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Plan Name | SULLIVAN AND BASTIAN, PLLC CASH BALANCE PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
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Company Name: | SULLIVAN AND BASTIAN, PLLC |
Employer identification number (EIN): | 843963089 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about SULLIVAN AND BASTIAN, PLLC
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 2019-12-12 |
Company Identification Number: | 604550677 |
Legal Registered Office Address: |
15224 MAIN ST STE 302 MILL CREEK United States of America (USA) 980127332 |
More information about SULLIVAN AND BASTIAN, PLLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2023-01-01 | TERENCE SULLIVAN | 2023-10-11 | ||
002 | 2022-01-01 | TERENCE SULLIVAN | 2023-03-18 | ||
002 | 2021-01-01 | TERENCE SULLIVAN | 2022-04-21 | ||
002 | 2020-01-01 | TERENCE SULLIVAN | 2021-07-27 |
Measure | Date | Value |
---|---|---|
2023: SULLIVAN AND BASTIAN, PLLC CASH BALANCE PLAN 2023 401k membership | ||
Market value of plan assets | 2023-08-04 | 2,637,654 |
Acturial value of plan assets | 2023-08-04 | 2,637,654 |
Funding target for retired participants and beneficiaries receiving payment | 2023-08-04 | 0 |
Number of terminated vested participants | 2023-08-04 | 0 |
Fundng target for terminated vested participants | 2023-08-04 | 0 |
Active participant vested funding target | 2023-08-04 | 2,578,594 |
Number of active participants | 2023-08-04 | 10 |
Total funding liabilities for active participants | 2023-08-04 | 2,578,594 |
Total participant count | 2023-08-04 | 10 |
Total funding target for all participants | 2023-08-04 | 2,578,594 |
Balance at beginning of prior year after applicable adjustments | 2023-08-04 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2023-08-04 | 239,077 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2023-08-04 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2023-08-04 | 0 |
Amount remaining of carryover balance | 2023-08-04 | 0 |
Amount remaining of prefunding balance | 2023-08-04 | 239,077 |
Present value of excess contributions | 2023-08-04 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-08-04 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-08-04 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2023-08-04 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2023-08-04 | 0 |
Balance of carryovers at beginning of current year | 2023-08-04 | 0 |
Balance of prefunding at beginning of current year | 2023-08-04 | 218,229 |
Total employer contributions | 2023-08-04 | 0 |
Total employee contributions | 2023-08-04 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2023-08-04 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2023-08-04 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-08-04 | 0 |
Unpaid minimum required contributions for all prior years | 2023-08-04 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2023-08-04 | 0 |
Remaining amount of unpaid minimum required contributions | 2023-08-04 | 0 |
Minimum required contributions for current year target normal cost | 2023-08-04 | 0 |
Net shortfall amortization installment of oustanding balance | 2023-08-04 | 0 |
Waiver amortization installment | 2023-08-04 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2023-08-04 | 0 |
Carryover balance elected to use to offset funding requirement | 2023-08-04 | 0 |
Prefunding balance elected to use to offset funding requirement | 2023-08-04 | 0 |
Additional cash requirement | 2023-08-04 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2023-08-04 | 0 |
Unpaid minimum required contributions for current year | 2023-08-04 | 0 |
Unpaid minimum required contributions for all years | 2023-08-04 | 0 |
2022: SULLIVAN AND BASTIAN, PLLC CASH BALANCE PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 2,297,865 |
Acturial value of plan assets | 2022-12-31 | 2,297,865 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
Number of terminated vested participants | 2022-12-31 | 0 |
Fundng target for terminated vested participants | 2022-12-31 | 0 |
Active participant vested funding target | 2022-12-31 | 2,265,168 |
Number of active participants | 2022-12-31 | 9 |
Total funding liabilities for active participants | 2022-12-31 | 2,265,168 |
Total participant count | 2022-12-31 | 9 |
Total funding target for all participants | 2022-12-31 | 2,265,168 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 214,380 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 214,380 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 239,077 |
Total employer contributions | 2022-12-31 | 253,732 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 251,665 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 244,818 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 244,818 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 244,818 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 251,665 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
2021: SULLIVAN AND BASTIAN, PLLC CASH BALANCE PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 2,517,497 |
Acturial value of plan assets | 2021-12-31 | 2,517,497 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
Number of terminated vested participants | 2021-12-31 | 0 |
Fundng target for terminated vested participants | 2021-12-31 | 0 |
Active participant vested funding target | 2021-12-31 | 1,484,976 |
Number of active participants | 2021-12-31 | 9 |
Total funding liabilities for active participants | 2021-12-31 | 1,484,976 |
Total participant count | 2021-12-31 | 9 |
Total funding target for all participants | 2021-12-31 | 1,484,976 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 205,917 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 205,917 |
Present value of excess contributions | 2021-12-31 | 91,432 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 91,432 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 214,380 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 618,526 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
2020: SULLIVAN AND BASTIAN, PLLC CASH BALANCE PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 2,188,345 |
Acturial value of plan assets | 2020-12-31 | 2,188,345 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 0 |
Number of terminated vested participants | 2020-12-31 | 4 |
Fundng target for terminated vested participants | 2020-12-31 | 21,091 |
Active participant vested funding target | 2020-12-31 | 1,293,036 |
Number of active participants | 2020-12-31 | 8 |
Total funding liabilities for active participants | 2020-12-31 | 1,294,263 |
Total participant count | 2020-12-31 | 12 |
Total funding target for all participants | 2020-12-31 | 1,315,354 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 180,439 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 180,439 |
Present value of excess contributions | 2020-12-31 | 645,294 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 645,294 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 205,917 |
Total employer contributions | 2020-12-31 | 90,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 91,432 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 100,273 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 91,432 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |