401k Plan data: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN plan

MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN
Plan identification number	003

MICHAEL VANARIA, DMD, PC 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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MICHAEL VANARIA, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL VANARIA, D.M.D., P.C.

Employer identification number (EIN): 223382270

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-01-01 MICHAEL VANARIA 2024-09-05
003 2023-01-01 MICHAEL VANARIA 2024-09-03
003 2022-01-01 MICHAEL VANARIA 2023-10-12
003 2021-01-01 MICHAEL VANARIA 2022-07-26
003 2020-01-01 MICHAEL VANARIA 2021-07-13
003 2019-01-01 MICHAEL VANARIA 2020-09-14
003 2018-01-01 MICHAEL VANARIA 2019-07-08
003 2017-01-01 MICHAEL VANARIA 2018-07-19
003 2016-01-01 MICHAEL VANARIA 2017-08-22
003 2015-01-01 MICHAEL VANARIA 2016-05-12
003 2014-01-01 MICHAEL VANARIA 2015-08-11
003 2013-01-01 MICHAEL VANARIA 2014-03-13
003 2012-01-01 MICHAEL VANARIA 2013-07-23
003 2011-01-01 MICHAEL VANARIA 2012-06-28
003 2010-01-01 MICHAEL VANARIA 2011-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2024-01-01	MICHAEL VANARIA	2024-09-05
003	2023-01-01	MICHAEL VANARIA	2024-09-03
003	2022-01-01	MICHAEL VANARIA	2023-10-12
003	2021-01-01	MICHAEL VANARIA	2022-07-26
003	2020-01-01	MICHAEL VANARIA	2021-07-13
003	2019-01-01	MICHAEL VANARIA	2020-09-14
003	2018-01-01	MICHAEL VANARIA	2019-07-08
003	2017-01-01	MICHAEL VANARIA	2018-07-19
003	2016-01-01	MICHAEL VANARIA	2017-08-22
003	2015-01-01	MICHAEL VANARIA	2016-05-12
003	2014-01-01	MICHAEL VANARIA	2015-08-11
003	2013-01-01	MICHAEL VANARIA	2014-03-13
003	2012-01-01	MICHAEL VANARIA	2013-07-23
003	2011-01-01	MICHAEL VANARIA	2012-06-28
003	2010-01-01	MICHAEL VANARIA	2011-05-17

Plan Statistics for MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN

401k plan membership statisitcs for MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN

Measure Date Value
2022: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,648,426
Acturial value of plan assets 2022-12-31 2,648,426
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 61,785
Active participant vested funding target 2022-12-31 2,240,868
Number of active participants 2022-12-31 22
Total funding liabilities for active participants 2022-12-31 2,245,918
Total participant count 2022-12-31 28
Total funding target for all participants 2022-12-31 2,307,703
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 160,400
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 41,079
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 119,321
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 2022-12-31 134,200
Total employer contributions 2022-12-31 15,000
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 14,935
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 2022-12-31 122,474
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 14,935
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,272,874
Acturial value of plan assets 2021-12-31 2,272,874
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 34,273
Active participant vested funding target 2021-12-31 2,077,333
Number of active participants 2021-12-31 21
Total funding liabilities for active participants 2021-12-31 2,078,165
Total participant count 2021-12-31 24
Total funding target for all participants 2021-12-31 2,112,438
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 9,500
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 9,500
Present value of excess contributions 2021-12-31 166,924
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 174,903
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 174,903
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 23,996
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 160,400
Total employer contributions 2021-12-31 85,000
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 81,083
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 2021-12-31 122,198
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 2021-12-31 122,162
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 41,079
Additional cash requirement 2021-12-31 81,083
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 81,083
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,094,740
Acturial value of plan assets 2020-12-31 2,094,740
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 33,448
Active participant vested funding target 2020-12-31 2,051,290
Number of active participants 2020-12-31 18
Total funding liabilities for active participants 2020-12-31 2,051,290
Total participant count 2020-12-31 21
Total funding target for all participants 2020-12-31 2,084,738
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 53,753
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 53,753
Present value of excess contributions 2020-12-31 136,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 136,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 136,707
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 192,049
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 9,500
Total employer contributions 2020-12-31 180,000
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 2020-12-31 178,112
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 11,236
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 11,188
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 11,188
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 178,112
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,961,078
Acturial value of plan assets 2019-12-31 1,961,078
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 35,603
Active participant vested funding target 2019-12-31 1,721,983
Number of active participants 2019-12-31 17
Total funding liabilities for active participants 2019-12-31 1,721,983
Total participant count 2019-12-31 21
Total funding target for all participants 2019-12-31 1,757,586
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 84,300
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 26,915
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 57,385
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 53,753
Total employer contributions 2019-12-31 140,000
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 2019-12-31 136,707
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 2019-12-31 128,959
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 136,707
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,494,394
Acturial value of plan assets 2018-12-31 1,494,394
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 33,496
Active participant vested funding target 2018-12-31 1,528,249
Number of active participants 2018-12-31 19
Total funding liabilities for active participants 2018-12-31 1,528,249
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 1,561,745
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 116,000
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 6,384
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 109,616
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 40,301
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 84,300
Total employer contributions 2018-12-31 126,503
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 2018-12-31 124,137
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 2018-12-31 126,832
Net shortfall amortization installment of oustanding balance 2018-12-31 156,162
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 152,325
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 28,188
Additional cash requirement 2018-12-31 124,137
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 124,137
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,490,726
Acturial value of plan assets 2017-12-31 1,490,726
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 6
Fundng target for terminated vested participants 2017-12-31 22,882
Active participant vested funding target 2017-12-31 1,346,032
Number of active participants 2017-12-31 15
Total funding liabilities for active participants 2017-12-31 1,346,032
Total participant count 2017-12-31 21
Total funding target for all participants 2017-12-31 1,368,914
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 12,342
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 12,342
Present value of excess contributions 2017-12-31 116,175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 116,175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 116,175
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 12,713
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 116,000
Total employer contributions 2017-12-31 124,619
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 2017-12-31 118,601
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 2017-12-31 125,437
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 125,297
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 6,696
Additional cash requirement 2017-12-31 118,601
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 118,601
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,053,982
Acturial value of plan assets 2016-12-31 1,053,982
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 15,457
Active participant vested funding target 2016-12-31 1,081,985
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 1,081,985
Total participant count 2016-12-31 21
Total funding target for all participants 2016-12-31 1,097,442
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 3,950
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 3,950
Present value of excess contributions 2016-12-31 8,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 8,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 8,584
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 12,342
Total employer contributions 2016-12-31 250,000
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 2016-12-31 243,147
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 2016-12-31 117,629
Net shortfall amortization installment of oustanding balance 2016-12-31 56,549
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 126,972
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 2016-12-31 126,972
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 243,147
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,648,426
Acturial value of plan assets	2022-12-31	2,648,426
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	61,785
Active participant vested funding target	2022-12-31	2,240,868
Number of active participants	2022-12-31	22
Total funding liabilities for active participants	2022-12-31	2,245,918
Total participant count	2022-12-31	28
Total funding target for all participants	2022-12-31	2,307,703
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	160,400
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	41,079
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	119,321
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	134,200
Total employer contributions	2022-12-31	15,000
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	14,935
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	122,474
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	14,935
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,272,874
Acturial value of plan assets	2021-12-31	2,272,874
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	34,273
Active participant vested funding target	2021-12-31	2,077,333
Number of active participants	2021-12-31	21
Total funding liabilities for active participants	2021-12-31	2,078,165
Total participant count	2021-12-31	24
Total funding target for all participants	2021-12-31	2,112,438
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	9,500
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	9,500
Present value of excess contributions	2021-12-31	166,924
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	174,903
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	174,903
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	23,996
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	160,400
Total employer contributions	2021-12-31	85,000
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	81,083
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	122,198
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	122,162
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	41,079
Additional cash requirement	2021-12-31	81,083
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	81,083
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,094,740
Acturial value of plan assets	2020-12-31	2,094,740
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	33,448
Active participant vested funding target	2020-12-31	2,051,290
Number of active participants	2020-12-31	18
Total funding liabilities for active participants	2020-12-31	2,051,290
Total participant count	2020-12-31	21
Total funding target for all participants	2020-12-31	2,084,738
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	53,753
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	53,753
Present value of excess contributions	2020-12-31	136,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	136,707
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	136,707
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	192,049
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	9,500
Total employer contributions	2020-12-31	180,000
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	178,112
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	11,236
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	11,188
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	11,188
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	178,112
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,961,078
Acturial value of plan assets	2019-12-31	1,961,078
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	35,603
Active participant vested funding target	2019-12-31	1,721,983
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	1,721,983
Total participant count	2019-12-31	21
Total funding target for all participants	2019-12-31	1,757,586
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	84,300
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	26,915
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	57,385
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	53,753
Total employer contributions	2019-12-31	140,000
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	136,707
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	128,959
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	136,707
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,494,394
Acturial value of plan assets	2018-12-31	1,494,394
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	33,496
Active participant vested funding target	2018-12-31	1,528,249
Number of active participants	2018-12-31	19
Total funding liabilities for active participants	2018-12-31	1,528,249
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	1,561,745
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	116,000
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	6,384
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	109,616
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	40,301
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	84,300
Total employer contributions	2018-12-31	126,503
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	124,137
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	126,832
Net shortfall amortization installment of oustanding balance	2018-12-31	156,162
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	152,325
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	28,188
Additional cash requirement	2018-12-31	124,137
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	124,137
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,490,726
Acturial value of plan assets	2017-12-31	1,490,726
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	6
Fundng target for terminated vested participants	2017-12-31	22,882
Active participant vested funding target	2017-12-31	1,346,032
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	1,346,032
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	1,368,914
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	12,342
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	12,342
Present value of excess contributions	2017-12-31	116,175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	116,175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	116,175
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	12,713
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	116,000
Total employer contributions	2017-12-31	124,619
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	118,601
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	125,437
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	125,297
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	6,696
Additional cash requirement	2017-12-31	118,601
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	118,601
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MICHAEL VANARIA, DMD, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,053,982
Acturial value of plan assets	2016-12-31	1,053,982
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	15,457
Active participant vested funding target	2016-12-31	1,081,985
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	1,081,985
Total participant count	2016-12-31	21
Total funding target for all participants	2016-12-31	1,097,442
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	3,950
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	3,950
Present value of excess contributions	2016-12-31	8,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	8,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	8,584
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	12,342
Total employer contributions	2016-12-31	250,000
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	243,147
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	117,629
Net shortfall amortization installment of oustanding balance	2016-12-31	56,549
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	126,972
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	126,972
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	243,147
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MICHAEL VANARIA, D.M.D., P.C.
Employer identification number (EIN):	223382270
NAIC Classification:	621210
NAIC Description:	Offices of Dentists