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ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 002

ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

ALFRED L. SHAW, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ALFRED L. SHAW, P.C.
Employer identification number (EIN):381873790
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about ALFRED L. SHAW, P.C.

Jurisdiction of Incorporation: Michigan Secretary of State
Incorporation Date: 0000-00-00
Company Identification Number: 130274
Legal Registered Office Address: W SEVEN MILE LIVONIA 48152


United States of America (USA)
33627

More information about ALFRED L. SHAW, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01RANDALL L. SHAW, DDS, MS2015-10-07
0022013-01-01RANDALL L. SHAW, DDS, MS2014-09-16

Plan Statistics for ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2022: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-31796,809
Acturial value of plan assets2022-12-31796,809
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-314
Fundng target for terminated vested participants2022-12-3125,405
Active participant vested funding target2022-12-31647,138
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-31648,387
Total participant count2022-12-3122
Total funding target for all participants2022-12-31673,792
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3121,537
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3121,537
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3197,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31104,902
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 year2022-12-310
Total employer contributions2022-12-31180,000
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 date2022-12-31166,786
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 cost2022-12-31153,657
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3130,640
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3130,640
Contributions allocatedtoward minimum required contributions for current year2022-12-31166,786
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-31600,498
Acturial value of plan assets2021-12-31600,498
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-317
Fundng target for terminated vested participants2021-12-3115,264
Active participant vested funding target2021-12-31524,545
Number of active participants2021-12-3123
Total funding liabilities for active participants2021-12-31525,320
Total participant count2021-12-3130
Total funding target for all participants2021-12-31540,584
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3115,680
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3115,680
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3118,885
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3121,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3121,537
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 year2021-12-3121,537
Total employer contributions2021-12-31145,000
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 date2021-12-31134,662
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 cost2021-12-3196,610
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3158,233
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3121,537
Additional cash requirement2021-12-3136,696
Contributions allocatedtoward minimum required contributions for current year2021-12-31134,662
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-31441,672
Acturial value of plan assets2020-12-31441,672
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-317
Fundng target for terminated vested participants2020-12-3118,932
Active participant vested funding target2020-12-31415,905
Number of active participants2020-12-3123
Total funding liabilities for active participants2020-12-31416,744
Total participant count2020-12-3130
Total funding target for all participants2020-12-31435,676
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Present value of excess contributions2020-12-3114,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3115,680
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3115,680
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 year2020-12-3115,680
Total employer contributions2020-12-31111,600
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 date2020-12-31105,295
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 cost2020-12-31100,521
Net shortfall amortization installment of oustanding balance2020-12-319,684
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31102,090
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3115,680
Additional cash requirement2020-12-3186,410
Contributions allocatedtoward minimum required contributions for current year2020-12-31105,295
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-31348,670
Acturial value of plan assets2019-12-31348,670
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-319
Fundng target for terminated vested participants2019-12-3121,158
Active participant vested funding target2019-12-31286,279
Number of active participants2019-12-3122
Total funding liabilities for active participants2019-12-31289,398
Total participant count2019-12-3131
Total funding target for all participants2019-12-31310,556
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-314,175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,410
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 year2019-12-310
Total employer contributions2019-12-3180,266
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 date2019-12-3174,699
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 cost2019-12-3197,952
Net shortfall amortization installment of oustanding balance2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3159,838
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3159,838
Contributions allocatedtoward minimum required contributions for current year2019-12-3174,699
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-311,386,887
Acturial value of plan assets2018-12-311,386,887
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,201,373
Number of active participants2018-12-3125
Total funding liabilities for active participants2018-12-311,202,234
Total participant count2018-12-3125
Total funding target for all participants2018-12-311,202,234
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-31197,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31209,000
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 year2018-12-310
Total employer contributions2018-12-3160,000
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 date2018-12-3156,092
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 cost2018-12-31236,570
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3151,917
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3151,917
Contributions allocatedtoward minimum required contributions for current year2018-12-3156,092
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-31995,828
Acturial value of plan assets2017-12-31995,828
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-317
Fundng target for terminated vested participants2017-12-319,055
Active participant vested funding target2017-12-31688,512
Number of active participants2017-12-3123
Total funding liabilities for active participants2017-12-31689,500
Total participant count2017-12-3130
Total funding target for all participants2017-12-31698,555
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-31203,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31216,409
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 year2017-12-310
Total employer contributions2017-12-31210,746
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 date2017-12-31197,524
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 cost2017-12-31212,595
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 year2017-12-31197,524
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ALFRED L. SHAW, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-31691,084
Acturial value of plan assets2016-12-31691,084
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-314
Fundng target for terminated vested participants2016-12-312,988
Active participant vested funding target2016-12-31578,423
Number of active participants2016-12-3123
Total funding liabilities for active participants2016-12-31578,762
Total participant count2016-12-3127
Total funding target for all participants2016-12-31581,750
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 contributions2016-12-31141,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31150,420
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31300,212
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 date2016-12-31286,253
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 cost2016-12-31191,774
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 balances2016-12-3182,440
Additional cash requirement2016-12-3182,440
Contributions allocatedtoward minimum required contributions for current year2016-12-31286,253
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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