401k Plan data: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN plan

RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN
Plan identification number	002

RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE 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).

401k Sponsoring company profile

RAYMOND B. WEISS, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: RAYMOND B. WEISS, D.M.D., P.C.

Employer identification number (EIN): 132958358

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about RAYMOND B. WEISS, D.M.D., P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1978-10-16

Company Identification Number: 515892

Legal Registered Office Address: 800 CENTRAL PARK AVENUE
Westchester
SCARSDALE
United States of America (USA)
105832525

More information about RAYMOND B. WEISS, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 STUART SCHOENLY 2014-07-31
002 2012-01-01 STUART SCHOENLY 2013-07-10

Plan Statistics for RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN

401k plan membership statisitcs for RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN

Measure Date Value
2022: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,333,674
Acturial value of plan assets 2022-12-31 4,333,674
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 39,691
Active participant vested funding target 2022-12-31 4,298,428
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 4,298,426
Total participant count 2022-12-31 12
Total funding target for all participants 2022-12-31 4,338,117
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 356,820
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 2022-12-31 356,820
Present value of excess contributions 2022-12-31 24,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 24,214
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 24,212
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 2022-12-31 398,516
Total employer contributions 2022-12-31 567,482
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 548,576
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 591,916
Net shortfall amortization installment of oustanding balance 2022-12-31 424,840
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 631,176
Prefunding balance elected to use to offset funding requirement 2022-12-31 82,600
Additional cash requirement 2022-12-31 548,576
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 548,576
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,946,823
Acturial value of plan assets 2021-12-31 3,946,823
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 38,535
Active participant vested funding target 2021-12-31 3,602,839
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 3,608,297
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 3,646,832
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 295,204
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 2021-12-31 295,204
Present value of excess contributions 2021-12-31 68,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 68,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 68,347
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 356,820
Total employer contributions 2021-12-31 637,542
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 2021-12-31 619,416
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 2021-12-31 595,202
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 595,202
Additional cash requirement 2021-12-31 595,202
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 619,416
Unpaid minimum required contributions for current year 2021-12-31 0
2020: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,328,947
Acturial value of plan assets 2020-12-31 3,328,947
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 37,413
Active participant vested funding target 2020-12-31 3,132,262
Number of active participants 2020-12-31 12
Total funding liabilities for active participants 2020-12-31 3,132,262
Total participant count 2020-12-31 13
Total funding target for all participants 2020-12-31 3,169,675
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 114,552
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 114,552
Present value of excess contributions 2020-12-31 166,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 166,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 166,218
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 295,204
Total employer contributions 2020-12-31 482,400
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 2020-12-31 464,265
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 2020-12-31 395,918
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 395,918
Additional cash requirement 2020-12-31 395,918
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 464,265
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,945,364
Acturial value of plan assets 2019-12-31 2,945,364
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 36,323
Active participant vested funding target 2019-12-31 2,664,314
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 2,664,314
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 2,700,637
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 150,961
Prefunding balanced used to offset prior years funding requirement 2019-12-31 33,843
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 117,118
Present value of excess contributions 2019-12-31 12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 22
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 11
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 114,552
Total employer contributions 2019-12-31 482,400
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 2019-12-31 454,342
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 2019-12-31 411,779
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 288,125
Additional cash requirement 2019-12-31 288,125
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 454,342
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,212,263
Acturial value of plan assets 2018-12-31 2,212,263
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 34,926
Active participant vested funding target 2018-12-31 2,194,044
Number of active participants 2018-12-31 10
Total funding liabilities for active participants 2018-12-31 2,194,044
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 2,228,970
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 143,900
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 3,157
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 140,743
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 0
Balance of prefunding at beginning of current year 2018-12-31 150,961
Total employer contributions 2018-12-31 438,202
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 2018-12-31 424,679
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 2018-12-31 386,725
Net shortfall amortization installment of oustanding balance 2018-12-31 176,318
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 460,444
Prefunding balance elected to use to offset funding requirement 2018-12-31 35,777
Additional cash requirement 2018-12-31 424,667
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 424,679
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,843,195
Acturial value of plan assets 2017-12-31 1,843,195
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 32,332
Active participant vested funding target 2017-12-31 1,746,929
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,746,929
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,779,261
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 138,588
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 0
Amount remaining of prefunding balance 2017-12-31 138,588
Present value of excess contributions 2017-12-31 669
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 669
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 669
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 0
Balance of prefunding at beginning of current year 2017-12-31 143,900
Total employer contributions 2017-12-31 438,550
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 2017-12-31 425,329
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
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 2017-12-31 377,525
Net shortfall amortization installment of oustanding balance 2017-12-31 88,327
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 428,669
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 3,340
Additional cash requirement 2017-12-31 425,329
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 425,329
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,386,279
Acturial value of plan assets 2016-12-31 1,386,279
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 1,440,056
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 1,440,056
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,440,056
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 92,452
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 92,452
Present value of excess contributions 2016-12-31 44,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 44,906
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 44,906
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 0
Balance of prefunding at beginning of current year 2016-12-31 138,588
Total employer contributions 2016-12-31 353,712
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 2016-12-31 341,297
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 2016-12-31 280,030
Net shortfall amortization installment of oustanding balance 2016-12-31 200,736
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 340,628
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 0
Additional cash requirement 2016-12-31 340,628
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 341,297
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: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,333,674
Acturial value of plan assets	2022-12-31	4,333,674
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	39,691
Active participant vested funding target	2022-12-31	4,298,428
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	4,298,426
Total participant count	2022-12-31	12
Total funding target for all participants	2022-12-31	4,338,117
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	356,820
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	356,820
Present value of excess contributions	2022-12-31	24,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	24,214
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	24,212
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	398,516
Total employer contributions	2022-12-31	567,482
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	548,576
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	591,916
Net shortfall amortization installment of oustanding balance	2022-12-31	424,840
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	631,176
Prefunding balance elected to use to offset funding requirement	2022-12-31	82,600
Additional cash requirement	2022-12-31	548,576
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	548,576
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,946,823
Acturial value of plan assets	2021-12-31	3,946,823
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	38,535
Active participant vested funding target	2021-12-31	3,602,839
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	3,608,297
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	3,646,832
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	295,204
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	295,204
Present value of excess contributions	2021-12-31	68,347
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	68,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	68,347
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	356,820
Total employer contributions	2021-12-31	637,542
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	619,416
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	595,202
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	595,202
Additional cash requirement	2021-12-31	595,202
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	619,416
Unpaid minimum required contributions for current year	2021-12-31	0
2020: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,328,947
Acturial value of plan assets	2020-12-31	3,328,947
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	37,413
Active participant vested funding target	2020-12-31	3,132,262
Number of active participants	2020-12-31	12
Total funding liabilities for active participants	2020-12-31	3,132,262
Total participant count	2020-12-31	13
Total funding target for all participants	2020-12-31	3,169,675
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	114,552
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	114,552
Present value of excess contributions	2020-12-31	166,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	166,218
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	166,218
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	295,204
Total employer contributions	2020-12-31	482,400
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	464,265
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	395,918
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	395,918
Additional cash requirement	2020-12-31	395,918
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	464,265
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,945,364
Acturial value of plan assets	2019-12-31	2,945,364
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	36,323
Active participant vested funding target	2019-12-31	2,664,314
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,664,314
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	2,700,637
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	150,961
Prefunding balanced used to offset prior years funding requirement	2019-12-31	33,843
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	117,118
Present value of excess contributions	2019-12-31	12
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	22
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	11
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	114,552
Total employer contributions	2019-12-31	482,400
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	454,342
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	411,779
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	288,125
Additional cash requirement	2019-12-31	288,125
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	454,342
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,212,263
Acturial value of plan assets	2018-12-31	2,212,263
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	34,926
Active participant vested funding target	2018-12-31	2,194,044
Number of active participants	2018-12-31	10
Total funding liabilities for active participants	2018-12-31	2,194,044
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	2,228,970
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	143,900
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	3,157
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	140,743
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	0
Balance of prefunding at beginning of current year	2018-12-31	150,961
Total employer contributions	2018-12-31	438,202
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	424,679
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	386,725
Net shortfall amortization installment of oustanding balance	2018-12-31	176,318
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	460,444
Prefunding balance elected to use to offset funding requirement	2018-12-31	35,777
Additional cash requirement	2018-12-31	424,667
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	424,679
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,843,195
Acturial value of plan assets	2017-12-31	1,843,195
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	32,332
Active participant vested funding target	2017-12-31	1,746,929
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,746,929
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,779,261
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	138,588
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	0
Amount remaining of prefunding balance	2017-12-31	138,588
Present value of excess contributions	2017-12-31	669
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	669
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	669
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	0
Balance of prefunding at beginning of current year	2017-12-31	143,900
Total employer contributions	2017-12-31	438,550
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	425,329
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
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	377,525
Net shortfall amortization installment of oustanding balance	2017-12-31	88,327
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	428,669
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	3,340
Additional cash requirement	2017-12-31	425,329
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	425,329
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RAYMOND B. WEISS, D.M.D., P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,386,279
Acturial value of plan assets	2016-12-31	1,386,279
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	1,440,056
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	1,440,056
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,440,056
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	92,452
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	92,452
Present value of excess contributions	2016-12-31	44,906
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	44,906
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	44,906
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	0
Balance of prefunding at beginning of current year	2016-12-31	138,588
Total employer contributions	2016-12-31	353,712
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	341,297
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	280,030
Net shortfall amortization installment of oustanding balance	2016-12-31	200,736
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	340,628
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	0
Additional cash requirement	2016-12-31	340,628
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	341,297
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:	RAYMOND B. WEISS, D.M.D., P.C.
Employer identification number (EIN):	132958358
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1978-10-16
Company Identification Number:	515892
Legal Registered Office Address:	800 CENTRAL PARK AVENUE Westchester SCARSDALE United States of America (USA) 105832525

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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
002	2013-01-01	STUART SCHOENLY	2014-07-31
002	2012-01-01	STUART SCHOENLY	2013-07-10