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DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameDR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined 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

DR. HOWARD KESSNER, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:DR. HOWARD KESSNER, D.M.D., P.A.
Employer identification number (EIN):751516753
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about DR. HOWARD KESSNER, D.M.D., P.A.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2000-03-23
Company Identification Number: 0082115103
Legal Registered Office Address: 3925 DAVIS CIR

PLANO
United States of America (USA)
75023

More information about DR. HOWARD KESSNER, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01HOWARD KESSNER HOWARD KESSNER2017-10-05
0022015-01-01HOWARD KESSNER HOWARD KESSNER2016-09-01
0022014-01-01SHARON WAKE HOWARD KESSNER2015-08-19
0022013-01-01SHARON WAKE HOWARD KESSNER2014-07-31
0022012-01-01SHARON WAKE HOWARD KESSNER2013-10-11
0022011-01-01SHARON WAKE HOWARD KESSNER2012-10-10
0022009-01-01SHARON WAKE HOWARD KESSNER2010-10-01

Plan Statistics for DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,681,636
Acturial value of plan assets2016-12-312,681,636
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31938
Active participant vested funding target2016-12-312,220,489
Number of active participants2016-12-316
Total funding liabilities for active participants2016-12-312,220,489
Total participant count2016-12-317
Total funding target for all participants2016-12-312,221,427
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31123,939
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31132,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31680
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total income from all sources2016-12-31$178,822
Expenses. Total of all expenses incurred2016-12-31$3,621,908
Benefits paid (including direct rollovers)2016-12-31$3,620,697
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$3,443,086
Value of fidelity bond covering the plan2016-12-31$125,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$178,822
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-3,443,086
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,443,086
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$163,020
Expenses. Total of all expenses incurred2015-12-31$3,009
Benefits paid (including direct rollovers)2015-12-31$1,798
Total plan assets at end of year2015-12-31$3,443,086
Total plan assets at beginning of year2015-12-31$3,283,075
Value of fidelity bond covering the plan2015-12-31$125,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$30,020
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$160,011
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,443,086
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,283,075
Assets. Value of assets in partnership/joint-venture interests2015-12-31$155,825
Total contributions received or receivable from employer(s)2015-12-31$133,000
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,211
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$248,480
Expenses. Total of all expenses incurred2014-12-31$680
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$3,283,075
Total plan assets at beginning of year2014-12-31$3,035,275
Value of fidelity bond covering the plan2014-12-31$125,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$123,480
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$247,800
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,283,075
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,035,275
Assets. Value of assets in partnership/joint-venture interests2014-12-31$141,072
Total contributions received or receivable from employer(s)2014-12-31$125,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$680
2013 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$463,228
Expenses. Total of all expenses incurred2013-12-31$5,925
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$3,035,275
Total plan assets at beginning of year2013-12-31$2,577,972
Value of fidelity bond covering the plan2013-12-31$125,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$338,228
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$457,303
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,035,275
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,577,972
Assets. Value of assets in partnership/joint-venture interests2013-12-31$141,870
Total contributions received or receivable from employer(s)2013-12-31$125,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,925
2012 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$294,852
Expenses. Total of all expenses incurred2012-12-31$350
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,577,972
Total plan assets at beginning of year2012-12-31$2,283,470
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$177,852
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$294,502
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,577,972
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,283,470
Assets. Value of assets in partnership/joint-venture interests2012-12-31$97,893
Total contributions received or receivable from employer(s)2012-12-31$117,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$350
2011 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$188,686
Expenses. Total of all expenses incurred2011-12-31$253,596
Benefits paid (including direct rollovers)2011-12-31$253,596
Total plan assets at end of year2011-12-31$2,283,470
Total plan assets at beginning of year2011-12-31$2,348,380
Value of fidelity bond covering the plan2011-12-31$125,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$83,686
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-64,910
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,283,470
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,348,380
Total contributions received or receivable from employer(s)2011-12-31$105,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$343,974
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$2,348,380
Total plan assets at beginning of year2010-12-31$2,004,406
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$195,438
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$343,974
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,348,380
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,004,406
Total contributions received or receivable from employer(s)2010-12-31$148,536
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
2009 : DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN

2016: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DR. HOWARD KESSNER, D.M.D., P.A. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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