401k Plan data: JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN plan

JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 401k Plan overview

Plan Name	JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN
Plan identification number	002

JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN F CONAGHAN DDS PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN F CONAGHAN DDS PC

Employer identification number (EIN): 521858473

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 JOHN CONAGHAN 2021-11-22
002 2019-01-01 JOHN CONAGHAN 2020-09-02
002 2018-01-01 JOHN CONAGHAN 2019-09-25
002 2017-01-01 JOHN CONAGHAN 2018-10-15
002 2016-01-01 JOHN CONAGHAN 2017-09-09
002 2015-01-01 JOHN F CONAGHAN DDS 2016-07-15 JOHN F CONAGHAN DDS 2016-07-15
002 2015-01-01 JOHN CONAGHAN 2016-10-14
002 2014-01-01 JOHN CONAGHAN
002 2014-01-01 JOHN CONAGHAN 2015-09-22
002 2013-01-01 JOHN CONAGHAN
002 2012-01-01 JOHN CONAGHAN
002 2009-01-01 JOHN CONAGHAN JOHN CONAGHAN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	JOHN CONAGHAN	2021-11-22
002	2019-01-01	JOHN CONAGHAN	2020-09-02
002	2018-01-01	JOHN CONAGHAN	2019-09-25
002	2017-01-01	JOHN CONAGHAN	2018-10-15
002	2016-01-01	JOHN CONAGHAN	2017-09-09
002	2015-01-01	JOHN F CONAGHAN DDS	2016-07-15	JOHN F CONAGHAN DDS	2016-07-15
002	2015-01-01	JOHN CONAGHAN	2016-10-14
002	2014-01-01	JOHN CONAGHAN
002	2014-01-01	JOHN CONAGHAN	2015-09-22
002	2013-01-01	JOHN CONAGHAN
002	2012-01-01	JOHN CONAGHAN
002	2009-01-01	JOHN CONAGHAN		JOHN CONAGHAN	2010-10-14

Financial Data on JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN

Measure	Date	Value
2014 : JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$74,179
Expenses. Total of all expenses incurred	2014-12-31	$441
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$607,672
Total plan assets at beginning of year	2014-12-31	$533,934
Value of fidelity bond covering the plan	2014-12-31	$60,000
Total contributions received or receivable from participants	2014-12-31	$39,182
Expenses. Other expenses not covered elsewhere	2014-12-31	$441
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$21,129
Net income (gross income less expenses)	2014-12-31	$73,738
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$607,672
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$533,934
Assets. Value of participant loans	2014-12-31	$6,816
Total contributions received or receivable from employer(s)	2014-12-31	$13,868
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
2013 : JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$151,772
Expenses. Total of all expenses incurred	2013-12-31	$441
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$533,934
Total plan assets at beginning of year	2013-12-31	$382,603
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$34,470
Expenses. Other expenses not covered elsewhere	2013-12-31	$441
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$103,134
Net income (gross income less expenses)	2013-12-31	$151,331
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$533,934
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$382,603
Assets. Value of participant loans	2013-12-31	$6,816
Total contributions received or receivable from employer(s)	2013-12-31	$14,168
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
2012 : JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$103,777
Expenses. Total of all expenses incurred	2012-12-31	$466
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$382,603
Total plan assets at beginning of year	2012-12-31	$279,292
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$36,759
Expenses. Other expenses not covered elsewhere	2012-12-31	$466
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$54,812
Net income (gross income less expenses)	2012-12-31	$103,311
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$382,603
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$279,292
Assets. Value of participant loans	2012-12-31	$6,816
Total contributions received or receivable from employer(s)	2012-12-31	$12,206
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0

Form 5500 Responses for JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN

2014: JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2009: JOHN F. CONAGHAN DDS PC CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-813113
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-813113
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-813113
Policy instance	1

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Company Name:	JOHN F CONAGHAN DDS PC
Employer identification number (EIN):	521858473
NAIC Classification:	621210
NAIC Description:	Offices of Dentists