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Plan Name | MICHAEL F. KOFFLER, D.M.D., INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | MICHAEL F. KOFFLER, D.M.D., INC. |
Employer identification number (EIN): | 680109291 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about MICHAEL F. KOFFLER, D.M.D., INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1986-08-14 |
Company Identification Number: | C1192833 |
Legal Registered Office Address: |
131 A Lynch Creek Way Petaluma United States of America (USA) 94954 |
More information about MICHAEL F. KOFFLER, D.M.D., INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2018-01-01 | ||||
002 | 2017-01-01 | MICHAEL F. KOFFLER, DMD | 2018-04-30 | ||
002 | 2016-01-01 | MICHAEL F. KOFFLER, DMD | 2017-05-15 | ||
002 | 2015-01-01 | MICHAEL F. KOFFLER, DMD | 2016-09-19 | ||
002 | 2014-01-01 | MICHAEL F. KOFFLER, DMD | 2015-04-27 | ||
002 | 2013-01-01 | MICHAEL F. KOFFLER, DMD | 2014-05-30 | ||
002 | 2012-01-01 | MICHAEL F. KOFFLER, DMD | 2013-05-30 | ||
002 | 2011-01-01 | MICHAEL F. KOFFLER, D.M.D. | 2012-07-29 | MICHAEL F. KOFFLER, D.M.D. | 2012-07-29 |
002 | 2010-01-01 | MICHAEL F. KOFFLER, D.M.D. | 2011-09-26 | MICHAEL F. KOFFLER, D.M.D. | 2011-09-26 |
Measure | Date | Value |
---|---|---|
2018: MICHAEL F. KOFFLER, D.M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 3,547,788 |
Acturial value of plan assets | 2018-12-31 | 3,547,788 |
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 | 2,473,949 |
Number of active participants | 2018-12-31 | 3 |
Total funding liabilities for active participants | 2018-12-31 | 2,473,949 |
Total participant count | 2018-12-31 | 3 |
Total funding target for all participants | 2018-12-31 | 2,473,949 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 74,848 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 175,475 |
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 | 74,848 |
Amount remaining of prefunding balance | 2018-12-31 | 175,475 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 80,933 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 189,741 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: MICHAEL F. KOFFLER, D.M.D., INC. 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 3,279,401 |
Acturial value of plan assets | 2017-12-31 | 3,279,401 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,189,075 |
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 | 0 |
Total funding liabilities for active participants | 2017-12-31 | 0 |
Total participant count | 2017-12-31 | 4 |
Total funding target for all participants | 2017-12-31 | 2,189,075 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 74,751 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 175,247 |
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 | 74,751 |
Amount remaining of prefunding balance | 2017-12-31 | 175,247 |
Present value of excess contributions | 2017-12-31 | 217,094 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 229,555 |
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 | 74,848 |
Balance of prefunding at beginning of current year | 2017-12-31 | 175,475 |
Total employer contributions | 2017-12-31 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
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 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: MICHAEL F. KOFFLER, D.M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 2,969,242 |
Acturial value of plan assets | 2016-12-31 | 2,969,242 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 2,059,953 |
Number of active participants | 2016-12-31 | 4 |
Total funding liabilities for active participants | 2016-12-31 | 2,059,953 |
Total participant count | 2016-12-31 | 4 |
Total funding target for all participants | 2016-12-31 | 2,059,953 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 74,594 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 174,880 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 74,594 |
Amount remaining of prefunding balance | 2016-12-31 | 174,880 |
Present value of excess contributions | 2016-12-31 | 192,918 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 203,605 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 74,751 |
Balance of prefunding at beginning of current year | 2016-12-31 | 175,247 |
Total employer contributions | 2016-12-31 | 231,140 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 217,094 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 217,094 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |