401k Plan data: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN plan

RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN
Plan identification number	002

RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).

401k Sponsoring company profile

RODNEY D. LITTLEJOHN, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: RODNEY D. LITTLEJOHN, D.D.S., P.C.

Employer identification number (EIN): 161302271

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about RODNEY D. LITTLEJOHN, D.D.S., P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1987-07-06

Company Identification Number: 1184597

Legal Registered Office Address: 1203 WATERLOO GENEVA RD
Seneca
WATERLOO
United States of America (USA)
13165

More information about RODNEY D. LITTLEJOHN, D.D.S., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES 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 RODNEY LITTLEJOHN 2018-11-06
002 2017-01-01 RODNEY LITTLEJOHN 2018-06-18
002 2016-01-01 RODNEY LITTLEJOHN 2017-04-03
002 2015-01-01 RODNEY LITTLEJOHN 2016-03-21
002 2014-01-01 RODNEY LITTLEJOHN 2015-04-23
002 2013-01-01 RODNEY LITTLEJOHN 2014-03-07
002 2012-01-01 RODNEY LITTLEJOHN 2013-04-01 RODNEY LITTLEJOHN 2013-04-01
002 2011-01-01 RODNEY LITTLEJOHN 2012-03-29 RODNEY LITTLEJOHN 2012-03-29
002 2010-01-01 RODNEY LITTLEJOHN 2011-06-16 RODNEY LITTLEJOHN 2011-06-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	RODNEY LITTLEJOHN	2018-11-06
002	2017-01-01	RODNEY LITTLEJOHN	2018-06-18
002	2016-01-01	RODNEY LITTLEJOHN	2017-04-03
002	2015-01-01	RODNEY LITTLEJOHN	2016-03-21
002	2014-01-01	RODNEY LITTLEJOHN	2015-04-23
002	2013-01-01	RODNEY LITTLEJOHN	2014-03-07
002	2012-01-01	RODNEY LITTLEJOHN	2013-04-01	RODNEY LITTLEJOHN	2013-04-01
002	2011-01-01	RODNEY LITTLEJOHN	2012-03-29	RODNEY LITTLEJOHN	2012-03-29
002	2010-01-01	RODNEY LITTLEJOHN	2011-06-16	RODNEY LITTLEJOHN	2011-06-16

Plan Statistics for RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-03-31 2,876,316
Acturial value of plan assets 2018-03-31 2,876,316
Number of terminated vested participants 2018-03-31 1
Fundng target for terminated vested participants 2018-03-31 6,949
Active participant vested funding target 2018-03-31 2,655,903
Number of active participants 2018-03-31 11
Total funding liabilities for active participants 2018-03-31 2,655,903
Total participant count 2018-03-31 12
Total funding target for all participants 2018-03-31 2,662,852
Balance at beginning of prior year after applicable adjustments 2018-03-31 33,185
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 57,776
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 33,185
Amount remaining of prefunding balance 2018-03-31 57,776
Present value of excess contributions 2018-03-31 291,940
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 291,940
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in caryover balances due to elections or deemed elections 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 35,797
Balance of prefunding at beginning of current year 2018-03-31 62,323
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 0
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 26,640
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 0
Additional cash requirement 2018-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,545,601
Acturial value of plan assets 2017-12-31 2,545,601
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 6,776
Active participant vested funding target 2017-12-31 2,309,752
Number of active participants 2017-12-31 11
Total funding liabilities for active participants 2017-12-31 2,310,018
Total participant count 2017-12-31 12
Total funding target for all participants 2017-12-31 2,316,794
Balance at beginning of prior year after applicable adjustments 2017-12-31 31,590
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 54,999
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 31,590
Amount remaining of prefunding balance 2017-12-31 54,999
Present value of excess contributions 2017-12-31 51,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 51,298
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 33,185
Balance of prefunding at beginning of current year 2017-12-31 57,776
Total employer contributions 2017-12-31 325,000
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 2017-12-31 330,715
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 2017-12-31 212,236
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 78,775
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 78,775
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 330,715
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,239,103
Acturial value of plan assets 2016-12-31 2,239,103
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 26,061
Active participant vested funding target 2016-12-31 2,044,737
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 2,044,737
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 2,070,798
Balance at beginning of prior year after applicable adjustments 2016-12-31 31,565
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 54,955
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 31,565
Amount remaining of prefunding balance 2016-12-31 54,955
Present value of excess contributions 2016-12-31 80,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 80,439
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 31,590
Balance of prefunding at beginning of current year 2016-12-31 54,999
Total employer contributions 2016-12-31 140,000
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 2016-12-31 142,985
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 2016-12-31 169,195
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 91,687
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 91,687
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 142,985
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
2018: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-03-31	2,876,316
Acturial value of plan assets	2018-03-31	2,876,316
Number of terminated vested participants	2018-03-31	1
Fundng target for terminated vested participants	2018-03-31	6,949
Active participant vested funding target	2018-03-31	2,655,903
Number of active participants	2018-03-31	11
Total funding liabilities for active participants	2018-03-31	2,655,903
Total participant count	2018-03-31	12
Total funding target for all participants	2018-03-31	2,662,852
Balance at beginning of prior year after applicable adjustments	2018-03-31	33,185
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	57,776
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	33,185
Amount remaining of prefunding balance	2018-03-31	57,776
Present value of excess contributions	2018-03-31	291,940
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	291,940
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in caryover balances due to elections or deemed elections	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	35,797
Balance of prefunding at beginning of current year	2018-03-31	62,323
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	0
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	26,640
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	0
Additional cash requirement	2018-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,545,601
Acturial value of plan assets	2017-12-31	2,545,601
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	6,776
Active participant vested funding target	2017-12-31	2,309,752
Number of active participants	2017-12-31	11
Total funding liabilities for active participants	2017-12-31	2,310,018
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	2,316,794
Balance at beginning of prior year after applicable adjustments	2017-12-31	31,590
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	54,999
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	31,590
Amount remaining of prefunding balance	2017-12-31	54,999
Present value of excess contributions	2017-12-31	51,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	51,298
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	33,185
Balance of prefunding at beginning of current year	2017-12-31	57,776
Total employer contributions	2017-12-31	325,000
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	330,715
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	212,236
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	78,775
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	78,775
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	330,715
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RODNEY LITTLEJOHN, D.D.S., P.C. EMPLOYEES DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,239,103
Acturial value of plan assets	2016-12-31	2,239,103
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	26,061
Active participant vested funding target	2016-12-31	2,044,737
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	2,044,737
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	2,070,798
Balance at beginning of prior year after applicable adjustments	2016-12-31	31,565
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	54,955
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	31,565
Amount remaining of prefunding balance	2016-12-31	54,955
Present value of excess contributions	2016-12-31	80,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	80,439
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	31,590
Balance of prefunding at beginning of current year	2016-12-31	54,999
Total employer contributions	2016-12-31	140,000
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	142,985
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	169,195
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	91,687
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	91,687
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	142,985
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:	RODNEY D. LITTLEJOHN, D.D.S., P.C.
Employer identification number (EIN):	161302271
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1987-07-06
Company Identification Number:	1184597
Legal Registered Office Address:	1203 WATERLOO GENEVA RD Seneca WATERLOO United States of America (USA) 13165