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JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameJOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN
Plan identification number 002

JOHN E. FREEMAN, DDS, MS, INC. 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).

401k Sponsoring company profile

JOHN F. FREEMAN, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. FREEMAN, D.D.S., INC.
Employer identification number (EIN):760112784
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN

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
0022016-01-01
0022015-01-01
0022014-01-01JOHN E. FREEMAN2015-04-03
0022013-01-01JOHN E. FREEMAN2014-05-13
0022012-01-01JOHN E. FREEMAN2013-04-19

Plan Statistics for JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN

401k plan membership statisitcs for JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN

Measure Date Value
2018: JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-311,565,942
Acturial value of plan assets2018-12-311,565,942
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 target2018-12-311,570,400
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,570,400
Total participant count2018-12-315
Total funding target for all participants2018-12-311,570,400
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31146,331
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 balance2018-12-31146,331
Present value of excess contributions2018-12-31162,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31171,804
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31171,801
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3118,226
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31309,622
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-313,185
Net shortfall amortization installment of oustanding balance2018-12-31314,080
Total funding amount beforereflecting carryover/prefunding balances2018-12-3156,837
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3156,837
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-311,285,523
Acturial value of plan assets2017-12-311,285,523
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 target2017-12-311,251,768
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-311,252,179
Total participant count2017-12-315
Total funding target for all participants2017-12-311,252,179
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31196,484
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3151,069
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31145,415
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-31146,331
Total employer contributions2017-12-31194,913
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 date2017-12-31184,149
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 cost2017-12-312,946
Net shortfall amortization installment of oustanding balance2017-12-31112,987
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3121,656
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3121,656
Contributions allocatedtoward minimum required contributions for current year2017-12-31184,149
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN E. FREEMAN, DDS, MS, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,094,413
Acturial value of plan assets2016-12-311,094,413
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31756
Active participant vested funding target2016-12-31905,981
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31905,994
Total participant count2016-12-316
Total funding target for all participants2016-12-31906,750
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31128,635
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31128,635
Present value of excess contributions2016-12-3154,402
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3157,759
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3157,759
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 year2016-12-31196,479
Total employer contributions2016-12-31187,208
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 date2016-12-31176,550
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 cost2016-12-31226,287
Net shortfall amortization installment of oustanding balance2016-12-318,060
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31227,619
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3151,069
Additional cash requirement2016-12-31176,550
Contributions allocatedtoward minimum required contributions for current year2016-12-31176,550
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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