401k Plan data: LT CASH BALANCE PLAN plan

LT CASH BALANCE PLAN 401k Plan overview

Plan Name	LT CASH BALANCE PLAN
Plan identification number	003

LT CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
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

LEO TOURENO DDS PLLC has sponsored the creation of one or more 401k plans.

Company Name: LEO TOURENO DDS PLLC

Employer identification number (EIN): 205244872

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about LEO TOURENO DDS PLLC

Jurisdiction of Incorporation: Arizona Corporation Commission

Incorporation Date:

Company Identification Number: P12958971

More information about LEO TOURENO DDS PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LT CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 LEO TOURENO 2023-10-10
003 2021-01-01 LEO TOURENO 2022-10-13
003 2021-01-01 LEO TOURENO 2022-10-03
003 2020-01-01 LEO TOURENO 2021-10-07
003 2019-01-01 LEO TOURENO 2020-10-30
003 2018-01-01 LEO TOURENO 2019-10-10
003 2017-01-01 LEO TOURENO 2018-10-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01	LEO TOURENO	2023-10-10
003	2021-01-01	LEO TOURENO	2022-10-13
003	2021-01-01	LEO TOURENO	2022-10-03
003	2020-01-01	LEO TOURENO	2021-10-07
003	2019-01-01	LEO TOURENO	2020-10-30
003	2018-01-01	LEO TOURENO	2019-10-10
003	2017-01-01	LEO TOURENO	2018-10-09

Plan Statistics for LT CASH BALANCE PLAN

401k plan membership statisitcs for LT CASH BALANCE PLAN

Measure Date Value
2022: LT CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 338,381
Acturial value of plan assets 2022-12-31 338,381
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 802
Active participant vested funding target 2022-12-31 408,067
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 408,067
Total participant count 2022-12-31 6
Total funding target for all participants 2022-12-31 408,869
Present value of excess contributions 2022-12-31 53,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 53,552
Total employer contributions 2022-12-31 75,166
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 78,257
Minimum required contributions for current year target normal cost 2022-12-31 71,236
Net shortfall amortization installment of oustanding balance 2022-12-31 70,488
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 77,750
Additional cash requirement 2022-12-31 77,750
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 78,257
2021: LT CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 353,915
Acturial value of plan assets 2021-12-31 353,915
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 308,341
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 308,525
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 308,525
Present value of excess contributions 2021-12-31 76,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 76,779
Total employer contributions 2021-12-31 73,573
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 76,961
Minimum required contributions for current year target normal cost 2021-12-31 68,799
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 23,409
Additional cash requirement 2021-12-31 23,409
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 76,961
2020: LT CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 333,510
Acturial value of plan assets 2020-12-31 333,510
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 218,760
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 218,943
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 218,943
Present value of excess contributions 2020-12-31 45,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 45,521
Total employer contributions 2020-12-31 73,100
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 76,779
Minimum required contributions for current year target normal cost 2020-12-31 66,537
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 76,779
2019: LT CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 154,338
Acturial value of plan assets 2019-12-31 154,338
Active participant vested funding target 2019-12-31 126,198
Number of active participants 2019-12-31 3
Total funding liabilities for active participants 2019-12-31 126,198
Total participant count 2019-12-31 3
Total funding target for all participants 2019-12-31 126,198
Present value of excess contributions 2019-12-31 21,083
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 21,083
Total employer contributions 2019-12-31 72,774
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 76,277
Minimum required contributions for current year target normal cost 2019-12-31 58,896
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 30,756
Additional cash requirement 2019-12-31 30,756
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 76,277
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LT CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 59,117
Acturial value of plan assets 2018-12-31 59,117
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 59,200
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 59,200
Present value of excess contributions 2018-12-31 20,699
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 20,699
Total employer contributions 2018-12-31 73,009
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 77,488
Minimum required contributions for current year target normal cost 2018-12-31 56,391
Net shortfall amortization installment of oustanding balance 2018-12-31 83
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 56,405
Additional cash requirement 2018-12-31 56,405
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 77,488
2017: LT CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 710
Acturial value of plan assets 2017-12-31 710
Total employer contributions 2017-12-31 73,280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 73,689
Minimum required contributions for current year target normal cost 2017-12-31 53,700
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 52,990
Additional cash requirement 2017-12-31 52,990
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 73,689

Measure	Date	Value
2022: LT CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	338,381
Acturial value of plan assets	2022-12-31	338,381
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	802
Active participant vested funding target	2022-12-31	408,067
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	408,067
Total participant count	2022-12-31	6
Total funding target for all participants	2022-12-31	408,869
Present value of excess contributions	2022-12-31	53,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	53,552
Total employer contributions	2022-12-31	75,166
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	78,257
Minimum required contributions for current year target normal cost	2022-12-31	71,236
Net shortfall amortization installment of oustanding balance	2022-12-31	70,488
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	77,750
Additional cash requirement	2022-12-31	77,750
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	78,257
2021: LT CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	353,915
Acturial value of plan assets	2021-12-31	353,915
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	308,341
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	308,525
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	308,525
Present value of excess contributions	2021-12-31	76,779
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	76,779
Total employer contributions	2021-12-31	73,573
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	76,961
Minimum required contributions for current year target normal cost	2021-12-31	68,799
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	23,409
Additional cash requirement	2021-12-31	23,409
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	76,961
2020: LT CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	333,510
Acturial value of plan assets	2020-12-31	333,510
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	218,760
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	218,943
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	218,943
Present value of excess contributions	2020-12-31	45,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	45,521
Total employer contributions	2020-12-31	73,100
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	76,779
Minimum required contributions for current year target normal cost	2020-12-31	66,537
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	76,779
2019: LT CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	154,338
Acturial value of plan assets	2019-12-31	154,338
Active participant vested funding target	2019-12-31	126,198
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	126,198
Total participant count	2019-12-31	3
Total funding target for all participants	2019-12-31	126,198
Present value of excess contributions	2019-12-31	21,083
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	21,083
Total employer contributions	2019-12-31	72,774
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	76,277
Minimum required contributions for current year target normal cost	2019-12-31	58,896
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	30,756
Additional cash requirement	2019-12-31	30,756
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	76,277
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LT CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	59,117
Acturial value of plan assets	2018-12-31	59,117
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	59,200
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	59,200
Present value of excess contributions	2018-12-31	20,699
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	20,699
Total employer contributions	2018-12-31	73,009
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	77,488
Minimum required contributions for current year target normal cost	2018-12-31	56,391
Net shortfall amortization installment of oustanding balance	2018-12-31	83
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	56,405
Additional cash requirement	2018-12-31	56,405
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	77,488
2017: LT CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	710
Acturial value of plan assets	2017-12-31	710
Total employer contributions	2017-12-31	73,280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	73,689
Minimum required contributions for current year target normal cost	2017-12-31	53,700
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	52,990
Additional cash requirement	2017-12-31	52,990
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	73,689

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Company Name:	LEO TOURENO DDS PLLC
Employer identification number (EIN):	205244872
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Arizona Corporation Commission
Incorporation Date:
Company Identification Number:	P12958971