Plan Name | JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN |
Plan identification number | 003 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | JOHN M. CAPOGNA, D.D.S., P.C. |
Employer identification number (EIN): | 112918140 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about JOHN M. CAPOGNA, D.D.S., P.C.
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1998-05-13 |
Company Identification Number: | 2259478 |
Legal Registered Office Address: |
16 Radcliff Drive Nassau Huntington United States of America (USA) 11743 |
More information about JOHN M. CAPOGNA, D.D.S., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2019-01-01 | JOHN CAPOGNA | 2019-11-14 | JOHN CAPOGNA | 2019-11-14 |
003 | 2018-01-01 | JOHN CAPOGNA | 2019-06-14 | JOHN CAPOGNA | 2019-06-14 |
003 | 2017-01-01 | JOHN M CAPOGNA | 2018-07-16 | JOHN M CAPOGNA | 2018-07-16 |
003 | 2016-01-01 | JOHN M CAPOGNA | 2017-05-01 | JOHN M CAPOGNA | 2017-05-01 |
003 | 2015-01-01 | JOHN M CAPOGNA | 2016-07-15 | JOHN M CAPOGNA | 2016-07-15 |
003 | 2014-01-01 | JOHN M CAPOGNA | 2015-06-09 | JOHN M CAPOGNA | 2015-06-09 |
Measure | Date | Value |
---|---|---|
2019: JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-09-30 | 1,019,525 |
Acturial value of plan assets | 2019-09-30 | 1,019,525 |
Funding target for retired participants and beneficiaries receiving payment | 2019-09-30 | 0 |
Number of terminated vested participants | 2019-09-30 | 0 |
Fundng target for terminated vested participants | 2019-09-30 | 0 |
Active participant vested funding target | 2019-09-30 | 784,983 |
Number of active participants | 2019-09-30 | 17 |
Total funding liabilities for active participants | 2019-09-30 | 784,983 |
Total participant count | 2019-09-30 | 17 |
Total funding target for all participants | 2019-09-30 | 784,983 |
Balance at beginning of prior year after applicable adjustments | 2019-09-30 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-09-30 | 244,468 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-09-30 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-09-30 | 0 |
Amount remaining of carryover balance | 2019-09-30 | 0 |
Amount remaining of prefunding balance | 2019-09-30 | 244,468 |
Present value of excess contributions | 2019-09-30 | 43,909 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-09-30 | 43,909 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-09-30 | 43,909 |
Reductions in caryover balances due to elections or deemed elections | 2019-09-30 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-09-30 | 0 |
Balance of carryovers at beginning of current year | 2019-09-30 | 0 |
Balance of prefunding at beginning of current year | 2019-09-30 | 274,687 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-09-30 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-09-30 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-09-30 | 0 |
Liquidity shortfalls end of Q1 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q2 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q3 | 2019-09-30 | 0 |
Liquidity shortfalls end of Q4 | 2019-09-30 | 0 |
Unpaid minimum required contributions for all prior years | 2019-09-30 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-09-30 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-09-30 | 0 |
Minimum required contributions for current year target normal cost | 2019-09-30 | 174,819 |
Net shortfall amortization installment of oustanding balance | 2019-09-30 | 51,589 |
Waiver amortization installment | 2019-09-30 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-09-30 | 185,188 |
Prefunding balance elected to use to offset funding requirement | 2019-09-30 | 185,188 |
Additional cash requirement | 2019-09-30 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for current year | 2019-09-30 | 0 |
Unpaid minimum required contributions for all years | 2019-09-30 | 0 |
2018: JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 787,552 |
Acturial value of plan assets | 2018-12-31 | 787,552 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 0 |
Number of terminated vested participants | 2018-12-31 | 0 |
Fundng target for terminated vested participants | 2018-12-31 | 0 |
Active participant vested funding target | 2018-12-31 | 502,338 |
Number of active participants | 2018-12-31 | 14 |
Total funding liabilities for active participants | 2018-12-31 | 627,922 |
Total participant count | 2018-12-31 | 14 |
Total funding target for all participants | 2018-12-31 | 627,922 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 201,099 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 201,099 |
Present value of excess contributions | 2018-12-31 | 28,025 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 28,025 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 28,025 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 244,468 |
Total employer contributions | 2018-12-31 | 160,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 154,772 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 91,701 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 99,090 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 110,863 |
Additional cash requirement | 2018-12-31 | 110,863 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 154,772 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
2017: JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 705,204 |
Acturial value of plan assets | 2017-12-31 | 705,204 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 0 |
Number of terminated vested participants | 2017-12-31 | 0 |
Fundng target for terminated vested participants | 2017-12-31 | 0 |
Active participant vested funding target | 2017-12-31 | 318,386 |
Number of active participants | 2017-12-31 | 14 |
Total funding liabilities for active participants | 2017-12-31 | 530,645 |
Total participant count | 2017-12-31 | 14 |
Total funding target for all participants | 2017-12-31 | 530,645 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 114,732 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 114,732 |
Present value of excess contributions | 2017-12-31 | 77,005 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 77,005 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 77,005 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 201,099 |
Total employer contributions | 2017-12-31 | 129,155 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 122,804 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 86,593 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 38,626 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 94,779 |
Additional cash requirement | 2017-12-31 | 94,779 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 122,804 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
2016: JOHN M. CAPOGNA, D.D.S., P.C. PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 430,181 |
Acturial value of plan assets | 2016-12-31 | 430,181 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 0 |
Number of terminated vested participants | 2016-12-31 | 0 |
Fundng target for terminated vested participants | 2016-12-31 | 0 |
Active participant vested funding target | 2016-12-31 | 139,728 |
Number of active participants | 2016-12-31 | 14 |
Total funding liabilities for active participants | 2016-12-31 | 349,322 |
Total participant count | 2016-12-31 | 14 |
Total funding target for all participants | 2016-12-31 | 349,322 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 41,541 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 41,541 |
Present value of excess contributions | 2016-12-31 | 76,489 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 76,489 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 76,489 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
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 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 114,732 |
Total employer contributions | 2016-12-31 | 225,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 219,642 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 135,011 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 40,761 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 142,637 |
Additional cash requirement | 2016-12-31 | 142,637 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 219,642 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |