401k Plan data: PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN plan

PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN
Plan identification number	002

PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
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

PAUL LEE, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: PAUL LEE, D.D.S., INC.

Employer identification number (EIN): 770493832

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 PAUL LEE 2013-06-03 PAUL LEE 2013-06-03
002 2011-01-01 PAUL LEE 2012-06-19 PAUL LEE 2012-06-19
002 2010-01-01 PAUL LEE 2011-04-29 PAUL LEE 2011-04-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	PAUL LEE	2013-06-03	PAUL LEE	2013-06-03
002	2011-01-01	PAUL LEE	2012-06-19	PAUL LEE	2012-06-19
002	2010-01-01	PAUL LEE	2011-04-29	PAUL LEE	2011-04-29

Plan Statistics for PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN

Measure Date Value
2016: PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,078,130
Acturial value of plan assets 2016-12-31 2,078,130
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,694,523
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 1,694,523
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,694,523
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
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 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 2016-12-31 247,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 247,879
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 2016-12-31 200,000
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 2016-12-31 199,006
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 2016-12-31 105,797
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 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 2016-12-31 199,006
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2016: PAUL LEE, D.D.S., INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,078,130
Acturial value of plan assets	2016-12-31	2,078,130
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,694,523
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	1,694,523
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,694,523
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
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	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	247,879
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	247,879
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	200,000
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	199,006
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	105,797
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	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	199,006
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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Company Name:	PAUL LEE, D.D.S., INC.
Employer identification number (EIN):	770493832
NAIC Classification:	621210
NAIC Description:	Offices of Dentists