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KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan NameKATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN
Plan identification number 002

KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

KATHY J. STETLER, D.M.D., M.S.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:KATHY J. STETLER, D.M.D., M.S.D., P.A.
Employer identification number (EIN):522351608
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about KATHY J. STETLER, D.M.D., M.S.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2001-06-27
Company Identification Number: P01000063918
Legal Registered Office Address: 130 Lansing Island Drive

Indian Harbour Beach

32937

More information about KATHY J. STETLER, D.M.D., M.S.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01TATIANA POMBO2013-10-14 TATIANA POMBO2013-10-14
0022011-01-01TATIANA POMBO2013-10-14 TATIANA POMBO2013-10-14
0022010-01-01TATIANA CHAVEZ2011-08-24 TATIANA CHAVEZ2011-08-24

Plan Statistics for KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN

Measure Date Value
2017: KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-313,165,621
Acturial value of plan assets2017-12-313,165,621
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-311
Fundng target for terminated vested participants2017-12-311,479
Active participant vested funding target2017-12-312,503,733
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-312,503,733
Total participant count2017-12-316
Total funding target for all participants2017-12-312,505,212
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3171,556
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 balance2017-12-3171,556
Present value of excess contributions2017-12-31226,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31226,161
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-3176,966
Total employer contributions2017-12-31435,000
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 date2017-12-31424,805
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 cost2017-12-31194,486
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 year2017-12-31424,805
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: KATHY J. STETLER, D.M.D., M.S.D., P.A. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-312,451,278
Acturial value of plan assets2016-12-312,451,278
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-31162
Active participant vested funding target2016-12-311,990,511
Number of active participants2016-12-314
Total funding liabilities for active participants2016-12-311,996,200
Total participant count2016-12-315
Total funding target for all participants2016-12-311,996,362
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3174,021
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 balance2016-12-3174,021
Present value of excess contributions2016-12-3197,272
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3197,272
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-3171,556
Total employer contributions2016-12-31230,000
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 date2016-12-31226,161
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 cost2016-12-31264,913
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
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 year2016-12-31226,161
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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