401k Plan data: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN plan

SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 401k Plan overview

Plan Name	SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN
Plan identification number	002

SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
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

SOUTH AUSTIN MICROENDODONTICS has sponsored the creation of one or more 401k plans.

Company Name: SOUTH AUSTIN MICROENDODONTICS

Employer identification number (EIN): 453266022

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about SOUTH AUSTIN MICROENDODONTICS

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-09-15

Company Identification Number: 0801480476

Legal Registered Office Address: 4630 WEST GATE BLVD # 201

AUSTIN
United States of America (USA)
78745

More information about SOUTH AUSTIN MICROENDODONTICS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 DR. JEFFREY HOM
002 2017-01-01 DR. JEFFREY HOM

Plan Statistics for SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN

401k plan membership statisitcs for SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN

Measure Date Value
2021: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-10-06 419,401
Acturial value of plan assets 2021-10-06 419,401
Funding target for retired participants and beneficiaries receiving payment 2021-10-06 0
Number of terminated vested participants 2021-10-06 0
Fundng target for terminated vested participants 2021-10-06 0
Active participant vested funding target 2021-10-06 420,804
Number of active participants 2021-10-06 8
Total funding liabilities for active participants 2021-10-06 421,408
Total participant count 2021-10-06 8
Total funding target for all participants 2021-10-06 421,408
Balance at beginning of prior year after applicable adjustments 2021-10-06 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-06 37,823
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-06 0
Prefunding balanced used to offset prior years funding requirement 2021-10-06 1,871
Amount remaining of carryover balance 2021-10-06 0
Amount remaining of prefunding balance 2021-10-06 35,952
Present value of excess contributions 2021-10-06 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-06 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-06 0
Reductions in caryover balances due to elections or deemed elections 2021-10-06 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-06 0
Balance of carryovers at beginning of current year 2021-10-06 0
Balance of prefunding at beginning of current year 2021-10-06 37,437
Total employer contributions 2021-10-06 0
Total employee contributions 2021-10-06 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-06 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-06 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-06 0
Unpaid minimum required contributions for all prior years 2021-10-06 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-06 0
Remaining amount of unpaid minimum required contributions 2021-10-06 0
Minimum required contributions for current year target normal cost 2021-10-06 0
Net shortfall amortization installment of oustanding balance 2021-10-06 39,444
Waiver amortization installment 2021-10-06 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-06 6,547
Carryover balance elected to use to offset funding requirement 2021-10-06 0
Prefunding balance elected to use to offset funding requirement 2021-10-06 6,547
Additional cash requirement 2021-10-06 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-06 0
Unpaid minimum required contributions for current year 2021-10-06 0
Unpaid minimum required contributions for all years 2021-10-06 0
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 402,400
Acturial value of plan assets 2020-12-31 402,400
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 2020-12-31 375,201
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 375,834
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 375,834
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 27,640
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 27,640
Present value of excess contributions 2020-12-31 5,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 6,117
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 6,117
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 37,823
Total employer contributions 2020-12-31 0
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 0
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 11,257
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 1,823
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 1,823
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 242,401
Acturial value of plan assets 2019-12-31 242,401
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 0
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 237,649
Total participant count 2019-12-31 10
Total funding target for all participants 2019-12-31 237,649
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 16,856
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 16,856
Present value of excess contributions 2019-12-31 11,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 12,402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 12,402
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 27,640
Total employer contributions 2019-12-31 127,725
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 2019-12-31 117,392
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 2019-12-31 111,597
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 2019-12-31 111,597
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 111,597
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 117,392
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 125,556
Acturial value of plan assets 2018-12-31 125,556
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 0
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 112,057
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 112,057
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 0
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 0
Present value of excess contributions 2018-12-31 15,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 16,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 16,856
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 16,856
Total employer contributions 2018-12-31 126,763
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 118,651
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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 2018-12-31 106,920
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 2018-12-31 106,920
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 106,920
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 118,651
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 0
Acturial value of plan assets 2017-12-31 0
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 0
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 0
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 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 126,909
Total employee contributions 2017-12-31 0
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 2017-12-31 118,549
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 2017-12-31 102,634
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 2017-12-31 102,634
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 102,634
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 118,549
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1

Measure	Date	Value
2021: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-10-06	419,401
Acturial value of plan assets	2021-10-06	419,401
Funding target for retired participants and beneficiaries receiving payment	2021-10-06	0
Number of terminated vested participants	2021-10-06	0
Fundng target for terminated vested participants	2021-10-06	0
Active participant vested funding target	2021-10-06	420,804
Number of active participants	2021-10-06	8
Total funding liabilities for active participants	2021-10-06	421,408
Total participant count	2021-10-06	8
Total funding target for all participants	2021-10-06	421,408
Balance at beginning of prior year after applicable adjustments	2021-10-06	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-06	37,823
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-06	0
Prefunding balanced used to offset prior years funding requirement	2021-10-06	1,871
Amount remaining of carryover balance	2021-10-06	0
Amount remaining of prefunding balance	2021-10-06	35,952
Present value of excess contributions	2021-10-06	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-06	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-06	0
Reductions in caryover balances due to elections or deemed elections	2021-10-06	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-06	0
Balance of carryovers at beginning of current year	2021-10-06	0
Balance of prefunding at beginning of current year	2021-10-06	37,437
Total employer contributions	2021-10-06	0
Total employee contributions	2021-10-06	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-06	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-06	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-06	0
Unpaid minimum required contributions for all prior years	2021-10-06	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-06	0
Remaining amount of unpaid minimum required contributions	2021-10-06	0
Minimum required contributions for current year target normal cost	2021-10-06	0
Net shortfall amortization installment of oustanding balance	2021-10-06	39,444
Waiver amortization installment	2021-10-06	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-06	6,547
Carryover balance elected to use to offset funding requirement	2021-10-06	0
Prefunding balance elected to use to offset funding requirement	2021-10-06	6,547
Additional cash requirement	2021-10-06	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-06	0
Unpaid minimum required contributions for current year	2021-10-06	0
Unpaid minimum required contributions for all years	2021-10-06	0
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	402,400
Acturial value of plan assets	2020-12-31	402,400
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	375,201
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	375,834
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	375,834
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	27,640
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	27,640
Present value of excess contributions	2020-12-31	5,795
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	6,117
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	6,117
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	37,823
Total employer contributions	2020-12-31	0
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	0
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	11,257
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	1,823
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	1,823
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	242,401
Acturial value of plan assets	2019-12-31	242,401
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	237,649
Total participant count	2019-12-31	10
Total funding target for all participants	2019-12-31	237,649
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	16,856
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	16,856
Present value of excess contributions	2019-12-31	11,731
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	12,402
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	12,402
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	27,640
Total employer contributions	2019-12-31	127,725
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	117,392
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	111,597
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	111,597
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	111,597
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	117,392
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	125,556
Acturial value of plan assets	2018-12-31	125,556
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	0
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	112,057
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	112,057
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	0
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	0
Present value of excess contributions	2018-12-31	15,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	16,856
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	16,856
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	16,856
Total employer contributions	2018-12-31	126,763
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	118,651
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from 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	106,920
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	106,920
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	106,920
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	118,651
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
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	0
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	126,909
Total employee contributions	2017-12-31	0
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	118,549
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	102,634
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	102,634
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	102,634
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	118,549
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1

Financial Data on SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN

Measure	Date	Value
2021 : SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2021 401k financial data
Transfers to/from the plan	2021-10-06	$0
Total plan liabilities at end of year	2021-10-06	$0
Total plan liabilities at beginning of year	2021-10-06	$0
Total income from all sources	2021-10-06	$15,627
Expenses. Total of all expenses incurred	2021-10-06	$435,028
Benefits paid (including direct rollovers)	2021-10-06	$435,028
Total plan assets at end of year	2021-10-06	$0
Total plan assets at beginning of year	2021-10-06	$419,401
Value of fidelity bond covering the plan	2021-10-06	$150,000
Total contributions received or receivable from participants	2021-10-06	$0
Expenses. Other expenses not covered elsewhere	2021-10-06	$0
Contributions received from other sources (not participants or employers)	2021-10-06	$0
Other income received	2021-10-06	$15,627
Noncash contributions received	2021-10-06	$0
Net income (gross income less expenses)	2021-10-06	$-419,401
Net plan assets at end of year (total assets less liabilities)	2021-10-06	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-10-06	$419,401
Total contributions received or receivable from employer(s)	2021-10-06	$0
Value of certain deemed distributions of participant loans	2021-10-06	$0
Value of corrective distributions	2021-10-06	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-06	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-06	$0
2020 : SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$19,174
Expenses. Total of all expenses incurred	2020-12-31	$3,565
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$419,401
Total plan assets at beginning of year	2020-12-31	$403,792
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$19,174
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$15,609
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$419,401
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$403,792
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,565
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$162,291
Expenses. Total of all expenses incurred	2019-12-31	$2,225
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$403,792
Total plan assets at beginning of year	2019-12-31	$243,726
Value of fidelity bond covering the plan	2019-12-31	$150,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$34,566
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$160,066
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$403,792
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$243,726
Total contributions received or receivable from employer(s)	2019-12-31	$127,725
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$117,865
Expenses. Total of all expenses incurred	2018-12-31	$1,048
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$243,726
Total plan assets at beginning of year	2018-12-31	$126,909
Value of fidelity bond covering the plan	2018-12-31	$10,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-8,898
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$116,817
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$243,726
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$126,909
Total contributions received or receivable from employer(s)	2018-12-31	$126,763
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$126,909
Expenses. Total of all expenses incurred	2017-12-31	$0
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$126,909
Total plan assets at beginning of year	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$0
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$126,909
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$126,909
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$126,909
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0

Form 5500 Responses for SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN

2021: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTH AUSTIN MICROENDODONTICS CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SOUTH AUSTIN MICROENDODONTICS
Employer identification number (EIN):	453266022
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-09-15
Company Identification Number:	0801480476
Legal Registered Office Address:	4630 WEST GATE BLVD # 201 AUSTIN United States of America (USA) 78745