401k Plan data: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN plan

BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 401k Plan overview

Plan Name	BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN
Plan identification number	002

BRAD A. CHVATAL, D.M.D., P.C. 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).
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).

401k Sponsoring company profile

BRAD A. CHVATAL, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: BRAD A. CHVATAL, D.M.D., P.C.

Employer identification number (EIN): 270025035

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Additional information about BRAD A. CHVATAL, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2002-08-06

Company Identification Number: 9676099

Legal Registered Office Address: 2888 CRESCENT AVENUE

EUGENE
United States of America (USA)
97408

More information about BRAD A. CHVATAL, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BRAD CHVATAL 2024-10-14
002 2022-01-01 BRAD CHVATAL 2023-05-30 BRAD CHVATAL 2023-05-30
002 2021-01-01 BRAD CHVATAL 2022-09-19 BRAD CHVATAL 2022-09-19
002 2020-01-01 BRAD CHVATAL 2021-10-07 BRAD CHVATAL 2021-10-07
002 2019-01-01 BRAD CHVATAL 2020-09-28 BRAD CHVATAL 2020-09-28
002 2018-01-01 BRAD CHVATAL 2019-10-09
002 2017-01-01 BRAD CHVATAL 2018-10-09
002 2016-01-01 BRAD CHVATAL 2017-10-11
002 2015-01-01 BRAD CHVATAL 2016-10-17
002 2014-01-01 BRAD CHVATAL 2015-10-25
002 2013-01-01 BRAD CHVATAL 2014-10-11
002 2012-01-01 BRAD CHVATAL 2013-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BRAD CHVATAL	2024-10-14
002	2022-01-01	BRAD CHVATAL	2023-05-30	BRAD CHVATAL	2023-05-30
002	2021-01-01	BRAD CHVATAL	2022-09-19	BRAD CHVATAL	2022-09-19
002	2020-01-01	BRAD CHVATAL	2021-10-07	BRAD CHVATAL	2021-10-07
002	2019-01-01	BRAD CHVATAL	2020-09-28	BRAD CHVATAL	2020-09-28
002	2018-01-01	BRAD CHVATAL	2019-10-09
002	2017-01-01	BRAD CHVATAL	2018-10-09
002	2016-01-01	BRAD CHVATAL	2017-10-11
002	2015-01-01	BRAD CHVATAL	2016-10-17
002	2014-01-01	BRAD CHVATAL	2015-10-25
002	2013-01-01	BRAD CHVATAL	2014-10-11
002	2012-01-01	BRAD CHVATAL	2013-10-10

Plan Statistics for BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN

401k plan membership statisitcs for BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN

Measure Date Value
2022: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,544,503
Acturial value of plan assets 2022-12-31 1,544,503
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 6,586
Active participant vested funding target 2022-12-31 1,162,415
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 1,166,526
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 1,173,112
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 223,186
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 223,186
Present value of excess contributions 2022-12-31 198,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 209,024
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 2022-12-31 230,931
Total employer contributions 2022-12-31 0
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 0
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 2022-12-31 102,584
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 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,258,105
Acturial value of plan assets 2021-12-31 1,258,105
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 5,875
Active participant vested funding target 2021-12-31 982,782
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 984,948
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 990,823
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 223,164
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 2021-12-31 223,164
Present value of excess contributions 2021-12-31 53,208
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 55,996
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 223,186
Total employer contributions 2021-12-31 250,000
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 2021-12-31 230,344
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 76,106
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 32,010
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 32,010
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 230,344
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,176,153
Acturial value of plan assets 2020-12-31 1,176,153
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 4,253
Active participant vested funding target 2020-12-31 877,234
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 878,044
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 882,297
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 188,690
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 2020-12-31 188,690
Present value of excess contributions 2020-12-31 13
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 14
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 223,164
Total employer contributions 2020-12-31 84,759
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 77,144
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 94,628
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 23,936
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 23,936
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 77,144
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 913,305
Acturial value of plan assets 2019-12-31 913,305
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 1,735
Active participant vested funding target 2019-12-31 727,382
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 727,629
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 729,364
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 292,688
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 34,070
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 258,618
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 63,100
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 188,690
Total employer contributions 2019-12-31 99,561
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 91,070
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 91,057
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 91,057
Additional cash requirement 2019-12-31 91,057
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 91,070
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 878,742
Acturial value of plan assets 2018-12-31 878,742
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 919
Active participant vested funding target 2018-12-31 585,750
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 585,117
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 586,036
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 311,634
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 48,476
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 263,158
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
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 7,075
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 292,688
Total employer contributions 2018-12-31 60,016
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 54,763
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 88,851
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 88,833
Prefunding balance elected to use to offset funding requirement 2018-12-31 34,070
Additional cash requirement 2018-12-31 54,763
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 54,763
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 767,205
Acturial value of plan assets 2017-12-31 767,205
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 1,988
Active participant vested funding target 2017-12-31 452,764
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 453,400
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 455,388
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 292,868
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 2017-12-31 292,868
Present value of excess contributions 2017-12-31 22,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 24,304
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 24,304
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 28,030
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 311,634
Total employer contributions 2017-12-31 36,300
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 34,459
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 83,118
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 82,935
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 48,476
Additional cash requirement 2017-12-31 34,459
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 34,459
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 633,198
Acturial value of plan assets 2016-12-31 633,198
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 1,547
Active participant vested funding target 2016-12-31 338,738
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 338,738
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 340,285
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 165,539
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 165,539
Present value of excess contributions 2016-12-31 125,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 133,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 133,371
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 4,900
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 292,868
Total employer contributions 2016-12-31 111,300
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 2016-12-31 102,380
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 79,479
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 79,434
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 79,434
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 102,380
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: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,544,503
Acturial value of plan assets	2022-12-31	1,544,503
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	6,586
Active participant vested funding target	2022-12-31	1,162,415
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	1,166,526
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	1,173,112
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	223,186
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	223,186
Present value of excess contributions	2022-12-31	198,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	209,024
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	230,931
Total employer contributions	2022-12-31	0
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	0
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	102,584
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	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,258,105
Acturial value of plan assets	2021-12-31	1,258,105
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	5,875
Active participant vested funding target	2021-12-31	982,782
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	984,948
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	990,823
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	223,164
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	223,164
Present value of excess contributions	2021-12-31	53,208
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	55,996
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	223,186
Total employer contributions	2021-12-31	250,000
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	230,344
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	76,106
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	32,010
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	32,010
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	230,344
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,176,153
Acturial value of plan assets	2020-12-31	1,176,153
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	4,253
Active participant vested funding target	2020-12-31	877,234
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	878,044
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	882,297
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	188,690
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	188,690
Present value of excess contributions	2020-12-31	13
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	14
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	223,164
Total employer contributions	2020-12-31	84,759
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	77,144
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	94,628
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	23,936
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	23,936
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	77,144
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	913,305
Acturial value of plan assets	2019-12-31	913,305
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	1,735
Active participant vested funding target	2019-12-31	727,382
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	727,629
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	729,364
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	292,688
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	34,070
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	258,618
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	63,100
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	188,690
Total employer contributions	2019-12-31	99,561
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	91,070
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	91,057
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	91,057
Additional cash requirement	2019-12-31	91,057
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	91,070
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	878,742
Acturial value of plan assets	2018-12-31	878,742
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	919
Active participant vested funding target	2018-12-31	585,750
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	585,117
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	586,036
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	311,634
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	48,476
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	263,158
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
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	7,075
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	292,688
Total employer contributions	2018-12-31	60,016
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	54,763
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	88,851
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	88,833
Prefunding balance elected to use to offset funding requirement	2018-12-31	34,070
Additional cash requirement	2018-12-31	54,763
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	54,763
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	767,205
Acturial value of plan assets	2017-12-31	767,205
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	1,988
Active participant vested funding target	2017-12-31	452,764
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	453,400
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	455,388
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	292,868
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	292,868
Present value of excess contributions	2017-12-31	22,946
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	24,304
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	24,304
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	28,030
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	311,634
Total employer contributions	2017-12-31	36,300
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	34,459
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	83,118
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	82,935
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	48,476
Additional cash requirement	2017-12-31	34,459
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	34,459
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: BRAD A. CHVATAL, D.M.D., P.C. PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	633,198
Acturial value of plan assets	2016-12-31	633,198
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	1,547
Active participant vested funding target	2016-12-31	338,738
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	338,738
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	340,285
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	165,539
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	165,539
Present value of excess contributions	2016-12-31	125,679
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	133,371
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	133,371
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	4,900
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	292,868
Total employer contributions	2016-12-31	111,300
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	102,380
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	79,479
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	79,434
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	79,434
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	102,380
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:	BRAD A. CHVATAL, D.M.D., P.C.
Employer identification number (EIN):	270025035
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2002-08-06
Company Identification Number:	9676099
Legal Registered Office Address:	2888 CRESCENT AVENUE EUGENE United States of America (USA) 97408