DENTISTRY FOR SUN CITY CENTER DEFINED BENEFIT CASH BALANCE PLAN 401k Plan overview

DENTISTRY FOR SUN CITY CENTER DEFINED BENEFIT CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	T. GREGORY JACOBS, D.D.S., P.A.
Employer identification number (EIN):	593516603
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Additional information about T. GREGORY JACOBS, D.D.S., P.A.

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1998-05-29
Company Identification Number:	P98000048159
Legal Registered Office Address:	4210 W. Morrison Ave. TAMPA 33629

More information about T. GREGORY JACOBS, D.D.S., P.A.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	T. GREGORY JACOBS, D.D.S.	2017-09-07
002	2015-01-01	T. GREGORY JACOBS, D.D.S.	2016-10-05
002	2014-01-01	T. GREGORY JACOBS, D.D.S.	2015-10-11

Plan Statistics for DENTISTRY FOR SUN CITY CENTER DEFINED BENEFIT CASH BALANCE PLAN

Measure	Date	Value
2018: DENTISTRY FOR SUN CITY CENTER DEFINED BENEFIT CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	597,865
Acturial value of plan assets	2018-12-31	597,865
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	8,749
Active participant vested funding target	2018-12-31	624,367
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	624,367
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	633,116
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	18,372
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	18,372
Present value of excess contributions	2018-12-31	4,305
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	4,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	19,926
Total employer contributions	2018-12-31	150,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	147,536
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	91,309
Net shortfall amortization installment of oustanding balance	2018-12-31	56,333
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	100,505
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	100,505
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	147,536
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DENTISTRY FOR SUN CITY CENTER DEFINED BENEFIT CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	500,043
Acturial value of plan assets	2017-12-31	500,043
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	2,043
Active participant vested funding target	2017-12-31	478,620
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	478,620
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	480,663
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	17,202
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	17,202
Present value of excess contributions	2017-12-31	991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	18,372
Total employer contributions	2017-12-31	140,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	133,395
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	129,223
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	129,090
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	129,090
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	133,395
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DENTISTRY FOR SUN CITY CENTER DEFINED BENEFIT CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	307,793
Acturial value of plan assets	2016-12-31	307,793
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	1,859
Active participant vested funding target	2016-12-31	310,800
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	314,049
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	315,908
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	18,134
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	18,134
Present value of excess contributions	2016-12-31	406
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	406
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	406
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	17,202
Total employer contributions	2016-12-31	158,465
Total employee contributions	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	154,355
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	148,316
Net shortfall amortization installment of oustanding balance	2016-12-31	26,220
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	153,364
Additional cash requirement	2016-12-31	153,364
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	154,355
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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