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EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameEDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN
Plan identification number 003

EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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).

401k Sponsoring company profile

EDWARD J. BERTAGNOLLI, D.D.S, P.C. has sponsored the creation of one or more 401k plans.

Company Name:EDWARD J. BERTAGNOLLI, D.D.S, P.C.
Employer identification number (EIN):840713632
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01
0032016-07-01
0032015-07-01

Plan Statistics for EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2023: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2023 401k membership
Market value of plan assets2023-06-30480,463
Acturial value of plan assets2023-06-30480,463
Funding target for retired participants and beneficiaries receiving payment2023-06-300
Number of terminated vested participants2023-06-300
Fundng target for terminated vested participants2023-06-300
Active participant vested funding target2023-06-30404,435
Number of active participants2023-06-305
Total funding liabilities for active participants2023-06-30404,435
Total participant count2023-06-305
Total funding target for all participants2023-06-30404,435
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-3090,392
Carryover balanced portion elected for use to offset prior years funding requirement2023-06-300
Prefunding balanced used to offset prior years funding requirement2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-3090,392
Present value of excess contributions2023-06-3014,991
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-3015,762
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-302,477
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-3076,028
Total employer contributions2023-06-3067,800
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-3062,233
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3046,716
Net shortfall amortization installment of oustanding balance2023-06-300
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-3046,716
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-3046,716
Contributions allocatedtoward minimum required contributions for current year2023-06-3062,233
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets2022-06-30452,044
Acturial value of plan assets2022-06-30452,044
Funding target for retired participants and beneficiaries receiving payment2022-06-300
Number of terminated vested participants2022-06-300
Fundng target for terminated vested participants2022-06-300
Active participant vested funding target2022-06-30361,652
Number of active participants2022-06-305
Total funding liabilities for active participants2022-06-30361,652
Total participant count2022-06-305
Total funding target for all participants2022-06-30361,652
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30100,692
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-30100,692
Present value of excess contributions2022-06-3018,492
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-3019,524
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-3023,209
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3090,392
Total employer contributions2022-06-3066,900
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-3064,736
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3049,745
Net shortfall amortization installment of oustanding balance2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-3049,745
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-300
Additional cash requirement2022-06-3049,745
Contributions allocatedtoward minimum required contributions for current year2022-06-3064,736
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets2021-06-30351,921
Acturial value of plan assets2021-06-30351,921
Funding target for retired participants and beneficiaries receiving payment2021-06-300
Number of terminated vested participants2021-06-300
Fundng target for terminated vested participants2021-06-300
Active participant vested funding target2021-06-30251,207
Number of active participants2021-06-305
Total funding liabilities for active participants2021-06-30251,207
Total participant count2021-06-305
Total funding target for all participants2021-06-30251,207
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3099,920
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3099,920
Present value of excess contributions2021-06-3023,630
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-3025,074
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-305,983
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-30100,692
Total employer contributions2021-06-3066,500
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-3060,622
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3042,152
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3042,130
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-3042,130
Contributions allocatedtoward minimum required contributions for current year2021-06-3060,622
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets2020-06-30275,742
Acturial value of plan assets2020-06-30275,742
Funding target for retired participants and beneficiaries receiving payment2020-06-300
Number of terminated vested participants2020-06-300
Fundng target for terminated vested participants2020-06-300
Active participant vested funding target2020-06-30175,822
Number of active participants2020-06-305
Total funding liabilities for active participants2020-06-30175,822
Total participant count2020-06-305
Total funding target for all participants2020-06-30175,822
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3078,377
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3078,377
Present value of excess contributions2020-06-3025,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3026,986
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-3017,256
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3099,920
Total employer contributions2020-06-3067,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3060,917
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3037,287
Net shortfall amortization installment of oustanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3037,287
Additional cash requirement2020-06-3037,287
Contributions allocatedtoward minimum required contributions for current year2020-06-3060,917
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets2019-06-30200,143
Acturial value of plan assets2019-06-30200,143
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-300
Fundng target for terminated vested participants2019-06-300
Active participant vested funding target2019-06-30121,766
Number of active participants2019-06-305
Total funding liabilities for active participants2019-06-30121,766
Total participant count2019-06-305
Total funding target for all participants2019-06-30121,766
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3052,587
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3052,587
Present value of excess contributions2019-06-3026,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3028,171
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-3023,986
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 year2019-06-3078,377
Total employer contributions2019-06-3067,000
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 date2019-06-3060,424
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 cost2019-06-3035,035
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3035,035
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3035,035
Contributions allocatedtoward minimum required contributions for current year2019-06-3060,424
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets2018-06-30131,155
Acturial value of plan assets2018-06-30131,155
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-300
Fundng target for terminated vested participants2018-06-300
Active participant vested funding target2018-06-3078,404
Number of active participants2018-06-305
Total funding liabilities for active participants2018-06-3078,404
Total participant count2018-06-305
Total funding target for all participants2018-06-3078,404
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3027,606
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-3027,606
Present value of excess contributions2018-06-3025,319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3027,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-3025,067
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3052,587
Total employer contributions2018-06-3067,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3060,455
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3034,162
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3033,998
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3033,998
Contributions allocatedtoward minimum required contributions for current year2018-06-3060,455
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EDWARD J. BERTAGNOLLI, D.D.S., P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets2017-06-3063,956
Acturial value of plan assets2017-06-3063,956
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-300
Fundng target for terminated vested participants2017-06-300
Active participant vested funding target2017-06-3036,229
Number of active participants2017-06-305
Total funding liabilities for active participants2017-06-3036,229
Total participant count2017-06-305
Total funding target for all participants2017-06-3036,229
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3025,848
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3027,606
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-3027,606
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-3027,606
Total employer contributions2017-06-3067,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3060,255
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3035,057
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-3034,936
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3034,936
Contributions allocatedtoward minimum required contributions for current year2017-06-3060,255
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300

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