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DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameDAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN
Plan identification number 002

DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

DAVIS AND DINGLE FAMILY DENTISTRY, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DAVIS AND DINGLE FAMILY DENTISTRY, P.A.
Employer identification number (EIN):571008430
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ISAIAH DAVIS2018-10-02
0022016-01-01ISAIAH DAVIS2017-10-11
0022015-01-01ISAIAH DAVIS2016-09-29
0022014-01-01ISAIAH DAVIS2015-10-09
0022013-01-01ISAIAH DAVIS2014-10-07
0022012-01-01ISAIAH DAVIS2013-09-16
0022011-01-01ISAIAH DAVIS2012-10-09
0022010-01-01ISAIAH DAVIS2011-10-14

Plan Statistics for DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN

Measure Date Value
2019: DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,229,814
Acturial value of plan assets2019-12-312,229,814
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-3117,106
Active participant vested funding target2019-12-312,003,606
Number of active participants2019-12-3134
Total funding liabilities for active participants2019-12-312,005,312
Total participant count2019-12-3139
Total funding target for all participants2019-12-312,022,418
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3143,279
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 balance2019-12-310
Amount remaining of prefunding balance2019-12-3143,279
Present value of excess contributions2019-12-31228,842
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31242,069
Total available prior years excess cotributions added 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 year2019-12-310
Balance of prefunding at beginning of current year2019-12-3140,288
Total employer contributions2019-12-31928,000
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 date2019-12-31867,363
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 cost2019-12-31181,631
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3114,523
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3114,523
Contributions allocatedtoward minimum required contributions for current year2019-12-31867,363
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-312,131,986
Acturial value of plan assets2018-12-312,131,986
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-313,240
Active participant vested funding target2018-12-311,763,928
Number of active participants2018-12-3136
Total funding liabilities for active participants2018-12-311,765,094
Total participant count2018-12-3137
Total funding target for all participants2018-12-311,768,334
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3139,085
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 balance2018-12-3139,085
Present value of excess contributions2018-12-31166,073
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31175,988
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 year2018-12-3143,279
Total employer contributions2018-12-31250,000
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 date2018-12-31228,842
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 cost2018-12-31181,737
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 year2018-12-31228,842
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,784,837
Acturial value of plan assets2017-12-311,784,837
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-314,508
Active participant vested funding target2017-12-311,471,746
Number of active participants2017-12-3130
Total funding liabilities for active participants2017-12-311,472,091
Total participant count2017-12-3132
Total funding target for all participants2017-12-311,476,599
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3136,559
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 balance2017-12-3136,559
Present value of excess contributions2017-12-31166,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31177,021
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 year2017-12-3139,085
Total employer contributions2017-12-31180,000
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 date2017-12-31166,073
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 cost2017-12-31171,299
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 year2017-12-31166,073
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DAVIS AND DINGLE FAMILY DENTISTRY, P.A. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,528,088
Acturial value of plan assets2016-12-311,528,088
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-314,849
Active participant vested funding target2016-12-311,210,954
Number of active participants2016-12-3133
Total funding liabilities for active participants2016-12-311,211,761
Total participant count2016-12-3135
Total funding target for all participants2016-12-311,216,610
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3137,313
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 balance2016-12-3137,313
Present value of excess contributions2016-12-31146,025
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31155,371
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 year2016-12-3136,559
Total employer contributions2016-12-31180,000
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 date2016-12-31166,718
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 cost2016-12-31159,970
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
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 year2016-12-31166,718
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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