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DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameDANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 003

DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DR. DANIEL K. KONISHI, D.D.S., M.S.D., PC has sponsored the creation of one or more 401k plans.

Company Name:DR. DANIEL K. KONISHI, D.D.S., M.S.D., PC
Employer identification number (EIN):364225380
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01DANIEL KONISHI2020-10-12 DANIEL KONISHI2020-10-12
0032018-01-01DANIEL KONISHI2019-10-14
0032017-01-01DANIEL KONISHI2018-10-11
0032016-01-01DANIEL KONISHI2017-10-03 DANIEL KONISHI2017-10-03
0032015-01-01DANIEL KONISHI2016-09-06
0032014-01-01DANIEL KONISHI2015-10-10
0032013-01-01DANIEL KONISHI2014-10-14
0032012-01-01DANIEL KONISHI2013-10-14
0032011-01-01DANIEL KONISHI2012-10-11
0032010-01-01DANIEL KONISHI
0032009-01-01DANIEL KONISHI

Plan Statistics for DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2018: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31946,732
Acturial value of plan assets2018-12-31946,732
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-3171,287
Active participant vested funding target2018-12-31651,079
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31654,265
Total participant count2018-12-316
Total funding target for all participants2018-12-31725,552
Balance at beginning of prior year after applicable adjustments2018-12-31224,360
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3170
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-3145,124
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31179,236
Amount remaining of prefunding balance2018-12-3170
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-31212,735
Balance of prefunding at beginning of current year2018-12-3183
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-3114,615
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-316,253
Carryover balance elected to use to offset funding requirement2018-12-316,253
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31815,993
Acturial value of plan assets2017-12-31815,993
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-3163,815
Active participant vested funding target2017-12-31545,356
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31548,142
Total participant count2017-12-316
Total funding target for all participants2017-12-31611,957
Balance at beginning of prior year after applicable adjustments2017-12-31220,675
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3169
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 balance2017-12-31220,675
Amount remaining of prefunding balance2017-12-3169
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-31224,360
Balance of prefunding at beginning of current year2017-12-3170
Total employer contributions2017-12-310
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 date2017-12-310
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 cost2017-12-3145,124
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3145,124
Carryover balance elected to use to offset funding requirement2017-12-3145,124
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31802,620
Acturial value of plan assets2016-12-31802,620
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-3146,047
Active participant vested funding target2016-12-31483,108
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31485,383
Total participant count2016-12-316
Total funding target for all participants2016-12-31531,430
Balance at beginning of prior year after applicable adjustments2016-12-31214,894
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3167
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 balance2016-12-31214,894
Amount remaining of prefunding balance2016-12-3167
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31220,675
Balance of prefunding at beginning of current year2016-12-3169
Total employer contributions2016-12-310
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 date2016-12-310
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 cost2016-12-3133,536
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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 year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2010: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-014
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2010 : DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$67,838
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$494,325
Total plan assets at beginning of year2010-12-31$426,487
Value of fidelity bond covering the plan2010-12-31$199,000
Other income received2010-12-31$47,838
Net income (gross income less expenses)2010-12-31$67,838
Net plan assets at end of year (total assets less liabilities)2010-12-31$494,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$426,487
Total contributions received or receivable from employer(s)2010-12-31$20,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST

2010: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DANIEL KONISHI, D.D.S., M.S.D., P.C. DEFINED BENEFIT PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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