DAVID M. PILKINGTON, MD DEFINED BENEFIT PLAN 401k Plan overview

DAVID M. PILKINGTON, MD DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID M. PILKINGTON, MD
Employer identification number (EIN):	770463528
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01	JEFFREY MASON	2020-10-15
003	2018-01-01	JEFFREY MASON	2019-07-18
003	2017-01-01	JEFFREY MASON	2018-09-24
003	2016-01-01	JEFFREY MASON	2017-09-29
003	2015-01-01	JEFFREY MASON	2016-10-17
003	2014-01-01	JEFFREY MASON	2015-06-29
003	2013-01-01	DAVID PILKINGTON	2014-04-25	DAVID PILKINGTON	2014-04-25
003	2012-01-01	DAVID PILKINGTON	2013-09-14	DAVID PILKINGTON	2013-09-14
003	2011-01-01	JEFFREY MASON	2012-10-08	DAVID PILKINGTON	2012-10-08
003	2010-01-01	DAVID PILKINGTON	2011-10-04

Plan Statistics for DAVID M. PILKINGTON, MD DEFINED BENEFIT PLAN

Measure	Date	Value
2017: DAVID M. PILKINGTON, MD DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,015,116
Acturial value of plan assets	2017-12-31	2,015,116
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	25,915
Active participant vested funding target	2017-12-31	1,094,933
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,095,906
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,121,821
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	30,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	29,565
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	16,292
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	29,565
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DAVID M. PILKINGTON, MD DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,827,026
Acturial value of plan assets	2016-12-31	1,827,026
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	444
Active participant vested funding target	2016-12-31	916,887
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	919,458
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	919,902
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	94,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	100,231
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	0
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	0
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	81,755
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
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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• DAVID M. GIRARDI, OD, LLC 401(K) P/S PLAN [EIN = 465676722]
• DAVID M. BARNEY, DMD, LLC 401(K) PLAN [EIN = 452983111]
• DAVID M. BENENFELD, P.A. 401 K PROFIT SHARING PLAN TRUST [EIN = 650607343]
• DAVID M. ROTHBARD, DDS PROFIT SHARING PLAN [EIN = 840683956]
• DAVID M. DRESDNER, MD PROFIT SHARING PLAN [EIN = 593695009]
• DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN [EIN = 954361702]
• DAVID M. GRACE, M.D. APMLLC 401(K) PROFIT SHARING PLAN [EIN = 202313385]
• DAVID M. LEWIS, DMD PROFIT SHARING PLAN [EIN = 680071375]
• DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN [EIN = 391512807]
• DAVID M. LOBAS, M.D., LTD. PROFIT SHARING PLAN [EIN = 251367399]
• DAVID M. STURMAN A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN [EIN = 953837087]
• DAVID M. BALDWIN REALTY CO., INC. 401(K) SAVINGS PLAN [EIN = 133754117]
• DAVID M. CORCORAN, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 363222936]
• DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN [EIN = 391512807]
• DAVID M. ARRINGTON, DDS, PA CASH BALANCE PLAN [EIN = 208807714]
• DAVID M. SHABLUK, D.D.S., P.C. RETIREMENT SAVINGS PLAN [EIN = 383384104]
• DAVID M. LASTOWSKI CPA 401(K) PLAN [EIN = 251720520]
• DAVID M. ADELMAN, D.D.S.,P.A. DEFINED BENEFIT PENSION RESTATED [EIN = 591237519]
• DAVID M. ROSENBERG DEFINED BENEFIT PENSION PLAN [EIN = 341925921]
• DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN [EIN = 953855605]
• DAVID M. STURMAN A PROFESSIONAL CORP. PROFIT SHARING PLAN [EIN = 953837087]
• DAVID M. WESTLAND, D.D.S. 401(K) & PROFIT SHARING PLAN [EIN = 911022141]
• DAVID M. HAYASHI MONEY PURCHASE PLAN [EIN = 942657323]
• DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST [EIN = 751647724]
• DAVID M. HAMILTON, D.D.S., PROFIT SHARING PLAN & TRUST [EIN = 263772376]
• DAVID M. WEST PC RETIREMENT PLAN [EIN = 930769251]
• DAVID M. WEST MD PC 401 K PROFIT SHARING PLAN [EIN = 930769251]
• DAVID M. LEFELSTEIN DDS, P.C. EMPLOYEE SAVINGS PLAN [EIN = 300441879]
• DAVID M. PHILLIPS D.D.S. 401(K) PLAN [EIN = 382995087]
• DAVID M. PLANK, DDS, MSD, PA PROFIT-SHARING PLAN [EIN = 592862749]
• DAVID M. BERTINO MANUFACTURING, INC. CASH BALANCE PENSION PLAN [EIN = 330744536]
• DAVID M. HAMPTON MD PA 401(K) PROFIT SHARING PLAN [EIN = 752913245]
• DAVID M. GOLDBERG, O.D., P.C. 401(K) RETIREMENT PLAN [EIN = 541122182]
• DAVID M. OWSLEY, DMD, PLLC CASH BALANCE PLAN [EIN = 465186032]
• DAVID M. OKUJI, D.D.S., INC. 401(K) PROFIT SHARING PLAN [EIN = 770411302]
• DAVID M. WALSWORTH, M.D. AMC PROFIT SHARING PLAN [EIN = 721248540]
• DAVID M. RUBIN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN [EIN = 650886536]
• DAVID M. ROSE [EIN = 223248296]
• DAVID M. GLASSCOCK, DDS 401(K) PROFIT SHARING PLA [EIN = 561999226]
• DAVID M. MATSON, D.M.D EMPLOYEES' RETIREMENT PLAN [EIN = 042828558]
• DAVID M. KLEIN, M.D., OPHTHALMOLOGIST, P.A. EMPLOYEE 401K PROFIT SHARING PLAN [EIN = 650829646]
• DAVID M. GUTSTEIN, M.D., P.A., PROFIT SHARING PLAN [EIN = 650625135]
• DAVID M. VEIT PROFIT SHARING PLAN [EIN = 132977867]
• DAVID M. RUBIN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN [EIN = 650886536]
• DAVID M. DOLAN, M.D., MONEY PURCHASE PENSION PLAN [EIN = 261790899]
• DAVID M. KAMINSKY, PA 401K PLAN [EIN = 522336961]
• DAVID M. COOK, LLC PROFIT SHARING PLAN [EIN = 311683759]
• DAVID M. ROLSTEN, DDS, INC. PROFIT SHARING PLAN [EIN = 341556132]
• DAVID M. LARSON, M.D. PROFIT SHARING PLAN [EIN = 860554464]
• DAVID M. PINHEIRO INSURANCE AGENCY, INC. 401(K) PLAN & TRUST [EIN = 271094495]
• DAVID M. LEE, PC 401(K) PROFIT SHARING PLAN [EIN = 760305853]
• DAVID M. SHIPPER, DMD & HOWARD J. VOGEL, DDS, LLP CASH BALANCE PLAN [EIN = 134093981]
• DAVID M. LEE, PC CASH BALANCE PLAN [EIN = 760305853]
• DAVID M. PILLERS, P.C. 401(K) SAVINGS PLAN [EIN = 061721211]
• DAVID M. ORSO, LLC CASH BALANCE PLAN [EIN = 274526296]
• DAVID M. DONNELLY DDS A SOLE PROPRIETORSHIP PROFIT SHARING PLAN [EIN = 953855606]
• DAVID M. FREITAG 401(K) PLAN [EIN = 364364113]
• DAVID M. HIROSE & ASSOCIATES, LLC 401(K) PLAN [EIN = 454139208]
• DAVID M. PETERSON PC CASH BALANCE PLAN [EIN = 133978911]
• DAVID M. GRIFFITH DENTAL LLC 401(K) PROFIT SHARING PLAN [EIN = 461555144]
• DAVID M. KAO MD PC DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 262317510]
• DAVID M. AMRON, M.D., INC. PROFIT SHARING PLAN [EIN = 201247536]
• DAVID M. AMRON, M.D., INC. DEFINED BENEFIT PENSION PLAN [EIN = 201247536]
• DAVID M. SALVAY, M.D., INC. 401(K) P/S PLAN [EIN = 814782554]
• DAVID M. AMRON, M.D., INC. 401(K) PLAN [EIN = 201247536]
• DAVID M. PINHEIRO INSURANCE AGENCY, INC. CASH BALANCE PLAN & TRUST [EIN = 271094495]

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