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JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 401k Plan overview

Plan NameJOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST
Plan identification number 001

JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related

401k Sponsoring company profile

JOHN S. FOX, DDS has sponsored the creation of one or more 401k plans.

Company Name:JOHN S. FOX, DDS
Employer identification number (EIN):364252469
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JOHN S. FOX, DDS2015-07-15
0012013-01-01JOHN S. FOX, DDS2014-07-02
0012012-01-01JOHN S. FOX, DDS2013-07-24
0012011-01-01JOHN S. FOX, DDS2012-08-13
0012010-01-01JOHN S. FOX, DDS2011-07-22
0012009-01-01JOHN S. FOX, DDS JOHN S. FOX, DDS2010-07-27

Plan Statistics for JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST

401k plan membership statisitcs for JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST

Measure Date Value
2020: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-312,911,902
Acturial value of plan assets2020-12-312,911,902
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-312,129,000
Number of active participants2020-12-311
Total funding liabilities for active participants2020-12-312,129,000
Total participant count2020-12-311
Total funding target for all participants2020-12-312,129,000
Balance at beginning of prior year after applicable adjustments2020-12-31367,225
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31367,225
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31123,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31123,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31374,827
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3190,061
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3192,212
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3140,477
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3192,212
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-312,949,822
Acturial value of plan assets2019-12-312,949,822
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,016,361
Number of active participants2019-12-312
Total funding liabilities for active participants2019-12-312,016,361
Total participant count2019-12-312
Total funding target for all participants2019-12-312,016,361
Balance at beginning of prior year after applicable adjustments2019-12-31359,390
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31359,390
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31164,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31164,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31367,225
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31120,078
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31123,203
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3138,956
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31123,203
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-312,726,851
Acturial value of plan assets2018-12-312,726,851
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,824,558
Number of active participants2018-12-312
Total funding liabilities for active participants2018-12-311,824,558
Total participant count2018-12-312
Total funding target for all participants2018-12-311,824,558
Balance at beginning of prior year after applicable adjustments2018-12-31352,897
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31352,897
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31197,315
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31198,992
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31359,390
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31160,002
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31164,728
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3140,398
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31164,728
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-312,485,520
Acturial value of plan assets2017-12-312,485,520
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,643,152
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-311,643,152
Total participant count2017-12-312
Total funding target for all participants2017-12-311,643,152
Balance at beginning of prior year after applicable adjustments2017-12-31349,923
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31349,923
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31196,383
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31208,461
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31352,897
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31192,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31197,315
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3133,171
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31197,315
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-312,273,386
Acturial value of plan assets2016-12-312,273,386
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,478,442
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-311,478,442
Total participant count2016-12-312
Total funding target for all participants2016-12-311,478,442
Balance at beginning of prior year after applicable adjustments2016-12-31348,529
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31348,529
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31195,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31208,237
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31349,923
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31191,303
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31196,383
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,139
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31196,383
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST

Measure Date Value
2009 : JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST

2009: JOHN S. FOX , DDS , LTD. PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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