401k Plan data: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN plan

ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN
Plan identification number	003

ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 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

KATSURA, KHALIL, NAKAZATO, KHOSROVANI, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name: KATSURA, KHALIL, NAKAZATO, KHOSROVANI, D.D.S., INC.

Employer identification number (EIN): 942310074

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-11-01 ARNOLD NAKAZATO, D.D.S. 2023-08-10 ARNOLD NAKAZATO, D.D.S. 2023-08-10
003 2020-11-01 ARNOLD NAKAZATO, D.D.S. 2022-08-09 ARNOLD NAKAZATO, D.D.S. 2022-08-09
003 2019-11-01 ARNOLD NAKAZATO, D.D.S. 2021-07-29 ARNOLD NAKAZATO, D.D.S. 2021-07-29
003 2018-11-01 ARNOLD NAKAZATO, D.D.S. 2020-08-12 ARNOLD NAKAZATO, D.D.S. 2020-08-12
003 2017-11-01 ARNOLD NAKAZATO, D.D.S. 2019-07-25 ARNOLD NAKAZATO, D.D.S. 2019-07-25
003 2016-11-01 ARNOLD NAKAZATO, D.D.S. 2018-08-09 ARNOLD NAKAZATO, D.D.S. 2018-08-09
003 2015-11-01 ARNOLD NAKAZATO, D.D.S. 2017-08-10 ARNOLD NAKAZATO, D.D.S. 2017-08-10
003 2014-11-01 ARNOLD NAKAZATO, D.D.S. 2016-07-15 ARNOLD NAKAZATO, D.D.S. 2016-07-15
003 2013-11-01 ARNOLD NAKAZATO, D.D.S. 2015-08-14 ARNOLD NAKAZATO, D.D.S. 2015-08-14
003 2012-11-01 ARNOLD NAKAZATO, D.D.S. 2014-08-14 ARNOLD NAKAZATO, D.D.S. 2014-08-14
003 2011-11-01 ARNOLD NAKAZATO, D.D.S. 2013-08-07 ARNOLD NAKAZATO, D.D.S. 2013-08-07
003 2010-11-01 ARNOLD NAKAZATO, D.D.S. 2012-08-02 ARNOLD NAKAZATO, D.D.S. 2012-08-02
003 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-11-01	ARNOLD NAKAZATO, D.D.S.	2023-08-10	ARNOLD NAKAZATO, D.D.S.	2023-08-10
003	2020-11-01	ARNOLD NAKAZATO, D.D.S.	2022-08-09	ARNOLD NAKAZATO, D.D.S.	2022-08-09
003	2019-11-01	ARNOLD NAKAZATO, D.D.S.	2021-07-29	ARNOLD NAKAZATO, D.D.S.	2021-07-29
003	2018-11-01	ARNOLD NAKAZATO, D.D.S.	2020-08-12	ARNOLD NAKAZATO, D.D.S.	2020-08-12
003	2017-11-01	ARNOLD NAKAZATO, D.D.S.	2019-07-25	ARNOLD NAKAZATO, D.D.S.	2019-07-25
003	2016-11-01	ARNOLD NAKAZATO, D.D.S.	2018-08-09	ARNOLD NAKAZATO, D.D.S.	2018-08-09
003	2015-11-01	ARNOLD NAKAZATO, D.D.S.	2017-08-10	ARNOLD NAKAZATO, D.D.S.	2017-08-10
003	2014-11-01	ARNOLD NAKAZATO, D.D.S.	2016-07-15	ARNOLD NAKAZATO, D.D.S.	2016-07-15
003	2013-11-01	ARNOLD NAKAZATO, D.D.S.	2015-08-14	ARNOLD NAKAZATO, D.D.S.	2015-08-14
003	2012-11-01	ARNOLD NAKAZATO, D.D.S.	2014-08-14	ARNOLD NAKAZATO, D.D.S.	2014-08-14
003	2011-11-01	ARNOLD NAKAZATO, D.D.S.	2013-08-07	ARNOLD NAKAZATO, D.D.S.	2013-08-07
003	2010-11-01	ARNOLD NAKAZATO, D.D.S.	2012-08-02	ARNOLD NAKAZATO, D.D.S.	2012-08-02
003	2008-11-01

Plan Statistics for ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-10-31 3,977,623
Acturial value of plan assets 2022-10-31 3,977,623
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 0
Number of terminated vested participants 2022-10-31 7
Fundng target for terminated vested participants 2022-10-31 13,296
Active participant vested funding target 2022-10-31 2,983,450
Number of active participants 2022-10-31 25
Total funding liabilities for active participants 2022-10-31 2,983,450
Total participant count 2022-10-31 32
Total funding target for all participants 2022-10-31 2,996,746
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 433,712
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 433,712
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 281,397
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 271,436
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 289,795
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 271,436
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 4,097,303
Acturial value of plan assets 2021-10-31 4,097,303
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 0
Number of terminated vested participants 2021-10-31 4
Fundng target for terminated vested participants 2021-10-31 4,090
Active participant vested funding target 2021-10-31 2,548,947
Number of active participants 2021-10-31 27
Total funding liabilities for active participants 2021-10-31 2,548,947
Total participant count 2021-10-31 31
Total funding target for all participants 2021-10-31 2,553,037
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 337,670
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 450,000
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 433,712
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 255,415
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 433,712
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 5,749,831
Acturial value of plan assets 2020-10-31 5,749,831
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 0
Number of terminated vested participants 2020-10-31 3
Fundng target for terminated vested participants 2020-10-31 11,378
Active participant vested funding target 2020-10-31 5,110,967
Number of active participants 2020-10-31 29
Total funding liabilities for active participants 2020-10-31 5,110,967
Total participant count 2020-10-31 32
Total funding target for all participants 2020-10-31 5,122,345
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 144,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 144,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 350,000
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 337,670
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 242,226
Net shortfall amortization installment of oustanding balance 2020-10-31 0
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 0
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 337,670
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 5,344,885
Acturial value of plan assets 2019-10-31 5,344,885
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 0
Number of terminated vested participants 2019-10-31 3
Fundng target for terminated vested participants 2019-10-31 3,192
Active participant vested funding target 2019-10-31 4,796,551
Number of active participants 2019-10-31 27
Total funding liabilities for active participants 2019-10-31 4,796,551
Total participant count 2019-10-31 30
Total funding target for all participants 2019-10-31 4,799,743
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 313,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 313,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 150,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 144,460
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 226,691
Net shortfall amortization installment of oustanding balance 2019-10-31 0
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 0
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 144,460
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 4,570,904
Acturial value of plan assets 2018-10-31 4,570,904
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 0
Number of terminated vested participants 2018-10-31 4
Fundng target for terminated vested participants 2018-10-31 6,094
Active participant vested funding target 2018-10-31 4,199,498
Number of active participants 2018-10-31 22
Total funding liabilities for active participants 2018-10-31 4,199,498
Total participant count 2018-10-31 26
Total funding target for all participants 2018-10-31 4,205,592
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 245,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 245,252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 325,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 313,180
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 207,829
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 313,180
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 4,281,938
Acturial value of plan assets 2017-10-31 4,281,938
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 0
Number of terminated vested participants 2017-10-31 4
Fundng target for terminated vested participants 2017-10-31 10,739
Active participant vested funding target 2017-10-31 3,719,728
Number of active participants 2017-10-31 22
Total funding liabilities for active participants 2017-10-31 3,719,728
Total participant count 2017-10-31 26
Total funding target for all participants 2017-10-31 3,730,467
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 336,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 336,787
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 254,625
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 245,252
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 185,073
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 0
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 245,252
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2022: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-10-31	3,977,623
Acturial value of plan assets	2022-10-31	3,977,623
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	0
Number of terminated vested participants	2022-10-31	7
Fundng target for terminated vested participants	2022-10-31	13,296
Active participant vested funding target	2022-10-31	2,983,450
Number of active participants	2022-10-31	25
Total funding liabilities for active participants	2022-10-31	2,983,450
Total participant count	2022-10-31	32
Total funding target for all participants	2022-10-31	2,996,746
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	433,712
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	433,712
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	281,397
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	271,436
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	289,795
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	271,436
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	4,097,303
Acturial value of plan assets	2021-10-31	4,097,303
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	0
Number of terminated vested participants	2021-10-31	4
Fundng target for terminated vested participants	2021-10-31	4,090
Active participant vested funding target	2021-10-31	2,548,947
Number of active participants	2021-10-31	27
Total funding liabilities for active participants	2021-10-31	2,548,947
Total participant count	2021-10-31	31
Total funding target for all participants	2021-10-31	2,553,037
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	337,670
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	450,000
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	433,712
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	255,415
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	433,712
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	5,749,831
Acturial value of plan assets	2020-10-31	5,749,831
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	0
Number of terminated vested participants	2020-10-31	3
Fundng target for terminated vested participants	2020-10-31	11,378
Active participant vested funding target	2020-10-31	5,110,967
Number of active participants	2020-10-31	29
Total funding liabilities for active participants	2020-10-31	5,110,967
Total participant count	2020-10-31	32
Total funding target for all participants	2020-10-31	5,122,345
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	144,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	144,460
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	350,000
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	337,670
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	242,226
Net shortfall amortization installment of oustanding balance	2020-10-31	0
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	0
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	337,670
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	5,344,885
Acturial value of plan assets	2019-10-31	5,344,885
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	0
Number of terminated vested participants	2019-10-31	3
Fundng target for terminated vested participants	2019-10-31	3,192
Active participant vested funding target	2019-10-31	4,796,551
Number of active participants	2019-10-31	27
Total funding liabilities for active participants	2019-10-31	4,796,551
Total participant count	2019-10-31	30
Total funding target for all participants	2019-10-31	4,799,743
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	313,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	313,180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	150,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	144,460
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	226,691
Net shortfall amortization installment of oustanding balance	2019-10-31	0
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	0
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	144,460
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	4,570,904
Acturial value of plan assets	2018-10-31	4,570,904
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	0
Number of terminated vested participants	2018-10-31	4
Fundng target for terminated vested participants	2018-10-31	6,094
Active participant vested funding target	2018-10-31	4,199,498
Number of active participants	2018-10-31	22
Total funding liabilities for active participants	2018-10-31	4,199,498
Total participant count	2018-10-31	26
Total funding target for all participants	2018-10-31	4,205,592
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	245,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	245,252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	325,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	313,180
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	207,829
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	313,180
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	4,281,938
Acturial value of plan assets	2017-10-31	4,281,938
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	0
Number of terminated vested participants	2017-10-31	4
Fundng target for terminated vested participants	2017-10-31	10,739
Active participant vested funding target	2017-10-31	3,719,728
Number of active participants	2017-10-31	22
Total funding liabilities for active participants	2017-10-31	3,719,728
Total participant count	2017-10-31	26
Total funding target for all participants	2017-10-31	3,730,467
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	336,787
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	336,787
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	254,625
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	245,252
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	185,073
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	0
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	245,252
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

Form 5500 Responses for ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN

2008: ALOHA PEDIATRIC DENTISTRY DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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:	KATSURA, KHALIL, NAKAZATO, KHOSROVANI, D.D.S., INC.
Employer identification number (EIN):	942310074
NAIC Classification:	621210
NAIC Description:	Offices of Dentists