401k Plan data: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN plan

JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN
Plan identification number	002

JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

JOHN MICHAELS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: JOHN MICHAELS, D.D.S.

Employer identification number (EIN): 042691187

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN MICHAELS, D.D.S. CASH BALANCE PENSION 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
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 JOHN MICHAELS 2015-09-15
002 2013-01-01 JOHN MICHAELS 2014-10-02 JOHN MICHAELS 2014-10-02
002 2012-01-01 JOHN MICHAELS 2013-09-16
002 2011-01-01 JOHN MICHAELS 2012-10-01
002 2010-01-01 JOHN MICHAELS 2011-08-22

Plan Statistics for JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN

Measure Date Value
2022: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,683,224
Acturial value of plan assets 2022-12-31 1,683,224
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,660,498
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 1,660,498
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,660,498
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 0
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 0
Present value of excess contributions 2022-12-31 142,015
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 142,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 106,768
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 2022-12-31 104,906
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 2022-12-31 104,852
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 82,126
Additional cash requirement 2022-12-31 82,126
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 104,906
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,801,108
Acturial value of plan assets 2021-12-31 1,801,108
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 20,648
Active participant vested funding target 2021-12-31 1,547,619
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 1,547,619
Total participant count 2021-12-31 6
Total funding target for all participants 2021-12-31 1,568,267
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 2021-12-31 108,097
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 113,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 150,517
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 2021-12-31 142,015
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 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 142,015
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,688,696
Acturial value of plan assets 2020-12-31 1,688,696
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 1,496,063
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 1,496,063
Total participant count 2020-12-31 6
Total funding target for all participants 2020-12-31 1,496,063
Balance at beginning of prior year after applicable adjustments 2020-12-31 6,868
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 182,633
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 6,868
Amount remaining of prefunding balance 2020-12-31 182,633
Present value of excess contributions 2020-12-31 18,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 19,099
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 7,519
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 199,947
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 2020-12-31 115,207
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 2020-12-31 108,097
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 85,609
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 108,097
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,451,292
Acturial value of plan assets 2019-12-31 1,451,292
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 1,283,226
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,283,226
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 1,283,226
Balance at beginning of prior year after applicable adjustments 2019-12-31 7,150
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 190,144
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 7,150
Amount remaining of prefunding balance 2019-12-31 190,144
Present value of excess contributions 2019-12-31 103,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 109,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 6,868
Balance of prefunding at beginning of current year 2019-12-31 182,633
Total employer contributions 2019-12-31 102,619
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 96,248
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 78,114
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 78,114
Additional cash requirement 2019-12-31 78,114
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 96,248
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,394,090
Acturial value of plan assets 2018-12-31 1,394,090
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,053,410
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,053,410
Total participant count 2018-12-31 4
Total funding target for all participants 2018-12-31 1,053,410
Balance at beginning of prior year after applicable adjustments 2018-12-31 6,177
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 164,271
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 6,177
Amount remaining of prefunding balance 2018-12-31 164,271
Present value of excess contributions 2018-12-31 35,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 37,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 7,150
Balance of prefunding at beginning of current year 2018-12-31 190,144
Total employer contributions 2018-12-31 111,168
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 2018-12-31 103,389
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 69,361
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 103,389
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,123,722
Acturial value of plan assets 2017-12-31 1,123,722
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 2017-12-31 957,776
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 958,055
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 958,055
Balance at beginning of prior year after applicable adjustments 2017-12-31 5,830
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 155,046
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 5,830
Amount remaining of prefunding balance 2017-12-31 155,046
Present value of excess contributions 2017-12-31 38,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 40,825
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 0
Balance of carryovers at beginning of current year 2017-12-31 6,177
Balance of prefunding at beginning of current year 2017-12-31 164,271
Total employer contributions 2017-12-31 114,714
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 2017-12-31 105,048
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 69,314
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 69,314
Additional cash requirement 2017-12-31 69,314
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 105,048
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 955,499
Acturial value of plan assets 2016-12-31 955,499
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 2,208
Active participant vested funding target 2016-12-31 858,222
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 858,222
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 860,430
Balance at beginning of prior year after applicable adjustments 2016-12-31 5,683
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 151,146
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 5,683
Amount remaining of prefunding balance 2016-12-31 151,146
Present value of excess contributions 2016-12-31 40,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 42,484
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 5,830
Balance of prefunding at beginning of current year 2016-12-31 155,046
Total employer contributions 2016-12-31 121,237
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 2016-12-31 108,094
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 69,547
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 69,547
Additional cash requirement 2016-12-31 69,547
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 108,094
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,683,224
Acturial value of plan assets	2022-12-31	1,683,224
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,660,498
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	1,660,498
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,660,498
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	0
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	0
Present value of excess contributions	2022-12-31	142,015
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	142,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	106,768
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	104,906
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	104,852
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	82,126
Additional cash requirement	2022-12-31	82,126
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	104,906
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,801,108
Acturial value of plan assets	2021-12-31	1,801,108
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	20,648
Active participant vested funding target	2021-12-31	1,547,619
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	1,547,619
Total participant count	2021-12-31	6
Total funding target for all participants	2021-12-31	1,568,267
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	108,097
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	113,675
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	150,517
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	142,015
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	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	142,015
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,688,696
Acturial value of plan assets	2020-12-31	1,688,696
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	1,496,063
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	1,496,063
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	1,496,063
Balance at beginning of prior year after applicable adjustments	2020-12-31	6,868
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	182,633
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	6,868
Amount remaining of prefunding balance	2020-12-31	182,633
Present value of excess contributions	2020-12-31	18,134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	19,099
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	7,519
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	199,947
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	115,207
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	108,097
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	85,609
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	108,097
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,451,292
Acturial value of plan assets	2019-12-31	1,451,292
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,283,226
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,283,226
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	1,283,226
Balance at beginning of prior year after applicable adjustments	2019-12-31	7,150
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	190,144
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	7,150
Amount remaining of prefunding balance	2019-12-31	190,144
Present value of excess contributions	2019-12-31	103,389
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	109,075
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	6,868
Balance of prefunding at beginning of current year	2019-12-31	182,633
Total employer contributions	2019-12-31	102,619
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	96,248
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	78,114
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	78,114
Additional cash requirement	2019-12-31	78,114
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	96,248
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,394,090
Acturial value of plan assets	2018-12-31	1,394,090
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,053,410
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,053,410
Total participant count	2018-12-31	4
Total funding target for all participants	2018-12-31	1,053,410
Balance at beginning of prior year after applicable adjustments	2018-12-31	6,177
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	164,271
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	6,177
Amount remaining of prefunding balance	2018-12-31	164,271
Present value of excess contributions	2018-12-31	35,734
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	37,771
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	7,150
Balance of prefunding at beginning of current year	2018-12-31	190,144
Total employer contributions	2018-12-31	111,168
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	103,389
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	69,361
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	103,389
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,123,722
Acturial value of plan assets	2017-12-31	1,123,722
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	957,776
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	958,055
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	958,055
Balance at beginning of prior year after applicable adjustments	2017-12-31	5,830
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	155,046
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	5,830
Amount remaining of prefunding balance	2017-12-31	155,046
Present value of excess contributions	2017-12-31	38,547
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	40,825
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	0
Balance of carryovers at beginning of current year	2017-12-31	6,177
Balance of prefunding at beginning of current year	2017-12-31	164,271
Total employer contributions	2017-12-31	114,714
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	105,048
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	69,314
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	69,314
Additional cash requirement	2017-12-31	69,314
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	105,048
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOHN MICHAELS, D.D.S. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	955,499
Acturial value of plan assets	2016-12-31	955,499
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	2,208
Active participant vested funding target	2016-12-31	858,222
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	858,222
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	860,430
Balance at beginning of prior year after applicable adjustments	2016-12-31	5,683
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	151,146
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	5,683
Amount remaining of prefunding balance	2016-12-31	151,146
Present value of excess contributions	2016-12-31	40,034
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	42,484
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	5,830
Balance of prefunding at beginning of current year	2016-12-31	155,046
Total employer contributions	2016-12-31	121,237
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	108,094
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	69,547
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	69,547
Additional cash requirement	2016-12-31	69,547
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	108,094
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:	JOHN MICHAELS, D.D.S.
Employer identification number (EIN):	042691187
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

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
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	JOHN MICHAELS	2015-09-15
002	2013-01-01	JOHN MICHAELS	2014-10-02	JOHN MICHAELS	2014-10-02
002	2012-01-01	JOHN MICHAELS	2013-09-16
002	2011-01-01	JOHN MICHAELS	2012-10-01
002	2010-01-01	JOHN MICHAELS	2011-08-22