401k Plan data: KIRK H. ALLRED DEFINED BENEFIT plan

KIRK H. ALLRED DEFINED BENEFIT 401k Plan overview

Plan Name	KIRK H. ALLRED DEFINED BENEFIT
Plan identification number	001

KIRK H. ALLRED DEFINED BENEFIT Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

COCO INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.

Company Name: COCO INVESTMENTS, INC.

Employer identification number (EIN): 870657721

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRK H. ALLRED DEFINED BENEFIT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 KIRK H. ALLRED, DDS 2016-10-11

Plan Statistics for KIRK H. ALLRED DEFINED BENEFIT

401k plan membership statisitcs for KIRK H. ALLRED DEFINED BENEFIT

Measure Date Value
2019: KIRK H. ALLRED DEFINED BENEFIT 2019 401k membership
Market value of plan assets 2019-06-30 2,748,295
Acturial value of plan assets 2019-06-30 2,748,295
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 0
Number of terminated vested participants 2019-06-30 1
Fundng target for terminated vested participants 2019-06-30 0
Active participant vested funding target 2019-06-30 2,145,349
Number of active participants 2019-06-30 9
Total funding liabilities for active participants 2019-06-30 2,163,141
Total participant count 2019-06-30 10
Total funding target for all participants 2019-06-30 2,163,141
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 686,075
Carryover balanced portion elected for use to offset prior years funding requirement 2019-06-30 0
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 686,075
Present value of excess contributions 2019-06-30 34,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 36,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-06-30 67,674
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 583,548
Total employer contributions 2019-06-30 0
Total employee contributions 2019-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 0
Unpaid minimum required contributions for all prior years 2019-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-06-30 0
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 0
Net shortfall amortization installment of oustanding balance 2019-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 0
Carryover balance elected to use to offset funding requirement 2019-06-30 0
Prefunding balance elected to use to offset funding requirement 2019-06-30 0
Additional cash requirement 2019-06-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: KIRK H. ALLRED DEFINED BENEFIT 2018 401k membership
Market value of plan assets 2018-12-31 2,856,947
Acturial value of plan assets 2018-12-31 2,856,947
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,145,647
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 2,170,872
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 2,170,872
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 620,977
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 620,977
Present value of excess contributions 2018-12-31 24,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 26,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 167
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 686,075
Total employer contributions 2018-12-31 37,308
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 34,434
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 0
Net shortfall amortization installment of oustanding balance 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 34,434
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: KIRK H. ALLRED DEFINED BENEFIT 2017 401k membership
Market value of plan assets 2017-12-31 2,440,728
Acturial value of plan assets 2017-12-31 2,440,728
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,796,935
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,819,752
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 1,819,752
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 645,404
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 11,997
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 633,407
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
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 47,521
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 620,977
Total employer contributions 2017-12-31 154,000
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 2017-12-31 148,436
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 2017-12-31 123,587
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 2017-12-31 123,587
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 123,587
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 148,436
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: KIRK H. ALLRED DEFINED BENEFIT 2016 401k membership
Market value of plan assets 2016-12-31 2,199,272
Acturial value of plan assets 2016-12-31 2,199,272
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,537,117
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 1,553,868
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,553,868
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 619,052
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 2016-12-31 619,052
Present value of excess contributions 2016-12-31 208,730
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 221,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 48,947
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 645,404
Total employer contributions 2016-12-31 119,299
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 2016-12-31 112,508
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 2016-12-31 124,505
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 2016-12-31 124,505
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 11,997
Additional cash requirement 2016-12-31 112,508
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 112,508
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
2019: KIRK H. ALLRED DEFINED BENEFIT 2019 401k membership
Market value of plan assets	2019-06-30	2,748,295
Acturial value of plan assets	2019-06-30	2,748,295
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	0
Number of terminated vested participants	2019-06-30	1
Fundng target for terminated vested participants	2019-06-30	0
Active participant vested funding target	2019-06-30	2,145,349
Number of active participants	2019-06-30	9
Total funding liabilities for active participants	2019-06-30	2,163,141
Total participant count	2019-06-30	10
Total funding target for all participants	2019-06-30	2,163,141
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	686,075
Carryover balanced portion elected for use to offset prior years funding requirement	2019-06-30	0
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	686,075
Present value of excess contributions	2019-06-30	34,434
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	36,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-06-30	67,674
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	583,548
Total employer contributions	2019-06-30	0
Total employee contributions	2019-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	0
Unpaid minimum required contributions for all prior years	2019-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-06-30	0
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	0
Net shortfall amortization installment of oustanding balance	2019-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	0
Carryover balance elected to use to offset funding requirement	2019-06-30	0
Prefunding balance elected to use to offset funding requirement	2019-06-30	0
Additional cash requirement	2019-06-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: KIRK H. ALLRED DEFINED BENEFIT 2018 401k membership
Market value of plan assets	2018-12-31	2,856,947
Acturial value of plan assets	2018-12-31	2,856,947
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,145,647
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	2,170,872
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	2,170,872
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	620,977
Carryover balanced portion elected for use 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	620,977
Present value of excess contributions	2018-12-31	24,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	26,308
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	167
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	686,075
Total employer contributions	2018-12-31	37,308
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	34,434
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	0
Net shortfall amortization installment of oustanding balance	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	34,434
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: KIRK H. ALLRED DEFINED BENEFIT 2017 401k membership
Market value of plan assets	2017-12-31	2,440,728
Acturial value of plan assets	2017-12-31	2,440,728
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,796,935
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,819,752
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	1,819,752
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	645,404
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	11,997
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	633,407
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	47,521
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	620,977
Total employer contributions	2017-12-31	154,000
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	148,436
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	123,587
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	123,587
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	123,587
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	148,436
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: KIRK H. ALLRED DEFINED BENEFIT 2016 401k membership
Market value of plan assets	2016-12-31	2,199,272
Acturial value of plan assets	2016-12-31	2,199,272
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,537,117
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,553,868
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,553,868
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	619,052
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	619,052
Present value of excess contributions	2016-12-31	208,730
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	221,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	48,947
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	645,404
Total employer contributions	2016-12-31	119,299
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	112,508
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	124,505
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	124,505
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	11,997
Additional cash requirement	2016-12-31	112,508
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	112,508
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	COCO INVESTMENTS, INC.
Employer identification number (EIN):	870657721
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	KIRK H. ALLRED, DDS	2016-10-11