ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN 401k Plan overview

ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	ADAM J. WEISS, D.M.D., P.C.
Employer identification number (EIN):	233008380
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	CHAD SHERMAN	2013-10-10
002	2011-01-01	INTA EZERINS	2012-03-23
002	2010-01-01	INTA EZERINS	2011-03-04

Plan Statistics for ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN

Measure	Date	Value
2019: ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,183,832
Acturial value of plan assets	2019-12-31	2,183,832
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	8
Fundng target for terminated vested participants	2019-12-31	35,763
Active participant vested funding target	2019-12-31	2,004,679
Number of active participants	2019-12-31	18
Total funding liabilities for active participants	2019-12-31	2,004,679
Total participant count	2019-12-31	26
Total funding target for all participants	2019-12-31	2,040,442
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	255,313
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	255,313
Present value of excess contributions	2019-12-31	142,241
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	150,192
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	150,192
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	389,829
Total employer contributions	2019-12-31	56,850
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	51,276
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	123,080
Net shortfall amortization installment of oustanding balance	2019-12-31	246,015
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	175,622
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	124,346
Additional cash requirement	2019-12-31	51,276
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	51,276
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,984,155
Acturial value of plan assets	2018-12-31	1,984,155
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	10,963
Active participant vested funding target	2018-12-31	1,780,843
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	1,780,843
Total participant count	2018-12-31	19
Total funding target for all participants	2018-12-31	1,791,806
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	250,379
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	23,192
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	227,187
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	255,313
Total employer contributions	2018-12-31	325,181
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	292,806
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	120,759
Net shortfall amortization installment of oustanding balance	2018-12-31	131,964
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	150,565
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	150,565
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	292,806
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,659,070
Acturial value of plan assets	2017-12-31	1,659,070
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	11,306
Active participant vested funding target	2017-12-31	1,553,628
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	1,553,628
Total participant count	2017-12-31	21
Total funding target for all participants	2017-12-31	1,564,934
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	262,668
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	27,084
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	235,584
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	250,379
Total employer contributions	2017-12-31	141,100
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	126,043
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	119,178
Net shortfall amortization installment of oustanding balance	2017-12-31	156,243
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	149,235
Prefunding balance elected to use to offset funding requirement	2017-12-31	23,192
Additional cash requirement	2017-12-31	126,043
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	126,043
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: ADAM J. WEISS, D.M.D., P.C. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,438,423
Acturial value of plan assets	2016-12-31	1,438,423
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	4,858
Active participant vested funding target	2016-12-31	1,335,311
Number of active participants	2016-12-31	20
Total funding liabilities for active participants	2016-12-31	1,335,915
Total participant count	2016-12-31	22
Total funding target for all participants	2016-12-31	1,340,773
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	208,943
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	208,943
Present value of excess contributions	2016-12-31	55,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	58,802
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	58,802
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	262,668
Total employer contributions	2016-12-31	135,000
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	118,649
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	117,457
Net shortfall amortization installment of oustanding balance	2016-12-31	165,018
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	145,733
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	27,084
Additional cash requirement	2016-12-31	118,649
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	118,649
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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