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WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN 401k Plan overview

Plan NameWILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN
Plan identification number 002

WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. 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

WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S.
Employer identification number (EIN):911258301
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1984-07-02
Company Identification Number: 600552033
Legal Registered Office Address: 1201 3RD AVE SUITE 3200

SEATTLE
United States of America (USA)
981013276

More information about WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-07-01
0022016-07-01
0022015-07-01WILLIAM SCHMIDT2016-09-21
0022014-07-01WILLIAM SCHMIDT2015-10-08
0022013-07-01WILLIAM SCHMIDT2014-08-25
0022012-07-01WILLIAM SCHMIDT2013-08-30
0022011-07-01WILLIAM F. SCHMIDT2013-03-28
0022010-07-01WILLIAM F. SCHMIDT2011-09-02 WILLIAM F. SCHMIDT2011-09-02

Plan Statistics for WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN

401k plan membership statisitcs for WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN

Measure Date Value
2017: WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-06-301,509,482
Acturial value of plan assets2017-06-301,509,482
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-30939,046
Number of active participants2017-06-3010
Total funding liabilities for active participants2017-06-30939,046
Total participant count2017-06-3010
Total funding target for all participants2017-06-30939,046
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-307,888
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-307,888
Present value of excess contributions2017-06-30108,386
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30115,052
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30115,052
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-30122,374
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3077,093
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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