401k Plan data: BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN plan

BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN
Plan identification number	002

BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
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).
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC has sponsored the creation of one or more 401k plans.

Company Name: BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC

Employer identification number (EIN): 912019487

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 MIKE NEITZEL 2015-10-15
002 2013-01-01 MIKE NEITZEL 2014-03-31
002 2012-01-01 MIKE NEITZEL 2013-09-19
002 2011-01-01 MIKE NEITZEL 2012-10-12
002 2010-01-01 MIKE NEITZEL 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	MIKE NEITZEL	2015-10-15
002	2013-01-01	MIKE NEITZEL	2014-03-31
002	2012-01-01	MIKE NEITZEL	2013-09-19
002	2011-01-01	MIKE NEITZEL	2012-10-12
002	2010-01-01	MIKE NEITZEL	2011-10-03

Plan Statistics for BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN

Measure Date Value
2017: BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-29 2,239,294
Acturial value of plan assets 2017-12-29 2,239,294
Funding target for retired participants and beneficiaries receiving payment 2017-12-29 0
Number of terminated vested participants 2017-12-29 12
Fundng target for terminated vested participants 2017-12-29 57,468
Active participant vested funding target 2017-12-29 1,570,050
Number of active participants 2017-12-29 39
Total funding liabilities for active participants 2017-12-29 1,579,140
Total participant count 2017-12-29 51
Total funding target for all participants 2017-12-29 1,636,608
Balance at beginning of prior year after applicable adjustments 2017-12-29 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-29 95,870
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-29 0
Prefunding balanced used to offset prior years funding requirement 2017-12-29 0
Amount remaining of carryover balance 2017-12-29 0
Amount remaining of prefunding balance 2017-12-29 95,870
Present value of excess contributions 2017-12-29 481,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-29 511,324
Balance of carryovers at beginning of current year 2017-12-29 0
Balance of prefunding at beginning of current year 2017-12-29 104,115
Total employer contributions 2017-12-29 0
Total employee contributions 2017-12-29 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-29 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-29 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-29 0
Liquidity shortfalls end of Q1 2017-12-29 0
Liquidity shortfalls end of Q2 2017-12-29 0
Liquidity shortfalls end of Q3 2017-12-29 0
Liquidity shortfalls end of Q4 2017-12-29 0
Unpaid minimum required contributions for all prior years 2017-12-29 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-29 0
Remaining amount of unpaid minimum required contributions 2017-12-29 0
Minimum required contributions for current year target normal cost 2017-12-29 0
Net shortfall amortization installment of oustanding balance 2017-12-29 0
Waiver amortization installment 2017-12-29 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-29 0
Carryover balance elected to use to offset funding requirement 2017-12-29 0
Prefunding balance elected to use to offset funding requirement 2017-12-29 0
Additional cash requirement 2017-12-29 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-29 0
Unpaid minimum required contributions for current year 2017-12-29 0
Unpaid minimum required contributions for all years 2017-12-29 0
2016: BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,719,696
Acturial value of plan assets 2016-12-31 1,719,696
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 7
Fundng target for terminated vested participants 2016-12-31 7,952
Active participant vested funding target 2016-12-31 1,712,010
Number of active participants 2016-12-31 41
Total funding liabilities for active participants 2016-12-31 1,726,692
Total participant count 2016-12-31 48
Total funding target for all participants 2016-12-31 1,734,644
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 97,906
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 97,906
Present value of excess contributions 2016-12-31 63,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 67,825
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 95,870
Total employer contributions 2016-12-31 706,812
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 2016-12-31 655,290
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 2016-12-31 155,915
Net shortfall amortization installment of oustanding balance 2016-12-31 110,818
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 174,225
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 2016-12-31 174,225
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 655,290
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-29	2,239,294
Acturial value of plan assets	2017-12-29	2,239,294
Funding target for retired participants and beneficiaries receiving payment	2017-12-29	0
Number of terminated vested participants	2017-12-29	12
Fundng target for terminated vested participants	2017-12-29	57,468
Active participant vested funding target	2017-12-29	1,570,050
Number of active participants	2017-12-29	39
Total funding liabilities for active participants	2017-12-29	1,579,140
Total participant count	2017-12-29	51
Total funding target for all participants	2017-12-29	1,636,608
Balance at beginning of prior year after applicable adjustments	2017-12-29	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-29	95,870
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-29	0
Prefunding balanced used to offset prior years funding requirement	2017-12-29	0
Amount remaining of carryover balance	2017-12-29	0
Amount remaining of prefunding balance	2017-12-29	95,870
Present value of excess contributions	2017-12-29	481,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-29	511,324
Balance of carryovers at beginning of current year	2017-12-29	0
Balance of prefunding at beginning of current year	2017-12-29	104,115
Total employer contributions	2017-12-29	0
Total employee contributions	2017-12-29	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-29	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-29	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-29	0
Liquidity shortfalls end of Q1	2017-12-29	0
Liquidity shortfalls end of Q2	2017-12-29	0
Liquidity shortfalls end of Q3	2017-12-29	0
Liquidity shortfalls end of Q4	2017-12-29	0
Unpaid minimum required contributions for all prior years	2017-12-29	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-29	0
Remaining amount of unpaid minimum required contributions	2017-12-29	0
Minimum required contributions for current year target normal cost	2017-12-29	0
Net shortfall amortization installment of oustanding balance	2017-12-29	0
Waiver amortization installment	2017-12-29	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-29	0
Carryover balance elected to use to offset funding requirement	2017-12-29	0
Prefunding balance elected to use to offset funding requirement	2017-12-29	0
Additional cash requirement	2017-12-29	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-29	0
Unpaid minimum required contributions for current year	2017-12-29	0
Unpaid minimum required contributions for all years	2017-12-29	0
2016: BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,719,696
Acturial value of plan assets	2016-12-31	1,719,696
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	7
Fundng target for terminated vested participants	2016-12-31	7,952
Active participant vested funding target	2016-12-31	1,712,010
Number of active participants	2016-12-31	41
Total funding liabilities for active participants	2016-12-31	1,726,692
Total participant count	2016-12-31	48
Total funding target for all participants	2016-12-31	1,734,644
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	97,906
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	97,906
Present value of excess contributions	2016-12-31	63,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	67,825
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	95,870
Total employer contributions	2016-12-31	706,812
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	655,290
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	155,915
Net shortfall amortization installment of oustanding balance	2016-12-31	110,818
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	174,225
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	174,225
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	655,290
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BENTON FRANKLIN ORTHOPEDIC ASSOCIATES, PLLC
Employer identification number (EIN):	912019487
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)