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JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 401k Plan overview

Plan NameJOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN
Plan identification number 002

JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN Benefits

401k Plan TypeDefined 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).

401k Sponsoring company profile

JOHN A. PAVLO, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. PAVLO, D.M.D., P.C.
Employer identification number (EIN):020658560
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-01-01JOHN PAVLO2017-02-22
0022015-01-01JOHN PAVLO2016-07-15
0022014-01-01VASILIKI PAVLO
0022013-01-01VASILIKI PAVLO

Plan Statistics for JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN

401k plan membership statisitcs for JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN

Measure Date Value
2016: JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-27479,201
Acturial value of plan assets2016-12-27479,201
Funding target for retired participants and beneficiaries receiving payment2016-12-270
Number of terminated vested participants2016-12-273
Fundng target for terminated vested participants2016-12-2711,223
Active participant vested funding target2016-12-27393,677
Number of active participants2016-12-2711
Total funding liabilities for active participants2016-12-27395,537
Total participant count2016-12-2714
Total funding target for all participants2016-12-27406,760
Balance at beginning of prior year after applicable adjustments2016-12-270
Prefunding balance at beginning of prior year after applicable adjustments2016-12-270
Amount remaining of carryover balance2016-12-270
Amount remaining of prefunding balance2016-12-270
Present value of excess contributions2016-12-2793,387
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-2799,270
Balance of carryovers at beginning of current year2016-12-270
Balance of prefunding at beginning of current year2016-12-270
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-270
Contributions made to avoid restrictions adjusted to valuation date2016-12-270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-270
Unpaid minimum required contributions for all prior years2016-12-270
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-270
Remaining amount of unpaid minimum required contributions2016-12-270
Minimum required contributions for current year target normal cost2016-12-270
Net shortfall amortization installment of oustanding balance2016-12-270
Total funding amount beforereflecting carryover/prefunding balances2016-12-270
Additional cash requirement2016-12-270
Contributions allocatedtoward minimum required contributions for current year2016-12-270
Unpaid minimum required contributions for current year2016-12-270
Unpaid minimum required contributions for all years2016-12-270
2014: JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0111
Total participants2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Total of all active and inactive participants2013-01-0110
Total participants2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN

Measure Date Value
2014 : JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$144,965
Total plan assets at end of year2014-12-31$270,965
Total plan assets at beginning of year2014-12-31$126,000
Value of fidelity bond covering the plan2014-12-31$70,000
Other income received2014-12-31$9,965
Net income (gross income less expenses)2014-12-31$144,965
Net plan assets at end of year (total assets less liabilities)2014-12-31$270,965
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$126,000
Total contributions received or receivable from employer(s)2014-12-31$135,000
2013 : JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$126,000
Total plan assets at end of year2013-12-31$126,000
Total plan assets at beginning of year2013-12-31$0
Net income (gross income less expenses)2013-12-31$126,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$126,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$126,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN

2014: JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN A. PAVLO, DMD, PC CASH BALANCE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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