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APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT 401k Plan overview

Plan NameAPDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT
Plan identification number 002

APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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

APDO, P.C. has sponsored the creation of one or more 401k plans.

Company Name:APDO, P.C.
Employer identification number (EIN):860900419
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-10-01
0022019-10-01
0022018-10-01
0022017-10-01
0022016-10-01
0022015-10-01
0022014-10-01PATRICIA MIXER2016-06-10 PATRICIA MIXER2016-05-26
0022013-10-01PATRICIA MIXER2015-02-25 PATRICIA MIXER2015-02-25
0022012-10-01BRUCE GOLDSTEIN, D.D.S.2014-07-11
0022011-10-01BRUCE GOLDSTEIN, D.D.S.2013-07-11
0022010-10-01BRUCE GOLDSTEIN, D.D.S.2012-07-10
0022008-10-01

Plan Statistics for APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT

401k plan membership statisitcs for APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT

Measure Date Value
2020: APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT 2020 401k membership
Market value of plan assets2020-09-301,951,024
Acturial value of plan assets2020-09-301,951,024
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-300
Fundng target for terminated vested participants2020-09-300
Active participant vested funding target2020-09-301,993,302
Number of active participants2020-09-302
Total funding liabilities for active participants2020-09-301,993,302
Total participant count2020-09-302
Total funding target for all participants2020-09-301,993,302
Balance at beginning of prior year after applicable adjustments2020-09-30544
Prefunding balance at beginning of prior year after applicable adjustments2020-09-30105,066
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-30544
Amount remaining of prefunding balance2020-09-30105,066
Present value of excess contributions2020-09-30392,652
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30392,652
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-30556
Balance of prefunding at beginning of current year2020-09-30107,462
Total employer contributions2020-09-30881,471
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30865,840
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30277,927
Net shortfall amortization installment of oustanding balance2020-09-30155,899
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30302,221
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-30302,221
Contributions allocatedtoward minimum required contributions for current year2020-09-30865,840
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT 2019 401k membership
Market value of plan assets2019-09-303,180,665
Acturial value of plan assets2019-09-303,180,665
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-300
Fundng target for terminated vested participants2019-09-300
Active participant vested funding target2019-09-302,817,412
Number of active participants2019-09-302
Total funding liabilities for active participants2019-09-302,817,412
Total participant count2019-09-302
Total funding target for all participants2019-09-302,817,412
Balance at beginning of prior year after applicable adjustments2019-09-30524
Prefunding balance at beginning of prior year after applicable adjustments2019-09-30101,171
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-30524
Amount remaining of prefunding balance2019-09-30101,171
Present value of excess contributions2019-09-30353,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30353,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-30544
Balance of prefunding at beginning of current year2019-09-30105,066
Total employer contributions2019-09-30500,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30481,108
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30340,048
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-3088,456
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-3088,456
Contributions allocatedtoward minimum required contributions for current year2019-09-30481,108
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT 2018 401k membership
Market value of plan assets2018-09-302,738,933
Acturial value of plan assets2018-09-302,738,933
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-300
Fundng target for terminated vested participants2018-09-300
Active participant vested funding target2018-09-302,251,070
Number of active participants2018-09-302
Total funding liabilities for active participants2018-09-302,251,070
Total participant count2018-09-302
Total funding target for all participants2018-09-302,251,070
Balance at beginning of prior year after applicable adjustments2018-09-30482
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3093,022
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-30482
Amount remaining of prefunding balance2018-09-3093,022
Present value of excess contributions2018-09-30248,383
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-30248,383
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-30524
Balance of prefunding at beginning of current year2018-09-30101,171
Total employer contributions2018-09-30368,285
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30353,598
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30270,553
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-30353,598
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT 2017 401k membership
Market value of plan assets2017-09-302,384,996
Acturial value of plan assets2017-09-302,384,996
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-300
Fundng target for terminated vested participants2017-09-300
Active participant vested funding target2017-09-301,832,720
Number of active participants2017-09-302
Total funding liabilities for active participants2017-09-301,832,720
Total participant count2017-09-302
Total funding target for all participants2017-09-301,832,720
Balance at beginning of prior year after applicable adjustments2017-09-30482
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3093,022
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-30482
Amount remaining of prefunding balance2017-09-3093,022
Present value of excess contributions2017-09-30254,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30254,162
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-30482
Balance of prefunding at beginning of current year2017-09-3093,022
Total employer contributions2017-09-30259,121
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30248,383
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30221,718
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-30248,383
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

Form 5500 Responses for APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT

2008: APDO, P.C. DEFINED BENEFIT PLAN AND TRUST AGREEMENT 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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