401k Plan data: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN plan

CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 401k Plan overview

Plan Name	CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN
Plan identification number	002

CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN Benefits

401k Plan Type

Defined 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).
Plan covering Self-Employed individuals.
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

CAPITOL ENDODONTICS PLLC has sponsored the creation of one or more 401k plans.

Company Name: CAPITOL ENDODONTICS PLLC

Employer identification number (EIN): 824888212

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01

Plan Statistics for CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN

401k plan membership statisitcs for CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN

Measure Date Value
2025: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-09-02 3
Total number of particpants at end of year 2025-09-02 7
2024: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-24 5
Total number of particpants at end of year 2024-06-24 3
2022: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 151,601
Acturial value of plan assets 2022-12-31 151,601
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 2022-12-31 522
Active participant vested funding target 2022-12-31 146,654
Number of active participants 2022-12-31 3
Total funding liabilities for active participants 2022-12-31 146,654
Total participant count 2022-12-31 4
Total funding target for all participants 2022-12-31 147,176
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 17,060
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 17,060
Present value of excess contributions 2022-12-31 27,447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 27,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 27,447
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 45,111
Total employer contributions 2022-12-31 86,998
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 88,998
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 69,076
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 69,076
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 69,076
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 88,998
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total number of particpants at beginning of year 2022-07-26 4
Total number of particpants at end of year 2022-07-26 4
2021: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 87,364
Acturial value of plan assets 2021-12-31 87,364
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 67,450
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 67,864
Total participant count 2021-12-31 4
Total funding target for all participants 2021-12-31 67,864
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 0
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 0
Present value of excess contributions 2021-12-31 17,060
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 17,060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 17,060
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 17,060
Total employer contributions 2021-12-31 91,222
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 91,893
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 65,844
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 64,446
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 64,446
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 91,893
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 0
Acturial value of plan assets 2020-12-31 0
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 0
Number of active participants 2020-12-31 3
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 3
Total funding target for all participants 2020-12-31 0
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 0
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 0
Total employer contributions 2020-12-31 85,785
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 83,953
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 66,893
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 66,893
Additional cash requirement 2020-12-31 66,893
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 83,953
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0

Measure	Date	Value
2025: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-09-02	3
Total number of particpants at end of year	2025-09-02	7
2024: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-24	5
Total number of particpants at end of year	2024-06-24	3
2022: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	151,601
Acturial value of plan assets	2022-12-31	151,601
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	522
Active participant vested funding target	2022-12-31	146,654
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	146,654
Total participant count	2022-12-31	4
Total funding target for all participants	2022-12-31	147,176
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	17,060
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	17,060
Present value of excess contributions	2022-12-31	27,447
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	27,447
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	27,447
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	45,111
Total employer contributions	2022-12-31	86,998
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	88,998
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	69,076
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	69,076
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	69,076
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	88,998
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total number of particpants at beginning of year	2022-07-26	4
Total number of particpants at end of year	2022-07-26	4
2021: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	87,364
Acturial value of plan assets	2021-12-31	87,364
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	67,450
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	67,864
Total participant count	2021-12-31	4
Total funding target for all participants	2021-12-31	67,864
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	0
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	0
Present value of excess contributions	2021-12-31	17,060
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	17,060
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	17,060
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	17,060
Total employer contributions	2021-12-31	91,222
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	91,893
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	65,844
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	64,446
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	64,446
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	91,893
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	0
Acturial value of plan assets	2020-12-31	0
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	0
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	3
Total funding target for all participants	2020-12-31	0
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	0
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	0
Total employer contributions	2020-12-31	85,785
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	83,953
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	66,893
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	66,893
Additional cash requirement	2020-12-31	66,893
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	83,953
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0

Financial Data on CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN

Measure	Date	Value
2025 : CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-09-02	0
Total liabilities as of the end of the plan year	2025-09-02	0
Total liabilities as of the beginning of the plan year	2025-09-02	0
Total expenses incurred by plan in this plan year	2025-09-02	0
Net assets as of the end of the plan year	2025-09-02	828938
Total assets as of the beginning of the plan year	2025-09-02	501006
Value of plan covered by a fidelity bond	2025-09-02	90000
Participant contributions to plan in this plan year	2025-09-02	0
Other expenses paid from plan in this plan year	2025-09-02	0
Other contributions to plan in this plan year	2025-09-02	0
Other income to plan in this plan year	2025-09-02	51932
Plan net income in this plan year	2025-09-02	327932
Net assets as of the end of the plan year	2025-09-02	828938
Net assets as of the beginning of the plan year	2025-09-02	501006
Employer contributions to plan in this plan year	2025-09-02	276000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-02	0
2024 : CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-24	0
Total liabilities as of the end of the plan year	2024-06-24	0
Total liabilities as of the beginning of the plan year	2024-06-24	0
Total expenses incurred by plan in this plan year	2024-06-24	1282
Net assets as of the end of the plan year	2024-06-24	501006
Total assets as of the beginning of the plan year	2024-06-24	240738
Value of plan covered by a fidelity bond	2024-06-24	60000
Participant contributions to plan in this plan year	2024-06-24	0
Other expenses paid from plan in this plan year	2024-06-24	0
Other contributions to plan in this plan year	2024-06-24	0
Other income to plan in this plan year	2024-06-24	35928
Plan net income in this plan year	2024-06-24	260268
Net assets as of the end of the plan year	2024-06-24	501006
Net assets as of the beginning of the plan year	2024-06-24	240738
Employer contributions to plan in this plan year	2024-06-24	225622
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-24	0
2022 : CAPITOL ENDODONTICS PLLC CASH BALANCE PLAN 2022 401k financial data
Total liabilities as of the end of the plan year	2022-07-26	0
Total liabilities as of the beginning of the plan year	2022-07-26	0
Total expenses incurred by plan in this plan year	2022-07-26	422
Net assets as of the end of the plan year	2022-07-26	179329
Total assets as of the beginning of the plan year	2022-07-26	85785
Value of plan covered by a fidelity bond	2022-07-26	30000
Participant contributions to plan in this plan year	2022-07-26	0
Other contributions to plan in this plan year	2022-07-26	0
Other income to plan in this plan year	2022-07-26	2744
Plan net income in this plan year	2022-07-26	93544
Net assets as of the end of the plan year	2022-07-26	179329
Net assets as of the beginning of the plan year	2022-07-26	85785
Employer contributions to plan in this plan year	2022-07-26	91222
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-26	422

Potentially related plans

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:	CAPITOL ENDODONTICS PLLC
Employer identification number (EIN):	824888212
NAIC Classification:	621210
NAIC Description:	Offices of Dentists