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MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameMARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN
Plan identification number 003

MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE 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).

401k Sponsoring company profile

MARK A. SUTOR, D.D.S., M.S.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:MARK A. SUTOR, D.D.S., M.S.D., P.C.
Employer identification number (EIN):351906639
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01MARK SUTOR2022-06-24 MARK SUTOR2022-06-24
0032020-01-01MARK SUTOR2021-06-16 MARK SUTOR2021-06-16
0032019-01-01MARK SUTOR2020-05-08 MARK SUTOR2020-05-08
0032018-01-01MARK SUTOR2019-09-10 MARK SUTOR2019-09-10
0032017-01-01MARK A SUTOR2018-09-10 MARK A SUTOR2018-09-10
0032016-01-01MARK SUTOR2017-09-19 MARK SUTOR2017-09-19
0032015-01-01MARK SUTOR2016-09-26 MARK SUTOR2016-09-26
0032014-01-01MARK SUTOR2015-10-12 MARK SUTOR2015-10-12
0032013-01-01MARK SUTOR, D.D.S.2014-07-15
0032012-01-01MARK SUTOR, D.D.S.2013-09-13
0032011-01-01MARK SUTOR, D.D.S.2012-09-24
0032010-01-01MARK A SUTOR DDS MSD2011-09-22

Plan Statistics for MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN

Measure Date Value
2022: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-313,709,310
Acturial value of plan assets2022-12-313,709,310
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-3124,163
Active participant vested funding target2022-12-312,915,752
Number of active participants2022-12-3119
Total funding liabilities for active participants2022-12-312,915,752
Total participant count2022-12-3123
Total funding target for all participants2022-12-312,939,915
Balance at beginning of prior year after applicable adjustments2022-12-3117,944
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31232,628
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3117,944
Amount remaining of prefunding balance2022-12-31232,628
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3118,726
Balance of prefunding at beginning of current year2022-12-31242,771
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31235,895
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-313,554,506
Acturial value of plan assets2021-12-313,554,506
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-3119,286
Active participant vested funding target2021-12-312,627,732
Number of active participants2021-12-3124
Total funding liabilities for active participants2021-12-312,631,348
Total participant count2021-12-3127
Total funding target for all participants2021-12-312,650,634
Balance at beginning of prior year after applicable adjustments2021-12-3117,523
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31227,176
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 balance2021-12-3117,523
Amount remaining of prefunding balance2021-12-31227,176
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 year2021-12-3117,944
Balance of prefunding at beginning of current year2021-12-31232,628
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 cost2021-12-31216,410
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
2020: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-313,471,301
Acturial value of plan assets2020-12-313,471,301
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-3118,938
Active participant vested funding target2020-12-312,342,853
Number of active participants2020-12-3122
Total funding liabilities for active participants2020-12-312,344,692
Total participant count2020-12-3125
Total funding target for all participants2020-12-312,363,630
Balance at beginning of prior year after applicable adjustments2020-12-3114,709
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31190,696
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 balance2020-12-3114,709
Amount remaining of prefunding balance2020-12-31190,696
Present value of excess contributions2020-12-3189,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3192,731
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 year2020-12-3117,523
Balance of prefunding at beginning of current year2020-12-31227,176
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 cost2020-12-31206,458
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
2019: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-312,844,004
Acturial value of plan assets2019-12-312,844,004
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3118,472
Active participant vested funding target2019-12-312,108,086
Number of active participants2019-12-3117
Total funding liabilities for active participants2019-12-312,108,086
Total participant count2019-12-3120
Total funding target for all participants2019-12-312,126,558
Balance at beginning of prior year after applicable adjustments2019-12-3115,666
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31203,106
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 balance2019-12-3115,666
Amount remaining of prefunding balance2019-12-31203,106
Present value of excess contributions2019-12-31170,664
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31180,153
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 year2019-12-3114,709
Balance of prefunding at beginning of current year2019-12-31190,696
Total employer contributions2019-12-3190,743
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 date2019-12-3189,164
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 cost2019-12-31171,352
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 year2019-12-3189,164
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-312,846,551
Acturial value of plan assets2018-12-312,846,551
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3118,143
Active participant vested funding target2018-12-311,708,880
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-311,709,813
Total participant count2018-12-3114
Total funding target for all participants2018-12-311,727,956
Balance at beginning of prior year after applicable adjustments2018-12-3113,643
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31176,875
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 balance2018-12-3113,643
Amount remaining of prefunding balance2018-12-31176,875
Present value of excess contributions2018-12-31333,617
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31352,800
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 year2018-12-3115,666
Balance of prefunding at beginning of current year2018-12-31203,106
Total employer contributions2018-12-31179,257
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 date2018-12-31170,664
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 cost2018-12-31153,420
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31170,664
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-312,166,871
Acturial value of plan assets2017-12-312,166,871
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-313,514
Active participant vested funding target2017-12-311,460,902
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-311,467,079
Total participant count2017-12-3115
Total funding target for all participants2017-12-311,470,593
Balance at beginning of prior year after applicable adjustments2017-12-3112,036
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31156,043
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 balance2017-12-3112,036
Amount remaining of prefunding balance2017-12-31156,043
Present value of excess contributions2017-12-31208,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31220,643
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 elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3113,643
Balance of prefunding at beginning of current year2017-12-31176,875
Total employer contributions2017-12-31350,000
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 date2017-12-31333,617
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 cost2017-12-31150,679
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,037
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-312,037
Contributions allocatedtoward minimum required contributions for current year2017-12-31333,617
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MARK A. SUTOR, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,717,476
Acturial value of plan assets2016-12-311,717,476
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-313,448
Active participant vested funding target2016-12-311,222,419
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-311,223,170
Total participant count2016-12-318
Total funding target for all participants2016-12-311,226,618
Balance at beginning of prior year after applicable adjustments2016-12-3112,191
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31158,050
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 balance2016-12-3112,191
Amount remaining of prefunding balance2016-12-31158,050
Present value of excess contributions2016-12-31264,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31280,463
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 year2016-12-3112,036
Balance of prefunding at beginning of current year2016-12-31156,043
Total employer contributions2016-12-31220,000
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 date2016-12-31208,272
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 cost2016-12-31132,147
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31208,272
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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