401k Plan data: KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST plan

KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST 401k Plan overview

Plan Name	KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST
Plan identification number	003

KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

KIRKLAND FAMILY DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name: KIRKLAND FAMILY DENTISTRY

Employer identification number (EIN): 912171982

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 BENJAMIN GREENE 2018-06-05
003 2016-01-01 BENJAMIN GREENE 2017-10-12
003 2015-01-01 BRUCE MAROTTA 2016-07-29
003 2014-01-01 BENJAMIN GREENE 2015-09-28 BENJAMIN GREENE 2015-09-28
003 2013-01-01 BRUCE MAROTTA 2014-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	BENJAMIN GREENE	2018-06-05
003	2016-01-01	BENJAMIN GREENE	2017-10-12
003	2015-01-01	BRUCE MAROTTA	2016-07-29
003	2014-01-01	BENJAMIN GREENE	2015-09-28	BENJAMIN GREENE	2015-09-28
003	2013-01-01	BRUCE MAROTTA	2014-09-22

Plan Statistics for KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST

401k plan membership statisitcs for KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST

Measure Date Value
2017: KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 1,074,319
Acturial value of plan assets 2017-12-31 1,074,319
Active participant vested funding target 2017-12-31 813,265
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 815,315
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 815,315
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 259,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 275,314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 275,314
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 275,314
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 213,459
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 0
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 687,828
Acturial value of plan assets 2016-12-31 687,828
Active participant vested funding target 2016-12-31 571,345
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 572,806
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 572,806
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 202,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 215,339
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 215,339
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 215,339
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 2016-12-31 360,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 326,392
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 181,463
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 66,441
Additional cash requirement 2016-12-31 66,441
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 326,392
Unpaid minimum required contributions for current year 2016-12-31 0

Measure	Date	Value
2017: KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	1,074,319
Acturial value of plan assets	2017-12-31	1,074,319
Active participant vested funding target	2017-12-31	813,265
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	815,315
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	815,315
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	259,951
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	275,314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	275,314
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	275,314
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	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	213,459
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	0
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KIRKLAND FAMILY DENTISTRY PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	687,828
Acturial value of plan assets	2016-12-31	687,828
Active participant vested funding target	2016-12-31	571,345
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	572,806
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	572,806
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	202,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	215,339
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	215,339
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	215,339
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	360,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	326,392
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	181,463
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	66,441
Additional cash requirement	2016-12-31	66,441
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	326,392
Unpaid minimum required contributions for current year	2016-12-31	0

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Company Name:	KIRKLAND FAMILY DENTISTRY
Employer identification number (EIN):	912171982
NAIC Classification:	621210
NAIC Description:	Offices of Dentists