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LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameLAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN
Plan identification number 004

LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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

LAWRENCE T. FOX, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:LAWRENCE T. FOX, D.D.S., P.C.
Employer identification number (EIN):541124150
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01
0042013-01-01
0042012-01-01LAWRENCE T FOX2013-10-15 LAWRENCE T FOX2013-10-15
0042011-01-01LAWRENCE FOX2012-11-27 LAWRENCE FOX2012-11-27
0042010-01-01PAT FLANIGAN2011-09-15

Plan Statistics for LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN

Measure Date Value
2019: LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-11-131,056,771
Acturial value of plan assets2019-11-131,056,771
Funding target for retired participants and beneficiaries receiving payment2019-11-130
Number of terminated vested participants2019-11-131
Fundng target for terminated vested participants2019-11-132,435
Active participant vested funding target2019-11-131,116,828
Number of active participants2019-11-1312
Total funding liabilities for active participants2019-11-131,120,448
Total participant count2019-11-1313
Total funding target for all participants2019-11-131,122,883
Balance at beginning of prior year after applicable adjustments2019-11-130
Prefunding balance at beginning of prior year after applicable adjustments2019-11-130
Carryover balanced portion elected for use to offset prior years funding requirement2019-11-130
Prefunding balanced used to offset prior years funding requirement2019-11-130
Amount remaining of carryover balance2019-11-130
Amount remaining of prefunding balance2019-11-130
Present value of excess contributions2019-11-1312,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-11-1312,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-11-130
Reductions in caryover balances due to elections or deemed elections2019-11-130
Reductions in prefunding balances due to elections or deemed elections2019-11-130
Balance of carryovers at beginning of current year2019-11-130
Balance of prefunding at beginning of current year2019-11-130
Total employer contributions2019-11-134,618
Total employee contributions2019-11-130
Contributions allocated toward unpaid minimum require contributions from prior years2019-11-130
Contributions made to avoid restrictions adjusted to valuation date2019-11-130
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-11-134,458
Unpaid minimum required contributions for all prior years2019-11-130
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-11-130
Remaining amount of unpaid minimum required contributions2019-11-130
Minimum required contributions for current year target normal cost2019-11-130
Net shortfall amortization installment of oustanding balance2019-11-1366,112
Total funding amount beforereflecting carryover/prefunding balances2019-11-134,450
Carryover balance elected to use to offset funding requirement2019-11-130
Prefunding balance elected to use to offset funding requirement2019-11-130
Additional cash requirement2019-11-134,450
Contributions allocatedtoward minimum required contributions for current year2019-11-134,458
Unpaid minimum required contributions for current year2019-11-130
Unpaid minimum required contributions for all years2019-11-130
2018: LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31866,674
Acturial value of plan assets2018-12-31866,674
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-312,150
Active participant vested funding target2018-12-31976,099
Number of active participants2018-12-3111
Total funding liabilities for active participants2018-12-31977,399
Total participant count2018-12-3112
Total funding target for all participants2018-12-31979,549
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3118,523
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 balance2018-12-3118,523
Present value of excess contributions2018-12-312,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,565
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 year2018-12-3120,336
Total employer contributions2018-12-31150,050
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 date2018-12-31147,458
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 cost2018-12-31113,151
Net shortfall amortization installment of oustanding balance2018-12-31134,332
Total funding amount beforereflecting carryover/prefunding balances2018-12-31135,081
Additional cash requirement2018-12-31135,081
Contributions allocatedtoward minimum required contributions for current year2018-12-31147,458
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31858,055
Acturial value of plan assets2017-12-31858,055
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,897
Active participant vested funding target2017-12-31742,895
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31743,783
Total participant count2017-12-319
Total funding target for all participants2017-12-31745,680
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3117,992
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 balance2017-12-3117,992
Present value of excess contributions2017-12-312,954
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,954
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 year2017-12-3118,523
Total employer contributions2017-12-3174,530
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 date2017-12-3174,101
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 cost2017-12-31164,282
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3171,536
Carryover balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3171,536
Contributions allocatedtoward minimum required contributions for current year2017-12-3174,101
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: LAWRENCE T. FOX, D.D.S., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31706,679
Acturial value of plan assets2016-12-31706,679
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-316,356
Active participant vested funding target2016-12-31632,147
Number of active participants2016-12-318
Total funding liabilities for active participants2016-12-31632,523
Total participant count2016-12-3110
Total funding target for all participants2016-12-31638,879
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3118,048
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 balance2016-12-3118,048
Present value of excess contributions2016-12-3113,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3113,519
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 year2016-12-3117,992
Total employer contributions2016-12-3185,638
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 date2016-12-3185,032
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 cost2016-12-31130,772
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3182,078
Additional cash requirement2016-12-3182,078
Contributions allocatedtoward minimum required contributions for current year2016-12-3185,032
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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