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JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 401k Plan overview

Plan NameJOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST
Plan identification number 002

JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 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

JOHN W. DISTEL, D.M.D., M.S, LTD. has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. DISTEL, D.M.D., M.S, LTD.
Employer identification number (EIN):364397863
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN DISTEL2024-04-09 JOHN DISTEL2024-04-09
0022022-01-01JOHN DISTEL2023-06-13 JOHN DISTEL2023-06-13
0022021-01-01JOHN DISTEL2022-07-14 JOHN DISTEL2022-07-14
0022020-01-01JOHN DISTEL2021-09-16 JOHN DISTEL2021-09-16
0022019-01-01JOHN DISTEL2020-06-18 JOHN DISTEL2020-06-18
0022018-01-01JOHN DISTEL2019-08-30 JOHN DISTEL2019-08-30
0022017-01-01JOHN DISTEL2018-07-03 JOHN DISTEL2018-07-03
0022016-01-01JOHN DISTEL2017-07-25 JOHN DISTEL2017-07-25
0022015-01-01JOHN W. DISTEL2016-08-24 JOHN W. DISTEL2016-08-24
0022014-01-01JOHN W DISTEL2015-10-06 JOHN W DISTEL2015-10-06
0022013-01-01JOHN DISTEL2014-08-25 JOHN DISTEL2014-08-25
0022012-01-01JOHN W. DISTEL2013-06-19 JOHN W. DISTEL2013-06-19
0022011-01-01JOHN DISTEL2012-05-31 JOHN DISTEL2012-05-31
0022010-01-01JOHN W. DISTEL2011-06-16 JOHN W. DISTEL2011-06-16

Plan Statistics for JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST

401k plan membership statisitcs for JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST

Measure Date Value
2022: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2022 401k membership
Market value of plan assets2022-12-312,550,124
Acturial value of plan assets2022-12-312,550,124
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-312,605
Active participant vested funding target2022-12-312,053,493
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-312,053,493
Total participant count2022-12-317
Total funding target for all participants2022-12-312,056,098
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31507,270
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 balance2022-12-310
Amount remaining of prefunding balance2022-12-31507,270
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 year2022-12-310
Balance of prefunding at beginning of current year2022-12-31505,748
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 cost2022-12-31204,827
Net shortfall amortization installment of oustanding balance2022-12-3137,970
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31208,336
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31208,336
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: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2021 401k membership
Market value of plan assets2021-12-312,667,720
Acturial value of plan assets2021-12-312,667,720
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-313,333
Active participant vested funding target2021-12-311,729,413
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-311,729,413
Total participant count2021-12-318
Total funding target for all participants2021-12-311,732,746
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31485,612
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 balance2021-12-310
Amount remaining of prefunding balance2021-12-31485,612
Present value of excess contributions2021-12-31173,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31173,087
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 year2021-12-310
Balance of prefunding at beginning of current year2021-12-31507,270
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 cost2021-12-31187,573
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: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2020 401k membership
Market value of plan assets2020-12-312,501,799
Acturial value of plan assets2020-12-312,501,799
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-312,158
Active participant vested funding target2020-12-311,619,248
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-311,619,248
Total participant count2020-12-317
Total funding target for all participants2020-12-311,621,406
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31453,419
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 balance2020-12-31453,419
Present value of excess contributions2020-12-3128,755
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3128,755
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 year2020-12-31485,612
Total employer contributions2020-12-31173,861
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 date2020-12-31173,087
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 cost2020-12-3151,154
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 year2020-12-31173,087
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-312,366,150
Acturial value of plan assets2019-12-312,366,150
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-311,959
Active participant vested funding target2019-12-311,471,722
Number of active participants2019-12-316
Total funding liabilities for active participants2019-12-311,471,722
Total participant count2019-12-318
Total funding target for all participants2019-12-311,473,681
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31453,555
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 balance2019-12-31453,555
Present value of excess contributions2019-12-31198,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31198,970
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 year2019-12-31453,419
Total employer contributions2019-12-3128,878
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 date2019-12-3128,755
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 cost2019-12-3141,241
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 year2019-12-3128,755
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-312,010,573
Acturial value of plan assets2018-12-312,010,573
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-311,768
Active participant vested funding target2018-12-311,203,673
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,203,921
Total participant count2018-12-317
Total funding target for all participants2018-12-311,205,689
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31448,443
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 balance2018-12-31448,443
Present value of excess contributions2018-12-31385,663
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31385,663
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 year2018-12-31453,555
Total employer contributions2018-12-31200,000
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 date2018-12-31198,970
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 cost2018-12-31161,275
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 year2018-12-31198,970
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-311,625,102
Acturial value of plan assets2017-12-311,625,102
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-311,587
Active participant vested funding target2017-12-31877,213
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31877,441
Total participant count2017-12-318
Total funding target for all participants2017-12-31879,028
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31443,520
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 balance2017-12-31443,520
Present value of excess contributions2017-12-31333,802
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31333,802
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-31448,443
Total employer contributions2017-12-31379,136
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 date2017-12-31385,663
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 cost2017-12-31232,130
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31385,663
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN W. DISTEL, D.M.D., M.S., LTD. CASH BALANCE PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-311,270,751
Acturial value of plan assets2016-12-311,270,751
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-311,427
Active participant vested funding target2016-12-31731,151
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31731,151
Total participant count2016-12-317
Total funding target for all participants2016-12-31732,578
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 contributions2016-12-31443,520
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31443,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31443,520
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-31443,520
Total employer contributions2016-12-31338,772
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 date2016-12-31341,020
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 cost2016-12-3175,615
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 balances2016-12-317,218
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-317,218
Contributions allocatedtoward minimum required contributions for current year2016-12-31341,020
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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