401k Plan data: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN plan

STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 401k Plan overview

Plan Name	STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN
Plan identification number	003

STEVEN E. SITRIN, DMD, PA 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

STEVEN E. SITRIN, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name: STEVEN E. SITRIN, DMD, PA

Employer identification number (EIN): 222035157

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 STEVEN E. SITRIN
003 2017-01-01 STEVEN E. SITRIN
003 2016-01-01 STEVEN E. SITRIN
003 2015-01-01 STEVEN E. SITRIN
003 2014-01-01 STEVEN E. SITRIN
003 2013-01-01 STEVEN E. SITRIN
003 2012-01-01 STEVEN E. SITRIN
003 2011-01-01 STEVEN E. SITRIN

Plan Statistics for STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

401k plan membership statisitcs for STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

Measure Date Value
2021: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-11-12 783,966
Acturial value of plan assets 2021-11-12 783,966
Funding target for retired participants and beneficiaries receiving payment 2021-11-12 0
Number of terminated vested participants 2021-11-12 0
Fundng target for terminated vested participants 2021-11-12 0
Active participant vested funding target 2021-11-12 812,172
Number of active participants 2021-11-12 5
Total funding liabilities for active participants 2021-11-12 812,172
Total participant count 2021-11-12 5
Total funding target for all participants 2021-11-12 812,172
Balance at beginning of prior year after applicable adjustments 2021-11-12 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-11-12 53,953
Carryover balanced portion elected for use to offset prior years funding requirement 2021-11-12 0
Prefunding balanced used to offset prior years funding requirement 2021-11-12 17,930
Amount remaining of carryover balance 2021-11-12 0
Amount remaining of prefunding balance 2021-11-12 36,023
Present value of excess contributions 2021-11-12 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-11-12 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-11-12 0
Reductions in caryover balances due to elections or deemed elections 2021-11-12 0
Reductions in prefunding balances due to elections or deemed elections 2021-11-12 0
Balance of carryovers at beginning of current year 2021-11-12 0
Balance of prefunding at beginning of current year 2021-11-12 38,700
Total employer contributions 2021-11-12 0
Total employee contributions 2021-11-12 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-11-12 0
Contributions made to avoid restrictions adjusted to valuation date 2021-11-12 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-11-12 0
Unpaid minimum required contributions for all prior years 2021-11-12 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-11-12 0
Remaining amount of unpaid minimum required contributions 2021-11-12 0
Minimum required contributions for current year target normal cost 2021-11-12 55,379
Net shortfall amortization installment of oustanding balance 2021-11-12 66,906
Total funding amount beforereflecting carryover/prefunding balances 2021-11-12 71,607
Prefunding balance elected to use to offset funding requirement 2021-11-12 38,700
Additional cash requirement 2021-11-12 32,907
Contributions allocatedtoward minimum required contributions for current year 2021-11-12 0
Unpaid minimum required contributions for current year 2021-11-12 32,907
Unpaid minimum required contributions for all years 2021-11-12 32,907
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 685,871
Acturial value of plan assets 2020-12-31 685,871
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 2020-12-31 668,024
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 668,024
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 668,024
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 58,701
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 11,341
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 47,360
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 53,953
Total employer contributions 2020-12-31 44,890
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 44,187
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 51,785
Net shortfall amortization installment of oustanding balance 2020-12-31 36,106
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 61,670
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 17,483
Additional cash requirement 2020-12-31 44,187
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 44,187
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 549,347
Acturial value of plan assets 2019-12-31 549,347
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 1,739
Active participant vested funding target 2019-12-31 578,191
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 578,191
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 579,930
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 71,448
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 9,225
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 62,223
Present value of excess contributions 2019-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 0
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 0
Balance of prefunding at beginning of current year 2019-12-31 58,701
Total employer contributions 2019-12-31 57,104
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 56,144
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 51,082
Net shortfall amortization installment of oustanding balance 2019-12-31 89,284
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 67,485
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 11,341
Additional cash requirement 2019-12-31 56,144
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 56,144
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 532,713
Acturial value of plan assets 2018-12-31 532,713
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 2018-12-31 493,248
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 493,248
Total participant count 2018-12-31 6
Total funding target for all participants 2018-12-31 493,248
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 75,001
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 11,157
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 63,844
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 71,448
Total employer contributions 2018-12-31 48,752
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 47,996
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 50,798
Net shortfall amortization installment of oustanding balance 2018-12-31 31,983
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 57,102
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 9,106
Additional cash requirement 2018-12-31 47,996
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 47,996
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 430,657
Acturial value of plan assets 2017-12-31 430,657
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 1,185
Active participant vested funding target 2017-12-31 409,037
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 410,235
Total participant count 2017-12-31 7
Total funding target for all participants 2017-12-31 411,420
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 62,338
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 62,338
Present value of excess contributions 2017-12-31 7,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 7,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 7,514
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 75,001
Total employer contributions 2017-12-31 48,752
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 47,965
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 49,965
Net shortfall amortization installment of oustanding balance 2017-12-31 55,764
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 59,122
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 11,157
Additional cash requirement 2017-12-31 47,965
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 47,965
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 342,325
Acturial value of plan assets 2016-12-31 342,325
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 2016-12-31 332,157
Number of active participants 2016-12-31 7
Total funding liabilities for active participants 2016-12-31 332,157
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 332,157
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 57,189
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 57,189
Present value of excess contributions 2016-12-31 6,999
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 7,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 7,431
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 62,338
Total employer contributions 2016-12-31 57,000
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 55,843
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 48,752
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 48,752
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 48,752
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 55,843
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2021: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-11-12	783,966
Acturial value of plan assets	2021-11-12	783,966
Funding target for retired participants and beneficiaries receiving payment	2021-11-12	0
Number of terminated vested participants	2021-11-12	0
Fundng target for terminated vested participants	2021-11-12	0
Active participant vested funding target	2021-11-12	812,172
Number of active participants	2021-11-12	5
Total funding liabilities for active participants	2021-11-12	812,172
Total participant count	2021-11-12	5
Total funding target for all participants	2021-11-12	812,172
Balance at beginning of prior year after applicable adjustments	2021-11-12	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-11-12	53,953
Carryover balanced portion elected for use to offset prior years funding requirement	2021-11-12	0
Prefunding balanced used to offset prior years funding requirement	2021-11-12	17,930
Amount remaining of carryover balance	2021-11-12	0
Amount remaining of prefunding balance	2021-11-12	36,023
Present value of excess contributions	2021-11-12	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-11-12	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-11-12	0
Reductions in caryover balances due to elections or deemed elections	2021-11-12	0
Reductions in prefunding balances due to elections or deemed elections	2021-11-12	0
Balance of carryovers at beginning of current year	2021-11-12	0
Balance of prefunding at beginning of current year	2021-11-12	38,700
Total employer contributions	2021-11-12	0
Total employee contributions	2021-11-12	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-11-12	0
Contributions made to avoid restrictions adjusted to valuation date	2021-11-12	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-11-12	0
Unpaid minimum required contributions for all prior years	2021-11-12	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-11-12	0
Remaining amount of unpaid minimum required contributions	2021-11-12	0
Minimum required contributions for current year target normal cost	2021-11-12	55,379
Net shortfall amortization installment of oustanding balance	2021-11-12	66,906
Total funding amount beforereflecting carryover/prefunding balances	2021-11-12	71,607
Prefunding balance elected to use to offset funding requirement	2021-11-12	38,700
Additional cash requirement	2021-11-12	32,907
Contributions allocatedtoward minimum required contributions for current year	2021-11-12	0
Unpaid minimum required contributions for current year	2021-11-12	32,907
Unpaid minimum required contributions for all years	2021-11-12	32,907
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	685,871
Acturial value of plan assets	2020-12-31	685,871
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	668,024
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	668,024
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	668,024
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	58,701
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	11,341
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	47,360
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	53,953
Total employer contributions	2020-12-31	44,890
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	44,187
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	51,785
Net shortfall amortization installment of oustanding balance	2020-12-31	36,106
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	61,670
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	17,483
Additional cash requirement	2020-12-31	44,187
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	44,187
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	549,347
Acturial value of plan assets	2019-12-31	549,347
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	1,739
Active participant vested funding target	2019-12-31	578,191
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	578,191
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	579,930
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	71,448
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	9,225
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	62,223
Present value of excess contributions	2019-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	0
Balance of prefunding at beginning of current year	2019-12-31	58,701
Total employer contributions	2019-12-31	57,104
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	56,144
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	51,082
Net shortfall amortization installment of oustanding balance	2019-12-31	89,284
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	67,485
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	11,341
Additional cash requirement	2019-12-31	56,144
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	56,144
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	532,713
Acturial value of plan assets	2018-12-31	532,713
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	493,248
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	493,248
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	493,248
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	75,001
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	11,157
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	63,844
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	71,448
Total employer contributions	2018-12-31	48,752
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	47,996
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	50,798
Net shortfall amortization installment of oustanding balance	2018-12-31	31,983
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	57,102
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	9,106
Additional cash requirement	2018-12-31	47,996
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	47,996
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	430,657
Acturial value of plan assets	2017-12-31	430,657
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	1,185
Active participant vested funding target	2017-12-31	409,037
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	410,235
Total participant count	2017-12-31	7
Total funding target for all participants	2017-12-31	411,420
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	62,338
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	62,338
Present value of excess contributions	2017-12-31	7,091
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	7,514
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	7,514
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	75,001
Total employer contributions	2017-12-31	48,752
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	47,965
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	49,965
Net shortfall amortization installment of oustanding balance	2017-12-31	55,764
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	59,122
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	11,157
Additional cash requirement	2017-12-31	47,965
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	47,965
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	342,325
Acturial value of plan assets	2016-12-31	342,325
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	332,157
Number of active participants	2016-12-31	7
Total funding liabilities for active participants	2016-12-31	332,157
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	332,157
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	57,189
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	57,189
Present value of excess contributions	2016-12-31	6,999
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	7,431
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	7,431
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	62,338
Total employer contributions	2016-12-31	57,000
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	55,843
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	48,752
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	48,752
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	48,752
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	55,843
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

Measure	Date	Value
2021 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2021 401k financial data
Transfers to/from the plan	2021-11-12	$0
Total plan liabilities at end of year	2021-11-12	$0
Total plan liabilities at beginning of year	2021-11-12	$0
Total income from all sources	2021-11-12	$70,332
Expenses. Total of all expenses incurred	2021-11-12	$854,298
Benefits paid (including direct rollovers)	2021-11-12	$854,298
Total plan assets at end of year	2021-11-12	$0
Total plan assets at beginning of year	2021-11-12	$783,966
Value of fidelity bond covering the plan	2021-11-12	$100,000
Total contributions received or receivable from participants	2021-11-12	$0
Expenses. Other expenses not covered elsewhere	2021-11-12	$0
Contributions received from other sources (not participants or employers)	2021-11-12	$0
Other income received	2021-11-12	$70,332
Noncash contributions received	2021-11-12	$0
Net income (gross income less expenses)	2021-11-12	$-783,966
Net plan assets at end of year (total assets less liabilities)	2021-11-12	$0
Net plan assets at beginning of year (total assets less liabilities)	2021-11-12	$783,966
Total contributions received or receivable from employer(s)	2021-11-12	$0
Value of certain deemed distributions of participant loans	2021-11-12	$0
Value of corrective distributions	2021-11-12	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-11-12	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-11-12	$0
2020 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$98,095
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$783,966
Total plan assets at beginning of year	2020-12-31	$685,871
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$53,205
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$98,095
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$783,966
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$685,871
Total contributions received or receivable from employer(s)	2020-12-31	$44,890
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$138,760
Expenses. Total of all expenses incurred	2019-12-31	$2,236
Benefits paid (including direct rollovers)	2019-12-31	$2,236
Total plan assets at end of year	2019-12-31	$685,871
Total plan assets at beginning of year	2019-12-31	$549,347
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$81,656
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$136,524
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$685,871
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$549,347
Total contributions received or receivable from employer(s)	2019-12-31	$57,104
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$16,634
Expenses. Total of all expenses incurred	2018-12-31	$0
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$549,347
Total plan assets at beginning of year	2018-12-31	$532,713
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-32,118
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$16,634
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$549,347
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$532,713
Total contributions received or receivable from employer(s)	2018-12-31	$48,752
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$104,049
Expenses. Total of all expenses incurred	2017-12-31	$1,993
Benefits paid (including direct rollovers)	2017-12-31	$1,993
Total plan assets at end of year	2017-12-31	$532,713
Total plan assets at beginning of year	2017-12-31	$430,657
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$55,297
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$102,056
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$532,713
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$430,657
Total contributions received or receivable from employer(s)	2017-12-31	$48,752
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$642
Total income from all sources	2016-12-31	$88,332
Expenses. Total of all expenses incurred	2016-12-31	$0
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$430,657
Total plan assets at beginning of year	2016-12-31	$342,967
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$31,332
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$88,332
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$430,657
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$342,325
Total contributions received or receivable from employer(s)	2016-12-31	$57,000
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$642
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$41,432
Expenses. Total of all expenses incurred	2015-12-31	$3,209
Benefits paid (including direct rollovers)	2015-12-31	$3,209
Total plan assets at end of year	2015-12-31	$342,967
Total plan assets at beginning of year	2015-12-31	$304,102
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-13,568
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$38,223
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$342,325
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$304,102
Total contributions received or receivable from employer(s)	2015-12-31	$55,000
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$61,151
Expenses. Total of all expenses incurred	2014-12-31	$1,612
Benefits paid (including direct rollovers)	2014-12-31	$1,612
Total plan assets at end of year	2014-12-31	$304,102
Total plan assets at beginning of year	2014-12-31	$244,563
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$6,151
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$59,539
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$304,102
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$244,563
Total contributions received or receivable from employer(s)	2014-12-31	$55,000
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$68,531
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$244,563
Total plan assets at beginning of year	2013-12-31	$176,032
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$22,611
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$68,531
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$244,563
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$176,032
Total contributions received or receivable from employer(s)	2013-12-31	$45,920
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$73,941
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$176,032
Total plan assets at beginning of year	2012-12-31	$102,091
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$12,941
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$73,941
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$176,032
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$102,091
Total contributions received or receivable from employer(s)	2012-12-31	$61,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$50,036
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$102,091
Total plan assets at beginning of year	2011-12-31	$52,055
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-4,964
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$50,036
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$102,091
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$52,055
Total contributions received or receivable from employer(s)	2011-12-31	$55,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$52,055
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$52,055
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$52,055
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$52,055
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$52,055
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN

2021: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEVEN E. SITRIN, DMD, PA CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVEN E. SITRIN, DMD, PA
Employer identification number (EIN):	222035157
NAIC Classification:	621210
NAIC Description:	Offices of Dentists