401k Plan data: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST plan

GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan Name	GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number	002

GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 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).
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.

401k Sponsoring company profile

GREAT LAKES ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GREAT LAKES ORTHODONTICS, P.C.

Employer identification number (EIN): 383571934

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 KENNETH GRABOWSKI 2015-09-03
002 2013-01-01 KENNETH GRABOWSKI 2014-10-09
002 2012-01-01 KENNETH GRABOWSKI 2013-09-12
002 2011-01-01 KENNETH GRABOWSKI 2012-06-13

Plan Statistics for GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

401k plan membership statisitcs for GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2021: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 1,952,081
Acturial value of plan assets 2021-12-31 1,952,081
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 5,791
Active participant vested funding target 2021-12-31 1,994,605
Number of active participants 2021-12-31 19
Total funding liabilities for active participants 2021-12-31 1,994,605
Total participant count 2021-12-31 26
Total funding target for all participants 2021-12-31 2,000,396
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 22,379
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 22,379
Present value of excess contributions 2021-12-31 597,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 597,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 597,952
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 2021-12-31 622,934
Total employer contributions 2021-12-31 696,049
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 2021-12-31 665,160
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 2021-12-31 742,862
Net shortfall amortization installment of oustanding balance 2021-12-31 671,249
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 796,687
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 622,934
Additional cash requirement 2021-12-31 173,753
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 665,160
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 1,330,530
Acturial value of plan assets 2020-12-31 1,330,530
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 7
Fundng target for terminated vested participants 2020-12-31 5,331
Active participant vested funding target 2020-12-31 1,214,672
Number of active participants 2020-12-31 19
Total funding liabilities for active participants 2020-12-31 1,214,957
Total participant count 2020-12-31 26
Total funding target for all participants 2020-12-31 1,220,288
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 22,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 22,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 22,379
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 22,379
Total employer contributions 2020-12-31 632,733
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 2020-12-31 621,458
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 2020-12-31 110,100
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 23,506
Additional cash requirement 2020-12-31 23,506
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 621,458
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 1,097,135
Acturial value of plan assets 2019-12-31 1,097,135
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 6
Fundng target for terminated vested participants 2019-12-31 5,617
Active participant vested funding target 2019-12-31 1,063,060
Number of active participants 2019-12-31 18
Total funding liabilities for active participants 2019-12-31 1,063,060
Total participant count 2019-12-31 24
Total funding target for all participants 2019-12-31 1,068,677
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 9,311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 9,311
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 2019-12-31 110,599
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 2019-12-31 104,122
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 2019-12-31 110,201
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 81,743
Additional cash requirement 2019-12-31 81,743
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 104,122
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 685,497
Acturial value of plan assets 2018-12-31 685,497
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 4,992
Active participant vested funding target 2018-12-31 914,508
Number of active participants 2018-12-31 15
Total funding liabilities for active participants 2018-12-31 914,508
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 919,500
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 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 0
Total employer contributions 2018-12-31 276,205
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 112,052
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 2018-12-31 156,156
Unpaid minimum required contributions for all prior years 2018-12-31 112,052
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 112,052
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 108,644
Net shortfall amortization installment of oustanding balance 2018-12-31 234,003
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 146,845
Additional cash requirement 2018-12-31 146,845
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 156,156
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 735,559
Acturial value of plan assets 2017-12-31 735,559
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 7
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 734,889
Number of active participants 2017-12-31 16
Total funding liabilities for active participants 2017-12-31 734,889
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 734,889
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 2017-12-31 904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 904
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 0
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 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 112,722
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 2017-12-31 112,052
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 2017-12-31 112,052
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for current year 2017-12-31 112,052
Unpaid minimum required contributions for all years 2017-12-31 112,052
2016: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 556,904
Acturial value of plan assets 2016-12-31 556,904
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 585,457
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 585,457
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 585,457
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 17,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 17,918
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 2016-12-31 120,500
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 2016-12-31 117,327
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 2016-12-31 111,705
Net shortfall amortization installment of oustanding balance 2016-12-31 28,553
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 116,423
Additional cash requirement 2016-12-31 116,423
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 117,327
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
2021: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	1,952,081
Acturial value of plan assets	2021-12-31	1,952,081
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	5,791
Active participant vested funding target	2021-12-31	1,994,605
Number of active participants	2021-12-31	19
Total funding liabilities for active participants	2021-12-31	1,994,605
Total participant count	2021-12-31	26
Total funding target for all participants	2021-12-31	2,000,396
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	22,379
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	22,379
Present value of excess contributions	2021-12-31	597,952
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	597,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	597,952
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	622,934
Total employer contributions	2021-12-31	696,049
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	665,160
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	742,862
Net shortfall amortization installment of oustanding balance	2021-12-31	671,249
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	796,687
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	622,934
Additional cash requirement	2021-12-31	173,753
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	665,160
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	1,330,530
Acturial value of plan assets	2020-12-31	1,330,530
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	7
Fundng target for terminated vested participants	2020-12-31	5,331
Active participant vested funding target	2020-12-31	1,214,672
Number of active participants	2020-12-31	19
Total funding liabilities for active participants	2020-12-31	1,214,957
Total participant count	2020-12-31	26
Total funding target for all participants	2020-12-31	1,220,288
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	22,379
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	22,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	22,379
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	22,379
Total employer contributions	2020-12-31	632,733
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	621,458
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	110,100
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	23,506
Additional cash requirement	2020-12-31	23,506
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	621,458
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	1,097,135
Acturial value of plan assets	2019-12-31	1,097,135
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	6
Fundng target for terminated vested participants	2019-12-31	5,617
Active participant vested funding target	2019-12-31	1,063,060
Number of active participants	2019-12-31	18
Total funding liabilities for active participants	2019-12-31	1,063,060
Total participant count	2019-12-31	24
Total funding target for all participants	2019-12-31	1,068,677
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	9,311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	9,311
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	110,599
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	104,122
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	110,201
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	81,743
Additional cash requirement	2019-12-31	81,743
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	104,122
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	685,497
Acturial value of plan assets	2018-12-31	685,497
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	4,992
Active participant vested funding target	2018-12-31	914,508
Number of active participants	2018-12-31	15
Total funding liabilities for active participants	2018-12-31	914,508
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	919,500
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	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	0
Total employer contributions	2018-12-31	276,205
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	112,052
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	156,156
Unpaid minimum required contributions for all prior years	2018-12-31	112,052
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	112,052
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	108,644
Net shortfall amortization installment of oustanding balance	2018-12-31	234,003
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	146,845
Additional cash requirement	2018-12-31	146,845
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	156,156
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	735,559
Acturial value of plan assets	2017-12-31	735,559
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	7
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	734,889
Number of active participants	2017-12-31	16
Total funding liabilities for active participants	2017-12-31	734,889
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	734,889
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	904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	904
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	0
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	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	112,722
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	112,052
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	112,052
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for current year	2017-12-31	112,052
Unpaid minimum required contributions for all years	2017-12-31	112,052
2016: GREAT LAKES ORTHODONTICS, P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	556,904
Acturial value of plan assets	2016-12-31	556,904
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	585,457
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	585,457
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	585,457
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	17,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	17,918
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	120,500
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	117,327
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	111,705
Net shortfall amortization installment of oustanding balance	2016-12-31	28,553
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	116,423
Additional cash requirement	2016-12-31	116,423
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	117,327
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:	GREAT LAKES ORTHODONTICS, P.C.
Employer identification number (EIN):	383571934
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	KENNETH GRABOWSKI	2015-09-03
002	2013-01-01	KENNETH GRABOWSKI	2014-10-09
002	2012-01-01	KENNETH GRABOWSKI	2013-09-12
002	2011-01-01	KENNETH GRABOWSKI	2012-06-13