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DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameDAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN
Plan identification number 002

DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN 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).
  • 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).

401k Sponsoring company profile

ELVIDGE & LASHEEN, DMD, PSC has sponsored the creation of one or more 401k plans.

Company Name:ELVIDGE & LASHEEN, DMD, PSC
Employer identification number (EIN):611263897
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01

Plan Statistics for DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN

Measure Date Value
2020: DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-09-21185,912
Acturial value of plan assets2020-09-21185,912
Funding target for retired participants and beneficiaries receiving payment2020-09-210
Number of terminated vested participants2020-09-212
Fundng target for terminated vested participants2020-09-211,400
Active participant vested funding target2020-09-21152,962
Number of active participants2020-09-213
Total funding liabilities for active participants2020-09-21152,962
Total participant count2020-09-215
Total funding target for all participants2020-09-21154,362
Balance at beginning of prior year after applicable adjustments2020-09-210
Prefunding balance at beginning of prior year after applicable adjustments2020-09-210
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-210
Prefunding balanced used to offset prior years funding requirement2020-09-210
Amount remaining of carryover balance2020-09-210
Amount remaining of prefunding balance2020-09-210
Present value of excess contributions2020-09-2130,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-2132,440
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-210
Reductions in caryover balances due to elections or deemed elections2020-09-210
Reductions in prefunding balances due to elections or deemed elections2020-09-210
Balance of carryovers at beginning of current year2020-09-210
Balance of prefunding at beginning of current year2020-09-210
Total employer contributions2020-09-210
Total employee contributions2020-09-210
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-210
Contributions made to avoid restrictions adjusted to valuation date2020-09-210
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-210
Unpaid minimum required contributions for all prior years2020-09-210
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-210
Remaining amount of unpaid minimum required contributions2020-09-210
Minimum required contributions for current year target normal cost2020-09-2126,869
Net shortfall amortization installment of oustanding balance2020-09-210
Waiver amortization installment2020-09-210
Total funding amount beforereflecting carryover/prefunding balances2020-09-210
Carryover balance elected to use to offset funding requirement2020-09-210
Prefunding balance elected to use to offset funding requirement2020-09-210
Additional cash requirement2020-09-210
Contributions allocatedtoward minimum required contributions for current year2020-09-210
Unpaid minimum required contributions for current year2020-09-210
Unpaid minimum required contributions for all years2020-09-210
2019: DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31118,202
Acturial value of plan assets2019-12-31118,202
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-311,367
Active participant vested funding target2019-12-31104,101
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31104,101
Total participant count2019-12-315
Total funding target for all participants2019-12-31105,468
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 contributions2019-12-3113,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3113,650
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 contributions2019-12-3167,000
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 date2019-12-3167,708
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 cost2019-12-3149,673
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3136,939
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3136,939
Contributions allocatedtoward minimum required contributions for current year2019-12-3167,708
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3154,398
Acturial value of plan assets2018-12-3154,398
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31817
Active participant vested funding target2018-12-3151,186
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-3151,186
Total participant count2018-12-315
Total funding target for all participants2018-12-3152,003
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 contributions2018-12-313,422
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,422
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 contributions2018-12-3160,000
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 date2018-12-3161,051
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 cost2018-12-3149,796
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3147,401
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3147,401
Contributions allocatedtoward minimum required contributions for current year2018-12-3161,051
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-310
Acturial value of plan assets2017-12-310
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 target2017-12-310
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-315
Total funding target for all participants2017-12-310
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 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 year2017-12-310
Total employer contributions2017-12-3152,445
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 date2017-12-3153,234
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 cost2017-12-3149,812
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3149,812
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3149,812
Contributions allocatedtoward minimum required contributions for current year2017-12-3153,234
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310

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