401k Plan data: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN plan

GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN
Plan identification number	002

GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).

401k Sponsoring company profile

GRIMES & SAFRAN DENTISTRY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GRIMES & SAFRAN DENTISTRY, P.C.

Employer identification number (EIN): 232955896

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JOHN GRIMES D.D.S. 2024-09-30
002 2022-01-01 JOHN GRIMES D.D.S. 2023-08-23
002 2021-01-01 JOHN GRIMES D.D.S. 2022-09-29
002 2020-01-01 JOHN GRIMES D.D.S. 2021-09-14
002 2019-01-01 JOHN GRIMES D.D.S. 2020-10-07
002 2018-01-01 JOHN GRIMES D.D.S. 2019-07-17
002 2017-01-01 JOHN GRIMES D.D.S. 2018-09-18
002 2016-01-01 JOHN GRIMES D.D.S. 2017-06-19
002 2015-01-01 JOHN GRIMES D.D.S. 2016-07-18
002 2015-01-01 JOHN GRIMES D.D.S. 2017-06-19
002 2014-01-01 JOHN GRIMES D.D.S. 2015-06-18
002 2013-01-01 JOHN GRIMES D.D.S. 2014-09-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	JOHN GRIMES D.D.S.	2024-09-30
002	2022-01-01	JOHN GRIMES D.D.S.	2023-08-23
002	2021-01-01	JOHN GRIMES D.D.S.	2022-09-29
002	2020-01-01	JOHN GRIMES D.D.S.	2021-09-14
002	2019-01-01	JOHN GRIMES D.D.S.	2020-10-07
002	2018-01-01	JOHN GRIMES D.D.S.	2019-07-17
002	2017-01-01	JOHN GRIMES D.D.S.	2018-09-18
002	2016-01-01	JOHN GRIMES D.D.S.	2017-06-19
002	2015-01-01	JOHN GRIMES D.D.S.	2016-07-18
002	2015-01-01	JOHN GRIMES D.D.S.	2017-06-19
002	2014-01-01	JOHN GRIMES D.D.S.	2015-06-18
002	2013-01-01	JOHN GRIMES D.D.S.	2014-09-18

Plan Statistics for GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN

Measure Date Value
2022: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 928,385
Acturial value of plan assets 2022-12-31 928,385
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 5,593
Active participant vested funding target 2022-12-31 709,169
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 709,758
Total participant count 2022-12-31 15
Total funding target for all participants 2022-12-31 715,351
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 137,014
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 137,014
Present value of excess contributions 2022-12-31 17,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 18,012
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 2022-12-31 147,537
Total employer contributions 2022-12-31 81,064
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 76,310
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 72,898
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 7,401
Additional cash requirement 2022-12-31 7,401
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 76,310
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 813,096
Acturial value of plan assets 2021-12-31 813,096
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 2,033
Active participant vested funding target 2021-12-31 654,182
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 654,688
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 656,721
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 28,300
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 28,300
Present value of excess contributions 2021-12-31 101,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 106,988
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 106,000
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 2021-12-31 137,014
Total employer contributions 2021-12-31 78,372
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 74,070
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 76,271
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 56,910
Additional cash requirement 2021-12-31 56,910
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 74,070
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,023,505
Acturial value of plan assets 2020-12-31 1,023,505
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 2020-12-31 970,914
Number of active participants 2020-12-31 14
Total funding liabilities for active participants 2020-12-31 970,914
Total participant count 2020-12-31 14
Total funding target for all participants 2020-12-31 970,914
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 20,326
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 20,326
Present value of excess contributions 2020-12-31 6,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 6,702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 6,000
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 28,300
Total employer contributions 2020-12-31 159,825
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 2020-12-31 152,252
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 74,805
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 50,514
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 50,514
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 152,252
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 871,926
Acturial value of plan assets 2019-12-31 871,926
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 10,380
Active participant vested funding target 2019-12-31 846,886
Number of active participants 2019-12-31 13
Total funding liabilities for active participants 2019-12-31 847,606
Total participant count 2019-12-31 15
Total funding target for all participants 2019-12-31 857,986
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 20,994
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 20,994
Present value of excess contributions 2019-12-31 62,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 65,485
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 20,326
Total employer contributions 2019-12-31 88,227
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 82,982
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 76,617
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 76,617
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 76,617
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 82,982
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 754,798
Acturial value of plan assets 2018-12-31 754,798
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 2018-12-31 683,947
Number of active participants 2018-12-31 14
Total funding liabilities for active participants 2018-12-31 684,505
Total participant count 2018-12-31 14
Total funding target for all participants 2018-12-31 684,505
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 15,836
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 15,836
Present value of excess contributions 2018-12-31 4,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 4,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 4,000
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 20,994
Total employer contributions 2018-12-31 146,245
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 2018-12-31 137,227
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 2018-12-31 124,431
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 75,132
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 75,132
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 137,227
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 580,637
Acturial value of plan assets 2017-12-31 580,637
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 1,556
Active participant vested funding target 2017-12-31 559,940
Number of active participants 2017-12-31 14
Total funding liabilities for active participants 2017-12-31 560,961
Total participant count 2017-12-31 15
Total funding target for all participants 2017-12-31 562,517
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 14,986
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 14,986
Present value of excess contributions 2017-12-31 9,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 9,710
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 15,836
Total employer contributions 2017-12-31 139,196
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 2017-12-31 130,728
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 2017-12-31 128,796
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 2017-12-31 126,512
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 2017-12-31 126,512
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 130,728
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 420,716
Acturial value of plan assets 2016-12-31 420,716
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 2016-12-31 401,181
Number of active participants 2016-12-31 14
Total funding liabilities for active participants 2016-12-31 402,776
Total participant count 2016-12-31 14
Total funding target for all participants 2016-12-31 402,776
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 16,000
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 16,000
Present value of excess contributions 2016-12-31 32,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 34,027
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 14,986
Total employer contributions 2016-12-31 140,253
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 2016-12-31 131,236
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 2016-12-31 125,011
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 2016-12-31 122,057
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 2016-12-31 122,057
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 131,236
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: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	928,385
Acturial value of plan assets	2022-12-31	928,385
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	5,593
Active participant vested funding target	2022-12-31	709,169
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	709,758
Total participant count	2022-12-31	15
Total funding target for all participants	2022-12-31	715,351
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	137,014
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	137,014
Present value of excess contributions	2022-12-31	17,180
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	18,012
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	147,537
Total employer contributions	2022-12-31	81,064
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	76,310
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	72,898
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	7,401
Additional cash requirement	2022-12-31	7,401
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	76,310
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	813,096
Acturial value of plan assets	2021-12-31	813,096
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	2,033
Active participant vested funding target	2021-12-31	654,182
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	654,688
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	656,721
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	28,300
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	28,300
Present value of excess contributions	2021-12-31	101,738
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	106,988
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	106,000
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	137,014
Total employer contributions	2021-12-31	78,372
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	74,070
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	76,271
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	56,910
Additional cash requirement	2021-12-31	56,910
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	74,070
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,023,505
Acturial value of plan assets	2020-12-31	1,023,505
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	970,914
Number of active participants	2020-12-31	14
Total funding liabilities for active participants	2020-12-31	970,914
Total participant count	2020-12-31	14
Total funding target for all participants	2020-12-31	970,914
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	20,326
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	20,326
Present value of excess contributions	2020-12-31	6,365
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	6,702
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	6,000
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	28,300
Total employer contributions	2020-12-31	159,825
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	152,252
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	74,805
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	50,514
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	50,514
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	152,252
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	871,926
Acturial value of plan assets	2019-12-31	871,926
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	10,380
Active participant vested funding target	2019-12-31	846,886
Number of active participants	2019-12-31	13
Total funding liabilities for active participants	2019-12-31	847,606
Total participant count	2019-12-31	15
Total funding target for all participants	2019-12-31	857,986
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	20,994
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	20,994
Present value of excess contributions	2019-12-31	62,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	65,485
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	20,326
Total employer contributions	2019-12-31	88,227
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	82,982
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	76,617
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	76,617
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	76,617
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	82,982
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	754,798
Acturial value of plan assets	2018-12-31	754,798
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	683,947
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	684,505
Total participant count	2018-12-31	14
Total funding target for all participants	2018-12-31	684,505
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	15,836
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	15,836
Present value of excess contributions	2018-12-31	4,216
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	4,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	4,000
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	20,994
Total employer contributions	2018-12-31	146,245
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	137,227
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	124,431
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	75,132
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	75,132
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	137,227
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	580,637
Acturial value of plan assets	2017-12-31	580,637
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	1,556
Active participant vested funding target	2017-12-31	559,940
Number of active participants	2017-12-31	14
Total funding liabilities for active participants	2017-12-31	560,961
Total participant count	2017-12-31	15
Total funding target for all participants	2017-12-31	562,517
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	14,986
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	14,986
Present value of excess contributions	2017-12-31	9,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	9,710
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	15,836
Total employer contributions	2017-12-31	139,196
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	130,728
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	128,796
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	126,512
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	126,512
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	130,728
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GRIMES & SAFRAN DENTISTRY, P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	420,716
Acturial value of plan assets	2016-12-31	420,716
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	401,181
Number of active participants	2016-12-31	14
Total funding liabilities for active participants	2016-12-31	402,776
Total participant count	2016-12-31	14
Total funding target for all participants	2016-12-31	402,776
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	16,000
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	16,000
Present value of excess contributions	2016-12-31	32,119
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	34,027
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	14,986
Total employer contributions	2016-12-31	140,253
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	131,236
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	125,011
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	122,057
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	122,057
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	131,236
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:	GRIMES & SAFRAN DENTISTRY, P.C.
Employer identification number (EIN):	232955896
NAIC Classification:	621210
NAIC Description:	Offices of Dentists