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DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN 401k Plan overview

Plan NameDAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN
Plan identification number 002

DAVID M. DOBIN, DDS, MS, PC 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).
  • 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).

401k Sponsoring company profile

DAVID M. DOBIN, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name:DAVID M. DOBIN, DDS, MS, PC
Employer identification number (EIN):954361702
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01DAVID M. DOBIN2020-01-03
0022018-01-01DAVID M. DOBIN2019-08-20
0022017-01-01DAVID M. DOBIN2018-04-18
0022016-01-01DAVID M. DOBIN2017-04-25

Plan Statistics for DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN

401k plan membership statisitcs for DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN

Measure Date Value
2019: DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-23791,951
Acturial value of plan assets2019-12-23791,951
Funding target for retired participants and beneficiaries receiving payment2019-12-230
Number of terminated vested participants2019-12-235
Fundng target for terminated vested participants2019-12-23609,109
Active participant vested funding target2019-12-230
Number of active participants2019-12-230
Total funding liabilities for active participants2019-12-230
Total participant count2019-12-235
Total funding target for all participants2019-12-23609,109
Balance at beginning of prior year after applicable adjustments2019-12-230
Prefunding balance at beginning of prior year after applicable adjustments2019-12-230
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-230
Prefunding balanced used to offset prior years funding requirement2019-12-230
Amount remaining of carryover balance2019-12-230
Amount remaining of prefunding balance2019-12-230
Present value of excess contributions2019-12-23138,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-23138,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-230
Reductions in caryover balances due to elections or deemed elections2019-12-230
Reductions in prefunding balances due to elections or deemed elections2019-12-230
Balance of carryovers at beginning of current year2019-12-230
Balance of prefunding at beginning of current year2019-12-230
Total employer contributions2019-12-23119,540
Total employee contributions2019-12-230
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-230
Contributions made to avoid restrictions adjusted to valuation date2019-12-230
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-23120,068
Unpaid minimum required contributions for all prior years2019-12-230
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-230
Remaining amount of unpaid minimum required contributions2019-12-230
Minimum required contributions for current year target normal cost2019-12-23219,676
Net shortfall amortization installment of oustanding balance2019-12-230
Waiver amortization installment2019-12-230
Total funding amount beforereflecting carryover/prefunding balances2019-12-2336,834
Carryover balance elected to use to offset funding requirement2019-12-230
Prefunding balance elected to use to offset funding requirement2019-12-230
Additional cash requirement2019-12-2336,834
Contributions allocatedtoward minimum required contributions for current year2019-12-23120,068
Unpaid minimum required contributions for current year2019-12-230
Unpaid minimum required contributions for all years2019-12-230
2018: DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31419,912
Acturial value of plan assets2018-12-31419,912
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-314,668
Active participant vested funding target2018-12-31380,462
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31380,462
Total participant count2018-12-317
Total funding target for all participants2018-12-31385,130
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31104,909
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31104,909
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31295,698
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31296,288
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31192,177
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31157,395
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31157,395
Contributions allocatedtoward minimum required contributions for current year2018-12-31296,288
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31248,888
Acturial value of plan assets2017-12-31248,888
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31174,146
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31174,146
Total participant count2017-12-316
Total funding target for all participants2017-12-31174,146
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3160,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3160,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31201,680
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31205,062
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31174,895
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31100,153
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31100,153
Contributions allocatedtoward minimum required contributions for current year2017-12-31205,062
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DAVID M. DOBIN, DDS, MS, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-310
Acturial value of plan assets2016-12-310
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-316
Total funding target for all participants2016-12-310
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31215,089
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31219,297
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31158,349
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31158,349
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31158,349
Contributions allocatedtoward minimum required contributions for current year2016-12-31219,297
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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