RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 401k Plan overview

RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION Benefits

401k Sponsoring company profile

Company Name:	RICHARD S. MOWRY, D.M.D.
Employer identification number (EIN):	330301412
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	RICHARD S. MOWRY, D.M.D.	2019-10-06	RICHARD S. MOWRY, D.M.D.	2019-10-06
001	2017-01-01	RICHARD S. MOWRY, D.M.D.	2018-10-15	RICHARD S. MOWRY, D.M.D.	2018-10-15
001	2016-01-01	RICHARD S. MOWRY, D.M.D.	2017-10-16	RICHARD S. MOWRY, D.M.D.	2017-10-16
001	2015-01-01	GARY BERMAN	2016-10-16	RICHARD S. MOWRY, D.M.D.	2016-10-16
001	2014-01-01	GARY.BERMAN	2015-10-03	RICHARD S. MOWRY, D.M.D.	2015-10-03
001	2013-01-01	GARY BERMAN	2014-10-06
001	2012-01-01	GARY BERMAN	2013-09-29
001	2011-01-01	GARY BERMAN	2012-11-30
001	2010-01-01	GARY BERMAN	2011-10-10

Plan Statistics for RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION

Measure	Date	Value
2018: RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 2018 401k membership
Market value of plan assets	2018-12-31	2,784,453
Acturial value of plan assets	2018-12-31	2,784,453
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	2,532,321
Active participant vested funding target	2018-12-31	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	2,532,321
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
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	65,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	65,174
Total available prior years excess cotributions added 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	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	0
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	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	0
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	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 2017 401k membership
Market value of plan assets	2017-12-31	2,632,115
Acturial value of plan assets	2017-12-31	2,632,115
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	2,455,890
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	2,455,890
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	2,455,890
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	31,184
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	31,184
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	108,200
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	86,290
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	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	86,290
Remaining amount of unpaid minimum required contributions	2017-12-31	-86,290
Minimum required contributions for current year target normal cost	2017-12-31	86,290
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	86,290
Additional cash requirement	2017-12-31	86,290
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	86,290
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RICHARD S. MOWRY, D.M.D. DEFINED BENEFIT PENSION 2016 401k membership
Market value of plan assets	2016-12-31	2,295,137
Acturial value of plan assets	2016-12-31	2,295,137
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	2,204,328
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	2,204,328
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	2,204,328
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	0
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	0
Present value of excess contributions	2016-12-31	65,174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	65,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	0
Total employer contributions	2016-12-31	263,300
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	263,300
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	232,116
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	232,116
Additional cash requirement	2016-12-31	232,116
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	263,300
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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