?>
Logo

WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameWILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 001

WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined 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

WILLIAM W. DREYER, DMD, P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM W. DREYER, DMD, P.A.
Employer identification number (EIN):113656141
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-04-01JERALDINE KEANE-DREYER2018-05-14
0012016-04-01JERALDINE KEANE-DREYER2017-12-31 JERALDINE KEANE-DREYER2017-12-31
0012015-04-01JERALDINE KEANE-DREYER2017-01-05
0012014-04-01JERALDINE KEANE-DREYER2015-12-29
0012013-04-01JERI KEANE-DREYER2014-12-04 JERI KEANE-KEANE2014-12-04
0012012-04-01JERI KEANE-DREYER2013-11-25
0012011-04-01WILLIAM W. DREYER
0012010-04-01WILLIAM W. DREYER
0012009-04-01WILLIAM W. DREYER

Plan Statistics for WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2017: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-203,993,327
Acturial value of plan assets2017-12-203,993,327
Funding target for retired participants and beneficiaries receiving payment2017-12-200
Number of terminated vested participants2017-12-200
Fundng target for terminated vested participants2017-12-200
Active participant vested funding target2017-12-202,872,929
Number of active participants2017-12-204
Total funding liabilities for active participants2017-12-202,872,929
Total participant count2017-12-204
Total funding target for all participants2017-12-202,872,929
Balance at beginning of prior year after applicable adjustments2017-12-200
Prefunding balance at beginning of prior year after applicable adjustments2017-12-20546,163
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-200
Prefunding balanced used to offset prior years funding requirement2017-12-200
Amount remaining of carryover balance2017-12-200
Amount remaining of prefunding balance2017-12-20546,163
Present value of excess contributions2017-12-20281,964
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-20297,444
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-200
Reductions in caryover balances due to elections or deemed elections2017-12-200
Reductions in prefunding balances due to elections or deemed elections2017-12-200
Balance of carryovers at beginning of current year2017-12-200
Balance of prefunding at beginning of current year2017-12-20580,844
Total employer contributions2017-12-2062,042
Total employee contributions2017-12-200
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-200
Contributions made to avoid restrictions adjusted to valuation date2017-12-200
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-2061,702
Unpaid minimum required contributions for all prior years2017-12-200
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-200
Remaining amount of unpaid minimum required contributions2017-12-200
Minimum required contributions for current year target normal cost2017-12-20121,124
Net shortfall amortization installment of oustanding balance2017-12-200
Waiver amortization installment2017-12-200
Total funding amount beforereflecting carryover/prefunding balances2017-12-200
Additional cash requirement2017-12-200
Contributions allocatedtoward minimum required contributions for current year2017-12-2061,702
Unpaid minimum required contributions for current year2017-12-200
Unpaid minimum required contributions for all years2017-12-200
Market value of plan assets2017-03-313,431,143
Acturial value of plan assets2017-03-313,431,143
Funding target for retired participants and beneficiaries receiving payment2017-03-310
Number of terminated vested participants2017-03-311
Fundng target for terminated vested participants2017-03-3117,645
Active participant vested funding target2017-03-312,756,536
Number of active participants2017-03-313
Total funding liabilities for active participants2017-03-312,756,536
Total participant count2017-03-314
Total funding target for all participants2017-03-312,774,181
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-31550,235
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-31550,235
Present value of excess contributions2017-03-31189,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-31200,482
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-310
Reductions in caryover balances due to elections or deemed elections2017-03-310
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-31546,163
Total employer contributions2017-03-31400,000
Total employee contributions2017-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31385,652
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31214,487
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-31103,688
Carryover balance elected to use to offset funding requirement2017-03-310
Prefunding balance elected to use to offset funding requirement2017-03-310
Additional cash requirement2017-03-31103,688
Contributions allocatedtoward minimum required contributions for current year2017-03-31385,652
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310
2011: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-014
Total number of active participants reported on line 7a of the Form 55002011-04-016
Number of retired or separated participants receiving benefits2011-04-011
Total of all active and inactive participants2011-04-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-04-016
Total number of active participants reported on line 7a of the Form 55002010-04-014
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-019
Total number of active participants reported on line 7a of the Form 55002009-04-015
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-011
Total of all active and inactive participants2009-04-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2012 : WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$377,006
Expenses. Total of all expenses incurred2012-03-31$6,922
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$2,581,023
Total plan assets at beginning of year2012-03-31$2,210,939
Value of fidelity bond covering the plan2012-03-31$258,200
Total contributions received or receivable from participants2012-03-31$0
Expenses. Other expenses not covered elsewhere2012-03-31$6,922
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$77,006
Noncash contributions received2012-03-31$0
Net income (gross income less expenses)2012-03-31$370,084
Net plan assets at end of year (total assets less liabilities)2012-03-31$2,581,023
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$2,210,939
Total contributions received or receivable from employer(s)2012-03-31$300,000
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$814,861
Expenses. Total of all expenses incurred2011-03-31$221,321
Benefits paid (including direct rollovers)2011-03-31$94,062
Total plan assets at end of year2011-03-31$2,210,939
Total plan assets at beginning of year2011-03-31$1,092,485
Value of fidelity bond covering the plan2011-03-31$169,000
Total contributions received or receivable from participants2011-03-31$0
Expenses. Other expenses not covered elsewhere2011-03-31$127,259
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$314,861
Noncash contributions received2011-03-31$0
Net income (gross income less expenses)2011-03-31$593,540
Net plan assets at end of year (total assets less liabilities)2011-03-31$2,210,939
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,092,485
Total contributions received or receivable from employer(s)2011-03-31$500,000
2010 : WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST

2011: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: WILLIAM W. DREYER, DMD, P.A. DEFINED BENEFIT PENSION PLAN AND TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberTG/PR723
Policy instance 1
Insurance contract or identification numberTG/PR723
Number of Individuals Covered1
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $207
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract numberTG/PR723
Policy instance 1
Insurance contract or identification numberTG/PR723
Number of Individuals Covered3
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $841
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3