401k Plan data: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN plan

ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN
Plan identification number	003

ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

ALEX MCMILLAN, IV D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: ALEX MCMILLAN, IV D.D.S.

Employer identification number (EIN): 541579906

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 ALEX MCMILLAN, IV, DDS 2015-09-28
003 2013-01-01 ALEX MCMILLAN, IV, DDS 2014-10-07
003 2012-01-01 ALEX MCMILLAN, IV, DDS 2013-10-01
003 2011-01-01 ALEX MCMILLAN, IV, DDS 2012-09-25
003 2010-01-01 ALEX MCMILLAN, IV, DDS 2011-10-12

Plan Statistics for ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,999,990
Acturial value of plan assets 2018-12-31 2,999,990
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 25
Fundng target for terminated vested participants 2018-12-31 61,521
Active participant vested funding target 2018-12-31 2,766,273
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 2,766,273
Total participant count 2018-12-31 33
Total funding target for all participants 2018-12-31 2,827,794
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 0
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 0
Present value of excess contributions 2018-12-31 136,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 136,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 136,225
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 2018-12-31 136,225
Total employer contributions 2018-12-31 230,000
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 2018-12-31 233,734
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 2018-12-31 403,505
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 2018-12-31 374,223
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 142,914
Additional cash requirement 2018-12-31 231,309
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 233,734
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,907,460
Acturial value of plan assets 2017-12-31 2,907,460
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 25
Fundng target for terminated vested participants 2017-12-31 51,561
Active participant vested funding target 2017-12-31 2,240,391
Number of active participants 2017-12-31 8
Total funding liabilities for active participants 2017-12-31 2,241,966
Total participant count 2017-12-31 33
Total funding target for all participants 2017-12-31 2,293,527
Balance at beginning of prior year after applicable adjustments 2017-12-31 418
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
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 2017-12-31 418
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 95,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 95,889
Reductions in caryover balances due to elections or deemed elections 2017-12-31 447
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 150,000
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 2017-12-31 144,344
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 2017-12-31 343,309
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 144,344
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,382,837
Acturial value of plan assets 2016-12-31 2,382,837
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 24
Fundng target for terminated vested participants 2016-12-31 44,417
Active participant vested funding target 2016-12-31 1,936,390
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 1,938,184
Total participant count 2016-12-31 32
Total funding target for all participants 2016-12-31 1,982,601
Balance at beginning of prior year after applicable adjustments 2016-12-31 418
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 2016-12-31 418
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 100,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 100,983
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 2016-12-31 418
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 100,000
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 95,889
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 2016-12-31 342,575
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 95,889
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,999,990
Acturial value of plan assets	2018-12-31	2,999,990
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	25
Fundng target for terminated vested participants	2018-12-31	61,521
Active participant vested funding target	2018-12-31	2,766,273
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	2,766,273
Total participant count	2018-12-31	33
Total funding target for all participants	2018-12-31	2,827,794
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	0
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	0
Present value of excess contributions	2018-12-31	136,225
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	136,225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	136,225
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	136,225
Total employer contributions	2018-12-31	230,000
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	233,734
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	403,505
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	374,223
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	142,914
Additional cash requirement	2018-12-31	231,309
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	233,734
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,907,460
Acturial value of plan assets	2017-12-31	2,907,460
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	25
Fundng target for terminated vested participants	2017-12-31	51,561
Active participant vested funding target	2017-12-31	2,240,391
Number of active participants	2017-12-31	8
Total funding liabilities for active participants	2017-12-31	2,241,966
Total participant count	2017-12-31	33
Total funding target for all participants	2017-12-31	2,293,527
Balance at beginning of prior year after applicable adjustments	2017-12-31	418
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
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	418
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	95,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	95,889
Reductions in caryover balances due to elections or deemed elections	2017-12-31	447
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	150,000
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	144,344
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	343,309
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	144,344
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ALEX MCMILLAN IV, D.D.S.,PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,382,837
Acturial value of plan assets	2016-12-31	2,382,837
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	24
Fundng target for terminated vested participants	2016-12-31	44,417
Active participant vested funding target	2016-12-31	1,936,390
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	1,938,184
Total participant count	2016-12-31	32
Total funding target for all participants	2016-12-31	1,982,601
Balance at beginning of prior year after applicable adjustments	2016-12-31	418
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	418
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	100,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	100,983
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	418
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	100,000
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	95,889
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	342,575
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	95,889
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	ALEX MCMILLAN, IV D.D.S.
Employer identification number (EIN):	541579906
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	ALEX MCMILLAN, IV, DDS	2015-09-28
003	2013-01-01	ALEX MCMILLAN, IV, DDS	2014-10-07
003	2012-01-01	ALEX MCMILLAN, IV, DDS	2013-10-01
003	2011-01-01	ALEX MCMILLAN, IV, DDS	2012-09-25
003	2010-01-01	ALEX MCMILLAN, IV, DDS	2011-10-12