401k Plan data: ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN plan

ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN
Plan identification number	004

ADVANCED ENDODONTICS, LLC DEFINED BENEFIT 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).
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANCED ENDODONTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED ENDODONTICS, LLC

Employer identification number (EIN): 850465579

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about ADVANCED ENDODONTICS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2008-10-02

Company Identification Number: L08000093599

Legal Registered Office Address: ATTN: GEORGE F. INDEST III

ALTAMONTE SPRINGS

32714

More information about ADVANCED ENDODONTICS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-01-01 CHARLES GOODIS 2018-09-10 CHARLES GOODIS 2018-09-10
004 2016-01-01 CHARLES GOODIS 2017-09-23 CHARLES GOODIS 2017-09-23
004 2015-01-01 CHARLES GOODIS 2017-08-16 CHARLES GOODIS 2017-08-16
004 2015-01-01 SHARON BETTESGROVES 2016-10-10 SHARON BETTESGROVES 2016-10-10
004 2014-01-01 CHARLES GOODIS 2015-10-02
004 2013-01-01 CHARLES GOODIS 2014-09-22
004 2012-01-01 CHARLES GOODIS 2013-08-21
004 2011-01-01 CHARLES GOODIS 2012-09-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2017-01-01	CHARLES GOODIS	2018-09-10	CHARLES GOODIS	2018-09-10
004	2016-01-01	CHARLES GOODIS	2017-09-23	CHARLES GOODIS	2017-09-23
004	2015-01-01	CHARLES GOODIS	2017-08-16	CHARLES GOODIS	2017-08-16
004	2015-01-01	SHARON BETTESGROVES	2016-10-10	SHARON BETTESGROVES	2016-10-10
004	2014-01-01	CHARLES GOODIS	2015-10-02
004	2013-01-01	CHARLES GOODIS	2014-09-22
004	2012-01-01	CHARLES GOODIS	2013-08-21
004	2011-01-01	CHARLES GOODIS	2012-09-12

Plan Statistics for ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN

Measure Date Value
2016: ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 506,559
Acturial value of plan assets 2016-12-31 506,559
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 438,386
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 453,169
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 453,169
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 85,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 85,818
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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 193,006
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 2016-12-31 183,747
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 137,465
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 84,075
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 84,075
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 183,747
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
2016: ADVANCED ENDODONTICS, LLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	506,559
Acturial value of plan assets	2016-12-31	506,559
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	438,386
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	453,169
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	453,169
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	85,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	85,818
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	193,006
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	183,747
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	137,465
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	84,075
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	84,075
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	183,747
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

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Company Name:	ADVANCED ENDODONTICS, LLC
Employer identification number (EIN):	850465579
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2008-10-02
Company Identification Number:	L08000093599
Legal Registered Office Address:	ATTN: GEORGE F. INDEST III ALTAMONTE SPRINGS 32714