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JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameJOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 002

JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)

401k Sponsoring company profile

JOHN F. OLIVER, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. OLIVER, D.D.S., P.A.
Employer identification number (EIN):751996910
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JOHN F. OLIVER, D.D.S., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2003-12-02
Company Identification Number: 0800274009
Legal Registered Office Address: 2414 CROCKETT DR

BROWNWOOD
United States of America (USA)
76801

More information about JOHN F. OLIVER, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01JOHN F. OLIVER2017-07-19
0022015-01-01JOHN F. OLIVER2016-05-05
0022014-01-01JOHN F. OLIVER2015-10-07
0022013-01-01JOHN F. OLIVER2014-05-29
0022012-01-01JOHN F. OLIVER2013-04-15
0022011-01-01JOHN F. OLIVER2012-05-17
0022009-01-01JOHN F. OLIVER

Plan Statistics for JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2017: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31793,485
Acturial value of plan assets2017-12-31793,485
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 target2017-12-31674,730
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31674,730
Total participant count2017-12-316
Total funding target for all participants2017-12-31674,730
Balance at beginning of prior year after applicable adjustments2017-12-3164,639
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31124,743
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-3121,677
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3142,962
Amount remaining of prefunding balance2017-12-31124,743
Present value of excess contributions2017-12-311,474
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,474
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 year2017-12-3140,135
Balance of prefunding at beginning of current year2017-12-31116,535
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all 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 balance2017-12-310
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
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31735,182
Acturial value of plan assets2016-12-31735,182
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 target2016-12-31627,949
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-31628,746
Total participant count2016-12-316
Total funding target for all participants2016-12-31628,746
Balance at beginning of prior year after applicable adjustments2016-12-3166,900
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31129,107
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 balance2016-12-3166,900
Amount remaining of prefunding balance2016-12-31129,107
Present value of excess contributions2016-12-3115,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3115,621
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 year2016-12-3164,639
Balance of prefunding at beginning of current year2016-12-31124,743
Total employer contributions2016-12-3125,000
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 date2016-12-3124,912
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-3146,409
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 balances2016-12-3146,409
Carryover balance elected to use to offset funding requirement2016-12-3122,971
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3123,438
Contributions allocatedtoward minimum required contributions for current year2016-12-3124,912
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
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 participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2010 : JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$107,785
Expenses. Total of all expenses incurred2010-12-31$20,757
Benefits paid (including direct rollovers)2010-12-31$15,837
Total plan assets at end of year2010-12-31$560,706
Total plan assets at beginning of year2010-12-31$473,678
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$62,568
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$87,028
Net plan assets at end of year (total assets less liabilities)2010-12-31$560,706
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$473,678
Total contributions received or receivable from employer(s)2010-12-31$45,217
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,920

Form 5500 Responses for JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

2009: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 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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