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HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameHERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN
Plan identification number 003

HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

HERBERT L. DULANEY, D.D.S., M.S. has sponsored the creation of one or more 401k plans.

Company Name:HERBERT L. DULANEY, D.D.S., M.S.
Employer identification number (EIN):382133010
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-10-01
0032020-10-01
0032019-10-01
0032018-10-01
0032017-10-01
0032016-10-01
0032015-10-01
0032014-10-01
0032013-10-01H.L. DULANEY2015-06-24
0032012-10-01H.L. DULANEY2014-01-23
0032011-10-01H.L. DULANEY2013-03-01
0032010-10-01CHRISTINA SALACINA2012-04-11

Plan Statistics for HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2022: HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-09-302,036,716
Acturial value of plan assets2022-09-302,036,716
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-300
Fundng target for terminated vested participants2022-09-300
Active participant vested funding target2022-09-301,357,730
Number of active participants2022-09-302
Total funding liabilities for active participants2022-09-301,357,730
Total participant count2022-09-302
Total funding target for all participants2022-09-301,357,730
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-3042,312
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-3042,312
Present value of excess contributions2022-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-3051,329
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-300
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-09-302,002,381
Acturial value of plan assets2021-09-302,002,381
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-300
Fundng target for terminated vested participants2021-09-300
Active participant vested funding target2021-09-301,495,045
Number of active participants2021-09-303
Total funding liabilities for active participants2021-09-301,495,045
Total participant count2021-09-303
Total funding target for all participants2021-09-301,495,045
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-3041,028
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-3041,028
Present value of excess contributions2021-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-3042,312
Total employer contributions2021-09-300
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-300
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-09-301,941,528
Acturial value of plan assets2020-09-301,941,528
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-300
Fundng target for terminated vested participants2020-09-300
Active participant vested funding target2020-09-301,531,107
Number of active participants2020-09-303
Total funding liabilities for active participants2020-09-301,531,107
Total participant count2020-09-303
Total funding target for all participants2020-09-301,531,107
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-3041,772
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-3041,772
Present value of excess contributions2020-09-3049,934
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-3052,600
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-3041,028
Total employer contributions2020-09-300
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-300
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-300
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-09-302,108,807
Acturial value of plan assets2019-09-302,108,807
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-302
Fundng target for terminated vested participants2019-09-3013,608
Active participant vested funding target2019-09-301,550,437
Number of active participants2019-09-303
Total funding liabilities for active participants2019-09-301,550,437
Total participant count2019-09-305
Total funding target for all participants2019-09-301,564,045
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-3040,473
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-3040,473
Present value of excess contributions2019-09-3092,892
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-3098,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-3041,772
Total employer contributions2019-09-3051,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-3049,934
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-300
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-3049,934
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-09-302,111,706
Acturial value of plan assets2018-09-302,111,706
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-301
Fundng target for terminated vested participants2018-09-30333
Active participant vested funding target2018-09-301,490,514
Number of active participants2018-09-304
Total funding liabilities for active participants2018-09-301,490,514
Total participant count2018-09-305
Total funding target for all participants2018-09-301,490,847
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3040,340
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-3040,340
Present value of excess contributions2018-09-30264,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30279,692
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-3040,473
Total employer contributions2018-09-3095,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-3092,892
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-300
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-3092,892
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: HERBERT L. DULANEY, D.D.S., M.S., ORTHODONTIST, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-09-302,006,360
Acturial value of plan assets2017-09-302,006,360
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-308
Fundng target for terminated vested participants2017-09-308,277
Active participant vested funding target2017-09-301,481,302
Number of active participants2017-09-304
Total funding liabilities for active participants2017-09-301,481,302
Total participant count2017-09-3012
Total funding target for all participants2017-09-301,489,579
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3038,437
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-3038,437
Present value of excess contributions2017-09-30114,345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30121,194
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-3040,340
Total employer contributions2017-09-30273,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30264,434
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-300
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-30264,434
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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