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JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number 001

JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

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

Company Name:JAMES D. WATSON, D.D.S., P.A.
Employer identification number (EIN):522437273
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JAMES D. WATSON, D.D.S., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-12-29
Company Identification Number: 0800284967
Legal Registered Office Address: 11111 JONES RD STE 4

HOUSTON
United States of America (USA)
77070

More information about JAMES D. WATSON, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-12-01
0012021-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01
0012015-12-01
0012014-12-01
0012013-12-01JAMES D. WATSON2015-09-09
0012012-12-01JAMES D. WATSON, D.D.S., P.A.2014-09-15
0012011-12-01JAMES D. WATSON, D.D.S., P.A.2013-09-10
0012010-12-01JAMES D. WATSON2012-09-11
0012009-12-01JAMES D. WATSON2011-09-14
0012008-12-01

Plan Statistics for JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2023: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2023 401k membership
Market value of plan assets2023-11-301,285,755
Acturial value of plan assets2023-11-301,285,755
Funding target for retired participants and beneficiaries receiving payment2023-11-300
Number of terminated vested participants2023-11-302
Fundng target for terminated vested participants2023-11-303,908
Active participant vested funding target2023-11-30934,426
Number of active participants2023-11-304
Total funding liabilities for active participants2023-11-30934,426
Total participant count2023-11-306
Total funding target for all participants2023-11-30938,334
Balance at beginning of prior year after applicable adjustments2023-11-300
Prefunding balance at beginning of prior year after applicable adjustments2023-11-30716,809
Carryover balanced portion elected for use to offset prior years funding requirement2023-11-300
Prefunding balanced used to offset prior years funding requirement2023-11-300
Amount remaining of carryover balance2023-11-300
Amount remaining of prefunding balance2023-11-30716,809
Present value of excess contributions2023-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-11-300
Reductions in caryover balances due to elections or deemed elections2023-11-300
Reductions in prefunding balances due to elections or deemed elections2023-11-300
Balance of carryovers at beginning of current year2023-11-300
Balance of prefunding at beginning of current year2023-11-30382,418
Total employer contributions2023-11-300
Total employee contributions2023-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-11-300
Contributions made to avoid restrictions adjusted to valuation date2023-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-11-300
Unpaid minimum required contributions for all prior years2023-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-11-300
Remaining amount of unpaid minimum required contributions2023-11-300
Minimum required contributions for current year target normal cost2023-11-300
Net shortfall amortization installment of oustanding balance2023-11-3034,997
Waiver amortization installment2023-11-300
Total funding amount beforereflecting carryover/prefunding balances2023-11-303,234
Carryover balance elected to use to offset funding requirement2023-11-300
Prefunding balance elected to use to offset funding requirement2023-11-303,234
Additional cash requirement2023-11-300
Contributions allocatedtoward minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for current year2023-11-300
Unpaid minimum required contributions for all years2023-11-300
2022: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-11-302,409,858
Acturial value of plan assets2022-11-302,409,858
Funding target for retired participants and beneficiaries receiving payment2022-11-300
Number of terminated vested participants2022-11-301
Fundng target for terminated vested participants2022-11-30452
Active participant vested funding target2022-11-30865,027
Number of active participants2022-11-304
Total funding liabilities for active participants2022-11-30865,027
Total participant count2022-11-305
Total funding target for all participants2022-11-30865,479
Balance at beginning of prior year after applicable adjustments2022-11-300
Prefunding balance at beginning of prior year after applicable adjustments2022-11-30652,653
Carryover balanced portion elected for use to offset prior years funding requirement2022-11-300
Prefunding balanced used to offset prior years funding requirement2022-11-300
Amount remaining of carryover balance2022-11-300
Amount remaining of prefunding balance2022-11-30652,653
Present value of excess contributions2022-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-11-300
Reductions in caryover balances due to elections or deemed elections2022-11-300
Reductions in prefunding balances due to elections or deemed elections2022-11-300
Balance of carryovers at beginning of current year2022-11-300
Balance of prefunding at beginning of current year2022-11-30716,809
Total employer contributions2022-11-300
Total employee contributions2022-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-11-300
Contributions made to avoid restrictions adjusted to valuation date2022-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-11-300
Unpaid minimum required contributions for all prior years2022-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-11-300
Remaining amount of unpaid minimum required contributions2022-11-300
Minimum required contributions for current year target normal cost2022-11-300
Net shortfall amortization installment of oustanding balance2022-11-300
Waiver amortization installment2022-11-300
Total funding amount beforereflecting carryover/prefunding balances2022-11-300
Carryover balance elected to use to offset funding requirement2022-11-300
Prefunding balance elected to use to offset funding requirement2022-11-300
Additional cash requirement2022-11-300
Contributions allocatedtoward minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for current year2022-11-300
Unpaid minimum required contributions for all years2022-11-300
2021: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-11-302,246,862
Acturial value of plan assets2021-11-302,246,862
Funding target for retired participants and beneficiaries receiving payment2021-11-300
Number of terminated vested participants2021-11-305
Fundng target for terminated vested participants2021-11-3023,349
Active participant vested funding target2021-11-30801,553
Number of active participants2021-11-304
Total funding liabilities for active participants2021-11-30801,553
Total participant count2021-11-309
Total funding target for all participants2021-11-30824,902
Balance at beginning of prior year after applicable adjustments2021-11-300
Prefunding balance at beginning of prior year after applicable adjustments2021-11-30434,147
Amount remaining of carryover balance2021-11-300
Amount remaining of prefunding balance2021-11-30434,147
Present value of excess contributions2021-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-11-300
Reductions in caryover balances due to elections or deemed elections2021-11-300
Reductions in prefunding balances due to elections or deemed elections2021-11-300
Balance of carryovers at beginning of current year2021-11-300
Balance of prefunding at beginning of current year2021-11-30652,653
Total employer contributions2021-11-300
Total employee contributions2021-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-11-300
Contributions made to avoid restrictions adjusted to valuation date2021-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-11-300
Unpaid minimum required contributions for all prior years2021-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-11-300
Remaining amount of unpaid minimum required contributions2021-11-300
Minimum required contributions for current year target normal cost2021-11-300
Net shortfall amortization installment of oustanding balance2021-11-300
Waiver amortization installment2021-11-300
Total funding amount beforereflecting carryover/prefunding balances2021-11-300
Carryover balance elected to use to offset funding requirement2021-11-300
Prefunding balance elected to use to offset funding requirement2021-11-300
Additional cash requirement2021-11-300
Contributions allocatedtoward minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for current year2021-11-300
Unpaid minimum required contributions for all years2021-11-300
2020: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-11-301,494,624
Acturial value of plan assets2020-11-301,494,624
Funding target for retired participants and beneficiaries receiving payment2020-11-300
Number of terminated vested participants2020-11-305
Fundng target for terminated vested participants2020-11-3023,151
Active participant vested funding target2020-11-30773,678
Number of active participants2020-11-304
Total funding liabilities for active participants2020-11-30773,678
Total participant count2020-11-309
Total funding target for all participants2020-11-30796,829
Balance at beginning of prior year after applicable adjustments2020-11-300
Prefunding balance at beginning of prior year after applicable adjustments2020-11-30426,764
Carryover balanced portion elected for use to offset prior years funding requirement2020-11-300
Prefunding balanced used to offset prior years funding requirement2020-11-300
Amount remaining of carryover balance2020-11-300
Amount remaining of prefunding balance2020-11-30426,764
Present value of excess contributions2020-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-11-300
Reductions in caryover balances due to elections or deemed elections2020-11-300
Reductions in prefunding balances due to elections or deemed elections2020-11-300
Balance of carryovers at beginning of current year2020-11-300
Balance of prefunding at beginning of current year2020-11-30434,147
Total employer contributions2020-11-300
Total employee contributions2020-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-11-300
Contributions made to avoid restrictions adjusted to valuation date2020-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-11-300
Unpaid minimum required contributions for all prior years2020-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-11-300
Remaining amount of unpaid minimum required contributions2020-11-300
Minimum required contributions for current year target normal cost2020-11-300
Net shortfall amortization installment of oustanding balance2020-11-300
Waiver amortization installment2020-11-300
Total funding amount beforereflecting carryover/prefunding balances2020-11-300
Additional cash requirement2020-11-300
Contributions allocatedtoward minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for current year2020-11-300
Unpaid minimum required contributions for all years2020-11-300
2019: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-11-301,469,177
Acturial value of plan assets2019-11-301,469,177
Funding target for retired participants and beneficiaries receiving payment2019-11-300
Number of terminated vested participants2019-11-306
Fundng target for terminated vested participants2019-11-3020,612
Active participant vested funding target2019-11-30709,645
Number of active participants2019-11-304
Total funding liabilities for active participants2019-11-30709,645
Total participant count2019-11-3010
Total funding target for all participants2019-11-30730,257
Balance at beginning of prior year after applicable adjustments2019-11-300
Prefunding balance at beginning of prior year after applicable adjustments2019-11-30468,611
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-300
Prefunding balanced used to offset prior years funding requirement2019-11-300
Amount remaining of carryover balance2019-11-300
Amount remaining of prefunding balance2019-11-30468,611
Present value of excess contributions2019-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-300
Reductions in caryover balances due to elections or deemed elections2019-11-300
Reductions in prefunding balances due to elections or deemed elections2019-11-300
Balance of carryovers at beginning of current year2019-11-300
Balance of prefunding at beginning of current year2019-11-30426,764
Total employer contributions2019-11-300
Total employee contributions2019-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-300
Contributions made to avoid restrictions adjusted to valuation date2019-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-300
Unpaid minimum required contributions for all prior years2019-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-300
Remaining amount of unpaid minimum required contributions2019-11-300
Minimum required contributions for current year target normal cost2019-11-300
Net shortfall amortization installment of oustanding balance2019-11-300
Waiver amortization installment2019-11-300
Total funding amount beforereflecting carryover/prefunding balances2019-11-300
Carryover balance elected to use to offset funding requirement2019-11-300
Prefunding balance elected to use to offset funding requirement2019-11-300
Additional cash requirement2019-11-300
Contributions allocatedtoward minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for current year2019-11-300
Unpaid minimum required contributions for all years2019-11-300
2018: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-11-301,613,258
Acturial value of plan assets2018-11-301,613,258
Funding target for retired participants and beneficiaries receiving payment2018-11-300
Number of terminated vested participants2018-11-306
Fundng target for terminated vested participants2018-11-3017,713
Active participant vested funding target2018-11-30631,685
Number of active participants2018-11-304
Total funding liabilities for active participants2018-11-30631,685
Total participant count2018-11-3010
Total funding target for all participants2018-11-30649,398
Balance at beginning of prior year after applicable adjustments2018-11-300
Prefunding balance at beginning of prior year after applicable adjustments2018-11-30320,725
Amount remaining of carryover balance2018-11-300
Amount remaining of prefunding balance2018-11-30320,725
Present value of excess contributions2018-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-300
Reductions in caryover balances due to elections or deemed elections2018-11-300
Reductions in prefunding balances due to elections or deemed elections2018-11-300
Balance of carryovers at beginning of current year2018-11-300
Balance of prefunding at beginning of current year2018-11-30468,611
Total employer contributions2018-11-300
Total employee contributions2018-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-300
Contributions made to avoid restrictions adjusted to valuation date2018-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-300
Unpaid minimum required contributions for all prior years2018-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-300
Remaining amount of unpaid minimum required contributions2018-11-300
Minimum required contributions for current year target normal cost2018-11-300
Net shortfall amortization installment of oustanding balance2018-11-300
Waiver amortization installment2018-11-300
Total funding amount beforereflecting carryover/prefunding balances2018-11-300
Carryover balance elected to use to offset funding requirement2018-11-300
Prefunding balance elected to use to offset funding requirement2018-11-300
Additional cash requirement2018-11-300
Contributions allocatedtoward minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for current year2018-11-300
Unpaid minimum required contributions for all years2018-11-300
2017: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-11-301,104,142
Acturial value of plan assets2017-11-301,104,142
Funding target for retired participants and beneficiaries receiving payment2017-11-300
Number of terminated vested participants2017-11-306
Fundng target for terminated vested participants2017-11-3015,668
Active participant vested funding target2017-11-30575,908
Number of active participants2017-11-304
Total funding liabilities for active participants2017-11-30575,908
Total participant count2017-11-3010
Total funding target for all participants2017-11-30591,576
Balance at beginning of prior year after applicable adjustments2017-11-300
Prefunding balance at beginning of prior year after applicable adjustments2017-11-30453,514
Carryover balanced portion elected for use to offset prior years funding requirement2017-11-300
Prefunding balanced used to offset prior years funding requirement2017-11-300
Amount remaining of carryover balance2017-11-300
Amount remaining of prefunding balance2017-11-30453,514
Present value of excess contributions2017-11-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-11-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-11-300
Reductions in caryover balances due to elections or deemed elections2017-11-300
Reductions in prefunding balances due to elections or deemed elections2017-11-300
Balance of carryovers at beginning of current year2017-11-300
Balance of prefunding at beginning of current year2017-11-30320,725
Total employer contributions2017-11-300
Total employee contributions2017-11-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-11-300
Contributions made to avoid restrictions adjusted to valuation date2017-11-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-11-300
Unpaid minimum required contributions for all prior years2017-11-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-11-300
Remaining amount of unpaid minimum required contributions2017-11-300
Minimum required contributions for current year target normal cost2017-11-300
Net shortfall amortization installment of oustanding balance2017-11-300
Waiver amortization installment2017-11-300
Waived amount of outstanding balance2017-11-300
Total funding amount beforereflecting carryover/prefunding balances2017-11-300
Additional cash requirement2017-11-300
Contributions allocatedtoward minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for current year2017-11-300
Unpaid minimum required contributions for all years2017-11-300

Form 5500 Responses for JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN

2008: JAMES D. WATSON, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

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