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GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN 401k Plan overview

Plan NameGEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN
Plan identification number 003

GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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).
  • 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

GEORGE M. SHORT, D.D.S., PC has sponsored the creation of one or more 401k plans.

Company Name:GEORGE M. SHORT, D.D.S., PC
Employer identification number (EIN):621118581
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01GEORGE M. SHORT, DDS2015-07-16
0032013-01-01GEORGE M. SHORT, DDS2014-07-28
0032012-01-01GEORGE M. SHORT, DDS2013-07-20
0032011-01-01GEORGE M. SHORT, DDS2012-10-02
0032010-01-01GEORGE M. SHORT, DDS2011-10-15
0032009-01-01GEORGE M. SHORT

Plan Statistics for GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN

401k plan membership statisitcs for GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN

Measure Date Value
2019: GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-312,073,650
Acturial value of plan assets2019-12-312,073,650
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,166,684
Number of active participants2019-12-3117
Total funding liabilities for active participants2019-12-312,166,836
Total participant count2019-12-3117
Total funding target for all participants2019-12-312,166,836
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-318,013
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 balance2019-12-318,013
Present value of excess contributions2019-12-3129,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3131,227
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 year2019-12-317,591
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 balance2019-12-31100,777
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-314,094
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-314,094
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: GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-312,328,733
Acturial value of plan assets2018-12-312,328,733
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,105,982
Number of active participants2018-12-3117
Total funding liabilities for active participants2018-12-312,106,286
Total participant count2018-12-3117
Total funding target for all participants2018-12-312,106,286
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-317,084
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 balance2018-12-317,084
Present value of excess contributions2018-12-3150,132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3152,413
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-318,013
Total employer contributions2018-12-3130,000
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 date2018-12-3129,879
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 cost2018-12-31118,319
Net shortfall amortization installment of oustanding balance2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3129,879
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-312,009,596
Acturial value of plan assets2017-12-312,009,596
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-312
Fundng target for terminated vested participants2017-12-314,659
Active participant vested funding target2017-12-311,914,857
Number of active participants2017-12-3116
Total funding liabilities for active participants2017-12-311,914,857
Total participant count2017-12-3118
Total funding target for all participants2017-12-311,919,516
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-316,724
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 balance2017-12-316,724
Present value of excess contributions2017-12-3171,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3174,401
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-317,084
Total employer contributions2017-12-3185,000
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 date2017-12-3182,231
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 cost2017-12-31115,095
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3132,099
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3132,099
Contributions allocatedtoward minimum required contributions for current year2017-12-3182,231
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,729,430
Acturial value of plan assets2016-12-311,729,430
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 target2016-12-311,636,494
Number of active participants2016-12-3117
Total funding liabilities for active participants2016-12-311,636,731
Total participant count2016-12-3117
Total funding target for all participants2016-12-311,636,731
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-316,899
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-316,899
Present value of excess contributions2016-12-31195,036
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31204,066
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-316,724
Total employer contributions2016-12-31186,535
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 date2016-12-31178,582
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 cost2016-12-31193,421
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31107,446
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31107,446
Contributions allocatedtoward minimum required contributions for current year2016-12-31178,582
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0111
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 participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN

Measure Date Value
2009 : GEORGE M. SHORT, D.D.S., PC CASH BALANCE 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 GEORGE M. SHORT, D.D.S., PC CASH BALANCE PLAN

2009: GEORGE M. SHORT, D.D.S., PC CASH BALANCE 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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