WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 401k Plan overview

WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	WILLIAM D. ALMONEY, D.D.S., INC.
Employer identification number (EIN):	310990193
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
004	2023-01-01	JEREMY J. SCHIRA	2024-09-03
004	2022-01-01	JEREMY J. SCHIRA	2023-10-05
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01

Plan Statistics for WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN

Measure	Date	Value
2022: WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	530,755
Acturial value of plan assets	2022-12-31	530,755
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	344,390
Number of active participants	2022-12-31	20
Total funding liabilities for active participants	2022-12-31	344,390
Total participant count	2022-12-31	20
Total funding target for all participants	2022-12-31	344,390
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	0
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	0
Present value of excess contributions	2022-12-31	138,960
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	146,561
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	0
Total employer contributions	2022-12-31	150,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	139,348
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	74,959
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	139,348
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	361,801
Acturial value of plan assets	2021-12-31	361,801
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	251,683
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	251,683
Total participant count	2021-12-31	18
Total funding target for all participants	2021-12-31	251,683
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	0
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	0
Present value of excess contributions	2021-12-31	55,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	58,976
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	0
Total employer contributions	2021-12-31	150,000
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	138,960
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	66,124
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	138,960
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	229,737
Acturial value of plan assets	2020-12-31	229,737
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	179,819
Number of active participants	2020-12-31	18
Total funding liabilities for active participants	2020-12-31	179,819
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	179,819
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	0
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	0
Present value of excess contributions	2020-12-31	39,232
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	41,374
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	75,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	69,878
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	63,831
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	13,913
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	13,913
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	69,878
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	136,709
Acturial value of plan assets	2019-12-31	136,709
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	109,661
Number of active participants	2019-12-31	17
Total funding liabilities for active participants	2019-12-31	109,661
Total participant count	2019-12-31	17
Total funding target for all participants	2019-12-31	109,661
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	0
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	0
Present value of excess contributions	2019-12-31	41,458
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	43,767
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	0
Total employer contributions	2019-12-31	75,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	69,046
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	56,862
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	29,814
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	29,814
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	69,046
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	73,686
Acturial value of plan assets	2018-12-31	73,686
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	50,251
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	50,251
Total participant count	2018-12-31	16
Total funding target for all participants	2018-12-31	50,251
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	0
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	0
Present value of excess contributions	2018-12-31	23,586
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	24,935
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	0
Total employer contributions	2018-12-31	75,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	69,214
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	51,191
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	27,756
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	27,756
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	69,214
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	0
Acturial value of plan assets	2017-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	12
Total funding target for all participants	2017-12-31	0
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	0
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	0
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	0
Total employer contributions	2017-12-31	75,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	69,699
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	46,113
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	46,113
Additional cash requirement	2017-12-31	46,113
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	69,699
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0

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• WILLIAM D. GUIDRY PROFIT SHARING PLAN [EIN = 752202291]
• WILLIAM D. RAWLINGS, D.D.S., PDC, DEFINED BENEFIT PENSION PLAN [EIN = 263887881]
• WILLIAM D. ZEEK D.D.S. MONEY PURCHASE PLAN [EIN = 311062721]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. PAMPLIN, D.D.S., P.C. PROFIT SHARING PL [EIN = 042771882]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. FOX RETIREMENT PLAN [EIN = 621238502]
• WILLIAM D. KOLTUN, M.D., A.M.C. DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 953652192]
• WILLIAM D. HARPER, P.A. 401(K) PLAN [EIN = 204331252]
• WILLIAM D. KENFIELD, D.D.S. RETIREMENT PLAN [EIN = 351488551]
• WILLIAM D. BECK, D.D.S., P.C. PROFIT SHARING PLAN [EIN = 383236536]
• WILLIAM D. GIESEKE, M.D., P.A. PROFIT SHARING PLAN [EIN = 592012643]
• WILLIAM D. WITTER, INC 401K PROFIT SHARING PLAN [EIN = 132879276]
• WILLIAM D. SUNDIN, INC. RESTATED DEFINED BENEFIT PENSION PLAN [EIN = 860509620]
• WILLIAM D. FINDLAY, DMD PROFIT SHARING PLAN [EIN = 630957850]
• WILLIAM D. CLARK 401(K) PLAN [EIN = 461819437]
• WILLIAM D. ALMONEY, D.D.S., INC. DEFINED BENEFIT PLAN [EIN = 810777010]
• WILLIAM D. O'HALE DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 203842545]
• WILLIAM D. ALMONEY, D.D.S., INC. 401(K) PROFIT SHARING PLAN [EIN = 810777010]
• WILLIAM D. THOMSON, ATTORNEY A 401(K) PROFIT SHARING PLAN & TRUST [EIN = 364596927]
• WILLIAM D. SHAPIRO 401K PLAN AND TRUST [EIN = 882010466]
• WILLIAM D. RHODES CPA 401(K) PLAN [EIN = 475330114]

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