Plan Name | ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ROGER S. CHIN, D.D.S., P.S. |
Employer identification number (EIN): | 830354209 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about ROGER S. CHIN, D.D.S., P.S.
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2003-07-11 |
Company Identification Number: | 602299713 |
Legal Registered Office Address: |
12600 SE 38TH STE 100 BELLEVUE United States of America (USA) 980060000 |
More information about ROGER S. CHIN, D.D.S., P.S.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ROGER S. CHIN, D.D.S., P.S. | 2016-07-23 | ||
002 | 2014-01-01 | ROGER S. CHIN, D.D.S., P.S. | 2015-09-27 | ||
002 | 2013-01-01 | ROGER S. CHIN, D.D.S., P.S. | 2014-05-27 |
Measure | Date | Value |
---|---|---|
2022: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-06-03 | 4,063,001 |
Acturial value of plan assets | 2022-06-03 | 4,063,001 |
Funding target for retired participants and beneficiaries receiving payment | 2022-06-03 | 0 |
Number of terminated vested participants | 2022-06-03 | 1 |
Fundng target for terminated vested participants | 2022-06-03 | 2,109 |
Active participant vested funding target | 2022-06-03 | 1,587,656 |
Number of active participants | 2022-06-03 | 1 |
Total funding liabilities for active participants | 2022-06-03 | 1,587,656 |
Total participant count | 2022-06-03 | 2 |
Total funding target for all participants | 2022-06-03 | 1,589,765 |
Balance at beginning of prior year after applicable adjustments | 2022-06-03 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-06-03 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-06-03 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-06-03 | 0 |
Amount remaining of carryover balance | 2022-06-03 | 0 |
Amount remaining of prefunding balance | 2022-06-03 | 0 |
Present value of excess contributions | 2022-06-03 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-06-03 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-06-03 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-06-03 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-06-03 | 0 |
Balance of carryovers at beginning of current year | 2022-06-03 | 0 |
Balance of prefunding at beginning of current year | 2022-06-03 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-06-03 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-06-03 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-06-03 | 0 |
Unpaid minimum required contributions for all prior years | 2022-06-03 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-06-03 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-06-03 | 0 |
Minimum required contributions for current year target normal cost | 2022-06-03 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-06-03 | 0 |
Waiver amortization installment | 2022-06-03 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-06-03 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-06-03 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-06-03 | 0 |
Additional cash requirement | 2022-06-03 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-06-03 | 0 |
Unpaid minimum required contributions for current year | 2022-06-03 | 0 |
Unpaid minimum required contributions for all years | 2022-06-03 | 0 |
2021: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 4,063,001 |
Acturial value of plan assets | 2021-12-31 | 4,063,001 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 1 |
Fundng target for terminated vested participants | 2021-12-31 | 2,009 |
Active participant vested funding target | 2021-12-31 | 1,582,296 |
Number of active participants | 2021-12-31 | 1 |
Total funding liabilities for active participants | 2021-12-31 | 1,582,296 |
Total participant count | 2021-12-31 | 2 |
Total funding target for all participants | 2021-12-31 | 1,584,305 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 5,360 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 4,144,642 |
Acturial value of plan assets | 2020-12-31 | 4,144,642 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 5 |
Fundng target for terminated vested participants | 2020-12-31 | 8,209 |
Active participant vested funding target | 2020-12-31 | 1,985,367 |
Number of active participants | 2020-12-31 | 2 |
Total funding liabilities for active participants | 2020-12-31 | 1,985,367 |
Total participant count | 2020-12-31 | 7 |
Total funding target for all participants | 2020-12-31 | 1,993,576 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 104,303 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 2,638,855 |
Acturial value of plan assets | 2019-12-31 | 2,638,855 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 5 |
Fundng target for terminated vested participants | 2019-12-31 | 6,919 |
Active participant vested funding target | 2019-12-31 | 1,677,542 |
Number of active participants | 2019-12-31 | 2 |
Total funding liabilities for active participants | 2019-12-31 | 1,677,542 |
Total participant count | 2019-12-31 | 7 |
Total funding target for all participants | 2019-12-31 | 1,684,461 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 235,752 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 235,752 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 235,384 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 1,790,973 |
Acturial value of plan assets | 2018-12-31 | 1,790,973 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 3 |
Fundng target for terminated vested participants | 2018-12-31 | 2,864 |
Active participant vested funding target | 2018-12-31 | 1,380,921 |
Number of active participants | 2018-12-31 | 4 |
Total funding liabilities for active participants | 2018-12-31 | 1,380,921 |
Total participant count | 2018-12-31 | 7 |
Total funding target for all participants | 2018-12-31 | 1,383,785 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 237,529 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 237,529 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 231,400 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 235,752 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 238,203 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 235,752 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 1,446,641 |
Acturial value of plan assets | 2017-12-31 | 1,446,641 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 3,668 |
Active participant vested funding target | 2017-12-31 | 1,076,154 |
Number of active participants | 2017-12-31 | 6 |
Total funding liabilities for active participants | 2017-12-31 | 1,076,154 |
Total participant count | 2017-12-31 | 8 |
Total funding target for all participants | 2017-12-31 | 1,079,822 |
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 | 84,959 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 84,959 |
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 | 231,880 |
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 | 237,529 |
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 | 238,194 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 237,529 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: ROGER S. CHIN, D.D.S., P.S. CASH BALANCE PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 820,993 |
Acturial value of plan assets | 2016-12-31 | 820,993 |
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 | 2,559 |
Active participant vested funding target | 2016-12-31 | 744,589 |
Number of active participants | 2016-12-31 | 4 |
Total funding liabilities for active participants | 2016-12-31 | 744,589 |
Total participant count | 2016-12-31 | 6 |
Total funding target for all participants | 2016-12-31 | 747,148 |
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 | 97,499 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 97,499 |
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 | 231,915 |
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 | 236,487 |
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 | 225,372 |
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 | 151,528 |
Additional cash requirement | 2016-12-31 | 151,528 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 236,487 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |