401k Plan data: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN plan

MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN
Plan identification number	004

MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined 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

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

Company Name: EUGENE HUANG, D.D.S., P.A.

Employer identification number (EIN): 521014582

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2019-01-01 MARK F. EISENBERG 2020-05-26 MARK F. EISENBERG 2020-05-26
004 2018-01-01 MARK F. EISENBERG 2019-10-08 MARK F. EISENBERG 2019-10-08
004 2017-01-01 MARK F. EISENBERG 2018-10-03 MARK F. EISENBERG 2018-10-03
004 2016-01-01 MARK F. EISENBERG 2017-10-03 MARK F. EISENBERG 2017-10-03
004 2015-01-01 MARK F. EISENBERG 2016-10-10 MARK F. EISENBERG 2016-10-10
004 2014-01-01 MARK F EISENBERG 2015-10-02 MARK F EISENBERG 2015-10-02
004 2013-01-01 MARK EISENBERG 2014-10-06 MARK EISENBERG 2014-10-06
004 2012-01-01 MARK F. EISENBERG 2013-10-10 MARK F. EISENBERG 2013-10-10
004 2011-01-01 MARK F. EISENBERG 2012-10-11 MARK F. EISENBERG 2012-10-11
004 2010-01-01 MARK F. EISENBERG 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2019-01-01	MARK F. EISENBERG	2020-05-26	MARK F. EISENBERG	2020-05-26
004	2018-01-01	MARK F. EISENBERG	2019-10-08	MARK F. EISENBERG	2019-10-08
004	2017-01-01	MARK F. EISENBERG	2018-10-03	MARK F. EISENBERG	2018-10-03
004	2016-01-01	MARK F. EISENBERG	2017-10-03	MARK F. EISENBERG	2017-10-03
004	2015-01-01	MARK F. EISENBERG	2016-10-10	MARK F. EISENBERG	2016-10-10
004	2014-01-01	MARK F EISENBERG	2015-10-02	MARK F EISENBERG	2015-10-02
004	2013-01-01	MARK EISENBERG	2014-10-06	MARK EISENBERG	2014-10-06
004	2012-01-01	MARK F. EISENBERG	2013-10-10	MARK F. EISENBERG	2013-10-10
004	2011-01-01	MARK F. EISENBERG	2012-10-11	MARK F. EISENBERG	2012-10-11
004	2010-01-01	MARK F. EISENBERG	2011-10-17

Plan Statistics for MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2018: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,603,419
Acturial value of plan assets 2018-12-31 1,603,419
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 509
Active participant vested funding target 2018-12-31 1,674,494
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 1,674,494
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 1,675,003
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 49,632
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 49,632
Present value of excess contributions 2018-12-31 108,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 108,979
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 58,938
Total employer contributions 2018-12-31 100,448
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 98,584
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 125,729
Net shortfall amortization installment of oustanding balance 2018-12-31 133,139
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 147,464
Prefunding balance elected to use to offset funding requirement 2018-12-31 48,880
Additional cash requirement 2018-12-31 98,584
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 98,584
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,656,749
Acturial value of plan assets 2017-12-31 1,656,749
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 2,119
Active participant vested funding target 2017-12-31 1,479,431
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 1,479,431
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 1,481,550
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 47,586
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 47,586
Present value of excess contributions 2017-12-31 3,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 3,983
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 49,632
Total employer contributions 2017-12-31 111,317
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 2017-12-31 109,337
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 2017-12-31 123,687
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 2017-12-31 358
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 2017-12-31 358
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 109,337
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,258,210
Acturial value of plan assets 2016-12-31 1,258,210
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 2,526
Active participant vested funding target 2016-12-31 1,289,325
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,289,325
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,291,851
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 52,844
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 3,496
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 49,348
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 47,586
Total employer contributions 2016-12-31 145,496
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 2016-12-31 139,299
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 2016-12-31 119,922
Net shortfall amortization installment of oustanding balance 2016-12-31 83,434
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 135,316
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 2016-12-31 135,316
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 139,299
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,603,419
Acturial value of plan assets	2018-12-31	1,603,419
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	509
Active participant vested funding target	2018-12-31	1,674,494
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	1,674,494
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	1,675,003
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	49,632
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	49,632
Present value of excess contributions	2018-12-31	108,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	108,979
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	58,938
Total employer contributions	2018-12-31	100,448
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	98,584
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	125,729
Net shortfall amortization installment of oustanding balance	2018-12-31	133,139
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	147,464
Prefunding balance elected to use to offset funding requirement	2018-12-31	48,880
Additional cash requirement	2018-12-31	98,584
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	98,584
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,656,749
Acturial value of plan assets	2017-12-31	1,656,749
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	2,119
Active participant vested funding target	2017-12-31	1,479,431
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	1,479,431
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	1,481,550
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	47,586
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	47,586
Present value of excess contributions	2017-12-31	3,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	3,983
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	49,632
Total employer contributions	2017-12-31	111,317
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	109,337
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	123,687
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	358
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	358
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	109,337
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARK F. EISENBERG, D.D.S. & ASSOCIATES, P.A. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,258,210
Acturial value of plan assets	2016-12-31	1,258,210
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	2,526
Active participant vested funding target	2016-12-31	1,289,325
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,289,325
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,291,851
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	52,844
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	3,496
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	49,348
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	47,586
Total employer contributions	2016-12-31	145,496
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	139,299
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	119,922
Net shortfall amortization installment of oustanding balance	2016-12-31	83,434
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	135,316
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	135,316
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	139,299
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

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

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EUGENE HUANG, D.D.S., P.A.
Employer identification number (EIN):	521014582
NAIC Classification:	621210
NAIC Description:	Offices of Dentists