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DAVID L. SKEES, D.M.D. PENSION PLAN 401k Plan overview

Plan NameDAVID L. SKEES, D.M.D. PENSION PLAN
Plan identification number 001

DAVID L. SKEES, D.M.D. 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).
  • Plan covering Self-Employed individuals.
  • 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

DAVID L. SKEES, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. SKEES, D.M.D.
Employer identification number (EIN):630814784
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. SKEES, D.M.D. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01DAVID L. SKEES, DMD2020-10-14
0012019-01-01DAVID L. SKEES, DMD2020-06-16
0012018-01-01DAVID L. SKEES, DMD2019-08-21
0012017-01-01DAVID L. SKEES, DMD2018-09-22
0012016-01-01DAVID L. SKEES, DMD2017-07-14
0012015-01-01DAVID L. SKEES, DMD2016-08-09
0012014-01-01DAVID L. SKEES, DMD2015-09-23
0012013-01-01DAVID L. SKEES, DMD2014-10-02
0012012-01-01DAVID L. SKEES, DMD2013-09-29
0012011-01-01DAVID L. SKEES, DMD2012-10-11
0012010-01-01DAVID L. SKEES, DMD2011-10-05

Plan Statistics for DAVID L. SKEES, D.M.D. PENSION PLAN

401k plan membership statisitcs for DAVID L. SKEES, D.M.D. PENSION PLAN

Measure Date Value
2019: DAVID L. SKEES, D.M.D. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31829,424
Acturial value of plan assets2019-12-31829,424
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 target2019-12-311,183,220
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,183,220
Total participant count2019-12-315
Total funding target for all participants2019-12-311,183,220
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-316,360
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-316,360
Present value of excess contributions2019-12-31593
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31626
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 year2019-12-315,884
Total employer contributions2019-12-3192,341
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 date2019-12-3183,854
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 balance2019-12-31359,680
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3181,894
Additional cash requirement2019-12-3181,894
Contributions allocatedtoward minimum required contributions for current year2019-12-3183,854
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DAVID L. SKEES, D.M.D. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31827,955
Acturial value of plan assets2018-12-31827,955
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 target2018-12-311,117,943
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,117,943
Total participant count2018-12-314
Total funding target for all participants2018-12-311,117,943
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-315,915
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,915
Present value of excess contributions2018-12-31351
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31371
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 year2018-12-316,360
Total employer contributions2018-12-3165,405
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 date2018-12-3158,602
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31296,348
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3158,009
Additional cash requirement2018-12-3158,009
Contributions allocatedtoward minimum required contributions for current year2018-12-3158,602
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID L. SKEES, D.M.D. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31731,127
Acturial value of plan assets2017-12-31731,127
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31985,756
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31985,756
Total participant count2017-12-314
Total funding target for all participants2017-12-31985,756
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-315,732
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-315,732
Present value of excess contributions2017-12-3114
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3115
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 year2017-12-315,915
Total employer contributions2017-12-3143,255
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 date2017-12-3138,454
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-31260,544
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3138,103
Additional cash requirement2017-12-3138,103
Contributions allocatedtoward minimum required contributions for current year2017-12-3138,454
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DAVID L. SKEES, D.M.D. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31678,911
Acturial value of plan assets2016-12-31678,911
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 target2016-12-31903,301
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31903,301
Total participant count2016-12-315
Total funding target for all participants2016-12-31903,301
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-315,719
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 balance2016-12-315,719
Present value of excess contributions2016-12-317,711
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-318,188
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 year2016-12-315,732
Total employer contributions2016-12-3130,899
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 date2016-12-3128,635
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31230,122
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3128,621
Additional cash requirement2016-12-3128,621
Contributions allocatedtoward minimum required contributions for current year2016-12-3128,635
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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