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HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN 401k Plan overview

Plan NameHUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN
Plan identification number 002

HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE 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

HUGH GOLDSTON, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:HUGH GOLDSTON, D.D.S., P.A.
Employer identification number (EIN):412048225
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01HUGH GOLDSTON, D.D.S.2020-07-19
0022019-01-01HUGH GOLDSTON, D.D.S.2020-07-19
0022018-01-01HUGH GOLDSTON, D.D.S.2019-07-20
0022017-01-01HUGH GOLDSTON, D.D.S.2018-07-18
0022016-01-01HUGH GOLDSTON, D.D.S.2017-07-19
0022015-01-01HUGH GOLDSTON, D.D.S.2016-05-24
0022014-01-01HUGH GOLDSTON, D.D.S.2015-07-22
0022013-01-01HUGH GOLDSTON, D.D.S.2014-07-22
0022012-01-01HUGH GOLDSTON, D.D.S.2013-07-23
0022011-01-01HUGH GOLDSTON, D.D.S.2012-06-06
0022010-01-01HUGH GOLDSTON DDS2011-07-11

Plan Statistics for HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN

401k plan membership statisitcs for HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN

Measure Date Value
2019: HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets2019-12-312,674,048
Acturial value of plan assets2019-12-312,835,507
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-315,117
Active participant vested funding target2019-12-311,925,776
Number of active participants2019-12-3110
Total funding liabilities for active participants2019-12-311,926,744
Total participant count2019-12-3112
Total funding target for all participants2019-12-311,931,861
Balance at beginning of prior year after applicable adjustments2019-12-3158,235
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31199,809
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 balance2019-12-3158,235
Amount remaining of prefunding balance2019-12-31199,809
Present value of excess contributions2019-12-31179,672
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31189,806
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3154,490
Balance of prefunding at beginning of current year2019-12-31186,961
Total employer contributions2019-12-31192,712
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 date2019-12-31186,804
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 cost2019-12-31139,260
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31186,804
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets2018-12-312,675,030
Acturial value of plan assets2018-12-312,526,400
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-315,940
Active participant vested funding target2018-12-311,687,591
Number of active participants2018-12-3110
Total funding liabilities for active participants2018-12-311,688,000
Total participant count2018-12-3113
Total funding target for all participants2018-12-311,693,940
Balance at beginning of prior year after applicable adjustments2018-12-3151,236
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31175,795
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3151,236
Amount remaining of prefunding balance2018-12-31175,795
Present value of excess contributions2018-12-31163,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31172,799
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 elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3158,235
Balance of prefunding at beginning of current year2018-12-31199,809
Total employer contributions2018-12-31184,071
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 date2018-12-31179,672
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 cost2018-12-31141,155
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31179,672
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets2017-12-312,195,197
Acturial value of plan assets2017-12-312,183,748
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-31967
Active participant vested funding target2017-12-311,488,913
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-311,488,913
Total participant count2017-12-319
Total funding target for all participants2017-12-311,489,880
Balance at beginning of prior year after applicable adjustments2017-12-3146,872
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31160,822
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 balance2017-12-3146,872
Amount remaining of prefunding balance2017-12-31160,822
Present value of excess contributions2017-12-31148,783
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31156,981
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-3151,236
Balance of prefunding at beginning of current year2017-12-31175,795
Total employer contributions2017-12-31167,685
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 date2017-12-31163,744
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 cost2017-12-31140,018
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31163,744
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: HUGH GOLDSTON, D.D.S., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets2016-12-311,865,803
Acturial value of plan assets2016-12-311,934,233
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-311,646
Active participant vested funding target2016-12-311,268,007
Number of active participants2016-12-3111
Total funding liabilities for active participants2016-12-311,268,782
Total participant count2016-12-3112
Total funding target for all participants2016-12-311,270,428
Balance at beginning of prior year after applicable adjustments2016-12-3147,264
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31162,168
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 balance2016-12-3147,264
Amount remaining of prefunding balance2016-12-31162,168
Present value of excess contributions2016-12-31172,102
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31181,654
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-3146,872
Balance of prefunding at beginning of current year2016-12-31160,822
Total employer contributions2016-12-31152,500
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 date2016-12-31148,783
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 cost2016-12-31136,888
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31148,783
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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