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DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST 401k Plan overview

Plan NameDAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST
Plan identification number 002

DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined 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.
  • 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

DAVID L. FRIED, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID L. FRIED, D.M.D.
Employer identification number (EIN):061290600
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01DAVID L. FRIED, D.M.D.2017-09-29
0022015-01-01DAVID L. FRIED, D.M.D.2016-09-12
0022014-01-01DAVID L. FRIED, D.M.D.2015-08-20
0022013-01-01DAVID L. FRIED, D.M.D.2014-06-24
0022012-01-01DAVID L. FRIED, D.M.D.2013-09-30
0022011-01-01DAVID L. FRIED, D.M.D.2012-06-11

Plan Statistics for DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST

401k plan membership statisitcs for DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST

Measure Date Value
2020: DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-311,427,038
Acturial value of plan assets2020-12-311,427,038
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-3147,410
Active participant vested funding target2020-12-311,366,102
Number of active participants2020-12-312
Total funding liabilities for active participants2020-12-311,366,102
Total participant count2020-12-317
Total funding target for all participants2020-12-311,413,512
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,136
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31109,210
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31104,068
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31113,851
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31100,325
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-31100,325
Contributions allocatedtoward minimum required contributions for current year2020-12-31104,068
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-311,209,443
Acturial value of plan assets2019-12-311,209,443
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-311,250,995
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-311,251,905
Total participant count2019-12-317
Total funding target for all participants2019-12-311,251,905
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31154,555
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31145,662
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31131,353
Net shortfall amortization installment of oustanding balance2019-12-3142,462
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31145,021
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31145,021
Contributions allocatedtoward minimum required contributions for current year2019-12-31145,662
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-31957,756
Acturial value of plan assets2018-12-31957,756
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,042,394
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-311,046,268
Total participant count2018-12-317
Total funding target for all participants2018-12-311,046,268
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31173,272
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31168,698
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31149,067
Net shortfall amortization installment of oustanding balance2018-12-3188,512
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31167,679
Additional cash requirement2018-12-31167,679
Contributions allocatedtoward minimum required contributions for current year2018-12-31168,698
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-31771,187
Acturial value of plan assets2017-12-31771,187
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-31854,309
Number of active participants2017-12-316
Total funding liabilities for active participants2017-12-31854,782
Total participant count2017-12-316
Total funding target for all participants2017-12-31854,782
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3144,570
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3144,570
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3112,377
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3112,377
Total employer contributions2017-12-31146,178
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31145,296
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31141,793
Net shortfall amortization installment of oustanding balance2017-12-3183,595
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31157,673
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3112,377
Additional cash requirement2017-12-31145,296
Contributions allocatedtoward minimum required contributions for current year2017-12-31145,296
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DAVID L. FRIED, D.M.D. CASH BALANCE PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-31606,658
Acturial value of plan assets2016-12-31606,658
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-314,646
Active participant vested funding target2016-12-31647,584
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31647,584
Total participant count2016-12-316
Total funding target for all participants2016-12-31652,230
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 contributions2016-12-3144,570
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3144,570
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
Total employer contributions2016-12-31150,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31150,397
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31111,344
Net shortfall amortization installment of oustanding balance2016-12-3145,572
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31118,874
Additional cash requirement2016-12-31118,874
Contributions allocatedtoward minimum required contributions for current year2016-12-31150,397
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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