Logo

SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameSUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN
Plan identification number 002

SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • 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

LITITZ ORAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:LITITZ ORAL SURGERY, P.C.
Employer identification number (EIN):232040345
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01CHRISTOPHER MARADIE2015-10-14
0022013-01-01CHRISTOPHER MARADIE2014-10-09
0022012-01-01STEVEN D. SUDBRINK, D.M.D.2013-10-09
0022011-01-01STEVEN D. SUDBRINK, D.M.D.2012-10-02
0022010-01-01STEVEN D. SUDBRINK, D.M.D.2011-10-13

Plan Statistics for SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN

Measure Date Value
2019: SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-31895,610
Acturial value of plan assets2019-12-31895,610
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-315
Fundng target for terminated vested participants2019-12-313,727
Active participant vested funding target2019-12-31784,980
Number of active participants2019-12-3121
Total funding liabilities for active participants2019-12-31784,980
Total participant count2019-12-3126
Total funding target for all participants2019-12-31788,707
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3167,198
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3167,198
Present value of excess contributions2019-12-3181,817
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3181,817
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3181,817
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31144,150
Total employer contributions2019-12-3181,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3174,740
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31144,210
Net shortfall amortization installment of oustanding balance2019-12-3145,060
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31156,148
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3181,408
Additional cash requirement2019-12-3174,740
Contributions allocatedtoward minimum required contributions for current year2019-12-3174,740
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-31580,931
Acturial value of plan assets2018-12-31580,931
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-311,171
Active participant vested funding target2018-12-31595,600
Number of active participants2018-12-3121
Total funding liabilities for active participants2018-12-31595,600
Total participant count2018-12-3123
Total funding target for all participants2018-12-31596,771
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31147,292
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3131,214
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31116,078
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3160,000
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3167,198
Total employer contributions2018-12-31236,308
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31224,767
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31126,290
Net shortfall amortization installment of oustanding balance2018-12-3186,788
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31142,950
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31142,950
Contributions allocatedtoward minimum required contributions for current year2018-12-31224,767
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-31601,838
Acturial value of plan assets2017-12-31601,838
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-318
Fundng target for terminated vested participants2017-12-317,277
Active participant vested funding target2017-12-31502,634
Number of active participants2017-12-3114
Total funding liabilities for active participants2017-12-31502,634
Total participant count2017-12-3122
Total funding target for all participants2017-12-31509,911
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31131,855
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31131,855
Present value of excess contributions2017-12-3110,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3110,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3110,189
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31147,292
Total employer contributions2017-12-3133,864
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 date2017-12-3131,028
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-3151,931
Net shortfall amortization installment of oustanding balance2017-12-3163,878
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3163,477
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3132,449
Additional cash requirement2017-12-3131,028
Contributions allocatedtoward minimum required contributions for current year2017-12-3131,028
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: SUDBRINK ORAL SURGERY, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-31487,962
Acturial value of plan assets2016-12-31487,962
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-318
Fundng target for terminated vested participants2016-12-316,047
Active participant vested funding target2016-12-31418,771
Number of active participants2016-12-3112
Total funding liabilities for active participants2016-12-31418,771
Total participant count2016-12-3120
Total funding target for all participants2016-12-31424,818
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31101,616
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31101,616
Present value of excess contributions2016-12-3132,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3132,627
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3132,627
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 year2016-12-31131,855
Total employer contributions2016-12-3164,741
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 date2016-12-3161,871
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-3149,676
Net shortfall amortization installment of oustanding balance2016-12-317,528
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3151,682
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3151,682
Contributions allocatedtoward minimum required contributions for current year2016-12-3161,871
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1