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Plan Name | JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | JOHN F. OLIVER, D.D.S., P.A. |
Employer identification number (EIN): | 751996910 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about JOHN F. OLIVER, D.D.S., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2003-12-02 |
Company Identification Number: | 0800274009 |
Legal Registered Office Address: |
2414 CROCKETT DR BROWNWOOD United States of America (USA) 76801 |
More information about JOHN F. OLIVER, D.D.S., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | JOHN F. OLIVER | 2017-07-19 | ||
002 | 2015-01-01 | JOHN F. OLIVER | 2016-05-05 | ||
002 | 2014-01-01 | JOHN F. OLIVER | 2015-10-07 | ||
002 | 2013-01-01 | JOHN F. OLIVER | 2014-05-29 | ||
002 | 2012-01-01 | JOHN F. OLIVER | 2013-04-15 | ||
002 | 2011-01-01 | JOHN F. OLIVER | 2012-05-17 | ||
002 | 2009-01-01 | JOHN F. OLIVER |
Measure | Date | Value |
---|---|---|
2017: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 793,485 |
Acturial value of plan assets | 2017-12-31 | 793,485 |
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 | 674,730 |
Number of active participants | 2017-12-31 | 6 |
Total funding liabilities for active participants | 2017-12-31 | 674,730 |
Total participant count | 2017-12-31 | 6 |
Total funding target for all participants | 2017-12-31 | 674,730 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 64,639 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 124,743 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 21,677 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 42,962 |
Amount remaining of prefunding balance | 2017-12-31 | 124,743 |
Present value of excess contributions | 2017-12-31 | 1,474 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,474 |
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 | 40,135 |
Balance of prefunding at beginning of current year | 2017-12-31 | 116,535 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all 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 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 735,182 |
Acturial value of plan assets | 2016-12-31 | 735,182 |
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 | 627,949 |
Number of active participants | 2016-12-31 | 6 |
Total funding liabilities for active participants | 2016-12-31 | 628,746 |
Total participant count | 2016-12-31 | 6 |
Total funding target for all participants | 2016-12-31 | 628,746 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 66,900 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 129,107 |
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 | 66,900 |
Amount remaining of prefunding balance | 2016-12-31 | 129,107 |
Present value of excess contributions | 2016-12-31 | 15,621 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 15,621 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 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 | 64,639 |
Balance of prefunding at beginning of current year | 2016-12-31 | 124,743 |
Total employer contributions | 2016-12-31 | 25,000 |
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 | 24,912 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
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 | 46,409 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 46,409 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 22,971 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 23,438 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 24,912 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
2009: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $107,785 |
Expenses. Total of all expenses incurred | 2010-12-31 | $20,757 |
Benefits paid (including direct rollovers) | 2010-12-31 | $15,837 |
Total plan assets at end of year | 2010-12-31 | $560,706 |
Total plan assets at beginning of year | 2010-12-31 | $473,678 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $62,568 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $87,028 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $560,706 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $473,678 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $45,217 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $4,920 |
2009: JOHN F. OLIVER, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |