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DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN 401k Plan overview

Plan NameDANIEL E. DOUGLAS, DDS CASH BALANCE PLAN
Plan identification number 002

DANIEL E. DOUGLAS, DDS CASH BALANCE 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).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

DANIEL E. DOUGLAS, DDS has sponsored the creation of one or more 401k plans.

Company Name:DANIEL E. DOUGLAS, DDS
Employer identification number (EIN):421286234
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DANIEL DOUGLAS2018-03-22
0022016-01-01DANIEL DOUGLAS2017-05-17 DANIEL DOUGLAS2017-05-17
0022015-01-01DANIEL DOUGLAS2016-06-23
0022014-01-01DANIEL DOUGLAS2015-06-24 DANIEL DOUGLAS2015-06-24
0022013-01-01DANIEL DOUGLAS2014-07-30 DANIEL DOUGLAS2014-07-30
0022012-01-01DANIEL DOUGLAS2013-07-25
0022011-01-01DANIEL DOUGLAS2012-05-16

Plan Statistics for DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN

401k plan membership statisitcs for DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN

Measure Date Value
2016: DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31835,497
Acturial value of plan assets2016-12-31835,497
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-31789,396
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31789,396
Total participant count2016-12-314
Total funding target for all participants2016-12-31789,396
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 contributions2016-12-31119,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31126,460
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 contributions2016-12-31121,358
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 date2016-12-31115,575
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 cost2016-12-31143,965
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 balances2016-12-3197,864
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3197,864
Contributions allocatedtoward minimum required contributions for current year2016-12-31115,575
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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