401k Plan data: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN plan

ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN
Plan identification number	005

ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined 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

ROBERT P. LORENTZ DDS MS PC has sponsored the creation of one or more 401k plans.

Company Name: ROBERT P. LORENTZ DDS MS PC

Employer identification number (EIN): 621697848

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2017-01-01 ROBERT LORENTZ 2017-11-14
005 2016-01-01 ROBERT LORENTZ 2017-06-06
005 2015-01-01 ROBERT LORENTZ 2016-08-31
005 2014-01-01 ROBERT LORENTZ 2015-09-15
005 2013-01-01 ROBERT LORENTZ 2014-08-05 ROBERT LORENTZ 2014-08-05
005 2012-01-01 ROBERT LORENTZ
005 2011-01-01 ROBERT LORENTZ
005 2010-01-01 ROBERT LORENTZ
005 2009-01-01 ROBERT LORENTZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
005	2017-01-01	ROBERT LORENTZ	2017-11-14
005	2016-01-01	ROBERT LORENTZ	2017-06-06
005	2015-01-01	ROBERT LORENTZ	2016-08-31
005	2014-01-01	ROBERT LORENTZ	2015-09-15
005	2013-01-01	ROBERT LORENTZ	2014-08-05	ROBERT LORENTZ	2014-08-05
005	2012-01-01	ROBERT LORENTZ
005	2011-01-01	ROBERT LORENTZ
005	2010-01-01	ROBERT LORENTZ
005	2009-01-01	ROBERT LORENTZ

Plan Statistics for ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 1,685,333
Acturial value of plan assets 2017-10-31 1,685,333
Active participant vested funding target 2017-10-31 1,621,369
Number of active participants 2017-10-31 7
Total funding liabilities for active participants 2017-10-31 1,621,369
Total participant count 2017-10-31 7
Total funding target for all participants 2017-10-31 1,621,369
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 584,114
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 584,114
Present value of excess contributions 2017-10-31 96,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 102,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 102,170
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 716,541
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 0
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 0
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2016: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,584,036
Acturial value of plan assets 2016-12-31 1,584,036
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 898,110
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 240
Active participant vested funding target 2016-12-31 55,429
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 55,429
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 953,779
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 485,435
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 2016-12-31 485,435
Present value of excess contributions 2016-12-31 103,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 110,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 110,087
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 2016-12-31 584,114
Total employer contributions 2016-12-31 102,467
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 96,441
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 0
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 96,441
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2012: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 4
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	1,685,333
Acturial value of plan assets	2017-10-31	1,685,333
Active participant vested funding target	2017-10-31	1,621,369
Number of active participants	2017-10-31	7
Total funding liabilities for active participants	2017-10-31	1,621,369
Total participant count	2017-10-31	7
Total funding target for all participants	2017-10-31	1,621,369
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	584,114
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	584,114
Present value of excess contributions	2017-10-31	96,441
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	102,170
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	102,170
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	716,541
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	0
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	0
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2016: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,584,036
Acturial value of plan assets	2016-12-31	1,584,036
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	898,110
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	240
Active participant vested funding target	2016-12-31	55,429
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	55,429
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	953,779
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	485,435
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	485,435
Present value of excess contributions	2016-12-31	103,768
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	110,087
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	110,087
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	584,114
Total employer contributions	2016-12-31	102,467
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	96,441
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	0
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	96,441
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2012: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	4
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2012 : ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$157,797
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,076,307
Total plan assets at beginning of year	2012-12-31	$918,510
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$77,797
Net income (gross income less expenses)	2012-12-31	$157,797
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,076,307
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$918,510
Total contributions received or receivable from employer(s)	2012-12-31	$80,000
2011 : ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$52,236
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$918,510
Total plan assets at beginning of year	2011-12-31	$866,274
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-47,764
Net income (gross income less expenses)	2011-12-31	$52,236
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$918,510
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$866,274
Total contributions received or receivable from employer(s)	2011-12-31	$100,000
2010 : ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$250,826
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$866,274
Total plan assets at beginning of year	2010-12-31	$615,448
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$65,826
Net income (gross income less expenses)	2010-12-31	$250,826
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$866,274
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$615,448
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$9,018
Total contributions received or receivable from employer(s)	2010-12-31	$185,000

Form 5500 Responses for ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN

2012: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ROBERT P. LORENTZ, DDS, MS, PC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERT P. LORENTZ DDS MS PC
Employer identification number (EIN):	621697848
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)