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DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST 401k Plan overview

Plan NameDR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST
Plan identification number 001

DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST 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

DR. ROBERT D. CALABRIA, P.A. has sponsored the creation of one or more 401k plans.

Company Name:DR. ROBERT D. CALABRIA, P.A.
Employer identification number (EIN):562202827
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ROBERT CALABRIA2019-12-31
0012018-01-01ROBERT CALABRIA2019-07-30
0012017-01-01ROBERT CALABRIA2018-10-12
0012016-01-01ROBERT CALABRIA2017-10-15
0012015-01-01ROBERT CALABRIA2016-10-12
0012014-01-01ROBERT CALABRIA2015-10-03
0012013-01-01ROBERT CALABRIA2014-09-30
0012012-01-01ROBERT CALABRIA2013-06-02
0012011-01-01ROBERT CALABRIA2012-10-11
0012010-01-01ROBERT CALABRIA2011-09-22

Plan Statistics for DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST

401k plan membership statisitcs for DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Measure Date Value
2019: DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2019 401k membership
Market value of plan assets2019-06-30758,356
Acturial value of plan assets2019-06-30758,356
Funding target for retired participants and beneficiaries receiving payment2019-06-30741,062
Number of terminated vested participants2019-06-300
Fundng target for terminated vested participants2019-06-300
Active participant vested funding target2019-06-300
Number of active participants2019-06-300
Total funding liabilities for active participants2019-06-300
Total participant count2019-06-301
Total funding target for all participants2019-06-30741,062
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3074,314
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-3027,215
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3047,099
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3044,452
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-300
Net shortfall amortization installment of oustanding balance2019-06-3027,158
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3011,072
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-3011,072
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2018 401k membership
Market value of plan assets2018-12-31665,975
Acturial value of plan assets2018-12-31665,975
Funding target for retired participants and beneficiaries receiving payment2018-12-31734,476
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-310
Total funding liabilities for active participants2018-12-310
Total participant count2018-12-311
Total funding target for all participants2018-12-31734,476
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31150,013
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 balance2018-12-31150,013
Present value of excess contributions2018-12-3197,880
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3197,880
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3197,880
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-31188,910
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3174,314
Total employer contributions2018-12-310
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 date2018-12-310
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 cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31146,895
Total funding amount beforereflecting carryover/prefunding balances2018-12-3127,215
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3127,215
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership
Market value of plan assets2017-12-31824,931
Acturial value of plan assets2017-12-31824,931
Funding target for retired participants and beneficiaries receiving payment2017-12-31714,736
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31118,053
Active participant vested funding target2017-12-310
Number of active participants2017-12-310
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-312
Total funding target for all participants2017-12-31832,789
Balance at beginning of prior year after applicable adjustments2017-12-3121,534
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31214,706
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 balance2017-12-3121,534
Amount remaining of prefunding balance2017-12-31214,706
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 caryover balances due to elections or deemed elections2017-12-3123,194
Reductions in prefunding balances due to elections or deemed elections2017-12-3181,247
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31150,013
Total employer contributions2017-12-31125,000
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 date2017-12-31125,231
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 balance2017-12-31166,557
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3127,351
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3127,351
Contributions allocatedtoward minimum required contributions for current year2017-12-31125,231
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: DR. ROBERT D. CALABRIA, P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership
Market value of plan assets2016-12-31804,883
Acturial value of plan assets2016-12-31804,883
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 target2016-12-31692,331
Number of active participants2016-12-312
Total funding liabilities for active participants2016-12-31692,331
Total participant count2016-12-312
Total funding target for all participants2016-12-31692,331
Balance at beginning of prior year after applicable adjustments2016-12-3121,778
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31217,138
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 balance2016-12-3121,778
Amount remaining of prefunding balance2016-12-31217,138
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-3121,534
Balance of prefunding at beginning of current year2016-12-31214,706
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 date2016-12-310
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 balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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