Plan Name | WILLIAM F. SCHMIDT, D.M.D., M.S.D., P.S. CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2017-07-01 | ||||
002 | 2016-07-01 | ||||
002 | 2015-07-01 | WILLIAM SCHMIDT | 2016-09-21 | ||
002 | 2014-07-01 | WILLIAM SCHMIDT | 2015-10-08 | ||
002 | 2013-07-01 | WILLIAM SCHMIDT | 2014-08-25 | ||
002 | 2012-07-01 | WILLIAM SCHMIDT | 2013-08-30 | ||
002 | 2011-07-01 | WILLIAM F. SCHMIDT | 2013-03-28 | ||
002 | 2010-07-01 | WILLIAM F. SCHMIDT | 2011-09-02 | WILLIAM F. SCHMIDT | 2011-09-02 |
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 assets | 2017-06-30 | 1,509,482 |
Acturial value of plan assets | 2017-06-30 | 1,509,482 |
Funding target for retired participants and beneficiaries receiving payment | 2017-06-30 | 0 |
Number of terminated vested participants | 2017-06-30 | 0 |
Fundng target for terminated vested participants | 2017-06-30 | 0 |
Active participant vested funding target | 2017-06-30 | 939,046 |
Number of active participants | 2017-06-30 | 10 |
Total funding liabilities for active participants | 2017-06-30 | 939,046 |
Total participant count | 2017-06-30 | 10 |
Total funding target for all participants | 2017-06-30 | 939,046 |
Balance at beginning of prior year after applicable adjustments | 2017-06-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-06-30 | 7,888 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-06-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-06-30 | 0 |
Amount remaining of carryover balance | 2017-06-30 | 0 |
Amount remaining of prefunding balance | 2017-06-30 | 7,888 |
Present value of excess contributions | 2017-06-30 | 108,386 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-06-30 | 115,052 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-06-30 | 115,052 |
Reductions in caryover balances due to elections or deemed elections | 2017-06-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-06-30 | 0 |
Balance of carryovers at beginning of current year | 2017-06-30 | 0 |
Balance of prefunding at beginning of current year | 2017-06-30 | 122,374 |
Total employer contributions | 2017-06-30 | 0 |
Total employee contributions | 2017-06-30 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-06-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-06-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-06-30 | 0 |
Unpaid minimum required contributions for all prior years | 2017-06-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-06-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-06-30 | 0 |
Minimum required contributions for current year target normal cost | 2017-06-30 | 77,093 |
Net shortfall amortization installment of oustanding balance | 2017-06-30 | 0 |
Waiver amortization installment | 2017-06-30 | 0 |
Waived amount of outstanding balance | 2017-06-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-06-30 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-06-30 | 0 |
Additional cash requirement | 2017-06-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for current year | 2017-06-30 | 0 |
Unpaid minimum required contributions for all years | 2017-06-30 | 0 |