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PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan NamePACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST
Plan identification number 002

PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 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).
  • 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

PACIFIC COAST PERIODONTICS has sponsored the creation of one or more 401k plans.

Company Name:PACIFIC COAST PERIODONTICS
Employer identification number (EIN):760783791
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01MARK WIESEN2021-06-23
0022020-01-01MARK WIESEN2021-06-04
0022019-01-01MARK WIESEN2020-05-01 MARK WIESEN2020-05-01
0022018-01-01MARK WIESEN2019-08-26
0022017-01-01MARK WIESEN2018-05-30
0022016-01-01MARK WIESEN2017-07-12
0022016-01-01MARK WIESEN2017-05-25
0022015-01-01MARK WIESEN2016-10-11
0022014-01-01MARK WIESEN2016-10-11
0022014-01-01MARK WIESEN2015-09-22

Plan Statistics for PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets2020-06-301,128,086
Acturial value of plan assets2020-06-301,128,086
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-305
Fundng target for terminated vested participants2020-06-3037,446
Active participant vested funding target2020-06-30851,077
Number of active participants2020-06-301
Total funding liabilities for active participants2020-06-30851,077
Total participant count2020-06-306
Total funding target for all participants2020-06-30888,523
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-30197,192
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-30197,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-300
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-31945,705
Acturial value of plan assets2019-12-31945,705
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-3130,648
Active participant vested funding target2019-12-31680,802
Number of active participants2019-12-311
Total funding liabilities for active participants2019-12-31680,802
Total participant count2019-12-316
Total funding target for all participants2019-12-31711,450
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Present value of excess contributions2019-12-31237,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31237,479
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 year2019-12-310
Total employer contributions2019-12-31200,000
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 date2019-12-31197,192
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 cost2019-12-31136,161
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31197,192
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31551,903
Acturial value of plan assets2018-12-31551,903
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-3119,551
Active participant vested funding target2018-12-31405,226
Number of active participants2018-12-311
Total funding liabilities for active participants2018-12-31506,532
Total participant count2018-12-315
Total funding target for all participants2018-12-31526,083
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Present value of excess contributions2018-12-3166,491
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3166,491
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 year2018-12-310
Total employer contributions2018-12-31350,000
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 date2018-12-31347,039
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 cost2018-12-31132,943
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31107,123
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31107,123
Contributions allocatedtoward minimum required contributions for current year2018-12-31347,039
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31462,375
Acturial value of plan assets2017-12-31462,375
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,670
Active participant vested funding target2017-12-31215,173
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31359,729
Total participant count2017-12-314
Total funding target for all participants2017-12-31361,399
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-3193,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31186,464
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 year2017-12-310
Total employer contributions2017-12-3192,900
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 date2017-12-3192,251
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 cost2017-12-31126,736
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3125,760
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3125,760
Contributions allocatedtoward minimum required contributions for current year2017-12-3192,251
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: PACIFIC COAST PERIODONTICS DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31354,253
Acturial value of plan assets2016-12-31354,253
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 target2016-12-3188,727
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-31222,809
Total participant count2016-12-314
Total funding target for all participants2016-12-31222,809
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Present value of excess contributions2016-12-31137,853
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31137,853
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 year2016-12-310
Total employer contributions2016-12-3194,608
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 date2016-12-3193,232
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 cost2016-12-31112,301
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 balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3193,232
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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