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STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameSTEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • 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

STEVEN J. KERPEN, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN J. KERPEN, D.M.D., P.C.
Employer identification number (EIN):112767195
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01STEVEN KERPEN2022-04-15 STEVEN KERPEN2022-04-15
0032020-07-01STEVEN KERPEN2022-04-15 STEVEN KERPEN2022-04-15
0032019-07-01STEVEN KERPEN2021-04-01 STEVEN KERPEN2021-04-01
0032018-07-01STEVEN KERPEN2020-04-10 STEVEN KERPEN2020-04-10
0032017-07-01STEVEN KERPEN2019-04-08 STEVEN KERPEN2019-04-08
0032016-07-01STEVE KERPEN2018-04-09 STEVE KERPEN2018-04-09
0032015-07-01STEVEN KERPEN2017-03-28 STEVEN KERPEN2017-03-28
0032014-07-01STEVEN KERPEN2016-03-31 STEVEN KERPEN2016-03-31
0032013-07-01STEVEN KERPEN2015-03-27 STEVEN KERPEN2015-03-27
0032012-07-01STEVEN KERPEN2014-04-10 STEVEN KERPEN2014-04-10
0032011-07-01STEVEN KERPEN2013-03-26 STEVEN KERPEN2013-03-26
0032010-07-01STEVEN KERPEN2012-03-23 STEVEN KERPEN2012-03-23

Plan Statistics for STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-302,271,340
Acturial value of plan assets2021-06-302,271,340
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-300
Fundng target for terminated vested participants2021-06-300
Active participant vested funding target2021-06-302,149,041
Number of active participants2021-06-305
Total funding liabilities for active participants2021-06-302,149,041
Total participant count2021-06-305
Total funding target for all participants2021-06-302,149,041
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3076,908
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3076,908
Present value of excess contributions2021-06-30112,693
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30118,745
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3075,754
Total employer contributions2021-06-30123,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30116,760
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-301,966
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-30116,760
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-302,179,492
Acturial value of plan assets2020-06-302,179,492
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-300
Fundng target for terminated vested participants2020-06-300
Active participant vested funding target2020-06-301,916,766
Number of active participants2020-06-305
Total funding liabilities for active participants2020-06-301,916,766
Total participant count2020-06-305
Total funding target for all participants2020-06-301,916,766
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30102,096
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-3031,616
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3070,480
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3076,908
Total employer contributions2020-06-30123,200
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30112,693
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30147,931
Net shortfall amortization installment of oustanding balance2020-06-300
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-300
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-30112,693
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-301,891,808
Acturial value of plan assets2019-06-301,891,808
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-300
Fundng target for terminated vested participants2019-06-300
Active participant vested funding target2019-06-301,787,795
Number of active participants2019-06-306
Total funding liabilities for active participants2019-06-301,787,795
Total participant count2019-06-306
Total funding target for all participants2019-06-301,787,795
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3099,209
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3099,209
Present value of excess contributions2019-06-3070,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3074,410
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-30102,096
Total employer contributions2019-06-30122,500
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30111,705
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30145,238
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30143,321
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-3031,616
Additional cash requirement2019-06-30111,705
Contributions allocatedtoward minimum required contributions for current year2019-06-30111,705
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-301,720,072
Acturial value of plan assets2018-06-301,720,072
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-300
Fundng target for terminated vested participants2018-06-300
Active participant vested funding target2018-06-301,529,798
Number of active participants2018-06-306
Total funding liabilities for active participants2018-06-301,529,798
Total participant count2018-06-306
Total funding target for all participants2018-06-301,529,798
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3093,110
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-3093,110
Present value of excess contributions2018-06-3051,995
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3054,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3099,209
Total employer contributions2018-06-30124,818
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30111,993
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30132,701
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3041,636
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3041,636
Contributions allocatedtoward minimum required contributions for current year2018-06-30111,993
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: STEVEN J. KERPEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-301,499,680
Acturial value of plan assets2017-06-301,499,680
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-301,563,488
Number of active participants2017-06-306
Total funding liabilities for active participants2017-06-301,563,488
Total participant count2017-06-306
Total funding target for all participants2017-06-301,563,488
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3088,264
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-3088,264
Present value of excess contributions2017-06-3035,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3037,888
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-3093,110
Total employer contributions2017-06-30126,633
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30116,795
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3038,873
Net shortfall amortization installment of oustanding balance2017-06-30156,918
Waiver amortization installment2017-06-300
Waived amount of outstanding balance2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3064,800
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3064,800
Contributions allocatedtoward minimum required contributions for current year2017-06-30116,795
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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