401k Plan data: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN plan

ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 401k Plan overview

Plan Name	ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN
Plan identification number	003

ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN Benefits

401k Plan Type

Defined 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT A. LEVINE, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ROBERT A. LEVINE, D.D.S., P.C.

Employer identification number (EIN): 232582602

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 ROBERT A. LEVINE 2013-10-02 ROBERT A. LEVINE 2013-10-02
003 2011-01-01 ROBERT A. LEVINE 2012-10-11 ROBERT A. LEVINE 2012-10-11
003 2010-01-01 ROBERT A. LEVINE 2011-10-11 ROBERT A. LEVINE 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	ROBERT A. LEVINE	2013-10-02	ROBERT A. LEVINE	2013-10-02
003	2011-01-01	ROBERT A. LEVINE	2012-10-11	ROBERT A. LEVINE	2012-10-11
003	2010-01-01	ROBERT A. LEVINE	2011-10-11	ROBERT A. LEVINE	2011-10-11

Plan Statistics for ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN

401k plan membership statisitcs for ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN

Measure Date Value
2018: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,526,573
Acturial value of plan assets 2018-12-31 1,526,573
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 7,613
Active participant vested funding target 2018-12-31 1,610,023
Number of active participants 2018-12-31 13
Total funding liabilities for active participants 2018-12-31 1,614,359
Total participant count 2018-12-31 16
Total funding target for all participants 2018-12-31 1,621,972
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 29,235
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 19,463
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 9,772
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 10,558
Total employer contributions 2018-12-31 25,323
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 23,503
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 0
Net shortfall amortization installment of oustanding balance 2018-12-31 106,536
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 25,323
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 1,820
Additional cash requirement 2018-12-31 23,503
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 23,503
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,387,569
Acturial value of plan assets 2017-12-31 1,387,569
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 8,558
Active participant vested funding target 2017-12-31 1,374,799
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 1,375,028
Total participant count 2017-12-31 17
Total funding target for all participants 2017-12-31 1,383,586
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 53,941
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 25,344
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 28,597
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 29,235
Total employer contributions 2017-12-31 187,914
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 2017-12-31 173,129
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 2017-12-31 183,062
Net shortfall amortization installment of oustanding balance 2017-12-31 26,898
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 193,688
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 20,559
Additional cash requirement 2017-12-31 173,129
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 173,129
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,121,078
Acturial value of plan assets 2016-12-31 1,121,078
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 6,801
Active participant vested funding target 2016-12-31 1,145,558
Number of active participants 2016-12-31 13
Total funding liabilities for active participants 2016-12-31 1,145,558
Total participant count 2016-12-31 15
Total funding target for all participants 2016-12-31 1,152,359
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 74,823
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 20,605
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 54,218
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 53,941
Total employer contributions 2016-12-31 184,511
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 2016-12-31 170,623
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 2016-12-31 178,961
Net shortfall amortization installment of oustanding balance 2016-12-31 87,989
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 197,267
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 26,644
Additional cash requirement 2016-12-31 170,623
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 170,623
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,526,573
Acturial value of plan assets	2018-12-31	1,526,573
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	7,613
Active participant vested funding target	2018-12-31	1,610,023
Number of active participants	2018-12-31	13
Total funding liabilities for active participants	2018-12-31	1,614,359
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	1,621,972
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	29,235
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	19,463
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	9,772
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	10,558
Total employer contributions	2018-12-31	25,323
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	23,503
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	0
Net shortfall amortization installment of oustanding balance	2018-12-31	106,536
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	25,323
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	1,820
Additional cash requirement	2018-12-31	23,503
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	23,503
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,387,569
Acturial value of plan assets	2017-12-31	1,387,569
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	8,558
Active participant vested funding target	2017-12-31	1,374,799
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	1,375,028
Total participant count	2017-12-31	17
Total funding target for all participants	2017-12-31	1,383,586
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	53,941
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	25,344
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	28,597
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	29,235
Total employer contributions	2017-12-31	187,914
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	173,129
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	183,062
Net shortfall amortization installment of oustanding balance	2017-12-31	26,898
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	193,688
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	20,559
Additional cash requirement	2017-12-31	173,129
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	173,129
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ROBERT A. LEVINE, D.D.S., P.C. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,121,078
Acturial value of plan assets	2016-12-31	1,121,078
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	6,801
Active participant vested funding target	2016-12-31	1,145,558
Number of active participants	2016-12-31	13
Total funding liabilities for active participants	2016-12-31	1,145,558
Total participant count	2016-12-31	15
Total funding target for all participants	2016-12-31	1,152,359
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	74,823
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	20,605
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	54,218
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	53,941
Total employer contributions	2016-12-31	184,511
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	170,623
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	178,961
Net shortfall amortization installment of oustanding balance	2016-12-31	87,989
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	197,267
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	26,644
Additional cash requirement	2016-12-31	170,623
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	170,623
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	ROBERT A. LEVINE, D.D.S., P.C.
Employer identification number (EIN):	232582602
NAIC Classification:	621210
NAIC Description:	Offices of Dentists