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WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameWILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN
Plan identification number 002

WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • 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

WILLIAM E. CRUTCHFIELD II, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM E. CRUTCHFIELD II, D.D.S., P.C.
Employer identification number (EIN):541704912
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION 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
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01LARRY BUTCHER PREPARER2013-07-08
0022011-01-01LARRY BUTCHER PREPARER2012-09-12
0022010-01-01LARRY BUTCHER PREPARER2011-10-05

Plan Statistics for WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,093,046
Acturial value of plan assets2021-12-312,093,046
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-311,484,888
Number of active participants2021-12-312
Total funding liabilities for active participants2021-12-311,484,888
Total participant count2021-12-312
Total funding target for all participants2021-12-311,484,888
Balance at beginning of prior year after applicable adjustments2021-12-3157,868
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3122,029
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3157,868
Amount remaining of prefunding balance2021-12-3122,029
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3167,000
Balance of prefunding at beginning of current year2021-12-3125,505
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,830,784
Acturial value of plan assets2020-12-311,830,784
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 target2020-12-311,437,991
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,437,991
Total participant count2020-12-312
Total funding target for all participants2020-12-311,437,991
Balance at beginning of prior year after applicable adjustments2020-12-3148,987
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3118,648
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 balance2020-12-3148,987
Amount remaining of prefunding balance2020-12-3118,648
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
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 year2020-12-3157,868
Balance of prefunding at beginning of current year2020-12-3122,029
Total employer contributions2020-12-310
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 date2020-12-310
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 cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,693,334
Acturial value of plan assets2019-12-311,693,334
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3178,011
Active participant vested funding target2019-12-311,338,778
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-311,338,778
Total participant count2019-12-313
Total funding target for all participants2019-12-311,416,789
Balance at beginning of prior year after applicable adjustments2019-12-3151,565
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3119,629
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 balance2019-12-3151,565
Amount remaining of prefunding balance2019-12-3119,629
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available 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 year2019-12-3148,987
Balance of prefunding at beginning of current year2019-12-3118,648
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
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 year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,434,011
Acturial value of plan assets2018-12-311,434,011
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31409
Active participant vested funding target2018-12-311,328,270
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-311,328,270
Total participant count2018-12-314
Total funding target for all participants2018-12-311,328,679
Balance at beginning of prior year after applicable adjustments2018-12-3145,568
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3117,346
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 balance2018-12-3145,568
Amount remaining of prefunding balance2018-12-3117,346
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
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 year2018-12-3151,565
Balance of prefunding at beginning of current year2018-12-3119,629
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,550,423
Acturial value of plan assets2017-12-311,550,423
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 target2017-12-311,225,255
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-311,225,255
Total participant count2017-12-315
Total funding target for all participants2017-12-311,225,255
Balance at beginning of prior year after applicable adjustments2017-12-3142,334
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3116,115
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 balance2017-12-3142,334
Amount remaining of prefunding balance2017-12-3116,115
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-3145,568
Balance of prefunding at beginning of current year2017-12-3117,346
Total employer contributions2017-12-310
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 date2017-12-310
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
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 year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: WILLIAM E. CRUTCHFIELD II, DDS, PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,372,068
Acturial value of plan assets2016-12-311,372,068
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 target2016-12-311,125,759
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-311,125,759
Total participant count2016-12-316
Total funding target for all participants2016-12-311,125,759
Balance at beginning of prior year after applicable adjustments2016-12-3144,025
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3116,759
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 balance2016-12-3144,025
Amount remaining of prefunding balance2016-12-3116,759
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 year2016-12-3142,334
Balance of prefunding at beginning of current year2016-12-3116,115
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 date2016-12-310
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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