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MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameMICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN
Plan identification number 003

MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN 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

MICHAEL D BELLON, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL D BELLON, DDS, MS, PC
Employer identification number (EIN):841515783
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032019-01-01MICHAEL D. BELLON DDS2019-12-03
0032018-01-01MICHAEL D. BELLON DDS2019-07-15
0032017-01-01MICHAEL D. BELLON DDS2018-07-25
0032016-01-01MICHAEL D. BELLON DDS2017-07-26
0032015-01-01MICHAEL D. BELLON DDS2016-07-26
0032014-01-01MICHAEL D. BELLON DDS2015-07-23
0032013-01-01MICHAEL D. BELLON DDS2014-09-30
0032012-01-01MICHAEL D. BELLON, DDS2013-10-08
0032011-01-01MICHAEL D. BELLON, DDS2012-10-08
0032010-01-01MICHAEL D. BELLON, DDS2011-10-13 MICHAEL D. BELLON, DDS2011-10-13

Plan Statistics for MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN

401k plan membership statisitcs for MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN

Measure Date Value
2019: MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-06-032,250,945
Acturial value of plan assets2019-06-032,250,945
Funding target for retired participants and beneficiaries receiving payment2019-06-030
Number of terminated vested participants2019-06-033
Fundng target for terminated vested participants2019-06-03684
Active participant vested funding target2019-06-032,390,284
Number of active participants2019-06-033
Total funding liabilities for active participants2019-06-032,390,483
Total participant count2019-06-036
Total funding target for all participants2019-06-032,391,167
Balance at beginning of prior year after applicable adjustments2019-06-030
Prefunding balance at beginning of prior year after applicable adjustments2019-06-030
Amount remaining of carryover balance2019-06-030
Amount remaining of prefunding balance2019-06-030
Present value of excess contributions2019-06-03221,445
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-03229,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-030
Reductions in caryover balances due to elections or deemed elections2019-06-030
Reductions in prefunding balances due to elections or deemed elections2019-06-030
Balance of carryovers at beginning of current year2019-06-030
Balance of prefunding at beginning of current year2019-06-030
Total employer contributions2019-06-030
Total employee contributions2019-06-030
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-030
Contributions made to avoid restrictions adjusted to valuation date2019-06-030
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-030
Unpaid minimum required contributions for all prior years2019-06-030
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-030
Remaining amount of unpaid minimum required contributions2019-06-030
Minimum required contributions for current year target normal cost2019-06-030
Net shortfall amortization installment of oustanding balance2019-06-03140,222
Waiver amortization installment2019-06-030
Total funding amount beforereflecting carryover/prefunding balances2019-06-030
Carryover balance elected to use to offset funding requirement2019-06-030
Prefunding balance elected to use to offset funding requirement2019-06-030
Additional cash requirement2019-06-030
Contributions allocatedtoward minimum required contributions for current year2019-06-030
Unpaid minimum required contributions for current year2019-06-030
Unpaid minimum required contributions for all years2019-06-030
2018: MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-311,901,766
Acturial value of plan assets2018-12-311,901,766
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-311
Fundng target for terminated vested participants2018-12-31524
Active participant vested funding target2018-12-312,287,546
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-312,288,010
Total participant count2018-12-316
Total funding target for all participants2018-12-312,288,534
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3192,072
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3197,339
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 contributions2018-12-31300,000
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 date2018-12-31284,585
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-31658
Net shortfall amortization installment of oustanding balance2018-12-31386,768
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3163,798
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3163,798
Contributions allocatedtoward minimum required contributions for current year2018-12-31284,585
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-311,576,308
Acturial value of plan assets2017-12-311,576,308
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31464
Active participant vested funding target2017-12-311,333,305
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,333,305
Total participant count2017-12-315
Total funding target for all participants2017-12-311,333,769
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 contributions2017-12-3187,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3192,493
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 contributions2017-12-31100,000
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 date2017-12-3192,072
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 cost2017-12-311,726
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3192,072
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: MICHAEL D. BELLON, DDS, MS, PC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-311,303,964
Acturial value of plan assets2016-12-311,303,964
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 target2016-12-311,247,450
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,247,890
Total participant count2016-12-313
Total funding target for all participants2016-12-311,247,890
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3186,984
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3192,299
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3195,105
Total employee contributions2016-12-310
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 date2016-12-3187,332
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 cost2016-12-31492
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 year2016-12-3187,332
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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