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DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameDONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 001

DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

DONALD H. LEMIRE, JR., D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DONALD H. LEMIRE, JR., D.D.S., P.A.
Employer identification number (EIN):481206250
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DONALD H. LEMIRE, JR., D.D.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-12-30
Company Identification Number: P05000001381
Legal Registered Office Address: 1100 FIFTH AVENUE SOUTH SUITE 301

Naples

34102

More information about DONALD H. LEMIRE, JR., D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DONALD LEMIRE DONALD LEMIRE2013-10-10
0012011-01-01DONALD LEMIRE2012-08-27 DONALD LEMIRE2012-08-27
0012010-01-01DONALD H LEMIRE JR2011-10-11 DONALD H LEMIRE JR2011-10-11

Plan Statistics for DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2017: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
2016: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-311,864,201
Acturial value of plan assets2016-12-311,864,201
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-31162,346
Active participant vested funding target2016-12-311,294,994
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,294,994
Total participant count2016-12-317
Total funding target for all participants2016-12-311,457,340
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 contributions2016-12-3190,227
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3190,227
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3190,227
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 year2016-12-3190,227
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 date2016-12-310
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
2015: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2017 : DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-10-19$0
Total income from all sources2017-10-19$121,802
Expenses. Total of all expenses incurred2017-10-19$1,986,003
Benefits paid (including direct rollovers)2017-10-19$1,986,003
Total plan assets at end of year2017-10-19$0
Total plan assets at beginning of year2017-10-19$1,864,201
Value of fidelity bond covering the plan2017-10-19$250,000
Other income received2017-10-19$121,802
Net income (gross income less expenses)2017-10-19$-1,864,201
Net plan assets at end of year (total assets less liabilities)2017-10-19$0
Net plan assets at beginning of year (total assets less liabilities)2017-10-19$1,864,201
Assets. Value of real-estate (other than employer real property)2017-10-19$0
2016 : DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$98,840
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$1,864,201
Total plan assets at beginning of year2016-12-31$1,765,361
Value of fidelity bond covering the plan2016-12-31$250,000
Other income received2016-12-31$98,840
Net income (gross income less expenses)2016-12-31$98,840
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,864,201
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,765,361
Assets. Value of real-estate (other than employer real property)2016-12-31$0
2015 : DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$52,706
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,765,361
Total plan assets at beginning of year2015-12-31$1,712,655
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$-40,250
Net income (gross income less expenses)2015-12-31$52,706
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,765,361
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,712,655
Assets. Value of real-estate (other than employer real property)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$92,956
2014 : DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$-10,745
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$1,712,655
Total plan assets at beginning of year2014-12-31$1,723,400
Value of fidelity bond covering the plan2014-12-31$250,000
Other income received2014-12-31$-10,745
Net income (gross income less expenses)2014-12-31$-10,745
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,712,655
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,723,400
Assets. Value of real-estate (other than employer real property)2014-12-31$0
2013 : DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$158,469
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$1,723,400
Total plan assets at beginning of year2013-12-31$1,564,931
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$158,469
Net income (gross income less expenses)2013-12-31$158,469
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,723,400
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,564,931
Assets. Value of real-estate (other than employer real property)2013-12-31$50,000
Total contributions received or receivable from employer(s)2013-12-31$0
2012 : DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$472,706
Total plan assets at end of year2012-12-31$1,564,931
Total plan assets at beginning of year2012-12-31$1,092,225
Value of fidelity bond covering the plan2012-12-31$195,000
Other income received2012-12-31$-12,294
Net income (gross income less expenses)2012-12-31$472,706
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,564,931
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,092,225
Assets. Value of real-estate (other than employer real property)2012-12-31$50,000
Total contributions received or receivable from employer(s)2012-12-31$485,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST

2017: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DONALD H. LEMIRE JR., DDS PA CASH BALANCE PENSION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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