SCOTT MURRAY DMD INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCOTT MURRAY DMD CASH BALANCE PLAN
Measure | Date | Value |
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2020: SCOTT MURRAY DMD CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 2,666,547 |
Acturial value of plan assets | 2020-12-31 | 2,666,547 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 3 |
Fundng target for terminated vested participants | 2020-12-31 | 21,437 |
Active participant vested funding target | 2020-12-31 | 2,423,712 |
Number of active participants | 2020-12-31 | 13 |
Total funding liabilities for active participants | 2020-12-31 | 2,423,712 |
Total participant count | 2020-12-31 | 16 |
Total funding target for all participants | 2020-12-31 | 2,445,149 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 42,673 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 12,435 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 42,673 |
Amount remaining of prefunding balance | 2020-12-31 | 12,435 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 46,753 |
Balance of prefunding at beginning of current year | 2020-12-31 | 13,624 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 73,119 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: SCOTT MURRAY DMD CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 2,470,021 |
Acturial value of plan assets | 2019-12-31 | 2,470,021 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 2 |
Fundng target for terminated vested participants | 2019-12-31 | 15,358 |
Active participant vested funding target | 2019-12-31 | 2,045,873 |
Number of active participants | 2019-12-31 | 14 |
Total funding liabilities for active participants | 2019-12-31 | 2,045,873 |
Total participant count | 2019-12-31 | 16 |
Total funding target for all participants | 2019-12-31 | 2,061,231 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 42,656 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 12,430 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 42,656 |
Amount remaining of prefunding balance | 2019-12-31 | 12,430 |
Present value of excess contributions | 2019-12-31 | 220,412 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 220,412 |
Total available prior years excess cotributions added 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 | 42,673 |
Balance of prefunding at beginning of current year | 2019-12-31 | 12,435 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
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 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 274,217 |
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 | 0 |
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 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: SCOTT MURRAY DMD CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 1,827,483 |
Acturial value of plan assets | 2018-12-31 | 1,827,483 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 1 |
Fundng target for terminated vested participants | 2018-12-31 | 10,248 |
Active participant vested funding target | 2018-12-31 | 1,536,049 |
Number of active participants | 2018-12-31 | 14 |
Total funding liabilities for active participants | 2018-12-31 | 1,536,049 |
Total participant count | 2018-12-31 | 15 |
Total funding target for all participants | 2018-12-31 | 1,546,297 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 36,291 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 10,575 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 36,291 |
Amount remaining of prefunding balance | 2018-12-31 | 10,575 |
Present value of excess contributions | 2018-12-31 | 293,360 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 293,360 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 42,656 |
Balance of prefunding at beginning of current year | 2018-12-31 | 12,430 |
Total employer contributions | 2018-12-31 | 436,939 |
Total employee contributions | 2018-12-31 | 0 |
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 | 430,606 |
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 | 433,116 |
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 | 210,194 |
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 | 0 |
Additional cash requirement | 2018-12-31 | 210,194 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 430,606 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: SCOTT MURRAY DMD CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,405,264 |
Acturial value of plan assets | 2017-12-31 | 1,405,264 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 2 |
Fundng target for terminated vested participants | 2017-12-31 | 12,270 |
Active participant vested funding target | 2017-12-31 | 1,049,018 |
Number of active participants | 2017-12-31 | 13 |
Total funding liabilities for active participants | 2017-12-31 | 1,049,018 |
Total participant count | 2017-12-31 | 15 |
Total funding target for all participants | 2017-12-31 | 1,061,288 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 32,989 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 9,613 |
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 | 32,989 |
Amount remaining of prefunding balance | 2017-12-31 | 9,613 |
Present value of excess contributions | 2017-12-31 | 70,084 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 70,084 |
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 | 36,291 |
Balance of prefunding at beginning of current year | 2017-12-31 | 10,575 |
Total employer contributions | 2017-12-31 | 436,207 |
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 | 432,211 |
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 | 433,116 |
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 | 138,851 |
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 | 138,851 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 432,211 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: SCOTT MURRAY DMD CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,140,136 |
Acturial value of plan assets | 2016-12-31 | 1,140,136 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 2 |
Fundng target for terminated vested participants | 2016-12-31 | 22,726 |
Active participant vested funding target | 2016-12-31 | 942,935 |
Number of active participants | 2016-12-31 | 13 |
Total funding liabilities for active participants | 2016-12-31 | 942,935 |
Total participant count | 2016-12-31 | 15 |
Total funding target for all participants | 2016-12-31 | 965,661 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 33,464 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 9,751 |
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 | 33,464 |
Amount remaining of prefunding balance | 2016-12-31 | 9,751 |
Present value of excess contributions | 2016-12-31 | 64,544 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 64,544 |
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 | 32,989 |
Balance of prefunding at beginning of current year | 2016-12-31 | 9,613 |
Total employer contributions | 2016-12-31 | 70,718 |
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 | 70,084 |
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 | 66,885 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 70,084 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |