BRUCE E. MATTHEWS, DDS, PA CASH BALANCE PLAN 401k Plan overview

BRUCE E. MATTHEWS, DDS, PA CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	BRUCE E. MATTHEWS, DDS, PA
Employer identification number (EIN):	510271539
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	CHRISTOPHER MARADIE	2015-10-15
002	2013-01-01	CHRISTOPHER MARADIE	2014-10-03
002	2012-01-01	CHRISTOPHER MARADIE	2013-10-08
002	2011-01-01	CHRISTOPHER MARADIE	2012-10-12
002	2010-01-01	CHRISTOPHER MARADIE	2011-09-20

Plan Statistics for BRUCE E. MATTHEWS, DDS, PA CASH BALANCE PLAN

Measure	Date	Value
2017: BRUCE E. MATTHEWS, DDS, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,448,228
Acturial value of plan assets	2017-12-31	1,448,228
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	235,525
Active participant vested funding target	2017-12-31	1,145,312
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,145,312
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,380,837
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	112
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BRUCE E. MATTHEWS, DDS, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,322,944
Acturial value of plan assets	2016-12-31	1,322,944
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	230,643
Active participant vested funding target	2016-12-31	1,121,056
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,121,056
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,351,699
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	38
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	38
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	5,879
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	5,563
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	28,755
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	5,451
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	5,451
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	5,563
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

• BRUCE E. KING, D.D.S. DENTAL, INC. DEFINED BENEFIT PENSION PLAN [EIN = 954484212]
• BRUCE E. TREIBER, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 341502385]
• BRUCE E. SMITH, DDS CASH BALANCE PENSION PLAN [EIN = 351519077]
• BRUCE E. NAGEL DDS INC EMPLOYEES PROFIT SHARING PLAN [EIN = 351417384]
• BRUCE E. BLUMBERG, P.C. PROFIT SHARING PLAN [EIN = 860976690]
• BRUCE E. KRELL, INC. PROFIT SHARING PLAN [EIN = 942424953]
• BRUCE E. MILLER, PA 401(K) PROFIT SHARING PLAN & TRUST [EIN = 200606368]
• BRUCE E. LOREN P.A. 401K PLAN [EIN = 650905216]
• BRUCE E. SMITH, DDS, LLC CASH BALANCE PENSION PLAN [EIN = 300773836]
• BRUCE E. CERTNER, D.M.D. CASH BALANCE PLAN [EIN = 223132744]
• BRUCE E. CUNNINGHAM, D.M.D., P.C. PROFIT SHARING PLAN [EIN = 630907338]
• BRUCE E. LESSIN, M.D., P.C. PROFIT SHARING PLAN [EIN = 541149181]
• BRUCE E. BEACHAM, M.D., P.A. 401(K) RETIREMENT PLAN [EIN = 134242486]
• BRUCE E. BOSSE, M.D., P.C. 401K PROFIT SHARING PLAN & TRUST [EIN = 582082912]
• BRUCE E. SULLIVAN, D.M.D. PROFIT SHARING PLAN [EIN = 043255821]
• BRUCE E. CERTNER, D.M.D. 401(K) PROFIT SHARING PLAN [EIN = 223132744]
• BRUCE E. WOODSKE PROFIT SHARING PLAN [EIN = 251444655]
• BRUCE E. HUDKINS, M.D., P.L.C. 401K PROFIT SHARING PLAN & TRUST [EIN = 200284788]
• BRUCE E. FULLER, M.D. PROFIT SHARING PLAN [EIN = 541816228]
• BRUCE E. PERRY, M.D. 401K PROFIT SHARING PLAN [EIN = 931091481]
• BRUCE E. SMITH, DDS, LLC 401(K) PLAN [EIN = 300773836]
• BRUCE E. FARRELL, D.D.S A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN [EIN = 342059891]
• BRUCE E. JONES, M.D. PROFIT SHARING PLAN [EIN = 363248394]
• BRUCE E. TWADDLE, D.D.S. PROFIT SHARING 401K PLAN [EIN = 431335550]
• BRUCE E. CHASE, D.V.M., P.C. PROFIT SHARING PLAN [EIN = 042955563]
• BRUCE E. NEWCOMB, DDS 401(K) PROFIT SHARING PLAN [EIN = 820524506]
• BRUCE E. BERGER PROFIT SHARING PLAN [EIN = 341621985]
• BRUCE E. RUBEN, M.D., P.C. 401(K) PLAN [EIN = 382947096]
• BRUCE E. MCLANE PROFIT SHARING PLAN [EIN = 621508157]
• BRUCE E. RUBEN, MD, P.C. 401(K) PLAN [EIN = 382947096]
• BRUCE E. HUSON, CPA, P.C. DEFINED BENEFIT PENSION PLAN [EIN = 860592572]
• BRUCE E. SMITH, DDS, LLC 401(K) PLAN [EIN = 300773836]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping