401k Plan data: TOOTHWORKS, PC CASH BALANCE PENSION PLAN plan

TOOTHWORKS, PC CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	TOOTHWORKS, PC CASH BALANCE PENSION PLAN
Plan identification number	003

TOOTHWORKS, PC CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined 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).
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

TOOTHWORKS PC has sponsored the creation of one or more 401k plans.

Company Name: TOOTHWORKS PC

Employer identification number (EIN): 383312072

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about TOOTHWORKS PC

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs

Incorporation Date:

Company Identification Number: 423838

More information about TOOTHWORKS PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOOTHWORKS, PC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01 DAWN YUEN HARVEY 2021-10-13
003 2019-01-01 DAWN YUEN HARVEY 2020-10-07
003 2018-10-01 DAWN YUEN HARVEY 2019-10-03
003 2018-10-01 DAWN YUEN HARVEY 2019-10-03
003 2017-10-01 DAWN YUEN HARVEY 2019-07-08
003 2016-10-01
003 2015-10-01
003 2014-10-01
003 2013-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01	DAWN YUEN HARVEY	2021-10-13
003	2019-01-01	DAWN YUEN HARVEY	2020-10-07
003	2018-10-01	DAWN YUEN HARVEY	2019-10-03
003	2018-10-01	DAWN YUEN HARVEY	2019-10-03
003	2017-10-01	DAWN YUEN HARVEY	2019-07-08
003	2016-10-01
003	2015-10-01
003	2014-10-01
003	2013-10-01

Plan Statistics for TOOTHWORKS, PC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for TOOTHWORKS, PC CASH BALANCE PENSION PLAN

Measure Date Value
2020: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 0
Total funding target for all participants 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
2019: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,494,221
Acturial value of plan assets 2019-12-31 1,494,221
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 9,416
Active participant vested funding target 2019-12-31 1,279,598
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 1,279,598
Total participant count 2019-12-31 19
Total funding target for all participants 2019-12-31 1,289,014
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 215,000
Prefunding balanced used to offset prior years funding requirement 2019-12-31 44,660
Amount remaining of prefunding balance 2019-12-31 170,340
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 158,399
Total employer contributions 2019-12-31 48,663
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 48,103
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 243,481
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 205,211
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 157,108
Additional cash requirement 2019-12-31 48,103
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 48,103
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of other retired or separated participants entitled to future benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 19
Total participants 2019-01-01 19
2018: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,223,066
Acturial value of plan assets 2018-12-31 1,223,066
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 8,220
Active participant vested funding target 2018-12-31 995,996
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 995,996
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 1,004,216
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 362,399
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 362,399
Present value of excess contributions 2018-12-31 9,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 9,586
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 9,586
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 168,509
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 215,000
Total employer contributions 2018-12-31 59,866
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 58,596
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 103,256
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 103,256
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 44,660
Additional cash requirement 2018-12-31 58,596
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 58,596
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-10-01 13
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 14
Number of other retired or separated participants entitled to future benefits 2018-10-01 2
Total of all active and inactive participants 2018-10-01 16
Total participants 2018-10-01 16
Market value of plan assets 2018-09-30 1,077,867
Acturial value of plan assets 2018-09-30 1,077,867
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 0
Number of terminated vested participants 2018-09-30 1
Fundng target for terminated vested participants 2018-09-30 4,351
Active participant vested funding target 2018-09-30 746,388
Number of active participants 2018-09-30 12
Total funding liabilities for active participants 2018-09-30 746,388
Total participant count 2018-09-30 13
Total funding target for all participants 2018-09-30 750,739
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 176,514
Amount remaining of prefunding balance 2018-09-30 176,514
Present value of excess contributions 2018-09-30 168,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 168,904
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 168,904
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 362,399
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 220,418
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 201,452
Net shortfall amortization installment of oustanding balance 2018-09-30 57,123
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 210,832
Additional cash requirement 2018-09-30 210,832
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 220,418
Unpaid minimum required contributions for current year 2018-09-30 0
2017: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 12
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 13
Total participants 2017-10-01 13
Market value of plan assets 2017-09-30 694,919
Acturial value of plan assets 2017-09-30 694,919
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 0
Number of terminated vested participants 2017-09-30 1
Fundng target for terminated vested participants 2017-09-30 3,147
Active participant vested funding target 2017-09-30 499,411
Number of active participants 2017-09-30 7
Total funding liabilities for active participants 2017-09-30 499,411
Total participant count 2017-09-30 8
Total funding target for all participants 2017-09-30 502,558
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 83,409
Amount remaining of prefunding balance 2017-09-30 83,409
Present value of excess contributions 2017-09-30 89,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 89,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 89,126
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 176,514
Total employer contributions 2017-09-30 352,307
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 347,193
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 183,140
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 178,289
Additional cash requirement 2017-09-30 178,289
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 347,193
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2016: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 7
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 8
Total participants 2016-10-01 8
2014: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 5
Total of all active and inactive participants 2014-10-01 5
Total participants 2014-10-01 5
2013: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 0
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 5
Total of all active and inactive participants 2013-10-01 5
Total participants 2013-10-01 5

Measure	Date	Value
2020: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	0
Total funding target for all participants	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
2019: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,494,221
Acturial value of plan assets	2019-12-31	1,494,221
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	9,416
Active participant vested funding target	2019-12-31	1,279,598
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	1,279,598
Total participant count	2019-12-31	19
Total funding target for all participants	2019-12-31	1,289,014
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	215,000
Prefunding balanced used to offset prior years funding requirement	2019-12-31	44,660
Amount remaining of prefunding balance	2019-12-31	170,340
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	158,399
Total employer contributions	2019-12-31	48,663
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	48,103
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	243,481
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	205,211
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	157,108
Additional cash requirement	2019-12-31	48,103
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	48,103
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of other retired or separated participants entitled to future benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	19
Total participants	2019-01-01	19
2018: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,223,066
Acturial value of plan assets	2018-12-31	1,223,066
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	8,220
Active participant vested funding target	2018-12-31	995,996
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	995,996
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	1,004,216
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	362,399
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	362,399
Present value of excess contributions	2018-12-31	9,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	9,586
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	9,586
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	168,509
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	215,000
Total employer contributions	2018-12-31	59,866
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	58,596
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	103,256
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	103,256
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	44,660
Additional cash requirement	2018-12-31	58,596
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	58,596
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-10-01	13
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	14
Number of other retired or separated participants entitled to future benefits	2018-10-01	2
Total of all active and inactive participants	2018-10-01	16
Total participants	2018-10-01	16
Market value of plan assets	2018-09-30	1,077,867
Acturial value of plan assets	2018-09-30	1,077,867
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	0
Number of terminated vested participants	2018-09-30	1
Fundng target for terminated vested participants	2018-09-30	4,351
Active participant vested funding target	2018-09-30	746,388
Number of active participants	2018-09-30	12
Total funding liabilities for active participants	2018-09-30	746,388
Total participant count	2018-09-30	13
Total funding target for all participants	2018-09-30	750,739
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	176,514
Amount remaining of prefunding balance	2018-09-30	176,514
Present value of excess contributions	2018-09-30	168,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	168,904
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	168,904
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	362,399
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	220,418
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	201,452
Net shortfall amortization installment of oustanding balance	2018-09-30	57,123
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	210,832
Additional cash requirement	2018-09-30	210,832
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	220,418
Unpaid minimum required contributions for current year	2018-09-30	0
2017: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	12
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	13
Total participants	2017-10-01	13
Market value of plan assets	2017-09-30	694,919
Acturial value of plan assets	2017-09-30	694,919
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	0
Number of terminated vested participants	2017-09-30	1
Fundng target for terminated vested participants	2017-09-30	3,147
Active participant vested funding target	2017-09-30	499,411
Number of active participants	2017-09-30	7
Total funding liabilities for active participants	2017-09-30	499,411
Total participant count	2017-09-30	8
Total funding target for all participants	2017-09-30	502,558
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	83,409
Amount remaining of prefunding balance	2017-09-30	83,409
Present value of excess contributions	2017-09-30	89,126
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	89,126
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	89,126
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	176,514
Total employer contributions	2017-09-30	352,307
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	347,193
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	183,140
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	178,289
Additional cash requirement	2017-09-30	178,289
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	347,193
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2016: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	7
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	8
Total participants	2016-10-01	8
2014: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	5
Total of all active and inactive participants	2014-10-01	5
Total participants	2014-10-01	5
2013: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	0
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	5
Total of all active and inactive participants	2013-10-01	5
Total participants	2013-10-01	5

Financial Data on TOOTHWORKS, PC CASH BALANCE PENSION PLAN

Measure	Date	Value
2020 : TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$-18,532
Total income from all sources	2020-12-31	$38,831
Expenses. Total of all expenses incurred	2020-12-31	$1,563,183
Benefits paid (including direct rollovers)	2020-12-31	$1,559,521
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$1,542,884
Value of fidelity bond covering the plan	2020-12-31	$150,000
Other income received	2020-12-31	$38,831
Net income (gross income less expenses)	2020-12-31	$-1,524,352
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,542,884
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,662
2019 : TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$268,918
Expenses. Total of all expenses incurred	2019-12-31	$8,966
Benefits paid (including direct rollovers)	2019-12-31	$4,191
Total plan assets at end of year	2019-12-31	$1,542,884
Total plan assets at beginning of year	2019-12-31	$1,282,932
Value of fidelity bond covering the plan	2019-12-31	$150,000
Other income received	2019-12-31	$220,255
Net income (gross income less expenses)	2019-12-31	$259,952
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,542,884
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,282,932
Total contributions received or receivable from employer(s)	2019-12-31	$48,663
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$4,775
2018 : TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-17,590
Expenses. Total of all expenses incurred	2018-12-31	$1,002
Total plan assets at end of year	2018-12-31	$1,282,932
Total plan assets at beginning of year	2018-12-31	$1,301,524
Value of fidelity bond covering the plan	2018-12-31	$150,000
Other income received	2018-12-31	$-77,456
Net income (gross income less expenses)	2018-12-31	$-18,592
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,282,932
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,301,524
Total contributions received or receivable from employer(s)	2018-12-31	$59,866
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,002
2017 : TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$411,135
Expenses. Total of all expenses incurred	2017-09-30	$2,283
Total plan assets at end of year	2017-09-30	$1,047,226
Total plan assets at beginning of year	2017-09-30	$638,374
Value of fidelity bond covering the plan	2017-09-30	$150,000
Other income received	2017-09-30	$58,828
Net income (gross income less expenses)	2017-09-30	$408,852
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$1,047,226
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$638,374
Total contributions received or receivable from employer(s)	2017-09-30	$352,307
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$2,283
2015 : TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$202,557
Expenses. Total of all expenses incurred	2015-09-30	$230
Total plan assets at end of year	2015-09-30	$356,826
Total plan assets at beginning of year	2015-09-30	$154,499
Value of fidelity bond covering the plan	2015-09-30	$70,000
Other income received	2015-09-30	$-7,243
Net income (gross income less expenses)	2015-09-30	$202,327
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$356,826
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$154,499
Total contributions received or receivable from employer(s)	2015-09-30	$209,800
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$230
2014 : TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$154,499
Total plan assets at end of year	2014-09-30	$154,499
Value of fidelity bond covering the plan	2014-09-30	$75,000
Net income (gross income less expenses)	2014-09-30	$154,499
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$154,499
Total contributions received or receivable from employer(s)	2014-09-30	$154,499

Form 5500 Responses for TOOTHWORKS, PC CASH BALANCE PENSION PLAN

2020: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2014: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: TOOTHWORKS, PC CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	First time form 5500 has been submitted	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	TOOTHWORKS PC
Employer identification number (EIN):	383312072
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number:	423838