401k Plan data: AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN plan

AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

AMY A. OGAWA, D.M.D., INC. has sponsored the creation of one or more 401k plans.

Company Name: AMY A. OGAWA, D.M.D., INC.

Employer identification number (EIN): 990324980

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 AMY A. OGAWA 2019-04-26
002 2017-01-01 AMY A. OGAWA 2018-09-27
002 2016-01-01 AMY A. OGAWA 2017-07-05 AMY A. OGAWA 2017-07-05
002 2015-01-01 AMY A. OGAWA 2016-08-09 AMY A. OGAWA 2016-08-09
002 2014-01-01 AMY A. OGAWA 2015-09-13 AMY A. OGAWA 2015-09-13
002 2013-01-01 AMY A. OGAWA 2014-08-19 AMY A. OGAWA 2014-08-19
002 2012-01-01 AMY A. OGAWA 2013-09-24 AMY A. OGAWA 2013-09-24
002 2011-01-01 AMY A. OGAWA 2012-07-23
002 2010-01-01 AMY A. OGAWA 2011-05-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	AMY A. OGAWA	2019-04-26
002	2017-01-01	AMY A. OGAWA	2018-09-27
002	2016-01-01	AMY A. OGAWA	2017-07-05	AMY A. OGAWA	2017-07-05
002	2015-01-01	AMY A. OGAWA	2016-08-09	AMY A. OGAWA	2016-08-09
002	2014-01-01	AMY A. OGAWA	2015-09-13	AMY A. OGAWA	2015-09-13
002	2013-01-01	AMY A. OGAWA	2014-08-19	AMY A. OGAWA	2014-08-19
002	2012-01-01	AMY A. OGAWA	2013-09-24	AMY A. OGAWA	2013-09-24
002	2011-01-01	AMY A. OGAWA	2012-07-23
002	2010-01-01	AMY A. OGAWA	2011-05-26

Plan Statistics for AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,454,348
Acturial value of plan assets 2017-12-31 2,454,348
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 16,821
Active participant vested funding target 2017-12-31 2,042,306
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 2,042,306
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 2,059,127
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 225,066
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 225,066
Present value of excess contributions 2017-12-31 134,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 142,157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 240,528
Total employer contributions 2017-12-31 450,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 418,969
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 475,543
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 320,850
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 320,850
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 418,969
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,022,004
Acturial value of plan assets 2016-12-31 2,022,004
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 9,795
Active participant vested funding target 2016-12-31 1,720,444
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,726,876
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 1,736,671
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 231,098
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 231,098
Present value of excess contributions 2016-12-31 192,730
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 203,581
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 2016-12-31 225,066
Total employer contributions 2016-12-31 300,000
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 2016-12-31 281,057
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 2016-12-31 206,718
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 146,451
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 146,451
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 281,057
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: AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,454,348
Acturial value of plan assets	2017-12-31	2,454,348
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	16,821
Active participant vested funding target	2017-12-31	2,042,306
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	2,042,306
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	2,059,127
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	225,066
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	225,066
Present value of excess contributions	2017-12-31	134,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	142,157
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	240,528
Total employer contributions	2017-12-31	450,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	418,969
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	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	475,543
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	320,850
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	320,850
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	418,969
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: AMY A. OGAWA, D.M.D., INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,022,004
Acturial value of plan assets	2016-12-31	2,022,004
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	9,795
Active participant vested funding target	2016-12-31	1,720,444
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,726,876
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	1,736,671
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	231,098
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	231,098
Present value of excess contributions	2016-12-31	192,730
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	203,581
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	225,066
Total employer contributions	2016-12-31	300,000
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	281,057
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	206,718
Net shortfall amortization installment of oustanding balance	2016-12-31	0
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	146,451
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	146,451
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	281,057
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:	AMY A. OGAWA, D.M.D., INC.
Employer identification number (EIN):	990324980
NAIC Classification:	621210
NAIC Description:	Offices of Dentists