401k Plan data: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN plan

RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

RICHARD C. KARDOVICH, DDS, MSCD, P.C. has sponsored the creation of one or more 401k plans.

Company Name: RICHARD C. KARDOVICH, DDS, MSCD, P.C.

Employer identification number (EIN): 112429191

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 RICHARD KARDOVICH 2013-10-14 RICHARD KARDOVICH 2013-10-14
003 2011-01-01 RICHARD KARDOVICH RICHARD KARDOVICH 2012-10-12
003 2010-01-01 RICHARD KARDOVICH RICHARD KARDOVICH 2011-10-12
003 2009-01-01 RICHARD C KARDOVICH, DDS, MSCD, P.C RICHARD C KARDOVICH, DDS, MSCD, P.C 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	RICHARD KARDOVICH	2013-10-14	RICHARD KARDOVICH	2013-10-14
003	2011-01-01	RICHARD KARDOVICH		RICHARD KARDOVICH	2012-10-12
003	2010-01-01	RICHARD KARDOVICH		RICHARD KARDOVICH	2011-10-12
003	2009-01-01	RICHARD C KARDOVICH, DDS, MSCD, P.C		RICHARD C KARDOVICH, DDS, MSCD, P.C	2010-10-05

Plan Statistics for RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-15 1,756,275
Acturial value of plan assets 2017-12-15 1,756,275
Funding target for retired participants and beneficiaries receiving payment 2017-12-15 0
Number of terminated vested participants 2017-12-15 0
Fundng target for terminated vested participants 2017-12-15 0
Active participant vested funding target 2017-12-15 1,501,956
Number of active participants 2017-12-15 4
Total funding liabilities for active participants 2017-12-15 1,502,239
Total participant count 2017-12-15 4
Total funding target for all participants 2017-12-15 1,502,239
Balance at beginning of prior year after applicable adjustments 2017-12-15 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-15 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-15 0
Prefunding balanced used to offset prior years funding requirement 2017-12-15 0
Amount remaining of carryover balance 2017-12-15 0
Amount remaining of prefunding balance 2017-12-15 0
Present value of excess contributions 2017-12-15 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-15 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-15 0
Reductions in caryover balances due to elections or deemed elections 2017-12-15 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-15 0
Balance of carryovers at beginning of current year 2017-12-15 0
Balance of prefunding at beginning of current year 2017-12-15 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-15 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-15 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-15 0
Unpaid minimum required contributions for all prior years 2017-12-15 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-15 0
Remaining amount of unpaid minimum required contributions 2017-12-15 0
Minimum required contributions for current year target normal cost 2017-12-15 0
Net shortfall amortization installment of oustanding balance 2017-12-15 0
Waiver amortization installment 2017-12-15 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-15 0
Carryover balance elected to use to offset funding requirement 2017-12-15 0
Prefunding balance elected to use to offset funding requirement 2017-12-15 0
Additional cash requirement 2017-12-15 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-15 0
Unpaid minimum required contributions for current year 2017-12-15 0
Unpaid minimum required contributions for all years 2017-12-15 0
2016: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,872,943
Acturial value of plan assets 2016-12-31 1,872,943
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 1,537,815
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,540,017
Total participant count 2016-12-31 4
Total funding target for all participants 2016-12-31 1,540,017
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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
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 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 2,611
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 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2017: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-15	1,756,275
Acturial value of plan assets	2017-12-15	1,756,275
Funding target for retired participants and beneficiaries receiving payment	2017-12-15	0
Number of terminated vested participants	2017-12-15	0
Fundng target for terminated vested participants	2017-12-15	0
Active participant vested funding target	2017-12-15	1,501,956
Number of active participants	2017-12-15	4
Total funding liabilities for active participants	2017-12-15	1,502,239
Total participant count	2017-12-15	4
Total funding target for all participants	2017-12-15	1,502,239
Balance at beginning of prior year after applicable adjustments	2017-12-15	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-15	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-15	0
Prefunding balanced used to offset prior years funding requirement	2017-12-15	0
Amount remaining of carryover balance	2017-12-15	0
Amount remaining of prefunding balance	2017-12-15	0
Present value of excess contributions	2017-12-15	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-15	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-15	0
Reductions in caryover balances due to elections or deemed elections	2017-12-15	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-15	0
Balance of carryovers at beginning of current year	2017-12-15	0
Balance of prefunding at beginning of current year	2017-12-15	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-15	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-15	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-15	0
Unpaid minimum required contributions for all prior years	2017-12-15	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-15	0
Remaining amount of unpaid minimum required contributions	2017-12-15	0
Minimum required contributions for current year target normal cost	2017-12-15	0
Net shortfall amortization installment of oustanding balance	2017-12-15	0
Waiver amortization installment	2017-12-15	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-15	0
Carryover balance elected to use to offset funding requirement	2017-12-15	0
Prefunding balance elected to use to offset funding requirement	2017-12-15	0
Additional cash requirement	2017-12-15	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-15	0
Unpaid minimum required contributions for current year	2017-12-15	0
Unpaid minimum required contributions for all years	2017-12-15	0
2016: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,872,943
Acturial value of plan assets	2016-12-31	1,872,943
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	1,537,815
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,540,017
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	1,540,017
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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
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	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	2,611
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	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$416,990
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$4,786,943
Total plan assets at beginning of year	2011-12-31	$4,369,953
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$416,990
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$416,990
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,786,943
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,369,953
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$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 securities	2011-12-31	$0
2010 : RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$266,548
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$4,369,953
Total plan assets at beginning of year	2010-12-31	$4,103,405
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$266,548
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$266,548
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,369,953
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,103,405
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : RICHARD C. KARDOVICH, DDS, MSCD, P.C. 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 securities	2009-12-31	$0

Form 5500 Responses for RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN

2011: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: RICHARD C. KARDOVICH, DDS, MSCD, P.C. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	RICHARD C. KARDOVICH, DDS, MSCD, P.C.
Employer identification number (EIN):	112429191
NAIC Classification:	621210
NAIC Description:	Offices of Dentists