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THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameTHE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN
Plan identification number 002

THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN Benefits

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

401k Sponsoring company profile

THE FAMILY DENTISTS has sponsored the creation of one or more 401k plans.

Company Name:THE FAMILY DENTISTS
Employer identification number (EIN):391841902
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01JOHN ULLOA2018-12-11
0022017-01-01JOHN ULLOA2018-10-11
0022016-01-01JOHN ULLOA2017-10-16
0022015-01-01JOHN ULLOA2016-10-09
0022015-01-01JOHN ULLOA2017-02-26
0022014-01-01JOHN ULLOA2015-10-12
0022013-01-01JOHN ULLOA
0022012-01-01JOHN ULLOA
0022011-01-01JOHN ULLOA
0022010-01-01JOHN ULLOA
0022009-01-01JOHN ULLOA

Plan Statistics for THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,826,195
Acturial value of plan assets2017-12-312,826,195
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 target2017-12-312,809,447
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-312,809,447
Total participant count2017-12-318
Total funding target for all participants2017-12-312,809,447
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3127,543
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-3127,543
Present value of excess contributions2017-12-3141,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3141,469
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-3129,548
Total employer contributions2017-12-3135,000
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 date2017-12-3134,121
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-3114,523
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3124,274
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3124,274
Contributions allocatedtoward minimum required contributions for current year2017-12-3134,121
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-312,416,002
Acturial value of plan assets2016-12-312,416,002
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 target2016-12-312,621,630
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-312,621,630
Total participant count2016-12-319
Total funding target for all participants2016-12-312,621,630
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3127,626
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-3127,626
Present value of excess contributions2016-12-3132,297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3132,297
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-3127,543
Total employer contributions2016-12-31100,000
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 date2016-12-3196,654
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 cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-31234,816
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3155,185
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3155,185
Contributions allocatedtoward minimum required contributions for current year2016-12-3196,654
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2013: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0111
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013 : THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$311,198
Expenses. Total of all expenses incurred2013-12-31$88,501
Benefits paid (including direct rollovers)2013-12-31$88,501
Total plan assets at end of year2013-12-31$2,202,211
Total plan assets at beginning of year2013-12-31$1,979,514
Value of fidelity bond covering the plan2013-12-31$165,000
Other income received2013-12-31$211,198
Net income (gross income less expenses)2013-12-31$222,697
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,202,211
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,979,514
Assets. Value of participant loans2013-12-31$14,340
Total contributions received or receivable from employer(s)2013-12-31$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$337,044
Expenses. Total of all expenses incurred2012-12-31$130
Total plan assets at end of year2012-12-31$1,979,514
Total plan assets at beginning of year2012-12-31$1,642,600
Value of fidelity bond covering the plan2012-12-31$165,000
Expenses. Other expenses not covered elsewhere2012-12-31$130
Other income received2012-12-31$176,264
Net income (gross income less expenses)2012-12-31$336,914
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,979,514
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,642,600
Total contributions received or receivable from employer(s)2012-12-31$160,780
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$164,427
Expenses. Total of all expenses incurred2011-12-31$485
Benefits paid (including direct rollovers)2011-12-31$485
Total plan assets at end of year2011-12-31$1,642,600
Total plan assets at beginning of year2011-12-31$1,478,658
Value of fidelity bond covering the plan2011-12-31$165,000
Other income received2011-12-31$-15,573
Net income (gross income less expenses)2011-12-31$163,942
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,642,600
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,478,658
Total contributions received or receivable from employer(s)2011-12-31$180,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$288,530
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,478,658
Total plan assets at beginning of year2010-12-31$1,190,128
Value of fidelity bond covering the plan2010-12-31$35,000
Other income received2010-12-31$118,605
Net income (gross income less expenses)2010-12-31$288,530
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,478,658
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,190,128
Total contributions received or receivable from employer(s)2010-12-31$169,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 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 THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN

2013: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE FAMILY DENTISTS DEFINED BENEFIT PENSION PLAN 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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