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DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 401k Plan overview

Plan NameDR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN
Plan identification number 002

DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 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).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

RICHARD BATTAGLIA, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:RICHARD BATTAGLIA, D.D.S., P.A.
Employer identification number (EIN):411929943
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01RICHARD G. BATTAGLIA2015-09-18
0022013-01-01RICHARD G. BATTAGLIA2014-09-30
0022012-01-01RICHARD G. BATTAGLIA2013-10-07

Plan Statistics for DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN

401k plan membership statisitcs for DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN

Measure Date Value
2019: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-31989,996
Acturial value of plan assets2019-12-31989,996
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-313,482
Active participant vested funding target2019-12-311,009,486
Number of active participants2019-12-3114
Total funding liabilities for active participants2019-12-311,011,102
Total participant count2019-12-3116
Total funding target for all participants2019-12-311,014,584
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3114,693
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 balance2019-12-3114,693
Present value of excess contributions2019-12-3180,381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3184,874
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 year2019-12-3113,587
Total employer contributions2019-12-31137,498
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 date2019-12-31131,441
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 cost2019-12-31127,969
Net shortfall amortization installment of oustanding balance2019-12-3138,175
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31132,609
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3113,587
Additional cash requirement2019-12-31119,022
Contributions allocatedtoward minimum required contributions for current year2019-12-31131,441
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31948,507
Acturial value of plan assets2018-12-31948,507
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-313,122
Active participant vested funding target2018-12-31827,620
Number of active participants2018-12-3116
Total funding liabilities for active participants2018-12-31828,271
Total participant count2018-12-3118
Total funding target for all participants2018-12-31831,393
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3112,639
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 balance2018-12-3112,639
Present value of excess contributions2018-12-3152,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3155,081
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 year2018-12-3114,693
Total employer contributions2018-12-31113,000
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 date2018-12-31103,027
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 cost2018-12-31125,067
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3122,646
Additional cash requirement2018-12-3122,646
Contributions allocatedtoward minimum required contributions for current year2018-12-31103,027
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-31726,135
Acturial value of plan assets2017-12-31726,135
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-314,421
Active participant vested funding target2017-12-31651,630
Number of active participants2017-12-3115
Total funding liabilities for active participants2017-12-31652,497
Total participant count2017-12-3116
Total funding target for all participants2017-12-31656,918
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3111,601
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 balance2017-12-3111,601
Present value of excess contributions2017-12-3153,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3157,169
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 year2017-12-3112,639
Total employer contributions2017-12-31125,940
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 date2017-12-31114,581
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 cost2017-12-31119,088
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3162,510
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3162,510
Contributions allocatedtoward minimum required contributions for current year2017-12-31114,581
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-31527,550
Acturial value of plan assets2016-12-31527,550
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,983
Active participant vested funding target2016-12-31493,804
Number of active participants2016-12-3115
Total funding liabilities for active participants2016-12-31494,189
Total participant count2016-12-3116
Total funding target for all participants2016-12-31496,172
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3111,941
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 balance2016-12-3111,941
Present value of excess contributions2016-12-3156,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3160,224
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 year2016-12-3111,601
Total employer contributions2016-12-31163,913
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 date2016-12-31148,562
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 cost2016-12-31114,386
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3194,609
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3194,609
Contributions allocatedtoward minimum required contributions for current year2016-12-31148,562
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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