DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 401k Plan overview

DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	RICHARD BATTAGLIA, D.D.S., P.A.
Employer identification number (EIN):	411929943
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	RICHARD G. BATTAGLIA	2015-09-18
002	2013-01-01	RICHARD G. BATTAGLIA	2014-09-30
002	2012-01-01	RICHARD G. BATTAGLIA	2013-10-07

Plan Statistics for DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN

Measure	Date	Value
2019: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	989,996
Acturial value of plan assets	2019-12-31	989,996
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	3,482
Active participant vested funding target	2019-12-31	1,009,486
Number of active participants	2019-12-31	14
Total funding liabilities for active participants	2019-12-31	1,011,102
Total participant count	2019-12-31	16
Total funding target for all participants	2019-12-31	1,014,584
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	14,693
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	14,693
Present value of excess contributions	2019-12-31	80,381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	84,874
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	13,587
Total employer contributions	2019-12-31	137,498
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	131,441
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	127,969
Net shortfall amortization installment of oustanding balance	2019-12-31	38,175
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	132,609
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	13,587
Additional cash requirement	2019-12-31	119,022
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	131,441
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	948,507
Acturial value of plan assets	2018-12-31	948,507
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	3,122
Active participant vested funding target	2018-12-31	827,620
Number of active participants	2018-12-31	16
Total funding liabilities for active participants	2018-12-31	828,271
Total participant count	2018-12-31	18
Total funding target for all participants	2018-12-31	831,393
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	12,639
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	12,639
Present value of excess contributions	2018-12-31	52,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	55,081
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	14,693
Total employer contributions	2018-12-31	113,000
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	103,027
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	125,067
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	22,646
Additional cash requirement	2018-12-31	22,646
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	103,027
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	726,135
Acturial value of plan assets	2017-12-31	726,135
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	4,421
Active participant vested funding target	2017-12-31	651,630
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	652,497
Total participant count	2017-12-31	16
Total funding target for all participants	2017-12-31	656,918
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	11,601
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	11,601
Present value of excess contributions	2017-12-31	53,953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	57,169
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	12,639
Total employer contributions	2017-12-31	125,940
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	114,581
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	119,088
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	62,510
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	62,510
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	114,581
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DR. RICHARD G. BATTAGLIA DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	527,550
Acturial value of plan assets	2016-12-31	527,550
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	1,983
Active participant vested funding target	2016-12-31	493,804
Number of active participants	2016-12-31	15
Total funding liabilities for active participants	2016-12-31	494,189
Total participant count	2016-12-31	16
Total funding target for all participants	2016-12-31	496,172
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	11,941
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	11,941
Present value of excess contributions	2016-12-31	56,724
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	60,224
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	11,601
Total employer contributions	2016-12-31	163,913
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	148,562
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	114,386
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	94,609
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	94,609
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	148,562
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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