401k Plan data: JAMES M. FLYNN, DDS, PC PENSION PLAN plan

JAMES M. FLYNN, DDS, PC PENSION PLAN 401k Plan overview

Plan Name	JAMES M. FLYNN, DDS, PC PENSION PLAN
Plan identification number	002

JAMES M. FLYNN, DDS, PC 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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

JAMES M. FLYNN, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: JAMES M. FLYNN, DDS, PC

Employer identification number (EIN): 383333995

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES M. FLYNN, DDS, PC PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2018-01-01 JAMES FLYNN 2019-06-13 JAMES FLYNN 2019-06-13
002 2017-01-01 JAMES FLYNN 2018-06-09 JAMES FLYNN 2018-06-09
002 2016-01-01 JAMES FLYNN 2017-09-26 JAMES FLYNN 2017-09-26
002 2016-01-01 JAMES FLYNN 2017-09-20 JAMES FLYNN 2017-09-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01
002	2018-01-01	JAMES FLYNN	2019-06-13	JAMES FLYNN	2019-06-13
002	2017-01-01	JAMES FLYNN	2018-06-09	JAMES FLYNN	2018-06-09
002	2016-01-01	JAMES FLYNN	2017-09-26	JAMES FLYNN	2017-09-26
002	2016-01-01	JAMES FLYNN	2017-09-20	JAMES FLYNN	2017-09-20

Plan Statistics for JAMES M. FLYNN, DDS, PC PENSION PLAN

401k plan membership statisitcs for JAMES M. FLYNN, DDS, PC PENSION PLAN

Measure Date Value
2019: JAMES M. FLYNN, DDS, PC PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 288,359
Acturial value of plan assets 2019-12-31 288,359
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 4,604
Active participant vested funding target 2019-12-31 263,262
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 263,262
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 267,866
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 21,537
Prefunding balanced used to offset prior years funding requirement 2019-12-31 21,537
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 15,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 15,560
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 15,560
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 15,782
Total employer contributions 2019-12-31 92,750
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 95,904
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 105,687
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 105,687
Prefunding balance elected to use to offset funding requirement 2019-12-31 9,783
Additional cash requirement 2019-12-31 95,904
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 95,904
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JAMES M. FLYNN, DDS, PC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 205,541
Acturial value of plan assets 2018-12-31 205,541
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 182,782
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 182,782
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 182,782
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 19,094
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 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 19,094
Present value of excess contributions 2018-12-31 17,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 17,691
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 17,691
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 16,480
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 21,537
Total employer contributions 2018-12-31 98,250
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 101,713
Unpaid minimum required contributions for all 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 86,153
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 86,153
Additional cash requirement 2018-12-31 86,153
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 101,713
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JAMES M. FLYNN, DDS, PC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 105,693
Acturial value of plan assets 2017-12-31 105,693
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 81,770
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 81,770
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 81,770
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 0
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 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 19,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 19,094
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 19,094
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 19,094
Total employer contributions 2017-12-31 100,500
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 2017-12-31 103,430
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 89,455
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 85,739
Additional cash requirement 2017-12-31 85,739
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 103,430
Unpaid minimum required contributions for current year 2017-12-31 0
2016: JAMES M. FLYNN, DDS, PC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Total participant count 2016-12-31 0
Total funding target for all participants 2016-12-31 0
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 0
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 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 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
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 98,750
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 99,506
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 80,412
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 80,412
Additional cash requirement 2016-12-31 80,412
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 99,506
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
2019: JAMES M. FLYNN, DDS, PC PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	288,359
Acturial value of plan assets	2019-12-31	288,359
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	4,604
Active participant vested funding target	2019-12-31	263,262
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	263,262
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	267,866
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	21,537
Prefunding balanced used to offset prior years funding requirement	2019-12-31	21,537
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	15,560
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	15,560
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	15,560
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	15,782
Total employer contributions	2019-12-31	92,750
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	95,904
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	105,687
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	105,687
Prefunding balance elected to use to offset funding requirement	2019-12-31	9,783
Additional cash requirement	2019-12-31	95,904
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	95,904
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES M. FLYNN, DDS, PC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	205,541
Acturial value of plan assets	2018-12-31	205,541
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	182,782
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	182,782
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	182,782
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	19,094
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	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	19,094
Present value of excess contributions	2018-12-31	17,691
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	17,691
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	17,691
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	16,480
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	21,537
Total employer contributions	2018-12-31	98,250
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	101,713
Unpaid minimum required contributions for all 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	86,153
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	86,153
Additional cash requirement	2018-12-31	86,153
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	101,713
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JAMES M. FLYNN, DDS, PC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	105,693
Acturial value of plan assets	2017-12-31	105,693
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	81,770
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	81,770
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	81,770
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	0
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	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	19,094
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	19,094
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	19,094
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	19,094
Total employer contributions	2017-12-31	100,500
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	103,430
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	89,455
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	85,739
Additional cash requirement	2017-12-31	85,739
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	103,430
Unpaid minimum required contributions for current year	2017-12-31	0
2016: JAMES M. FLYNN, DDS, PC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Total participant count	2016-12-31	0
Total funding target for all participants	2016-12-31	0
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	0
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	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	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
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	98,750
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	99,506
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	80,412
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	80,412
Additional cash requirement	2016-12-31	80,412
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	99,506
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:	JAMES M. FLYNN, DDS, PC
Employer identification number (EIN):	383333995
NAIC Classification:	621210
NAIC Description:	Offices of Dentists