401k Plan data: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN plan

JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 401k Plan overview

Plan Name	JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN
Plan identification number	002

JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JAMES G. WOODYARD, DMD, MS, PC has sponsored the creation of one or more 401k plans.

Company Name: JAMES G. WOODYARD, DMD, MS, PC

Employer identification number (EIN): 352221266

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 LAURA WOODYARD 2023-11-13
002 2022-01-01 LAURA WOODYARD 2023-04-05
002 2021-01-01 LAURA WOODYARD 2022-03-15
002 2020-01-01 LAURA WOODYARD 2021-07-27
002 2019-01-01 LAURA WOODYARD 2020-04-09
002 2018-01-01 LAURA WOODYARD 2019-06-17
002 2017-01-01 LAURA WOODYARD 2018-06-27
002 2016-01-01 LAURA WOODYARD 2017-07-18
002 2015-01-01 LAURA WOODYARD 2016-07-28
002 2014-01-01 LAURA WOODYARD 2015-07-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	LAURA WOODYARD	2023-11-13
002	2022-01-01	LAURA WOODYARD	2023-04-05
002	2021-01-01	LAURA WOODYARD	2022-03-15
002	2020-01-01	LAURA WOODYARD	2021-07-27
002	2019-01-01	LAURA WOODYARD	2020-04-09
002	2018-01-01	LAURA WOODYARD	2019-06-17
002	2017-01-01	LAURA WOODYARD	2018-06-27
002	2016-01-01	LAURA WOODYARD	2017-07-18
002	2015-01-01	LAURA WOODYARD	2016-07-28
002	2014-01-01	LAURA WOODYARD	2015-07-27

Plan Statistics for JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN

401k plan membership statisitcs for JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN

Measure Date Value
2023: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2023 401k membership
Market value of plan assets 2023-10-05 826,062
Acturial value of plan assets 2023-10-05 826,062
Funding target for retired participants and beneficiaries receiving payment 2023-10-05 0
Number of terminated vested participants 2023-10-05 0
Fundng target for terminated vested participants 2023-10-05 0
Active participant vested funding target 2023-10-05 602,280
Number of active participants 2023-10-05 10
Total funding liabilities for active participants 2023-10-05 603,199
Total participant count 2023-10-05 10
Total funding target for all participants 2023-10-05 603,199
Balance at beginning of prior year after applicable adjustments 2023-10-05 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-05 0
Amount remaining of carryover balance 2023-10-05 0
Amount remaining of prefunding balance 2023-10-05 0
Present value of excess contributions 2023-10-05 89,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-05 94,426
Reductions in caryover balances due to elections or deemed elections 2023-10-05 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-05 0
Balance of carryovers at beginning of current year 2023-10-05 0
Balance of prefunding at beginning of current year 2023-10-05 0
Total employer contributions 2023-10-05 0
Total employee contributions 2023-10-05 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-05 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-05 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-05 0
Unpaid minimum required contributions for all prior years 2023-10-05 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-05 0
Remaining amount of unpaid minimum required contributions 2023-10-05 0
Minimum required contributions for current year target normal cost 2023-10-05 0
Net shortfall amortization installment of oustanding balance 2023-10-05 0
Waiver amortization installment 2023-10-05 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-05 0
Additional cash requirement 2023-10-05 0
Contributions allocatedtoward minimum required contributions for current year 2023-10-05 0
Unpaid minimum required contributions for current year 2023-10-05 0
Unpaid minimum required contributions for all years 2023-10-05 0
2022: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 849,254
Acturial value of plan assets 2022-12-31 849,254
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 2022-12-31 503,604
Number of active participants 2022-12-31 8
Total funding liabilities for active participants 2022-12-31 503,604
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 503,604
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
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 38,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 41,032
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 93,704
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 89,707
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 57,281
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
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 89,707
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 743,329
Acturial value of plan assets 2021-12-31 743,329
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 2021-12-31 427,988
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 428,421
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 428,421
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
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 77,872
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 81,991
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 40,020
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 38,915
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 57,469
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
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 38,915
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 586,589
Acturial value of plan assets 2020-12-31 586,589
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 2020-12-31 401,067
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 401,194
Total participant count 2020-12-31 8
Total funding target for all participants 2020-12-31 401,194
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
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 84,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 89,248
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 80,040
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 77,872
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 66,110
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 77,872
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 428,245
Acturial value of plan assets 2019-12-31 428,245
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 4,895
Active participant vested funding target 2019-12-31 309,135
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 309,135
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 314,030
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
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 90,482
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 95,540
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 87,295
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 84,651
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 63,816
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 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 84,651
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 349,607
Acturial value of plan assets 2018-12-31 349,607
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 2018-12-31 230,454
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 230,454
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 230,454
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 82,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 88,006
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 93,665
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 90,482
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 59,234
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 90,482
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 235,375
Acturial value of plan assets 2017-12-31 235,375
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 2,468
Active participant vested funding target 2017-12-31 135,588
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 135,588
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 138,056
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 69,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 73,873
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 87,090
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 82,658
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 40,735
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 82,658
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 155,039
Acturial value of plan assets 2016-12-31 155,039
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 2,660
Active participant vested funding target 2016-12-31 87,037
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 87,679
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 90,339
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 66,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 71,031
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 0
Total employer contributions 2016-12-31 72,014
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 69,273
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 39,811
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 69,273
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
2023: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2023 401k membership
Market value of plan assets	2023-10-05	826,062
Acturial value of plan assets	2023-10-05	826,062
Funding target for retired participants and beneficiaries receiving payment	2023-10-05	0
Number of terminated vested participants	2023-10-05	0
Fundng target for terminated vested participants	2023-10-05	0
Active participant vested funding target	2023-10-05	602,280
Number of active participants	2023-10-05	10
Total funding liabilities for active participants	2023-10-05	603,199
Total participant count	2023-10-05	10
Total funding target for all participants	2023-10-05	603,199
Balance at beginning of prior year after applicable adjustments	2023-10-05	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-05	0
Amount remaining of carryover balance	2023-10-05	0
Amount remaining of prefunding balance	2023-10-05	0
Present value of excess contributions	2023-10-05	89,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-05	94,426
Reductions in caryover balances due to elections or deemed elections	2023-10-05	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-05	0
Balance of carryovers at beginning of current year	2023-10-05	0
Balance of prefunding at beginning of current year	2023-10-05	0
Total employer contributions	2023-10-05	0
Total employee contributions	2023-10-05	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-05	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-05	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-05	0
Unpaid minimum required contributions for all prior years	2023-10-05	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-05	0
Remaining amount of unpaid minimum required contributions	2023-10-05	0
Minimum required contributions for current year target normal cost	2023-10-05	0
Net shortfall amortization installment of oustanding balance	2023-10-05	0
Waiver amortization installment	2023-10-05	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-05	0
Additional cash requirement	2023-10-05	0
Contributions allocatedtoward minimum required contributions for current year	2023-10-05	0
Unpaid minimum required contributions for current year	2023-10-05	0
Unpaid minimum required contributions for all years	2023-10-05	0
2022: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	849,254
Acturial value of plan assets	2022-12-31	849,254
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	503,604
Number of active participants	2022-12-31	8
Total funding liabilities for active participants	2022-12-31	503,604
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	503,604
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
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	38,915
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	41,032
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	93,704
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	89,707
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	57,281
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
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	89,707
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	743,329
Acturial value of plan assets	2021-12-31	743,329
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	427,988
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	428,421
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	428,421
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
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	77,872
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	81,991
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	40,020
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	38,915
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	57,469
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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	38,915
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	586,589
Acturial value of plan assets	2020-12-31	586,589
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	401,067
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	401,194
Total participant count	2020-12-31	8
Total funding target for all participants	2020-12-31	401,194
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
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	84,651
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	89,248
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	80,040
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	77,872
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	66,110
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	77,872
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	428,245
Acturial value of plan assets	2019-12-31	428,245
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	4,895
Active participant vested funding target	2019-12-31	309,135
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	309,135
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	314,030
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
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	90,482
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	95,540
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	87,295
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	84,651
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	63,816
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	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	84,651
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	349,607
Acturial value of plan assets	2018-12-31	349,607
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	230,454
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	230,454
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	230,454
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	82,658
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	88,006
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	93,665
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	90,482
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	59,234
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	90,482
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	235,375
Acturial value of plan assets	2017-12-31	235,375
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	2,468
Active participant vested funding target	2017-12-31	135,588
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	135,588
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	138,056
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	69,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	73,873
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	87,090
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	82,658
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	40,735
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	82,658
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JAMES G. WOODYARD, DMD, MS, PC CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	155,039
Acturial value of plan assets	2016-12-31	155,039
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	2,660
Active participant vested funding target	2016-12-31	87,037
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	87,679
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	90,339
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	66,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	71,031
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	0
Total employer contributions	2016-12-31	72,014
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	69,273
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	39,811
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	69,273
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:	JAMES G. WOODYARD, DMD, MS, PC
Employer identification number (EIN):	352221266
NAIC Classification:	621210
NAIC Description:	Offices of Dentists