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GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameGREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN
Plan identification number 003

GREGORY F. VALERIANO, DDS, PA 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

GREGORY F. VALERIANO, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:GREGORY F. VALERIANO, DDS, PA
Employer identification number (EIN):562058352
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01GREGORY F. VALERIANO2019-04-21
0032017-01-01GREGORY F. VALERIANO2018-07-11
0032016-01-01GREGORY F. VALERIANO2017-03-30
0032015-01-01GREGORY F. VALERIANO2016-03-28
0032014-01-01GREGORY F. VALERIANO2015-03-23
0032013-01-01GREGORY F. VALERIANO
0032012-01-01GREGORY F. VALERIANO
0032011-01-01GREGORY F. VALERIANO
0032010-01-01GREGORY F. VALERIANO
0032009-01-01GREGORY F. VALERIANO

Plan Statistics for GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,043,026
Acturial value of plan assets2017-12-312,043,026
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-3129,590
Active participant vested funding target2017-12-311,653,361
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-311,653,361
Total participant count2017-12-3111
Total funding target for all participants2017-12-311,682,951
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 contributions2017-12-31343,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31343,824
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 contributions2017-12-31278,000
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 date2017-12-31277,210
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 cost2017-12-31174,076
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
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 year2017-12-31277,210
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,620,806
Acturial value of plan assets2016-12-311,620,806
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,335
Active participant vested funding target2016-12-311,338,026
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-311,338,343
Total participant count2016-12-3110
Total funding target for all participants2016-12-311,339,678
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 contributions2016-12-31286,069
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31286,069
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 contributions2016-12-31342,156
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 date2016-12-31343,824
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 cost2016-12-31211,247
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 year2016-12-31343,824
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2013: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-010
2010: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
2009: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013 : GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$255,697
Expenses. Total of all expenses incurred2013-12-31$41,394
Benefits paid (including direct rollovers)2013-12-31$41,394
Total plan assets at end of year2013-12-31$908,837
Total plan assets at beginning of year2013-12-31$694,534
Value of fidelity bond covering the plan2013-12-31$100,000
Other income received2013-12-31$55,697
Net income (gross income less expenses)2013-12-31$214,303
Net plan assets at end of year (total assets less liabilities)2013-12-31$908,837
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$694,534
Total contributions received or receivable from employer(s)2013-12-31$200,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$183,663
Expenses. Total of all expenses incurred2012-12-31$2,483
Total plan assets at end of year2012-12-31$694,534
Total plan assets at beginning of year2012-12-31$513,354
Value of fidelity bond covering the plan2012-12-31$60,000
Other income received2012-12-31$36,204
Net income (gross income less expenses)2012-12-31$181,180
Net plan assets at end of year (total assets less liabilities)2012-12-31$694,534
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$513,354
Total contributions received or receivable from employer(s)2012-12-31$147,459
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,483
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$123,071
Expenses. Total of all expenses incurred2011-12-31$3,052
Benefits paid (including direct rollovers)2011-12-31$1,133
Total plan assets at end of year2011-12-31$513,354
Total plan assets at beginning of year2011-12-31$393,335
Value of fidelity bond covering the plan2011-12-31$60,000
Expenses. Other expenses not covered elsewhere2011-12-31$1,919
Other income received2011-12-31$3,071
Net income (gross income less expenses)2011-12-31$120,019
Net plan assets at end of year (total assets less liabilities)2011-12-31$513,354
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$393,335
Total contributions received or receivable from employer(s)2011-12-31$120,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$127,121
Expenses. Total of all expenses incurred2010-12-31$1,535
Total plan assets at end of year2010-12-31$393,335
Total plan assets at beginning of year2010-12-31$267,749
Value of fidelity bond covering the plan2010-12-31$40,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,535
Other income received2010-12-31$21,782
Net income (gross income less expenses)2010-12-31$125,586
Net plan assets at end of year (total assets less liabilities)2010-12-31$393,335
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$267,749
Total contributions received or receivable from employer(s)2010-12-31$105,339
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN

2013: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GREGORY F. VALERIANO, DDS, PA DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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