JOEL D. DAVIDSON, DMD PENSION PLAN 401k Plan overview

JOEL D. DAVIDSON, DMD PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	JOEL D. DAVIDSON, DMD
Employer identification number (EIN):	540912937
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	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	JOEL D. DAVIDSON, DMD	2013-04-03	JOEL D. DAVIDSON, DMD	2013-04-03

Plan Statistics for JOEL D. DAVIDSON, DMD PENSION PLAN

Measure	Date	Value
2016: JOEL D. DAVIDSON, DMD PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,435,512
Acturial value of plan assets	2016-12-31	1,435,512
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,090,260
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	64,747
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,155,007
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	170,806
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	170,806
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
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	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	98,420
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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

• JOEL D. SELESKIE 401(K) P/S PLAN [EIN = 300131347]
• JOEL D. JOHNSON PROFIT SHARING PLAN [EIN = 411943864]
• JOEL D. POMERANTZ MD PC PROFIT SHARING PLAN [EIN = 232574386]
• JOEL D. MATTHEWS PROFIT SHARING PLAN [EIN = 161662004]
• JOEL D. MATTHEWS CASH BALANCE PLAN [EIN = 161662004]
• JOEL D. DAVIS PROFIT SHARING PLAN [EIN = 010508800]
• JOEL D. KNERR, M.D. PROFIT SHARING PLAN [EIN = 341653518]
• JOEL D. FEINSTEIN, M.D., INC. PROFIT SHARING PLAN [EIN = 953650602]
• JOEL D. MESHULAM, M.D., L.L.C. 401K PROFIT SHARING PLAN & TRUST [EIN = 522214742]
• JOEL D. ANDREWS 401(K) PLAN [EIN = 841022850]
• JOEL D. DAVIDSON, DMD PENSION PLAN [EIN = 010343281]
• JOEL D. ANDREWS 401(K) PLAN [EIN = 815045897]
• JOEL D. EPSTEIN, M.D., A PROFESSIONAL CORPORATION PROFIT SHARING PLAN [EIN = 953668715]
• JOEL D. NASCA, M.D. PROFIT SHARING PLAN [EIN = 720851909]
• JOEL D. JACOWITZ, MD, FACC PROFIT SHARING PLAN [EIN = 222669536]
• JOEL D. SELESKIE CASH BALANCE PLAN [EIN = 300131347]
• JOEL D. SIEGEL MONEY PURCHASE PENSION PLAN [EIN = 222787769]
• JOEL D. CAVANAUGH, LLC 401(K) PLAN [EIN = 871283403]

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