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EDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan NameEDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND TRUST
Plan identification number 003

EDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND 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).
  • 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.

401k Sponsoring company profile

EDWARD A. ANDERSON, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD A. ANDERSON, D.D.S., P.C.
Employer identification number (EIN):450357587
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032016-06-01
0032015-06-01
0032014-06-01
0032013-06-01EDWARD ANDERSON,D.D.S., PRESIDENT2014-11-26
0032012-06-01EDWARD ANDERSON,D.D.S., OWNER2013-12-03
0032011-06-01EDWARD ANDERSON,D.D.S.2012-11-14

Plan Statistics for EDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for EDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

Measure Date Value
2017: EDWARD A. ANDERSON, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-02-07600,835
Acturial value of plan assets2017-02-07600,835
Funding target for retired participants and beneficiaries receiving payment2017-02-070
Number of terminated vested participants2017-02-070
Fundng target for terminated vested participants2017-02-070
Active participant vested funding target2017-02-07591,286
Number of active participants2017-02-078
Total funding liabilities for active participants2017-02-07591,286
Total participant count2017-02-078
Total funding target for all participants2017-02-07591,286
Balance at beginning of prior year after applicable adjustments2017-02-070
Prefunding balance at beginning of prior year after applicable adjustments2017-02-070
Carryover balanced portion elected for use to offset prior years funding requirement2017-02-070
Prefunding balanced used to offset prior years funding requirement2017-02-070
Amount remaining of carryover balance2017-02-070
Amount remaining of prefunding balance2017-02-070
Present value of excess contributions2017-02-0711,874
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-02-0712,537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-02-070
Reductions in caryover balances due to elections or deemed elections2017-02-070
Reductions in prefunding balances due to elections or deemed elections2017-02-070
Balance of carryovers at beginning of current year2017-02-070
Balance of prefunding at beginning of current year2017-02-070
Total employer contributions2017-02-075,000
Total employee contributions2017-02-070
Contributions allocated toward unpaid minimum require contributions from prior years2017-02-070
Contributions made to avoid restrictions adjusted to valuation date2017-02-070
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-02-074,985
Unpaid minimum required contributions for all prior years2017-02-070
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-02-070
Remaining amount of unpaid minimum required contributions2017-02-070
Minimum required contributions for current year target normal cost2017-02-070
Net shortfall amortization installment of oustanding balance2017-02-070
Waiver amortization installment2017-02-070
Waived amount of outstanding balance2017-02-070
Total funding amount beforereflecting carryover/prefunding balances2017-02-070
Carryover balance elected to use to offset funding requirement2017-02-070
Prefunding balance elected to use to offset funding requirement2017-02-070
Additional cash requirement2017-02-070
Contributions allocatedtoward minimum required contributions for current year2017-02-074,985
Unpaid minimum required contributions for current year2017-02-070
Unpaid minimum required contributions for all years2017-02-070

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