CHARLES J. PTAK, JR. DEFINED BENEFIT PLAN 401k Plan overview

CHARLES J. PTAK, JR. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	CHARLES J. PTAK, JR.
Employer identification number (EIN):	112769403
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2020-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2012-01-01	CHARLES J. PTAK	2013-08-29

Plan Statistics for CHARLES J. PTAK, JR. DEFINED BENEFIT PLAN

Measure	Date	Value
2020: CHARLES J. PTAK, JR. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	549,283
Acturial value of plan assets	2020-12-31	549,283
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	41,723
Active participant vested funding target	2020-12-31	580,346
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	580,346
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	622,069
Balance at beginning of prior year after applicable adjustments	2020-12-31	1,997
Amount remaining of carryover balance	2020-12-31	1,997
Present value of excess contributions	2020-12-31	38,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	40,431
Balance of carryovers at beginning of current year	2020-12-31	2,065
Total employer contributions	2020-12-31	70,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	64,479
Net shortfall amortization installment of oustanding balance	2020-12-31	73,383
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	24,398
Additional cash requirement	2020-12-31	24,398
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	64,479
2016: CHARLES J. PTAK, JR. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	646,224
Acturial value of plan assets	2016-12-31	646,224
Active participant vested funding target	2016-12-31	598,950
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	598,950
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	598,950
Balance at beginning of prior year after applicable adjustments	2016-12-31	1,866
Amount remaining of carryover balance	2016-12-31	1,866
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	1,907
Minimum required contributions for current year target normal cost	2016-12-31	19,190

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