401k Plan data: JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST plan

JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST
Plan identification number	004

JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST 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.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

JAMES PATTERSON, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JAMES PATTERSON, D.D.S.

Employer identification number (EIN): 943158104

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2018-01-01 MATTHEW HANSEN 2019-09-16 MATTHEW HANSEN 2019-09-16
004 2017-01-01 MATTHEW HANSEN 2018-10-04
004 2016-01-01 JAMES PATTERSON 2017-10-13
004 2015-01-01 JAMES PATTERSON 2016-10-12 JAMES PATTERSON 2016-10-12
004 2014-01-01 JAMES PATTERSON 2015-10-13 JAMES PATTERSON 2015-10-13
004 2013-01-01 JAMES PATTERSON 2014-10-06 JAMES PATTERSON 2014-10-06
004 2012-01-01 JAMES PATTERSON 2013-09-30 JAMES PATTERSON 2013-09-30
004 2011-01-01 JAMES PATTERSON 2012-10-02
004 2010-01-01 JAMES PATTERSON 2011-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2018-01-01	MATTHEW HANSEN	2019-09-16	MATTHEW HANSEN	2019-09-16
004	2017-01-01	MATTHEW HANSEN	2018-10-04
004	2016-01-01	JAMES PATTERSON	2017-10-13
004	2015-01-01	JAMES PATTERSON	2016-10-12	JAMES PATTERSON	2016-10-12
004	2014-01-01	JAMES PATTERSON	2015-10-13	JAMES PATTERSON	2015-10-13
004	2013-01-01	JAMES PATTERSON	2014-10-06	JAMES PATTERSON	2014-10-06
004	2012-01-01	JAMES PATTERSON	2013-09-30	JAMES PATTERSON	2013-09-30
004	2011-01-01	JAMES PATTERSON	2012-10-02
004	2010-01-01	JAMES PATTERSON	2011-10-02

Plan Statistics for JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2017: JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-26 811,862
Acturial value of plan assets 2017-12-26 811,862
Funding target for retired participants and beneficiaries receiving payment 2017-12-26 0
Number of terminated vested participants 2017-12-26 0
Fundng target for terminated vested participants 2017-12-26 0
Active participant vested funding target 2017-12-26 756,458
Number of active participants 2017-12-26 11
Total funding liabilities for active participants 2017-12-26 756,458
Total participant count 2017-12-26 11
Total funding target for all participants 2017-12-26 756,458
Balance at beginning of prior year after applicable adjustments 2017-12-26 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-26 88,353
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-26 0
Prefunding balanced used to offset prior years funding requirement 2017-12-26 0
Amount remaining of carryover balance 2017-12-26 0
Amount remaining of prefunding balance 2017-12-26 88,353
Present value of excess contributions 2017-12-26 4,265
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-26 4,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-26 4,265
Reductions in caryover balances due to elections or deemed elections 2017-12-26 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-26 57,651
Balance of carryovers at beginning of current year 2017-12-26 0
Balance of prefunding at beginning of current year 2017-12-26 42,733
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-26 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-26 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-26 0
Liquidity shortfalls end of Q1 2017-12-26 0
Liquidity shortfalls end of Q2 2017-12-26 0
Liquidity shortfalls end of Q3 2017-12-26 0
Liquidity shortfalls end of Q4 2017-12-26 0
Unpaid minimum required contributions for all prior years 2017-12-26 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-26 0
Remaining amount of unpaid minimum required contributions 2017-12-26 0
Minimum required contributions for current year target normal cost 2017-12-26 27,478
Net shortfall amortization installment of oustanding balance 2017-12-26 0
Waiver amortization installment 2017-12-26 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-26 17,424
Carryover balance elected to use to offset funding requirement 2017-12-26 0
Prefunding balance elected to use to offset funding requirement 2017-12-26 17,424
Additional cash requirement 2017-12-26 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-26 0
Unpaid minimum required contributions for current year 2017-12-26 0
Unpaid minimum required contributions for all years 2017-12-26 0
2016: JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 718,710
Acturial value of plan assets 2016-12-31 718,710
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 2016-12-31 748,203
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 748,203
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 748,203
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 150,829
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 58,948
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 91,881
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 88,353
Total employer contributions 2016-12-31 50,615
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 46,738
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 18,675
Net shortfall amortization installment of oustanding balance 2016-12-31 123,501
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 42,473
Additional cash requirement 2016-12-31 42,473
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 46,738
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
2017: JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-26	811,862
Acturial value of plan assets	2017-12-26	811,862
Funding target for retired participants and beneficiaries receiving payment	2017-12-26	0
Number of terminated vested participants	2017-12-26	0
Fundng target for terminated vested participants	2017-12-26	0
Active participant vested funding target	2017-12-26	756,458
Number of active participants	2017-12-26	11
Total funding liabilities for active participants	2017-12-26	756,458
Total participant count	2017-12-26	11
Total funding target for all participants	2017-12-26	756,458
Balance at beginning of prior year after applicable adjustments	2017-12-26	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-26	88,353
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-26	0
Prefunding balanced used to offset prior years funding requirement	2017-12-26	0
Amount remaining of carryover balance	2017-12-26	0
Amount remaining of prefunding balance	2017-12-26	88,353
Present value of excess contributions	2017-12-26	4,265
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-26	4,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-26	4,265
Reductions in caryover balances due to elections or deemed elections	2017-12-26	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-26	57,651
Balance of carryovers at beginning of current year	2017-12-26	0
Balance of prefunding at beginning of current year	2017-12-26	42,733
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-26	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-26	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-26	0
Liquidity shortfalls end of Q1	2017-12-26	0
Liquidity shortfalls end of Q2	2017-12-26	0
Liquidity shortfalls end of Q3	2017-12-26	0
Liquidity shortfalls end of Q4	2017-12-26	0
Unpaid minimum required contributions for all prior years	2017-12-26	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-26	0
Remaining amount of unpaid minimum required contributions	2017-12-26	0
Minimum required contributions for current year target normal cost	2017-12-26	27,478
Net shortfall amortization installment of oustanding balance	2017-12-26	0
Waiver amortization installment	2017-12-26	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-26	17,424
Carryover balance elected to use to offset funding requirement	2017-12-26	0
Prefunding balance elected to use to offset funding requirement	2017-12-26	17,424
Additional cash requirement	2017-12-26	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-26	0
Unpaid minimum required contributions for current year	2017-12-26	0
Unpaid minimum required contributions for all years	2017-12-26	0
2016: JAMES PATTERSON, D.D.S. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	718,710
Acturial value of plan assets	2016-12-31	718,710
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	748,203
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	748,203
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	748,203
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	150,829
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	58,948
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	91,881
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	88,353
Total employer contributions	2016-12-31	50,615
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	46,738
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	18,675
Net shortfall amortization installment of oustanding balance	2016-12-31	123,501
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	42,473
Additional cash requirement	2016-12-31	42,473
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	46,738
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:	JAMES PATTERSON, D.D.S.
Employer identification number (EIN):	943158104
NAIC Classification:	621210
NAIC Description:	Offices of Dentists