,198 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 77,921 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 77,921 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 106,039 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 101,785 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 93,271 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 101,785 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |