401k Plan data: ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN plan

ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN
Plan identification number	004

ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. 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

ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C.

Employer identification number (EIN): 363037025

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 MS. MEGAN LANWAY 2024-10-09
004 2022-01-01 MS. MEGAN LANWAY 2023-10-11
004 2021-01-01 MS. MEGAN LANWAY 2022-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2023-01-01	MS. MEGAN LANWAY	2024-10-09
004	2022-01-01	MS. MEGAN LANWAY	2023-10-11
004	2021-01-01	MS. MEGAN LANWAY	2022-10-17

Plan Statistics for ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN

Measure Date Value
2022: ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 264,813
Acturial value of plan assets 2022-12-31 264,813
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 1,792
Active participant vested funding target 2022-12-31 236,018
Number of active participants 2022-12-31 4
Total funding liabilities for active participants 2022-12-31 237,262
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 239,054
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 27,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 28,980
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 2022-12-31 156,500
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 2022-12-31 147,056
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 2022-12-31 111,921
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 86,162
Additional cash requirement 2022-12-31 86,162
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 147,056
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 128,898
Acturial value of plan assets 2021-12-31 128,898
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 695
Active participant vested funding target 2021-12-31 112,604
Number of active participants 2021-12-31 10
Total funding liabilities for active participants 2021-12-31 113,984
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 114,679
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 13,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 14,097
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 2021-12-31 130,450
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 2021-12-31 122,870
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 2021-12-31 109,602
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 95,383
Additional cash requirement 2021-12-31 95,383
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 122,870
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0

Measure	Date	Value
2022: ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	264,813
Acturial value of plan assets	2022-12-31	264,813
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	1,792
Active participant vested funding target	2022-12-31	236,018
Number of active participants	2022-12-31	4
Total funding liabilities for active participants	2022-12-31	237,262
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	239,054
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	27,487
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	28,980
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	156,500
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	147,056
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	111,921
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	86,162
Additional cash requirement	2022-12-31	86,162
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	147,056
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	128,898
Acturial value of plan assets	2021-12-31	128,898
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	695
Active participant vested funding target	2021-12-31	112,604
Number of active participants	2021-12-31	10
Total funding liabilities for active participants	2021-12-31	113,984
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	114,679
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	13,395
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	14,097
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	130,450
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	122,870
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	109,602
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	95,383
Additional cash requirement	2021-12-31	95,383
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	122,870
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0

Potentially related plans

ADVANCED PERIODONTICS, P.C. 401(K) PLAN [EIN = 061055735]

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Company Name:	ADVANCED PERIODONTICS, ANESTHESIA & DENTAL IMPLANTS, P.C.
Employer identification number (EIN):	363037025
NAIC Classification:	621210
NAIC Description:	Offices of Dentists