401k Plan data: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN plan

FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 401k Plan overview

Plan Name	FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN
Plan identification number	003

FAMILY DENTAL SERVICES, P.C. CASH BALANCE 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).

401k Sponsoring company profile

FAMILY DENTAL SERVICES, P.C. has sponsored the creation of one or more 401k plans.

Company Name: FAMILY DENTAL SERVICES, P.C.

Employer identification number (EIN): 382566120

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 MARK J CONNELLY DDS 2024-04-18 MARK CONNELLY 2024-04-18
003 2022-01-01 MARK CONNELLY 2023-05-15 MARK CONNELLY 2023-05-15
003 2021-01-01 MARK CONNELLY 2022-10-12
003 2020-01-01 MARK CONNELLY 2021-06-22 MARK J CONNELLY DDS 2021-06-22
003 2019-01-01 MARK CONNELLY 2020-10-07 MARK J CONNELLY 2020-10-07
003 2018-01-01 MARK CONNELLY 2019-09-30
003 2017-01-01 MARK CONNELLY 2018-08-16 MARK CONNELLY 2018-08-16
003 2016-01-01 MARK CONNELLY 2017-06-20
003 2015-01-01 MARK CONNELLY 2016-06-27 MARK CONNELLY 2016-06-27
003 2014-01-01 MARK CONNELLY 2015-08-24 MARK CONNELLY 2015-08-24
003 2013-01-01 MARK CONNELLY 2014-10-13 MARK CONNELLY 2014-10-13
003 2012-01-01 MARK J. CONNELLY 2013-09-11
003 2011-01-01 MARK J. CONNELLY 2012-06-28
003 2010-01-01 MARK J. CONNELLY 2011-08-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	MARK J CONNELLY DDS	2024-04-18	MARK CONNELLY	2024-04-18
003	2022-01-01	MARK CONNELLY	2023-05-15	MARK CONNELLY	2023-05-15
003	2021-01-01	MARK CONNELLY	2022-10-12
003	2020-01-01	MARK CONNELLY	2021-06-22	MARK J CONNELLY DDS	2021-06-22
003	2019-01-01	MARK CONNELLY	2020-10-07	MARK J CONNELLY	2020-10-07
003	2018-01-01	MARK CONNELLY	2019-09-30
003	2017-01-01	MARK CONNELLY	2018-08-16	MARK CONNELLY	2018-08-16
003	2016-01-01	MARK CONNELLY	2017-06-20
003	2015-01-01	MARK CONNELLY	2016-06-27	MARK CONNELLY	2016-06-27
003	2014-01-01	MARK CONNELLY	2015-08-24	MARK CONNELLY	2015-08-24
003	2013-01-01	MARK CONNELLY	2014-10-13	MARK CONNELLY	2014-10-13
003	2012-01-01	MARK J. CONNELLY	2013-09-11
003	2011-01-01	MARK J. CONNELLY	2012-06-28
003	2010-01-01	MARK J. CONNELLY	2011-08-29

Plan Statistics for FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN

401k plan membership statisitcs for FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN

Measure Date Value
2022: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,299,578
Acturial value of plan assets 2022-12-31 3,299,578
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 2022-12-31 162,249
Active participant vested funding target 2022-12-31 2,296,633
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 2,296,633
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 2,458,882
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 64,198
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 64,198
Present value of excess contributions 2022-12-31 66,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 69,960
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 73,815
Total employer contributions 2022-12-31 81,499
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 76,826
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 59,963
Net shortfall amortization installment of oustanding balance 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 76,826
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,829,661
Acturial value of plan assets 2021-12-31 2,829,661
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 96,491
Active participant vested funding target 2021-12-31 2,178,964
Number of active participants 2021-12-31 4
Total funding liabilities for active participants 2021-12-31 2,178,964
Total participant count 2021-12-31 5
Total funding target for all participants 2021-12-31 2,275,455
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 57,192
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 57,192
Present value of excess contributions 2021-12-31 211,522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 220,908
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 64,198
Total employer contributions 2021-12-31 70,298
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 66,718
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 47,489
Net shortfall amortization installment of oustanding balance 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 66,718
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,333,597
Acturial value of plan assets 2020-12-31 2,333,597
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 88,824
Active participant vested funding target 2020-12-31 2,034,633
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,034,633
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 2,123,457
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 46,902
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 46,902
Present value of excess contributions 2020-12-31 9,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 9,527
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 57,192
Total employer contributions 2020-12-31 224,818
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 2020-12-31 211,522
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 34,213
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 211,522
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,880,251
Acturial value of plan assets 2019-12-31 1,880,251
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 1,820,273
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,820,273
Total participant count 2019-12-31 4
Total funding target for all participants 2019-12-31 1,820,273
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 235,887
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 2019-12-31 185,574
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 50,313
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 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 46,902
Total employer contributions 2019-12-31 108,698
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 49,913
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 53,512
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 40,436
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 40,436
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 49,913
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,999,572
Acturial value of plan assets 2018-12-31 1,999,572
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 1,760,068
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 1,760,068
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,760,068
Balance at beginning of prior year after applicable adjustments 2018-12-31 5,818
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 338,956
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 5,818
Prefunding balanced used to offset prior years funding requirement 2018-12-31 133,372
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 205,584
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
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 2018-12-31 235,887
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 27,045
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 2018-12-31 216,236
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 212,619
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 185,574
Additional cash requirement 2018-12-31 27,045
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 27,045
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,673,243
Acturial value of plan assets 2017-12-31 1,673,243
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 1,558,324
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,558,324
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,558,324
Balance at beginning of prior year after applicable adjustments 2017-12-31 5,317
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 309,775
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 5,317
Amount remaining of prefunding balance 2017-12-31 309,775
Present value of excess contributions 2017-12-31 13,106
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 13,886
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 5,818
Balance of prefunding at beginning of current year 2017-12-31 338,956
Total employer contributions 2017-12-31 127,296
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 2017-12-31 121,396
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 2017-12-31 222,841
Net shortfall amortization installment of oustanding balance 2017-12-31 229,855
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 260,586
Carryover balance elected to use to offset funding requirement 2017-12-31 5,818
Prefunding balance elected to use to offset funding requirement 2017-12-31 133,372
Additional cash requirement 2017-12-31 121,396
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 121,396
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,334,922
Acturial value of plan assets 2016-12-31 1,334,922
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 6,992
Active participant vested funding target 2016-12-31 1,175,099
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,175,099
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 1,182,091
Balance at beginning of prior year after applicable adjustments 2016-12-31 5,578
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 293,956
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 5,578
Amount remaining of prefunding balance 2016-12-31 293,956
Present value of excess contributions 2016-12-31 27,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 29,576
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 29,576
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 5,317
Balance of prefunding at beginning of current year 2016-12-31 309,775
Total employer contributions 2016-12-31 239,355
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 2016-12-31 218,699
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 2016-12-31 205,593
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 2016-12-31 205,593
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 2016-12-31 205,593
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 218,699
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: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,299,578
Acturial value of plan assets	2022-12-31	3,299,578
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	162,249
Active participant vested funding target	2022-12-31	2,296,633
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	2,296,633
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	2,458,882
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	64,198
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	64,198
Present value of excess contributions	2022-12-31	66,718
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	69,960
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	73,815
Total employer contributions	2022-12-31	81,499
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	76,826
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	59,963
Net shortfall amortization installment of oustanding balance	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	76,826
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,829,661
Acturial value of plan assets	2021-12-31	2,829,661
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	96,491
Active participant vested funding target	2021-12-31	2,178,964
Number of active participants	2021-12-31	4
Total funding liabilities for active participants	2021-12-31	2,178,964
Total participant count	2021-12-31	5
Total funding target for all participants	2021-12-31	2,275,455
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	57,192
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	57,192
Present value of excess contributions	2021-12-31	211,522
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	220,908
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	64,198
Total employer contributions	2021-12-31	70,298
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	66,718
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	47,489
Net shortfall amortization installment of oustanding balance	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	66,718
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,333,597
Acturial value of plan assets	2020-12-31	2,333,597
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	88,824
Active participant vested funding target	2020-12-31	2,034,633
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,034,633
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	2,123,457
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	46,902
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	46,902
Present value of excess contributions	2020-12-31	9,477
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	9,527
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	57,192
Total employer contributions	2020-12-31	224,818
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	211,522
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	34,213
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	211,522
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,880,251
Acturial value of plan assets	2019-12-31	1,880,251
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	1,820,273
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,820,273
Total participant count	2019-12-31	4
Total funding target for all participants	2019-12-31	1,820,273
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	235,887
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	185,574
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	50,313
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	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	46,902
Total employer contributions	2019-12-31	108,698
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	49,913
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	53,512
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	40,436
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	40,436
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	49,913
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,999,572
Acturial value of plan assets	2018-12-31	1,999,572
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	1,760,068
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	1,760,068
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,760,068
Balance at beginning of prior year after applicable adjustments	2018-12-31	5,818
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	338,956
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	5,818
Prefunding balanced used to offset prior years funding requirement	2018-12-31	133,372
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	205,584
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
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	235,887
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	27,045
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	216,236
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	212,619
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	185,574
Additional cash requirement	2018-12-31	27,045
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	27,045
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,673,243
Acturial value of plan assets	2017-12-31	1,673,243
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	1,558,324
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,558,324
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,558,324
Balance at beginning of prior year after applicable adjustments	2017-12-31	5,317
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	309,775
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	5,317
Amount remaining of prefunding balance	2017-12-31	309,775
Present value of excess contributions	2017-12-31	13,106
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	13,886
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	5,818
Balance of prefunding at beginning of current year	2017-12-31	338,956
Total employer contributions	2017-12-31	127,296
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	121,396
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	222,841
Net shortfall amortization installment of oustanding balance	2017-12-31	229,855
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	260,586
Carryover balance elected to use to offset funding requirement	2017-12-31	5,818
Prefunding balance elected to use to offset funding requirement	2017-12-31	133,372
Additional cash requirement	2017-12-31	121,396
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	121,396
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: FAMILY DENTAL SERVICES, P.C. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,334,922
Acturial value of plan assets	2016-12-31	1,334,922
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	6,992
Active participant vested funding target	2016-12-31	1,175,099
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,175,099
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,182,091
Balance at beginning of prior year after applicable adjustments	2016-12-31	5,578
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	293,956
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	5,578
Amount remaining of prefunding balance	2016-12-31	293,956
Present value of excess contributions	2016-12-31	27,865
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	29,576
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	29,576
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	5,317
Balance of prefunding at beginning of current year	2016-12-31	309,775
Total employer contributions	2016-12-31	239,355
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	218,699
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	205,593
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	205,593
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	205,593
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	218,699
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:	FAMILY DENTAL SERVICES, P.C.
Employer identification number (EIN):	382566120
NAIC Classification:	621210
NAIC Description:	Offices of Dentists