401k Plan data: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN plan

ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN
Plan identification number	002

ALI ALIJANIAN, D.D.S., P.C. 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

ALI ALIJANIAN, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: ALI ALIJANIAN, D.D.S., P.C.

Employer identification number (EIN): 721576468

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 ALI ALIJANIAN 2016-07-27
002 2014-01-01 ALI ALIJANIAN 2015-05-03
002 2013-01-01 ALI ALIJANIAN 2014-06-19
002 2012-01-01 ALI ALIJANIAN, D.D.S. 2013-06-06 ALI ALIJANIAN, D.D.S. 2013-06-06
002 2011-01-01 ALI ALIJANIAN, D.D.S. 2012-04-17 ALI ALIJANIAN, D.D.S. 2012-04-17
002 2010-01-01 ALI ALIJANIAN, D.D.S. 2011-10-03 ALI ALIJANIAN, D.D.S. 2011-10-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	ALI ALIJANIAN	2016-07-27
002	2014-01-01	ALI ALIJANIAN	2015-05-03
002	2013-01-01	ALI ALIJANIAN	2014-06-19
002	2012-01-01	ALI ALIJANIAN, D.D.S.	2013-06-06	ALI ALIJANIAN, D.D.S.	2013-06-06
002	2011-01-01	ALI ALIJANIAN, D.D.S.	2012-04-17	ALI ALIJANIAN, D.D.S.	2012-04-17
002	2010-01-01	ALI ALIJANIAN, D.D.S.	2011-10-03	ALI ALIJANIAN, D.D.S.	2011-10-03

Plan Statistics for ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN

Measure Date Value
2022: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,189,526
Acturial value of plan assets 2022-12-31 2,189,526
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 13,583
Active participant vested funding target 2022-12-31 1,491,056
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 1,491,900
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 1,505,483
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 490,808
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 490,808
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 534,932
Total employer contributions 2022-12-31 400,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 375,766
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 213,750
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 64,639
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 64,639
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 375,766
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,009,671
Acturial value of plan assets 2021-12-31 2,009,671
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 9,496
Active participant vested funding target 2021-12-31 1,177,976
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,177,976
Total participant count 2021-12-31 10
Total funding target for all participants 2021-12-31 1,187,472
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 417,638
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 417,638
Present value of excess contributions 2021-12-31 117,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 123,918
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 490,808
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 127,779
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,730,897
Acturial value of plan assets 2020-12-31 1,730,897
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 10,502
Active participant vested funding target 2020-12-31 1,199,231
Number of active participants 2020-12-31 9
Total funding liabilities for active participants 2020-12-31 1,200,874
Total participant count 2020-12-31 12
Total funding target for all participants 2020-12-31 1,211,376
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 376,525
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 4,789
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 371,736
Present value of excess contributions 2020-12-31 1,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 1,480
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 1,480
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 417,638
Total employer contributions 2020-12-31 125,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 117,424
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 117,424
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,436,039
Acturial value of plan assets 2019-12-31 1,436,039
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 9,711
Active participant vested funding target 2019-12-31 1,028,712
Number of active participants 2019-12-31 11
Total funding liabilities for active participants 2019-12-31 1,029,063
Total participant count 2019-12-31 13
Total funding target for all participants 2019-12-31 1,038,774
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 358,610
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 2019-12-31 358,610
Present value of excess contributions 2019-12-31 107,202
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 113,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 30,000
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 2019-12-31 376,525
Total employer contributions 2019-12-31 126,000
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
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 118,290
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
Minimum required contributions for current year target normal cost 2019-12-31 143,819
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 123,079
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 4,789
Additional cash requirement 2019-12-31 118,290
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 118,290
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,402,812
Acturial value of plan assets 2018-12-31 1,402,812
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 13,884
Active participant vested funding target 2018-12-31 811,371
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 812,283
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 826,167
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 288,907
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 2018-12-31 288,907
Present value of excess contributions 2018-12-31 112,485
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 118,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 50,000
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 2018-12-31 358,610
Total employer contributions 2018-12-31 114,300
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 2018-12-31 107,202
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 2018-12-31 132,891
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 107,202
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,225,973
Acturial value of plan assets 2017-12-31 1,225,973
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 3
Fundng target for terminated vested participants 2017-12-31 9,193
Active participant vested funding target 2017-12-31 584,733
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 584,733
Total participant count 2017-12-31 13
Total funding target for all participants 2017-12-31 593,926
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 225,490
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 2017-12-31 225,490
Present value of excess contributions 2017-12-31 253,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 268,553
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 50,000
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 2017-12-31 288,907
Total employer contributions 2017-12-31 120,364
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 2017-12-31 112,485
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 2017-12-31 114,513
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 112,485
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 903,576
Acturial value of plan assets 2016-12-31 903,576
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 3
Fundng target for terminated vested participants 2016-12-31 9,188
Active participant vested funding target 2016-12-31 527,427
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 527,427
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 536,615
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 168,592
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 2016-12-31 168,592
Present value of excess contributions 2016-12-31 186,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 198,046
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 60,000
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 2016-12-31 225,490
Total employer contributions 2016-12-31 271,000
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 2016-12-31 253,400
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 69,172
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 253,400
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,189,526
Acturial value of plan assets	2022-12-31	2,189,526
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	13,583
Active participant vested funding target	2022-12-31	1,491,056
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	1,491,900
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	1,505,483
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	490,808
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	490,808
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	534,932
Total employer contributions	2022-12-31	400,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	375,766
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	213,750
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	64,639
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	64,639
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	375,766
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,009,671
Acturial value of plan assets	2021-12-31	2,009,671
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	9,496
Active participant vested funding target	2021-12-31	1,177,976
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,177,976
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	1,187,472
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	417,638
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	417,638
Present value of excess contributions	2021-12-31	117,424
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	123,918
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	490,808
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	127,779
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,730,897
Acturial value of plan assets	2020-12-31	1,730,897
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	10,502
Active participant vested funding target	2020-12-31	1,199,231
Number of active participants	2020-12-31	9
Total funding liabilities for active participants	2020-12-31	1,200,874
Total participant count	2020-12-31	12
Total funding target for all participants	2020-12-31	1,211,376
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	376,525
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	4,789
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	371,736
Present value of excess contributions	2020-12-31	1,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,480
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	1,480
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	417,638
Total employer contributions	2020-12-31	125,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	117,424
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	117,424
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,436,039
Acturial value of plan assets	2019-12-31	1,436,039
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	9,711
Active participant vested funding target	2019-12-31	1,028,712
Number of active participants	2019-12-31	11
Total funding liabilities for active participants	2019-12-31	1,029,063
Total participant count	2019-12-31	13
Total funding target for all participants	2019-12-31	1,038,774
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	358,610
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	358,610
Present value of excess contributions	2019-12-31	107,202
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	113,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	30,000
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	376,525
Total employer contributions	2019-12-31	126,000
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
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	118,290
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
Minimum required contributions for current year target normal cost	2019-12-31	143,819
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	123,079
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	4,789
Additional cash requirement	2019-12-31	118,290
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	118,290
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,402,812
Acturial value of plan assets	2018-12-31	1,402,812
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	13,884
Active participant vested funding target	2018-12-31	811,371
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	812,283
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	826,167
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	288,907
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	288,907
Present value of excess contributions	2018-12-31	112,485
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	118,998
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	50,000
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	358,610
Total employer contributions	2018-12-31	114,300
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	107,202
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	132,891
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	107,202
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,225,973
Acturial value of plan assets	2017-12-31	1,225,973
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	3
Fundng target for terminated vested participants	2017-12-31	9,193
Active participant vested funding target	2017-12-31	584,733
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	584,733
Total participant count	2017-12-31	13
Total funding target for all participants	2017-12-31	593,926
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	225,490
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	225,490
Present value of excess contributions	2017-12-31	253,400
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	268,553
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	50,000
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	288,907
Total employer contributions	2017-12-31	120,364
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	112,485
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	114,513
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	112,485
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ALI ALIJANIAN, D.D.S., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	903,576
Acturial value of plan assets	2016-12-31	903,576
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	3
Fundng target for terminated vested participants	2016-12-31	9,188
Active participant vested funding target	2016-12-31	527,427
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	527,427
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	536,615
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	168,592
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	168,592
Present value of excess contributions	2016-12-31	186,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	198,046
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	60,000
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	225,490
Total employer contributions	2016-12-31	271,000
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	253,400
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	69,172
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	253,400
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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

Company Name:	ALI ALIJANIAN, D.D.S., P.C.
Employer identification number (EIN):	721576468
NAIC Classification:	621210
NAIC Description:	Offices of Dentists