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BARRY SPORER, D.M.D. PENSION PLAN 401k Plan overview

Plan NameBARRY SPORER, D.M.D. PENSION PLAN
Plan identification number 004

BARRY SPORER, D.M.D. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

BARRY SPORER, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:BARRY SPORER, D.M.D., P.C.
Employer identification number (EIN):134201084
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about BARRY SPORER, D.M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2001-12-26
Company Identification Number: 2712388
Legal Registered Office Address: 80 PARK AVE
New York
NEW YORK
United States of America (USA)
10016

More information about BARRY SPORER, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARRY SPORER, D.M.D. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01BARRY SPORER2024-10-11 BARRY SPORER2024-10-11
0042022-01-01BARRY SPORER2023-10-12 BARRY SPORER2023-10-12
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01BARRY SPORER BARRY SPORER2018-08-07
0042016-01-01BARRY SPORER BARRY SPORER2017-10-12
0042015-01-01BARRY SPORER2016-10-05 BARRY SPORER2016-10-05
0042014-01-01BARRY SPORER2015-09-17 BARRY SPORER2015-09-17
0042013-01-01BARRY SPORER2014-08-27 BARRY SPORER2014-08-27
0042012-01-01BARRY SPORER2013-10-06 BARRY SPORER2013-10-06
0042011-01-01BARRY SPORER2012-10-11 BARRY SPORER2012-10-11

Plan Statistics for BARRY SPORER, D.M.D. PENSION PLAN

401k plan membership statisitcs for BARRY SPORER, D.M.D. PENSION PLAN

Measure Date Value
2022: BARRY SPORER, D.M.D. PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,465,115
Acturial value of plan assets2022-12-315,465,115
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-313,550,073
Active participant vested funding target2022-12-312,144,185
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-312,144,185
Total participant count2022-12-318
Total funding target for all participants2022-12-315,694,258
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-311,008,502
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3153,494
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31955,008
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3159,297
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-311,021,104
Total employer contributions2022-12-317,998
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-318,254
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3143,337
Net shortfall amortization installment of oustanding balance2022-12-311,305,080
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31166,334
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31166,334
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-318,254
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: BARRY SPORER, D.M.D. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-316,280,251
Acturial value of plan assets2021-12-316,280,251
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-313,350,833
Active participant vested funding target2021-12-311,934,991
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-311,934,991
Total participant count2021-12-318
Total funding target for all participants2021-12-315,285,824
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-311,062,771
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3193,797
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31968,974
Present value of excess contributions2021-12-317,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-317,164
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-317,164
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-311,008,502
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3148,050
Net shortfall amortization installment of oustanding balance2021-12-3170,047
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3156,463
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3156,463
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-018
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BARRY SPORER, D.M.D. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-315,556,626
Acturial value of plan assets2020-12-315,556,626
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-313,137,389
Active participant vested funding target2020-12-311,742,420
Number of active participants2020-12-315
Total funding liabilities for active participants2020-12-311,742,420
Total participant count2020-12-318
Total funding target for all participants2020-12-314,879,809
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,038,094
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31131,911
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31906,183
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-311,062,771
Total employer contributions2020-12-317,004
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-317,164
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3157,221
Net shortfall amortization installment of oustanding balance2020-12-31446,426
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3199,134
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3199,134
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-317,164
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-018
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BARRY SPORER, D.M.D. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-315,381,165
Acturial value of plan assets2019-12-315,381,165
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-312,816,247
Active participant vested funding target2019-12-311,588,060
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-311,588,060
Total participant count2019-12-318
Total funding target for all participants2019-12-314,404,307
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,321,587
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31254,197
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-311,067,390
Present value of excess contributions2019-12-317,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-317,315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-317,315
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,038,094
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3195,984
Net shortfall amortization installment of oustanding balance2019-12-31118,435
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31139,179
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31139,179
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-018
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BARRY SPORER, D.M.D. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-314,597,607
Acturial value of plan assets2018-12-314,597,607
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-312,830,747
Active participant vested funding target2018-12-311,367,354
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-311,368,436
Total participant count2018-12-318
Total funding target for all participants2018-12-314,199,183
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,343,837
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31148,612
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-311,195,225
Present value of excess contributions2018-12-317,318
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-317,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-317,318
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 year2018-12-311,321,587
Total employer contributions2018-12-317,186
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 date2018-12-317,315
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31101,790
Net shortfall amortization installment of oustanding balance2018-12-31998,361
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31268,661
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31268,661
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-317,315
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BARRY SPORER, D.M.D. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,749,476
Acturial value of plan assets2017-12-314,749,476
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-312,483,694
Active participant vested funding target2017-12-311,043,843
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-311,043,843
Total participant count2017-12-318
Total funding target for all participants2017-12-313,527,537
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,190,869
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 balance2017-12-311,190,869
Present value of excess contributions2017-12-3112,565
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3112,565
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3112,565
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 year2017-12-311,343,837
Total employer contributions2017-12-317,186
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 date2017-12-317,318
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 cost2017-12-31124,394
Net shortfall amortization installment of oustanding balance2017-12-31200,244
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31157,276
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31157,276
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-317,318
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BARRY SPORER, D.M.D. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,313,601
Acturial value of plan assets2016-12-314,313,601
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-312,087,887
Active participant vested funding target2016-12-31842,150
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31843,037
Total participant count2016-12-318
Total funding target for all participants2016-12-312,930,924
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,187,628
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 balance2016-12-311,187,628
Present value of excess contributions2016-12-3124,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3124,024
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3124,024
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 year2016-12-311,190,869
Total employer contributions2016-12-3112,186
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 date2016-12-3112,565
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31113,571
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 balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3112,565
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on BARRY SPORER, D.M.D. PENSION PLAN

Measure Date Value
2021 : BARRY SPORER, D.M.D. PENSION PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$716,461
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$6,280,251
Total plan assets at beginning of year2021-12-31$5,563,790
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$716,461
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$716,461
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,280,251
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,563,790
Total contributions received or receivable from employer(s)2021-12-31$0
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : BARRY SPORER, D.M.D. PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$21,956
Total income from all sources2020-12-31$189,629
Expenses. Total of all expenses incurred2020-12-31$7,004
Benefits paid (including direct rollovers)2020-12-31$7,004
Total plan assets at end of year2020-12-31$5,563,790
Total plan assets at beginning of year2020-12-31$5,403,121
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$182,625
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$182,625
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,563,790
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,381,165
Assets. Value of assets in partnership/joint-venture interests2020-12-31$32,253
Total contributions received or receivable from employer(s)2020-12-31$7,004
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : BARRY SPORER, D.M.D. PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$21,956
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$776,243
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$5,403,121
Total plan assets at beginning of year2019-12-31$4,604,922
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$776,243
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$776,243
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,381,165
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,604,922
Assets. Value of assets in partnership/joint-venture interests2019-12-31$53,588
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : BARRY SPORER, D.M.D. PENSION PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$871
Total income from all sources2018-12-31$-144,686
Expenses. Total of all expenses incurred2018-12-31$7,186
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$4,604,922
Total plan assets at beginning of year2018-12-31$4,757,665
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$7,186
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-151,872
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-151,872
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,604,922
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,756,794
Assets. Value of assets in partnership/joint-venture interests2018-12-31$39,791
Total contributions received or receivable from employer(s)2018-12-31$7,186
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : BARRY SPORER, D.M.D. PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$871
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$437,814
Expenses. Total of all expenses incurred2017-12-31$7,186
Benefits paid (including direct rollovers)2017-12-31$7,186
Total plan assets at end of year2017-12-31$4,757,665
Total plan assets at beginning of year2017-12-31$4,326,166
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$430,628
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$430,628
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,756,794
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,326,166
Assets. Value of assets in partnership/joint-venture interests2017-12-31$50,701
Total contributions received or receivable from employer(s)2017-12-31$7,186
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : BARRY SPORER, D.M.D. PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$461,429
Expenses. Total of all expenses incurred2016-12-31$7,186
Benefits paid (including direct rollovers)2016-12-31$7,186
Total plan assets at end of year2016-12-31$4,326,166
Total plan assets at beginning of year2016-12-31$3,871,923
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$449,243
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$454,243
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,326,166
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,871,923
Assets. Value of assets in partnership/joint-venture interests2016-12-31$75,751
Total contributions received or receivable from employer(s)2016-12-31$12,186
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0

Form 5500 Responses for BARRY SPORER, D.M.D. PENSION PLAN

2021: BARRY SPORER, D.M.D. PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BARRY SPORER, D.M.D. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BARRY SPORER, D.M.D. PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BARRY SPORER, D.M.D. PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BARRY SPORER, D.M.D. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BARRY SPORER, D.M.D. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberBL06187910
Policy instance 1
Insurance contract or identification numberBL06187910
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberBL06187910
Policy instance 1
Insurance contract or identification numberBL06187910
Number of Individuals Covered3
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberBL06187910
Policy instance 1
Insurance contract or identification numberBL06187910
Number of Individuals Covered3
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $144
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberBL06187910
Policy instance 1
Insurance contract or identification numberBL06187910
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $143
Commission paid to Insurance BrokerUSD $143
Insurance broker organization code?3
AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 )
Policy contract numberBL06187910
Policy instance 1
Insurance contract or identification numberBL06187910
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $144
Commission paid to Insurance BrokerUSD $144
Insurance broker organization code?3
Insurance broker nameJOEL BOYARSKY

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