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THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 401k Plan overview

Plan NameTHOMAS J RITTER DDS PA DEFINED BENEFIT PLAN
Plan identification number 002

THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

THOMAS J RITTER DDS PA has sponsored the creation of one or more 401k plans.

Company Name:THOMAS J RITTER DDS PA
Employer identification number (EIN):522059415
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01

Plan Statistics for THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN

401k plan membership statisitcs for THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN

Measure Date Value
2021: THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-21875,460
Acturial value of plan assets2021-12-21875,460
Funding target for retired participants and beneficiaries receiving payment2021-12-210
Number of terminated vested participants2021-12-210
Fundng target for terminated vested participants2021-12-210
Active participant vested funding target2021-12-21843,188
Number of active participants2021-12-217
Total funding liabilities for active participants2021-12-21843,188
Total participant count2021-12-217
Total funding target for all participants2021-12-21843,188
Balance at beginning of prior year after applicable adjustments2021-12-210
Prefunding balance at beginning of prior year after applicable adjustments2021-12-210
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-210
Prefunding balanced used to offset prior years funding requirement2021-12-210
Amount remaining of carryover balance2021-12-210
Amount remaining of prefunding balance2021-12-210
Present value of excess contributions2021-12-2163,659
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-2163,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-210
Reductions in caryover balances due to elections or deemed elections2021-12-210
Reductions in prefunding balances due to elections or deemed elections2021-12-210
Balance of carryovers at beginning of current year2021-12-210
Balance of prefunding at beginning of current year2021-12-210
Total employer contributions2021-12-21350,000
Total employee contributions2021-12-210
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-210
Contributions made to avoid restrictions adjusted to valuation date2021-12-210
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-21351,923
Unpaid minimum required contributions for all prior years2021-12-210
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-210
Remaining amount of unpaid minimum required contributions2021-12-210
Minimum required contributions for current year target normal cost2021-12-21147,537
Net shortfall amortization installment of oustanding balance2021-12-210
Waiver amortization installment2021-12-210
Total funding amount beforereflecting carryover/prefunding balances2021-12-21115,265
Carryover balance elected to use to offset funding requirement2021-12-210
Prefunding balance elected to use to offset funding requirement2021-12-210
Additional cash requirement2021-12-21115,265
Contributions allocatedtoward minimum required contributions for current year2021-12-21351,923
Unpaid minimum required contributions for current year2021-12-210
Unpaid minimum required contributions for all years2021-12-210
2020: THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31693,209
Acturial value of plan assets2020-12-31693,209
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31461,527
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-31461,527
Total participant count2020-12-317
Total funding target for all participants2020-12-31461,527
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31164,496
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31164,496
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31120,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31120,322
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31288,345
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3156,663
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3156,663
Contributions allocatedtoward minimum required contributions for current year2020-12-31120,322
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-31456,919
Acturial value of plan assets2019-12-31456,919
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 target2019-12-31263,665
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31329,581
Total participant count2019-12-317
Total funding target for all participants2019-12-31329,581
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 contributions2019-12-31125,668
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31125,668
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 contributions2019-12-31170,000
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 date2019-12-31164,496
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 cost2019-12-31120,500
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 year2019-12-31164,496
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31228,256
Acturial value of plan assets2018-12-31228,256
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 target2018-12-31110,384
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31183,973
Total participant count2018-12-317
Total funding target for all participants2018-12-31183,973
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 contributions2018-12-31107,042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31107,042
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 contributions2018-12-31181,000
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 date2018-12-31176,947
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-3195,562
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3151,279
Additional cash requirement2018-12-3151,279
Contributions allocatedtoward minimum required contributions for current year2018-12-31176,947
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-3144,227
Acturial value of plan assets2017-12-3144,227
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-3134,696
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-3186,739
Total participant count2017-12-317
Total funding target for all participants2017-12-3186,739
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 contributions2017-12-31943
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31943
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 contributions2017-12-31205,000
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 date2017-12-31203,050
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 cost2017-12-3189,027
Net shortfall amortization installment of oustanding balance2017-12-3142,512
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3196,008
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3196,008
Contributions allocatedtoward minimum required contributions for current year2017-12-31203,050
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THOMAS J RITTER DDS PA DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
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 target2016-12-310
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-317
Total funding target for all participants2016-12-310
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 contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Total employer contributions2016-12-3143,000
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 date2016-12-3141,259
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 cost2016-12-3140,316
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3140,316
Additional cash requirement2016-12-3140,316
Contributions allocatedtoward minimum required contributions for current year2016-12-3141,259
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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