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HARRY G. BOYLE, DMD CASH BALANCE PLAN 401k Plan overview

Plan NameHARRY G. BOYLE, DMD CASH BALANCE PLAN
Plan identification number 002

HARRY G. BOYLE, DMD 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).
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HARRY G. BOYLE, DMD has sponsored the creation of one or more 401k plans.

Company Name:HARRY G. BOYLE, DMD
Employer identification number (EIN):232564493
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARRY G. BOYLE, DMD CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01HARRY BOYLE, DMD2024-05-20
0022022-01-01HARRY BOYLE, DMD2023-06-05
0022021-01-01HARRY BOYLE2022-05-03
0022020-01-01HARRY BOYLE2021-08-02
0022019-01-01HARRY BOYLE2020-09-28
0022018-01-01HARRY BOYLE2019-07-15
0022017-01-01HARRY BOYLE2018-10-08
0022016-01-01HARRY BOYLE2017-10-10

Plan Statistics for HARRY G. BOYLE, DMD CASH BALANCE PLAN

401k plan membership statisitcs for HARRY G. BOYLE, DMD CASH BALANCE PLAN

Measure Date Value
2022: HARRY G. BOYLE, DMD CASH BALANCE PLAN 2022 401k membership
Market value of plan assets2022-12-31914,247
Acturial value of plan assets2022-12-31914,247
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-313,367
Active participant vested funding target2022-12-31905,822
Number of active participants2022-12-314
Total funding liabilities for active participants2022-12-31905,822
Total participant count2022-12-316
Total funding target for all participants2022-12-31909,189
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3121,022
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3121,022
Present value of excess contributions2022-12-31546
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31565
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31565
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-3118,439
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-315,000
Total employer contributions2022-12-31300,000
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 date2022-12-31282,213
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 cost2022-12-31180,329
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31180,271
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31180,271
Contributions allocatedtoward minimum required contributions for current year2022-12-31282,213
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: HARRY G. BOYLE, DMD CASH BALANCE PLAN 2021 401k membership
Market value of plan assets2021-12-31727,759
Acturial value of plan assets2021-12-31727,759
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31705,384
Number of active participants2021-12-315
Total funding liabilities for active participants2021-12-31705,825
Total participant count2021-12-315
Total funding target for all participants2021-12-31705,825
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-315,900
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-315,900
Present value of excess contributions2021-12-3114,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3115,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3115,047
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 year2021-12-3121,022
Total employer contributions2021-12-31115,000
Total employee contributions2021-12-310
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 date2021-12-31110,206
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 cost2021-12-31110,572
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-31109,660
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-31109,660
Contributions allocatedtoward minimum required contributions for current year2021-12-31110,206
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: HARRY G. BOYLE, DMD CASH BALANCE PLAN 2020 401k membership
Market value of plan assets2020-12-31571,747
Acturial value of plan assets2020-12-31571,747
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31565,261
Number of active participants2020-12-316
Total funding liabilities for active participants2020-12-31565,779
Total participant count2020-12-316
Total funding target for all participants2020-12-31565,779
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3134,425
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3118,378
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3116,047
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 elections2020-12-3111,485
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-315,900
Total employer contributions2020-12-31147,758
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 date2020-12-31136,885
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 cost2020-12-31122,443
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31122,375
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31122,375
Contributions allocatedtoward minimum required contributions for current year2020-12-31136,885
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: HARRY G. BOYLE, DMD CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31413,553
Acturial value of plan assets2019-12-31413,553
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-31419,923
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-31420,518
Total participant count2019-12-314
Total funding target for all participants2019-12-31420,518
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3136
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3136
Present value of excess contributions2019-12-3160,311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3163,640
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3163,640
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3129,250
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3134,425
Total employer contributions2019-12-31119,566
Total employee contributions2019-12-310
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 date2019-12-31112,295
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 cost2019-12-31123,948
Net shortfall amortization installment of oustanding balance2019-12-3141,390
Total funding amount beforereflecting carryover/prefunding balances2019-12-31130,673
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3118,378
Additional cash requirement2019-12-31112,295
Contributions allocatedtoward minimum required contributions for current year2019-12-31112,295
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: HARRY G. BOYLE, DMD CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31300,416
Acturial value of plan assets2018-12-31300,416
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-31257,807
Total participant count2018-12-315
Total funding target for all participants2018-12-31257,807
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3136
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3136
Total employer contributions2018-12-31124,121
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 date2018-12-31115,707
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 cost2018-12-3197,969
Total funding amount beforereflecting carryover/prefunding balances2018-12-3155,396
Additional cash requirement2018-12-3155,396
Contributions allocatedtoward minimum required contributions for current year2018-12-31115,707
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: HARRY G. BOYLE, DMD CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31146,367
Acturial value of plan assets2017-12-31146,367
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 target2017-12-310
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-31145,579
Total participant count2017-12-314
Total funding target for all participants2017-12-31145,579
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 contributions2017-12-312,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,364
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-312,364
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-312,364
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31152,250
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 date2017-12-31138,500
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 cost2017-12-31139,254
Net shortfall amortization installment of oustanding balance2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31138,466
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31138,466
Contributions allocatedtoward minimum required contributions for current year2017-12-31138,500
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: HARRY G. BOYLE, DMD 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 participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-310
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-310
Total participant count2016-12-313
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 contributions2016-12-31152,408
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 date2016-12-31138,200
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 cost2016-12-31135,968
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31135,968
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31135,968
Contributions allocatedtoward minimum required contributions for current year2016-12-31138,200
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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