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WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 401k Plan overview

Plan NameWILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST
Plan identification number 003

WILLIAM R. DZYAK, 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).

401k Sponsoring company profile

WILLIAM R. DZYAK, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R. DZYAK, D.D.S., P.C.
Employer identification number (EIN):521673740
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. DZYAK, 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
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01WILLIAM R. DZYAK, PRESIDENT2015-07-13
0032013-01-01WILLIAM R. DZYAK, PRESIDENT2014-07-07
0032012-01-01WILLIAM R. DZYAK, PRESIDENT2013-05-02
0032011-01-01WILLIAM R. DZYAK, PRESIDENT2012-07-10

Plan Statistics for WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

401k plan membership statisitcs for WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

Measure Date Value
2020: WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-09-032,867,357
Acturial value of plan assets2020-09-032,867,357
Funding target for retired participants and beneficiaries receiving payment2020-09-030
Number of terminated vested participants2020-09-030
Fundng target for terminated vested participants2020-09-030
Active participant vested funding target2020-09-032,584,510
Number of active participants2020-09-037
Total funding liabilities for active participants2020-09-032,584,510
Total participant count2020-09-037
Total funding target for all participants2020-09-032,584,510
Balance at beginning of prior year after applicable adjustments2020-09-030
Prefunding balance at beginning of prior year after applicable adjustments2020-09-030
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-030
Prefunding balanced used to offset prior years funding requirement2020-09-030
Amount remaining of carryover balance2020-09-030
Amount remaining of prefunding balance2020-09-030
Present value of excess contributions2020-09-0330,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-0332,709
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-030
Reductions in caryover balances due to elections or deemed elections2020-09-030
Reductions in prefunding balances due to elections or deemed elections2020-09-030
Balance of carryovers at beginning of current year2020-09-030
Balance of prefunding at beginning of current year2020-09-030
Total employer contributions2020-09-030
Total employee contributions2020-09-030
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-030
Contributions made to avoid restrictions adjusted to valuation date2020-09-030
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-030
Unpaid minimum required contributions for all prior years2020-09-030
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-030
Remaining amount of unpaid minimum required contributions2020-09-030
Minimum required contributions for current year target normal cost2020-09-030
Net shortfall amortization installment of oustanding balance2020-09-030
Waiver amortization installment2020-09-030
Total funding amount beforereflecting carryover/prefunding balances2020-09-030
Carryover balance elected to use to offset funding requirement2020-09-030
Prefunding balance elected to use to offset funding requirement2020-09-030
Additional cash requirement2020-09-030
Contributions allocatedtoward minimum required contributions for current year2020-09-030
Unpaid minimum required contributions for current year2020-09-030
Unpaid minimum required contributions for all years2020-09-030
2019: WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-312,836,386
Acturial value of plan assets2019-12-312,836,386
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,406,895
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-312,406,895
Total participant count2019-12-317
Total funding target for all participants2019-12-312,406,895
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3171,659
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3171,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3131,325
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3130,966
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31154,455
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3130,966
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-312,134,100
Acturial value of plan assets2018-12-312,134,100
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,143,640
Number of active participants2018-12-316
Total funding liabilities for active participants2018-12-312,143,640
Total participant count2018-12-316
Total funding target for all participants2018-12-312,143,640
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31298,148
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31298,148
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31230,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31227,068
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31153,852
Net shortfall amortization installment of oustanding balance2018-12-319,540
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31155,409
Additional cash requirement2018-12-31155,409
Contributions allocatedtoward minimum required contributions for current year2018-12-31227,068
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-312,061,049
Acturial value of plan assets2017-12-312,061,049
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-316,589
Active participant vested funding target2017-12-311,824,004
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-311,824,004
Total participant count2017-12-319
Total funding target for all participants2017-12-311,830,593
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31119,461
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31119,461
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31300,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31298,148
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31224,160
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31298,148
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: WILLIAM R. DZYAK, D.D.S., P.C. CASH BALANCE PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-311,604,632
Acturial value of plan assets2016-12-311,604,632
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 target2016-12-311,485,171
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-311,485,171
Total participant count2016-12-319
Total funding target for all participants2016-12-311,485,171
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 contributions2016-12-31341
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31341
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31260,000
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 date2016-12-31258,668
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 cost2016-12-31258,668
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31139,207
Additional cash requirement2016-12-31139,207
Contributions allocatedtoward minimum required contributions for current year2016-12-31258,668
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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