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RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameRICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN
Plan identification number 004

RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

RICHARD E. FELDHAKE, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name:RICHARD E. FELDHAKE, DMD, PC
Employer identification number (EIN):860836665
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01JEFFREY MASON2020-10-15
0042018-01-01JEFFREY MASON2019-09-30
0042017-01-01JEFFREY MASON2018-10-15
0042016-01-01JEFFREY MASON2017-08-11
0042015-01-01JEFFREY MASON2016-10-17
0042014-01-01JEFFREY MASON2015-09-21
0042013-01-01JEFFREY MASON2014-10-15
0042012-01-01RICHARD FELDHAKE2013-10-07 RICHARD FELDHAKE2013-10-07
0042011-01-01RICHARD FELDHAKE2012-10-15
0042009-01-01RICHARD FELDHAKE
0042008-01-01RICHARD FELDHAKE
0042007-01-01RICHARD FELDHAKE

Plan Statistics for RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-311,118,739
Acturial value of plan assets2022-12-311,118,739
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-311
Fundng target for terminated vested participants2022-12-311,405
Active participant vested funding target2022-12-311,475,677
Number of active participants2022-12-3112
Total funding liabilities for active participants2022-12-311,483,539
Total participant count2022-12-3113
Total funding target for all participants2022-12-311,484,944
Balance at beginning of prior year after applicable adjustments2022-12-3113,052
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3118,848
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3113,052
Amount remaining of prefunding balance2022-12-3118,848
Present value of excess contributions2022-12-3137,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3137,547
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3115,347
Balance of prefunding at beginning of current year2022-12-3122,161
Total employer contributions2022-12-31500,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31483,643
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-31405,761
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3137,497
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-3137,497
Contributions allocatedtoward minimum required contributions for current year2022-12-31483,643
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-311,342,795
Acturial value of plan assets2021-12-311,341,066
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-317,758
Active participant vested funding target2021-12-311,255,547
Number of active participants2021-12-3111
Total funding liabilities for active participants2021-12-311,264,319
Total participant count2021-12-3114
Total funding target for all participants2021-12-311,272,077
Balance at beginning of prior year after applicable adjustments2021-12-3114,003
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3120,221
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3114,003
Amount remaining of prefunding balance2021-12-3120,221
Present value of excess contributions2021-12-3141,948
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3141,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3113,052
Balance of prefunding at beginning of current year2021-12-3118,848
Total employer contributions2021-12-31125,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31124,725
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31122,468
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3187,178
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3187,178
Contributions allocatedtoward minimum required contributions for current year2021-12-31124,725
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-311,065,751
Acturial value of plan assets2020-12-311,065,751
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-315,230
Active participant vested funding target2020-12-311,045,282
Number of active participants2020-12-3112
Total funding liabilities for active participants2020-12-311,048,789
Total participant count2020-12-3114
Total funding target for all participants2020-12-311,054,019
Balance at beginning of prior year after applicable adjustments2020-12-3121,130
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3130,513
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3121,130
Amount remaining of prefunding balance2020-12-3130,513
Present value of excess contributions2020-12-3171,035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3171,035
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3114,003
Balance of prefunding at beginning of current year2020-12-3120,221
Total employer contributions2020-12-31127,255
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31126,279
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3184,331
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3184,331
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3184,331
Contributions allocatedtoward minimum required contributions for current year2020-12-31126,279
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-311,057,009
Acturial value of plan assets2019-12-311,057,009
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-312,912
Active participant vested funding target2019-12-31940,247
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31944,828
Total participant count2019-12-318
Total funding target for all participants2019-12-31947,740
Balance at beginning of prior year after applicable adjustments2019-12-3120,300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3129,314
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3120,300
Amount remaining of prefunding balance2019-12-3129,314
Present value of excess contributions2019-12-3166,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3166,161
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3121,130
Balance of prefunding at beginning of current year2019-12-3130,513
Total employer contributions2019-12-3186,320
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3183,359
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3167,027
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3112,324
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3112,324
Contributions allocatedtoward minimum required contributions for current year2019-12-3183,359
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,231,342
Acturial value of plan assets2018-12-311,231,342
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-3174,760
Active participant vested funding target2018-12-31809,239
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31812,404
Total participant count2018-12-3111
Total funding target for all participants2018-12-31887,164
Balance at beginning of prior year after applicable adjustments2018-12-3120,109
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3129,038
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3120,109
Amount remaining of prefunding balance2018-12-3129,038
Present value of excess contributions2018-12-3190,519
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3196,041
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 year2018-12-3120,300
Balance of prefunding at beginning of current year2018-12-3129,314
Total employer contributions2018-12-3168,846
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 date2018-12-3166,161
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 cost2018-12-3164,316
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3166,161
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31982,063
Acturial value of plan assets2017-12-31982,063
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3113
Fundng target for terminated vested participants2017-12-3128,739
Active participant vested funding target2017-12-31761,753
Number of active participants2017-12-3111
Total funding liabilities for active participants2017-12-31781,908
Total participant count2017-12-3124
Total funding target for all participants2017-12-31810,647
Balance at beginning of prior year after applicable adjustments2017-12-3120,993
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3130,314
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 balance2017-12-3120,993
Amount remaining of prefunding balance2017-12-3130,314
Present value of excess contributions2017-12-3190,775
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3196,494
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3120,109
Balance of prefunding at beginning of current year2017-12-3129,038
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 date2017-12-3190,519
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 cost2017-12-3175,256
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 year2017-12-3190,519
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31920,800
Acturial value of plan assets2016-12-31920,800
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3111
Fundng target for terminated vested participants2016-12-3124,385
Active participant vested funding target2016-12-31621,479
Number of active participants2016-12-3113
Total funding liabilities for active participants2016-12-31629,465
Total participant count2016-12-3124
Total funding target for all participants2016-12-31653,850
Balance at beginning of prior year after applicable adjustments2016-12-3120,899
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3130,178
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 balance2016-12-3120,899
Amount remaining of prefunding balance2016-12-3130,178
Present value of excess contributions2016-12-3193,688
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3199,422
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 year2016-12-3120,993
Balance of prefunding at beginning of current year2016-12-3130,314
Total employer contributions2016-12-31100,000
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 date2016-12-3191,250
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 cost2016-12-3156,550
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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 year2016-12-3191,250
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
2008: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-017
Total number of active participants reported on line 7a of the Form 55002008-01-015
Number of other retired or separated participants entitled to future benefits2008-01-012
Total of all active and inactive participants2008-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-017
Total number of active participants reported on line 7a of the Form 55002007-01-019
Total of all active and inactive participants2007-01-019
Total participants2007-01-019

Financial Data on RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN

Measure Date Value
2009 : RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN

2009: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: RICHARD E. FELDHAKE, DMD, PC DEFINED BENEFIT PENSION PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

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