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INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST 401k Plan overview

Plan NameINSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST
Plan identification number 002

INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST Benefits

401k Plan TypeDefined 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).
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

WILLIAM LANCE CULLEY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM LANCE CULLEY, D.D.S.
Employer identification number (EIN):421608785
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01WILLIAM LANCE CULLEY, DDS2020-07-31
0022018-01-01WILLIAM LANCE CULLEY, DDS2019-07-22
0022017-01-01WILLIAM LANCE CULLEY, DDS2018-06-20
0022016-01-01
0022015-01-01WILLIAM LANCE CULLEY, D.D.S.2016-10-10

Plan Statistics for INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST

401k plan membership statisitcs for INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Measure Date Value
2019: INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2019 401k membership
Market value of plan assets2019-12-31330,881
Acturial value of plan assets2019-12-31330,881
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 target2019-12-31307,363
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-31307,363
Total participant count2019-12-314
Total funding target for all participants2019-12-31307,363
Balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3137,147
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3137,147
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 year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
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 date2019-12-310
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 cost2019-12-311,856
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 year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31198,281
Acturial value of plan assets2018-12-31198,281
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 target2018-12-31218,585
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-31218,585
Total participant count2018-12-314
Total funding target for all participants2018-12-31218,585
Balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-315,132
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,132
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 year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31108,698
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 date2018-12-31106,760
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 cost2018-12-3166,298
Net shortfall amortization installment of oustanding balance2018-12-3120,304
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3169,613
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3169,613
Contributions allocatedtoward minimum required contributions for current year2018-12-31106,760
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31149,204
Acturial value of plan assets2017-12-31149,204
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 target2017-12-31138,442
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-31138,442
Total participant count2017-12-315
Total funding target for all participants2017-12-31138,442
Balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Total employer contributions2017-12-3160,000
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 date2017-12-3158,973
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 cost2017-12-3164,603
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3153,841
Additional cash requirement2017-12-3153,841
Contributions allocatedtoward minimum required contributions for current year2017-12-3158,973
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: INSTITUTE FOR PERIODONTICS AND IMPLANT DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-3172,334
Acturial value of plan assets2016-12-3172,334
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 target2016-12-310
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-3164,475
Total participant count2016-12-315
Total funding target for all participants2016-12-3164,475
Balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3110,507
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3110,507
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 year2016-12-310
Total employer contributions2016-12-3170,000
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 date2016-12-3167,298
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 cost2016-12-3161,914
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3154,055
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3154,055
Contributions allocatedtoward minimum required contributions for current year2016-12-3167,298
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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