401k Plan data: LAS VEGAS ENDODONTICS CASH BALANCE PLAN plan

LAS VEGAS ENDODONTICS CASH BALANCE PLAN 401k Plan overview

Plan Name	LAS VEGAS ENDODONTICS CASH BALANCE PLAN
Plan identification number	002

LAS VEGAS ENDODONTICS CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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

DR. CHRISTENSEN & DR. BRIZZEE, LAS VEGAS ENDODONTICS, APC has sponsored the creation of one or more 401k plans.

Company Name: DR. CHRISTENSEN & DR. BRIZZEE, LAS VEGAS ENDODONTICS, APC

Employer identification number (EIN): 880481979

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAS VEGAS ENDODONTICS CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 RUSSEL CHRISTENSEN 2017-09-29
002 2016-01-01 RUSSEL CHRISTENSEN 2017-04-21
002 2015-01-01 RUSSEL CHRISTENSEN 2016-10-03
002 2014-01-01 RUSSEL CHRISTENSEN 2015-10-09
002 2013-01-01 RUSSEL CHRISTENSEN
002 2012-01-01 RUSSEL CHRISTENSEN
002 2011-01-01 RUSSEL CHRISTENSEN
002 2009-01-01 RUSSEL CHRISTENSEN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01	RUSSEL CHRISTENSEN	2017-09-29
002	2016-01-01	RUSSEL CHRISTENSEN	2017-04-21
002	2015-01-01	RUSSEL CHRISTENSEN	2016-10-03
002	2014-01-01	RUSSEL CHRISTENSEN	2015-10-09
002	2013-01-01	RUSSEL CHRISTENSEN
002	2012-01-01	RUSSEL CHRISTENSEN
002	2011-01-01	RUSSEL CHRISTENSEN
002	2009-01-01	RUSSEL CHRISTENSEN

Plan Statistics for LAS VEGAS ENDODONTICS CASH BALANCE PLAN

401k plan membership statisitcs for LAS VEGAS ENDODONTICS CASH BALANCE PLAN

Measure Date Value
2016: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,679,130
Acturial value of plan assets 2016-12-31 3,679,130
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 2,695,983
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 2,695,983
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 2,695,983
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
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 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 124,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 131,995
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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 350,000
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 2016-12-31 348,005
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 2016-12-31 102,823
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 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 348,005
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2013: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
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 1
Total of all active and inactive participants 2009-01-01 15
Total participants 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,679,130
Acturial value of plan assets	2016-12-31	3,679,130
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	2,695,983
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	2,695,983
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	2,695,983
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
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	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	124,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	131,995
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	350,000
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	348,005
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	102,823
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	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	348,005
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2013: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
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	1
Total of all active and inactive participants	2009-01-01	15
Total participants	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LAS VEGAS ENDODONTICS CASH BALANCE PLAN

Measure	Date	Value
2013 : LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$738,344
Expenses. Total of all expenses incurred	2013-12-31	$272
Total plan assets at end of year	2013-12-31	$2,949,395
Total plan assets at beginning of year	2013-12-31	$2,211,323
Value of fidelity bond covering the plan	2013-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$272
Other income received	2013-12-31	$644,483
Net income (gross income less expenses)	2013-12-31	$738,072
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,949,395
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,211,323
Total contributions received or receivable from employer(s)	2013-12-31	$93,861
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$578,449
Expenses. Total of all expenses incurred	2012-12-31	$20,470
Benefits paid (including direct rollovers)	2012-12-31	$19,980
Total plan assets at end of year	2012-12-31	$2,211,323
Total plan assets at beginning of year	2012-12-31	$1,653,344
Value of fidelity bond covering the plan	2012-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$490
Other income received	2012-12-31	$306,379
Net income (gross income less expenses)	2012-12-31	$557,979
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,211,323
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,653,344
Total contributions received or receivable from employer(s)	2012-12-31	$272,070
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$195,884
Expenses. Total of all expenses incurred	2011-12-31	$630
Total plan assets at end of year	2011-12-31	$1,653,344
Total plan assets at beginning of year	2011-12-31	$1,458,090
Value of fidelity bond covering the plan	2011-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$630
Other income received	2011-12-31	$15,884
Net income (gross income less expenses)	2011-12-31	$195,254
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,653,344
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,458,090
Total contributions received or receivable from employer(s)	2011-12-31	$180,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2010 401k financial data
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	$256,814
Expenses. Total of all expenses incurred	2010-12-31	$218
Total plan assets at end of year	2010-12-31	$1,458,090
Total plan assets at beginning of year	2010-12-31	$1,201,494
Value of fidelity bond covering the plan	2010-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$218
Other income received	2010-12-31	$163,969
Net income (gross income less expenses)	2010-12-31	$256,596
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,458,090
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,201,494
Total contributions received or receivable from employer(s)	2010-12-31	$92,845
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LAS VEGAS ENDODONTICS CASH BALANCE PLAN

2013: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LAS VEGAS ENDODONTICS CASH BALANCE PLAN 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

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Company Name:	DR. CHRISTENSEN & DR. BRIZZEE, LAS VEGAS ENDODONTICS, APC
Employer identification number (EIN):	880481979
NAIC Classification:	621210
NAIC Description:	Offices of Dentists