401k Plan data: JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN plan

JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN
Plan identification number	002

JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

CASKEY PROPERTIES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CASKEY PROPERTIES, LLC

Employer identification number (EIN): 464326641

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about CASKEY PROPERTIES, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2013-12-16

Company Identification Number: 0801899881

Legal Registered Office Address: 2404 REMUDA DR

SHERMAN
United States of America (USA)
75092

More information about CASKEY PROPERTIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01 JIM L. CASKEY, D.D.S., M.S. 2019-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	JIM L. CASKEY, D.D.S., M.S.	2019-07-15

Plan Statistics for JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN

Measure Date Value
2018: JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,302,952
Acturial value of plan assets 2018-12-31 2,302,952
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,466,780
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 1,466,780
Total participant count 2018-12-31 1
Total funding target for all participants 2018-12-31 1,466,780
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 101,920
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 0
Amount remaining of prefunding balance 2018-12-31 101,920
Present value of excess contributions 2018-12-31 775,943
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 775,943
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 0
Balance of prefunding at beginning of current year 2018-12-31 117,239
Total employer contributions 2018-12-31 103,264
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 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 0
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0

Measure	Date	Value
2018: JIM L. CASKEY, D.D.S., M.S. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,302,952
Acturial value of plan assets	2018-12-31	2,302,952
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,466,780
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	1,466,780
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	1,466,780
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	101,920
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	0
Amount remaining of prefunding balance	2018-12-31	101,920
Present value of excess contributions	2018-12-31	775,943
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	775,943
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	0
Balance of prefunding at beginning of current year	2018-12-31	117,239
Total employer contributions	2018-12-31	103,264
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	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	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0

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Company Name:	CASKEY PROPERTIES, LLC
Employer identification number (EIN):	464326641
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2013-12-16
Company Identification Number:	0801899881
Legal Registered Office Address:	2404 REMUDA DR SHERMAN United States of America (USA) 75092