401k Plan data: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN plan

GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN
Plan identification number	002

GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

GARY A. RODGERS, DDS, PC PROF. CENTER OF DENTAL CARE has sponsored the creation of one or more 401k plans.

Company Name: GARY A. RODGERS, DDS, PC PROF. CENTER OF DENTAL CARE

Employer identification number (EIN): 363675984

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 GARY A. RODGERS, DDS 2019-10-15 GARY A. RODGERS, DDS 2019-10-15
002 2017-01-01 GARY A. RODGERS, DDS 2018-10-15 GARY A. RODGERS, DDS 2018-10-15
002 2016-01-01 GARY A. RODGERS, DDS 2017-10-10 GARY A. RODGERS, DDS 2017-10-10
002 2015-01-01 GARY A. RODGERS, DDS 2016-09-26 GARY A. RODGERS, DDS 2016-09-26
002 2014-01-01 GARY A. RODGERS, DDS 2015-09-04 GARY A. RODGERS, DDS 2015-09-04
002 2013-01-01 GARY A. RODGERS, DDS 2014-10-01 GARY A. RODGERS, DDS 2014-10-01
002 2012-01-01 GARY A. RODGERS, DDS GARY A. RODGERS, DDS 2013-07-31
002 2011-01-01 GARY A. RODGERS, DDS GARY A. RODGERS, DDS 2012-09-17
002 2009-01-01 GARY A. RODGERS, DDS GARY A. RODGERS, DDS 2010-09-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	GARY A. RODGERS, DDS	2019-10-15	GARY A. RODGERS, DDS	2019-10-15
002	2017-01-01	GARY A. RODGERS, DDS	2018-10-15	GARY A. RODGERS, DDS	2018-10-15
002	2016-01-01	GARY A. RODGERS, DDS	2017-10-10	GARY A. RODGERS, DDS	2017-10-10
002	2015-01-01	GARY A. RODGERS, DDS	2016-09-26	GARY A. RODGERS, DDS	2016-09-26
002	2014-01-01	GARY A. RODGERS, DDS	2015-09-04	GARY A. RODGERS, DDS	2015-09-04
002	2013-01-01	GARY A. RODGERS, DDS	2014-10-01	GARY A. RODGERS, DDS	2014-10-01
002	2012-01-01	GARY A. RODGERS, DDS		GARY A. RODGERS, DDS	2013-07-31
002	2011-01-01	GARY A. RODGERS, DDS		GARY A. RODGERS, DDS	2012-09-17
002	2009-01-01	GARY A. RODGERS, DDS		GARY A. RODGERS, DDS	2010-09-09

Plan Statistics for GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN

Measure Date Value
2018: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,044,754
Acturial value of plan assets 2018-12-31 1,044,754
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 4,686
Active participant vested funding target 2018-12-31 803,733
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 803,733
Total participant count 2018-12-31 10
Total funding target for all participants 2018-12-31 808,419
Present value of excess contributions 2018-12-31 115,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 122,349
Total employer contributions 2018-12-31 237,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 225,911
Minimum required contributions for current year target normal cost 2018-12-31 46,951
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 225,911
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 929,184
Acturial value of plan assets 2017-12-31 929,184
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 875
Active participant vested funding target 2017-12-31 768,277
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 768,277
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 769,152
Present value of excess contributions 2017-12-31 97,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 97,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 97,156
Balance of prefunding at beginning of current year 2017-12-31 97,156
Total employer contributions 2017-12-31 117,630
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 115,554
Minimum required contributions for current year target normal cost 2017-12-31 49,594
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 115,554
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 771,589
Acturial value of plan assets 2016-12-31 771,589
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 887
Active participant vested funding target 2016-12-31 695,572
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 695,572
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 696,459
Present value of excess contributions 2016-12-31 97,907
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 97,907
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 97,907
Balance of prefunding at beginning of current year 2016-12-31 97,907
Total employer contributions 2016-12-31 95,500
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 97,156
Minimum required contributions for current year target normal cost 2016-12-31 58,311
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 58,311
Additional cash requirement 2016-12-31 58,311
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 97,156
Unpaid minimum required contributions for all years 2016-12-31 0
2012: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7

Measure	Date	Value
2018: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,044,754
Acturial value of plan assets	2018-12-31	1,044,754
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	4,686
Active participant vested funding target	2018-12-31	803,733
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	803,733
Total participant count	2018-12-31	10
Total funding target for all participants	2018-12-31	808,419
Present value of excess contributions	2018-12-31	115,554
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	122,349
Total employer contributions	2018-12-31	237,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	225,911
Minimum required contributions for current year target normal cost	2018-12-31	46,951
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	225,911
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	929,184
Acturial value of plan assets	2017-12-31	929,184
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	875
Active participant vested funding target	2017-12-31	768,277
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	768,277
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	769,152
Present value of excess contributions	2017-12-31	97,156
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	97,156
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	97,156
Balance of prefunding at beginning of current year	2017-12-31	97,156
Total employer contributions	2017-12-31	117,630
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	115,554
Minimum required contributions for current year target normal cost	2017-12-31	49,594
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	115,554
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	771,589
Acturial value of plan assets	2016-12-31	771,589
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	887
Active participant vested funding target	2016-12-31	695,572
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	695,572
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	696,459
Present value of excess contributions	2016-12-31	97,907
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	97,907
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	97,907
Balance of prefunding at beginning of current year	2016-12-31	97,907
Total employer contributions	2016-12-31	95,500
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	97,156
Minimum required contributions for current year target normal cost	2016-12-31	58,311
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	58,311
Additional cash requirement	2016-12-31	58,311
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	97,156
Unpaid minimum required contributions for all years	2016-12-31	0
2012: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7

Financial Data on GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN

Measure	Date	Value
2012 : GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$114,760
Total plan assets at end of year	2012-12-31	$460,747
Total plan assets at beginning of year	2012-12-31	$345,987
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$24,760
Net income (gross income less expenses)	2012-12-31	$114,760
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$460,747
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$345,987
Total contributions received or receivable from employer(s)	2012-12-31	$90,000
2011 : GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$78,220
Total plan assets at end of year	2011-12-31	$345,987
Total plan assets at beginning of year	2011-12-31	$267,767
Value of fidelity bond covering the plan	2011-12-31	$40,000
Other income received	2011-12-31	$-1,780
Net income (gross income less expenses)	2011-12-31	$78,220
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$345,987
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$267,767
Total contributions received or receivable from employer(s)	2011-12-31	$80,000
2010 : GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$64,583
Total plan assets at end of year	2010-12-31	$267,767
Total plan assets at beginning of year	2010-12-31	$203,184
Value of fidelity bond covering the plan	2010-12-31	$30,000
Other income received	2010-12-31	$-5,417
Net income (gross income less expenses)	2010-12-31	$64,583
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$267,767
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$203,184
Total contributions received or receivable from employer(s)	2010-12-31	$70,000

Form 5500 Responses for GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN

2012: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GARY A. RODGERS DDS, P.C. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GARY A. RODGERS, DDS, PC PROF. CENTER OF DENTAL CARE
Employer identification number (EIN):	363675984
NAIC Classification:	621210
NAIC Description:	Offices of Dentists