JAMES L. NAGER & JOHN H. LAPIDUS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN
401k plan membership statisitcs for JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN
Measure | Date | Value |
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2022: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2022 401k membership |
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Market value of plan assets | 2022-05-31 | 4,998,950 |
Acturial value of plan assets | 2022-05-31 | 4,998,950 |
Funding target for retired participants and beneficiaries receiving payment | 2022-05-31 | 0 |
Number of terminated vested participants | 2022-05-31 | 10 |
Fundng target for terminated vested participants | 2022-05-31 | 70,151 |
Active participant vested funding target | 2022-05-31 | 4,803,050 |
Number of active participants | 2022-05-31 | 16 |
Total funding liabilities for active participants | 2022-05-31 | 4,803,204 |
Total participant count | 2022-05-31 | 26 |
Total funding target for all participants | 2022-05-31 | 4,873,355 |
Balance at beginning of prior year after applicable adjustments | 2022-05-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-05-31 | 0 |
Amount remaining of carryover balance | 2022-05-31 | 0 |
Amount remaining of prefunding balance | 2022-05-31 | 0 |
Present value of excess contributions | 2022-05-31 | 116,483 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-31 | 116,483 |
Reductions in caryover balances due to elections or deemed elections | 2022-05-31 | 0 |
Balance of carryovers at beginning of current year | 2022-05-31 | 0 |
Balance of prefunding at beginning of current year | 2022-05-31 | 0 |
Total employer contributions | 2022-05-31 | 353,217 |
Total employee contributions | 2022-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-31 | 345,617 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-05-31 | 0 |
Additional cash requirement | 2022-05-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-05-31 | 345,617 |
Unpaid minimum required contributions for current year | 2022-05-31 | 0 |
Unpaid minimum required contributions for all years | 2022-05-31 | 0 |
2021: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 4,882,447 |
Acturial value of plan assets | 2021-12-31 | 4,882,447 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 10 |
Fundng target for terminated vested participants | 2021-12-31 | 67,207 |
Active participant vested funding target | 2021-12-31 | 4,085,985 |
Number of active participants | 2021-12-31 | 16 |
Total funding liabilities for active participants | 2021-12-31 | 4,086,129 |
Total participant count | 2021-12-31 | 26 |
Total funding target for all participants | 2021-12-31 | 4,153,336 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 381,799 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 381,799 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 117,982 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 116,483 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 714,098 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 116,483 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 4,115,824 |
Acturial value of plan assets | 2020-12-31 | 4,115,824 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 8 |
Fundng target for terminated vested participants | 2020-12-31 | 46,187 |
Active participant vested funding target | 2020-12-31 | 3,522,461 |
Number of active participants | 2020-12-31 | 18 |
Total funding liabilities for active participants | 2020-12-31 | 3,522,589 |
Total participant count | 2020-12-31 | 26 |
Total funding target for all participants | 2020-12-31 | 3,568,776 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
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 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 175,629 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 175,629 |
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 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 386,944 |
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 | 381,799 |
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 | 383,087 |
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 | 381,799 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
2019: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,218,353 |
Acturial value of plan assets | 2019-12-31 | 3,218,353 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 0 |
Number of terminated vested participants | 2019-12-31 | 5 |
Fundng target for terminated vested participants | 2019-12-31 | 28,039 |
Active participant vested funding target | 2019-12-31 | 3,009,624 |
Number of active participants | 2019-12-31 | 22 |
Total funding liabilities for active participants | 2019-12-31 | 3,009,624 |
Total participant count | 2019-12-31 | 27 |
Total funding target for all participants | 2019-12-31 | 3,037,663 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 107,103 |
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 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 107,103 |
Present value of excess contributions | 2019-12-31 | 11,196 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 11,196 |
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 | 99,938 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 387,978 |
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 | 379,438 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 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 | 384,499 |
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 | 203,809 |
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 | 203,809 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 379,438 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
2018: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 2,338,029 |
Acturial value of plan assets | 2018-12-31 | 2,338,029 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 5 |
Fundng target for terminated vested participants | 2018-12-31 | 25,314 |
Active participant vested funding target | 2018-12-31 | 2,503,056 |
Number of active participants | 2018-12-31 | 18 |
Total funding liabilities for active participants | 2018-12-31 | 2,503,681 |
Total participant count | 2018-12-31 | 23 |
Total funding target for all participants | 2018-12-31 | 2,528,995 |
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 | 67,053 |
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 | 67,053 |
Present value of excess contributions | 2018-12-31 | 30,066 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 30,066 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 30,066 |
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 | 107,103 |
Total employer contributions | 2018-12-31 | 441,104 |
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 | 437,347 |
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 | 376,617 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 303,424 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 426,151 |
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 | 426,151 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 437,347 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 2,206,346 |
Acturial value of plan assets | 2017-12-31 | 2,206,346 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 8 |
Fundng target for terminated vested participants | 2017-12-31 | 39,517 |
Active participant vested funding target | 2017-12-31 | 1,997,446 |
Number of active participants | 2017-12-31 | 19 |
Total funding liabilities for active participants | 2017-12-31 | 1,997,446 |
Total participant count | 2017-12-31 | 27 |
Total funding target for all participants | 2017-12-31 | 2,036,963 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 127,494 |
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 | 66,000 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 61,494 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
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 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 67,053 |
Total employer contributions | 2017-12-31 | 330,000 |
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 | 320,526 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
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 | 389,357 |
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 | 290,460 |
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 | 290,460 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 320,526 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JAMES L. NAGER & JOHN H. LAPIDUS, D.M.D.,P.C. CASH BALANCE PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,664,392 |
Acturial value of plan assets | 2016-12-31 | 1,664,392 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 5 |
Fundng target for terminated vested participants | 2016-12-31 | 25,815 |
Active participant vested funding target | 2016-12-31 | 1,603,108 |
Number of active participants | 2016-12-31 | 20 |
Total funding liabilities for active participants | 2016-12-31 | 1,603,108 |
Total participant count | 2016-12-31 | 25 |
Total funding target for all participants | 2016-12-31 | 1,628,923 |
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 | 101,191 |
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 | 101,191 |
Present value of excess contributions | 2016-12-31 | 29,015 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 29,015 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 29,015 |
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 | 127,494 |
Total employer contributions | 2016-12-31 | 281,354 |
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 | 274,245 |
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 | 324,845 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 98,540 |
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 | 343,608 |
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 | 69,363 |
Additional cash requirement | 2016-12-31 | 274,245 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 274,245 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |