JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN 401k Plan overview

JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	JAMES F. GLEASON, D.D.S., P.C.
Employer identification number (EIN):	264756815
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Additional information about JAMES F. GLEASON, D.D.S., P.C.

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2009-04-24
Company Identification Number:	3802365
Legal Registered Office Address:	246 SOUTH AVENUE Monroe WEBSTER United States of America (USA) 14580

More information about JAMES F. GLEASON, D.D.S., P.C.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JAMES GLEASON	2023-11-03
002	2022-01-01	JAMES GLEASON	2023-07-31	JAMES GLEASON	2023-07-31
002	2021-01-01	JAMES GLEASON	2022-06-01	JAMES GLEASON	2022-06-01
002	2021-01-01	JAMES GLEASON	2023-07-31	JAMES GLEASON	2023-07-31
002	2020-01-01	JAMES GLEASON	2021-06-24	JAMES GLEASON	2021-06-24

Plan Statistics for JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN

Measure	Date	Value
2023: JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN 2023 401k membership
Market value of plan assets	2023-04-30	304,002
Acturial value of plan assets	2023-04-30	304,002
Funding target for retired participants and beneficiaries receiving payment	2023-04-30	0
Number of terminated vested participants	2023-04-30	4
Fundng target for terminated vested participants	2023-04-30	14,861
Active participant vested funding target	2023-04-30	167,140
Number of active participants	2023-04-30	1
Total funding liabilities for active participants	2023-04-30	167,140
Total participant count	2023-04-30	5
Total funding target for all participants	2023-04-30	182,001
Balance at beginning of prior year after applicable adjustments	2023-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-04-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-04-30	0
Prefunding balanced used to offset prior years funding requirement	2023-04-30	0
Amount remaining of carryover balance	2023-04-30	0
Amount remaining of prefunding balance	2023-04-30	0
Present value of excess contributions	2023-04-30	92,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-04-30	92,734
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-04-30	0
Reductions in caryover balances due to elections or deemed elections	2023-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2023-04-30	0
Balance of carryovers at beginning of current year	2023-04-30	0
Balance of prefunding at beginning of current year	2023-04-30	0
Total employer contributions	2023-04-30	0
Total employee contributions	2023-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2023-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-04-30	0
Unpaid minimum required contributions for all prior years	2023-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-04-30	0
Remaining amount of unpaid minimum required contributions	2023-04-30	0
Minimum required contributions for current year target normal cost	2023-04-30	0
Net shortfall amortization installment of oustanding balance	2023-04-30	0
Waiver amortization installment	2023-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2023-04-30	0
Carryover balance elected to use to offset funding requirement	2023-04-30	0
Prefunding balance elected to use to offset funding requirement	2023-04-30	0
Additional cash requirement	2023-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2023-04-30	0
Unpaid minimum required contributions for current year	2023-04-30	0
Unpaid minimum required contributions for all years	2023-04-30	0
2022: JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	211,253
Acturial value of plan assets	2022-12-31	211,253
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	9,403
Active participant vested funding target	2022-12-31	104,378
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	104,378
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	113,781
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	117,736
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	117,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	94,829
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	92,734
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	62,251
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	92,734
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	90,554
Acturial value of plan assets	2021-12-31	90,554
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	0
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	47,785
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	47,785
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	41,697
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	41,697
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	134,851
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	132,875
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	57,908
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	15,139
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	15,139
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	132,875
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JAMES F. GLEASON, D.D.S., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	0
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	4
Total funding target for all participants	2020-12-31	0
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	86,844
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	85,386
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	43,689
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	43,689
Additional cash requirement	2020-12-31	43,689
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	85,386
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

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