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R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameR & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number 005

R & D PAULSON, INC. 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

R & D PAULSON, INC. DBA BAKERSFIELD SPAY AND STINE VETERINARY has sponsored the creation of one or more 401k plans.

Company Name:R & D PAULSON, INC. DBA BAKERSFIELD SPAY AND STINE VETERINARY
Employer identification number (EIN):953775637
NAIC Classification:541940
NAIC Description:Veterinary Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052018-01-01
0052018-01-01
0052018-01-01
0052018-01-01
0052017-01-01
0052016-01-01KORALEE PUTNAM-ROUP2017-07-31
0052015-01-01
0052014-01-01
0052013-01-01
0052012-01-01RICHARD AUNE2013-09-30
0052011-01-01RICHARD AUNE2012-10-12
0052010-01-01RICHARD AUNE2011-10-05

Plan Statistics for R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2018: R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets2018-11-262,462,639
Acturial value of plan assets2018-11-262,462,639
Funding target for retired participants and beneficiaries receiving payment2018-11-260
Number of terminated vested participants2018-11-268
Fundng target for terminated vested participants2018-11-2671,306
Active participant vested funding target2018-11-262,669,225
Number of active participants2018-11-263
Total funding liabilities for active participants2018-11-262,669,225
Total participant count2018-11-2611
Total funding target for all participants2018-11-262,740,531
Balance at beginning of prior year after applicable adjustments2018-11-260
Prefunding balance at beginning of prior year after applicable adjustments2018-11-26239,004
Carryover balanced portion elected for use to offset prior years funding requirement2018-11-260
Prefunding balanced used to offset prior years funding requirement2018-11-26120,313
Amount remaining of carryover balance2018-11-260
Amount remaining of prefunding balance2018-11-26118,691
Present value of excess contributions2018-11-260
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-11-260
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-11-260
Reductions in caryover balances due to elections or deemed elections2018-11-260
Reductions in prefunding balances due to elections or deemed elections2018-11-260
Balance of carryovers at beginning of current year2018-11-260
Balance of prefunding at beginning of current year2018-11-26124,910
Contributions allocated toward unpaid minimum require contributions from prior years2018-11-260
Contributions made to avoid restrictions adjusted to valuation date2018-11-260
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-11-260
Liquidity shortfalls end of Q12018-11-260
Liquidity shortfalls end of Q22018-11-260
Liquidity shortfalls end of Q32018-11-260
Liquidity shortfalls end of Q42018-11-260
Unpaid minimum required contributions for all prior years2018-11-260
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-11-260
Remaining amount of unpaid minimum required contributions2018-11-260
Minimum required contributions for current year target normal cost2018-11-262,780
Net shortfall amortization installment of oustanding balance2018-11-26277,891
Waiver amortization installment2018-11-260
Total funding amount beforereflecting carryover/prefunding balances2018-11-2649,600
Additional cash requirement2018-11-2649,600
Contributions allocatedtoward minimum required contributions for current year2018-11-260
Unpaid minimum required contributions for current year2018-11-2649,600
Unpaid minimum required contributions for all years2018-11-2649,600
Waived amount of outstanding balance2018-11-260
Prefunding balance elected to use to offset funding requirement2018-11-2676,859
Market value of plan assets2018-10-312,462,639
Acturial value of plan assets2018-10-312,462,639
Funding target for retired participants and beneficiaries receiving payment2018-10-310
Number of terminated vested participants2018-10-318
Fundng target for terminated vested participants2018-10-3171,306
Active participant vested funding target2018-10-312,669,225
Number of active participants2018-10-313
Total funding liabilities for active participants2018-10-312,669,225
Total participant count2018-10-3111
Total funding target for all participants2018-10-312,740,531
Balance at beginning of prior year after applicable adjustments2018-10-310
Prefunding balance at beginning of prior year after applicable adjustments2018-10-31239,004
Carryover balanced portion elected for use to offset prior years funding requirement2018-10-310
Prefunding balanced used to offset prior years funding requirement2018-10-31120,313
Amount remaining of carryover balance2018-10-310
Amount remaining of prefunding balance2018-10-31118,691
Present value of excess contributions2018-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-10-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-10-310
Reductions in caryover balances due to elections or deemed elections2018-10-310
Reductions in prefunding balances due to elections or deemed elections2018-10-310
Balance of carryovers at beginning of current year2018-10-310
Balance of prefunding at beginning of current year2018-10-31124,910
Contributions allocated toward unpaid minimum require contributions from prior years2018-10-310
Contributions made to avoid restrictions adjusted to valuation date2018-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-10-310
Liquidity shortfalls end of Q12018-10-310
Liquidity shortfalls end of Q22018-10-310
Liquidity shortfalls end of Q32018-10-310
Liquidity shortfalls end of Q42018-10-310
Unpaid minimum required contributions for all prior years2018-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-10-310
Remaining amount of unpaid minimum required contributions2018-10-310
Minimum required contributions for current year target normal cost2018-10-312,780
Net shortfall amortization installment of oustanding balance2018-10-31277,891
Waiver amortization installment2018-10-310
Total funding amount beforereflecting carryover/prefunding balances2018-10-3149,600
Additional cash requirement2018-10-3149,600
Contributions allocatedtoward minimum required contributions for current year2018-10-310
Unpaid minimum required contributions for current year2018-10-3149,600
Unpaid minimum required contributions for all years2018-10-3149,600
Prefunding balance elected to use to offset funding requirement2018-10-3176,859
2017: R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-312,178,446
Acturial value of plan assets2017-12-312,178,446
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-3157,762
Active participant vested funding target2017-12-312,195,008
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-312,195,008
Total participant count2017-12-3111
Total funding target for all participants2017-12-312,252,770
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31239,004
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31120,313
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31118,691
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 elections2017-12-31118,691
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3112,130
Total employer contributions2017-12-31170,000
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 date2017-12-31158,157
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 cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-3174,324
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3112,205
Additional cash requirement2017-12-3112,205
Contributions allocatedtoward minimum required contributions for current year2017-12-31158,157
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: R & D PAULSON, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-311,976,380
Acturial value of plan assets2016-12-311,976,380
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-316
Fundng target for terminated vested participants2016-12-3138,760
Active participant vested funding target2016-12-311,876,786
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-311,880,928
Total participant count2016-12-3117
Total funding target for all participants2016-12-311,919,688
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31262,553
Prefunding balanced used to offset prior years funding requirement2016-12-3113,539
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31249,014
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-31239,004
Total employer contributions2016-12-31175,000
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 date2016-12-31157,959
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 cost2016-12-31247,417
Net shortfall amortization installment of oustanding balance2016-12-31182,312
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31278,272
Prefunding balance elected to use to offset funding requirement2016-12-31120,313
Additional cash requirement2016-12-31157,959
Contributions allocatedtoward minimum required contributions for current year2016-12-31157,959
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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