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ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN
Plan identification number 003

ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN Benefits

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

ROBERT H. IEZMAN, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT H. IEZMAN, D.D.S.
Employer identification number (EIN):943224667
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01ROBERT H. IEZMAN, D.D.S.2022-07-06 ROBERT H. IEZMAN, D.D.S.2022-07-06
0032021-01-01ROBERT H. IEZMAN, D.D.S.2023-01-24 ROBERT H. IEZMAN, D.D.S.2023-01-24
0032020-01-01ROBERT H. IEZMAN, D.D.S.2021-06-17 ROBERT H. IEZMAN, D.D.S.2021-06-17
0032020-01-01ROBERT H. IEZMAN, D.D.S.2021-06-17 ROBERT H. IEZMAN, D.D.S.2021-06-17
0032019-01-01ROBERT H. IEZMAN, D.D.S.2020-07-29 ROBERT H. IEZMAN, D.D.S.2020-07-29
0032018-01-01ROBERT H. IEZMAN, D.D.S.2019-07-31 ROBERT H. IEZMAN, D.D.S.2019-07-31
0032017-01-01ROBERT H. IEZMAN, D.D.S.2018-05-29 ROBERT H. IEZMAN, D.D.S.2018-05-29
0032016-01-01ROBERT H. IEZMAN, D.D.S.2017-05-25 ROBERT H. IEZMAN, D.D.S.2017-05-25
0032015-01-01ROBERT H. IEZMAN, D.D.S.2016-08-09 ROBERT H. IEZMAN, D.D.S.2016-08-09
0032014-01-01ROBERT H. IEZMAN, D.D.S.2015-09-29 ROBERT H. IEZMAN, D.D.S.2015-09-29
0032013-01-01ROBERT H. IEZMAN, D.D.S.2014-05-13 ROBERT H. IEZMAN, D.D.S.2014-05-13
0032012-01-01ROBERT H. IEZMAN, D.D.S.2013-06-18 ROBERT H. IEZMAN, D.D.S.2013-06-18
0032011-01-01ROBERT H. IEZMAN, D.D.S.2012-05-29 ROBERT H. IEZMAN, D.D.S.2012-05-29
0032010-01-01ROBERT H. IEZMAN, D.D.S.2011-06-14 ROBERT H. IEZMAN, D.D.S.2011-06-14

Plan Statistics for ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-312,949,861
Acturial value of plan assets2021-12-312,949,861
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-311
Fundng target for terminated vested participants2021-12-31728
Active participant vested funding target2021-12-312,522,334
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-312,522,664
Total participant count2021-12-315
Total funding target for all participants2021-12-312,523,392
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
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 year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
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 date2021-12-310
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 cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-312,949,861
Acturial value of plan assets2020-12-312,949,831
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-311
Fundng target for terminated vested participants2020-12-31753
Active participant vested funding target2020-12-312,377,232
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-312,377,232
Total participant count2020-12-315
Total funding target for all participants2020-12-312,377,985
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31239,337
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31478,674
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 year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31185,927
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-312,462,716
Acturial value of plan assets2019-12-312,462,716
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-312,062,861
Number of active participants2019-12-314
Total funding liabilities for active participants2019-12-312,062,861
Total participant count2019-12-314
Total funding target for all participants2019-12-312,062,861
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31247,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31247,950
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 year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31245,000
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 date2019-12-31239,337
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 cost2019-12-31168,618
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31239,337
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-311,905,466
Acturial value of plan assets2018-12-311,905,466
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-311,702,006
Number of active participants2018-12-314
Total funding liabilities for active participants2018-12-311,702,006
Total participant count2018-12-314
Total funding target for all participants2018-12-311,702,006
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31193,436
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31193,436
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 year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31255,000
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 date2018-12-31247,950
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 cost2018-12-31137,037
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 year2018-12-31247,950
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-311,750,702
Acturial value of plan assets2017-12-311,750,702
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,573
Active participant vested funding target2017-12-311,308,302
Number of active participants2017-12-314
Total funding liabilities for active participants2017-12-311,308,302
Total participant count2017-12-315
Total funding target for all participants2017-12-311,309,875
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31212,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31212,525
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31215,000
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 date2017-12-31213,436
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 cost2017-12-31133,122
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3120,000
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-3120,000
Contributions allocatedtoward minimum required contributions for current year2017-12-31213,436
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: ROBERT H. IEZMAN, D.D.S. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,354,615
Acturial value of plan assets2016-12-311,354,615
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-311,334
Active participant vested funding target2016-12-31908,623
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31908,623
Total participant count2016-12-315
Total funding target for all participants2016-12-31909,957
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31212,613
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31212,613
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31215,000
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 date2016-12-31212,525
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 cost2016-12-3184,138
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
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 year2016-12-31212,525
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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