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CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameCHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN
Plan identification number 002

CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • 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

CONNIE E. MORRIS, DDS, A DENTAL CORP. has sponsored the creation of one or more 401k plans.

Company Name:CONNIE E. MORRIS, DDS, A DENTAL CORP.
Employer identification number (EIN):942713527
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022010-07-01CHARLES J. ZARGANIS2012-01-31

Plan Statistics for CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN

401k plan membership statisitcs for CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN

Measure Date Value
2020: CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-03-31227,355
Acturial value of plan assets2020-03-31227,040
Funding target for retired participants and beneficiaries receiving payment2020-03-310
Number of terminated vested participants2020-03-310
Fundng target for terminated vested participants2020-03-310
Active participant vested funding target2020-03-310
Number of active participants2020-03-314
Total funding liabilities for active participants2020-03-31204,659
Total participant count2020-03-314
Total funding target for all participants2020-03-31204,659
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-310
Present value of excess contributions2020-03-3125,193
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-3125,193
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-3125,193
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-3125,193
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-310
Total employer contributions2020-03-3110,000
Total employee contributions2020-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-319,444
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-3131,479
Net shortfall amortization installment of oustanding balance2020-03-310
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-319,098
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-319,098
Contributions allocatedtoward minimum required contributions for current year2020-03-319,444
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-06-30177,355
Acturial value of plan assets2019-06-30177,355
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-300
Fundng target for terminated vested participants2019-06-300
Active participant vested funding target2019-06-300
Number of active participants2019-06-304
Total funding liabilities for active participants2019-06-30162,205
Total participant count2019-06-304
Total funding target for all participants2019-06-30162,205
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30133,846
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30133,846
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-30133,846
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-30133,846
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-3050,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-3049,243
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3039,200
Net shortfall amortization installment of oustanding balance2019-06-300
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-3024,050
Additional cash requirement2019-06-3024,050
Contributions allocatedtoward minimum required contributions for current year2019-06-3049,243
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-06-300
Acturial value of plan assets2018-06-300
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-300
Fundng target for terminated vested participants2018-06-300
Active participant vested funding target2018-06-300
Number of active participants2018-06-306
Total funding liabilities for active participants2018-06-30144,429
Total participant count2018-06-306
Total funding target for all participants2018-06-30144,429
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30165,493
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30160,354
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-302,791
Net shortfall amortization installment of oustanding balance2018-06-30144,429
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-3026,508
Additional cash requirement2018-06-3026,508
Contributions allocatedtoward minimum required contributions for current year2018-06-30160,354
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300

Financial Data on CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN

Measure Date Value
2009 : CHARLES J. ZARGANIS, DMD, APC DEFINED BENEFIT PLAN 2009 401k financial data
Total income from all sources2009-06-30$69,769
Expenses. Total of all expenses incurred2009-06-30$18,556
Benefits paid (including direct rollovers)2009-06-30$673
Total plan assets at end of year2009-06-30$641,122
Total plan assets at beginning of year2009-06-30$589,909
Value of fidelity bond covering the plan2009-06-30$75,000
Expenses. Other expenses not covered elsewhere2009-06-30$17,883
Other income received2009-06-30$-28,901
Net income (gross income less expenses)2009-06-30$51,213
Net plan assets at end of year (total assets less liabilities)2009-06-30$641,122
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$589,909
Total contributions received or receivable from employer(s)2009-06-30$98,670

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