JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 401k Plan overview

JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	JEFFREY S. THALLER, D.M.D.
Employer identification number (EIN):	222998647
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	JEFFREY S. THALLER	2013-07-01	JEFFREY S. THALLER	2013-07-01
003	2011-01-01	JEFFREY S. THALLER	2012-06-18	JEFFREY S. THALLER	2012-06-18
003	2010-01-01	JEFFREY S. THALLER	2011-04-29	JEFFREY S. THALLER	2011-04-29

Plan Statistics for JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN

Measure	Date	Value
2022: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,018,265
Acturial value of plan assets	2022-12-31	4,018,265
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	2,657
Active participant vested funding target	2022-12-31	3,556,010
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	3,572,086
Total participant count	2022-12-31	5
Total funding target for all participants	2022-12-31	3,574,743
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	109,276
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	109,276
Present value of excess contributions	2022-12-31	93,461
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	98,695
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	116,248
Total employer contributions	2022-12-31	100,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	94,112
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	35,279
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	94,112
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,684,556
Acturial value of plan assets	2021-12-31	3,684,556
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	2,434
Active participant vested funding target	2021-12-31	3,100,696
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	3,111,884
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	3,114,318
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	98,633
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	98,633
Present value of excess contributions	2021-12-31	70,777
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	74,840
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	109,276
Total employer contributions	2021-12-31	100,000
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	93,461
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	32,630
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	93,461
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,260,967
Acturial value of plan assets	2020-12-31	3,260,967
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	3,186
Active participant vested funding target	2020-12-31	2,846,911
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,857,381
Total participant count	2020-12-31	6
Total funding target for all participants	2020-12-31	2,860,567
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	167,688
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	167,688
Present value of excess contributions	2020-12-31	44,962
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	47,421
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	95,265
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	98,633
Total employer contributions	2020-12-31	75,000
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	70,777
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	36,021
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	70,777
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,738,754
Acturial value of plan assets	2019-12-31	2,738,754
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	3,086
Active participant vested funding target	2019-12-31	2,683,740
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	2,706,940
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	2,710,026
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	181,520
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	181,520
Present value of excess contributions	2019-12-31	186,382
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	197,229
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	167,688
Total employer contributions	2019-12-31	100,000
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	94,017
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	49,055
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	49,055
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	0
Additional cash requirement	2019-12-31	49,055
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	94,017
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,751,181
Acturial value of plan assets	2018-12-31	2,751,181
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	2,841
Active participant vested funding target	2018-12-31	2,328,902
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	2,351,730
Total participant count	2018-12-31	6
Total funding target for all participants	2018-12-31	2,354,571
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	164,227
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	164,227
Present value of excess contributions	2018-12-31	195,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	206,727
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	181,520
Total employer contributions	2018-12-31	200,000
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	186,382
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	45,495
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	186,382
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,289,933
Acturial value of plan assets	2017-12-31	2,289,933
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	2,600
Active participant vested funding target	2017-12-31	1,971,174
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,992,496
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	1,995,096
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	154,625
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	154,625
Present value of excess contributions	2017-12-31	140,316
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	148,609
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	164,227
Total employer contributions	2017-12-31	200,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	199,568
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	134,784
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	4,174
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	0
Additional cash requirement	2017-12-31	4,174
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	199,568
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JEFFREY S. THALLER, D.M.D. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,956,730
Acturial value of plan assets	2016-12-31	1,956,730
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	2,377
Active participant vested funding target	2016-12-31	1,584,613
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,598,048
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	1,600,425
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	161,168
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	161,168
Present value of excess contributions	2016-12-31	198,270
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	210,384
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	154,625
Total employer contributions	2016-12-31	200,000
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	199,436
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	260,800
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	59,120
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	59,120
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	199,436
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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• JEFFREY S. SCHIFFMAN, M.D., INC. CASH BALANCE PLAN [EIN = 330625152]
• JEFFREY S. MCCOY, DDS & SUSAN F. GOODWIN, DDS, INC., 401(K) PSP [EIN = 550774654]
• JEFFREY S. BURNS, DDS, PC PROFIT SHARING PLAN [EIN = 541853424]
• JEFFREY S. FISTER, D.M.D EMPLOYEES PROFIT SHARING PLAN AND TRUST [EIN = 010407552]
• JEFFREY S. RUBIN PROFIT SHARING PLAN [EIN = 113276347]
• JEFFREY S. SMITH, D.D.S., M.S. 401(K) PROFIT SHARING PLAN [EIN = 383150722]
• JEFFREY S. FISCHGRUND DEFINED BENEFIT PLAN [EIN = 261914250]
• JEFFREY S. KEARNEY DDS 401(K) PROFIT SHARING PLAN [EIN = 562231619]
• JEFFREY S. MASTROIANNI, DMD, MS, PC 401K PLAN [EIN = 371472608]
• JEFFREY S. GIFFORD PROFIT SHARING PLAN [EIN = 860528715]
• JEFFREY S. BOBERG DPM LLC 401(K) PROFIT SHARING PLAN [EIN = 200321366]
• JEFFREY S. FORGOSH DMD-PA 401 K PROFIT SHARING PLAN TRUST [EIN = 020348657]
• JEFFREY S. DAVIS, D.D.S., LTD. PROFIT SHARING PLAN AND TRUST [EIN = 541179392]
• JEFFREY S. SMITH, D.D.S., M.S. CASH BALANCE PLAN [EIN = 383150722]
• JEFFREY S. SHINBROT, APLC [EIN = 954581770]
• JEFFREY S. MORRIS M.D., LLC 401(K) PLAN [EIN = 461746263]
• JEFFREY S. JOHNNIE INSURANCE AGENCY 401(K) PSP [EIN = 931246202]
• JEFFREY S. MEYERS, M.D. & ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN [EIN = 030479481]
• JEFFREY S. SMITH, D.D.S., M.S. DEFINED BENEFIT PENSION PLAN [EIN = 383150722]
• JEFFREY S. FISCHGRUND DEFINED BENEFIT PLAN [EIN = 263817709]
• JEFFREY S. SAMS, M. D. PROFIT SHARING PLAN [EIN = 311261971]
• JEFFREY S. WEINER, P.A. ATTORNEYS AT LAW 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 650356526]
• JEFFREY S. FELDMAN, M.D. 401(K) PROFIT SHARING PLAN [EIN = 043454389]
• JEFFREY S. HURLESS 401(K) PLAN [EIN = 770523355]
• JEFFREY S. MERAL, D.D.S., P.A. 401K PLAN [EIN = 650132587]
• JEFFREY S. KATZ, D.P.M., P.A. 401K PROFIT SHARING PLAN [EIN = 222321736]
• JEFFREY S. MATICAN, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 223737739]
• JEFFREY S. BURNS, DDS, PC PENSION PLAN [EIN = 541853424]
• JEFFREY S. HOFER, PSC PROFIT SHARING PLAN [EIN = 611007513]
• JEFFREY S. GENECOV, D.D.S., M.S.D., P.A. RETIREMENT TRUST [EIN = 752616037]
• JEFFREY S. KOB 401(K) PLAN [EIN = 200350521]
• JEFFREY S. LIDE, DDS 401K PROFIT SHARING PLAN [EIN = 752609730]
• JEFFREY S. FISCHGRUND, M.D. 401K PROFIT SHARING PLAN [EIN = 261914250]
• JEFFREY S. BURDEN DDS SAFE HARBOR 401(K) PLAN [EIN = 201446593]
• JEFFREY S. GORMAN DMD PROFIT SHARING PLAN [EIN = 582675687]
• JEFFREY S. BURNS, DDS PC 401(K) PROFIT SHARING PLAN [EIN = 541853424]
• JEFFREY S. RAPHAELSON, ESQ., LLC 401(K) PLAN [EIN = 462811081]
• JEFFREY S. POP, A LAW CORPORATION PROFIT SHARING PLAN [EIN = 953545629]
• JEFFREY S. WAITZMAN, M.D., S.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST [EIN = 363463288]
• JEFFREY S. RAPHAELSON, ESQ. 401(K) PLAN [EIN = 320099951]
• JEFFREY S. SIEGEL, D.P.M. PROFIT SHARING PLAN [EIN = 330239066]
• JEFFREY S. FLEMING, D.D.S., M.S. 401(K) PROFIT SHARING PLAN [EIN = 272868558]
• JEFFREY S. WILLIAMS, PROFIT SHARING PLAN [EIN = 112504763]
• JEFFREY S. HARRIS, D.M.D. PROFIT SHARING PLAN [EIN = 233083807]
• JEFFREY S. KARELIS 401(K) PROFIT SHARING PLAN [EIN = 042601859]
• JEFFREY S. GARSTEIN, DDS 401K PLAN [EIN = 221943822]
• JEFFREY S. FINE, M.D., APMC PROFIT SHARING PLAN [EIN = 721312813]
• JEFFREY S. FRIELING, M.D., P.C. CASH BALANCE PENSION PLAN [EIN = 113416432]
• JEFFREY S. DILLINGHAM, DDS, PC 401(K) PLAN [EIN = 832272951]
• JEFFREY S. SWEENEY CASH BALANCE PLAN [EIN = 833176046]
• JEFFREY S. MEYERS, MD & ASSOCIATES, P. A. 401(K) PLAN [EIN = 030479481]
• JEFFREY S. SAGER, MD MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN [EIN = 851531245]
• JEFFREY S. COLEMAN, DDS, P.C. GCF BENEFIT PLAN [EIN = 582221459]
• JEFFREY S. FISCHGRUND CASH BALANCE PLAN [EIN = 263817709]
• JEFFREY S. SAGER, MD MEDICAL CORPORATION CASH BALANCE PLAN [EIN = 851531245]
• JEFFREY S. FISCHGRUND CONSULTING 401(K) PROFIT SHARING PLAN [EIN = 880741627]
• JEFFREY S. FISCHGRUND CASH BALANCE PLAN [EIN = 880741627]

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