DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN 401k Plan overview

DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	DANIEL E. DOUGLAS, DDS
Employer identification number (EIN):	421286234
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	2017-01-01	DANIEL DOUGLAS	2018-03-22
002	2016-01-01	DANIEL DOUGLAS	2017-05-17	DANIEL DOUGLAS	2017-05-17
002	2015-01-01	DANIEL DOUGLAS	2016-06-23
002	2014-01-01	DANIEL DOUGLAS	2015-06-24	DANIEL DOUGLAS	2015-06-24
002	2013-01-01	DANIEL DOUGLAS	2014-07-30	DANIEL DOUGLAS	2014-07-30
002	2012-01-01	DANIEL DOUGLAS	2013-07-25
002	2011-01-01	DANIEL DOUGLAS	2012-05-16

Plan Statistics for DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN

Measure	Date	Value
2016: DANIEL E. DOUGLAS, DDS CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	835,497
Acturial value of plan assets	2016-12-31	835,497
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	789,396
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	789,396
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	789,396
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	119,178
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	126,460
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	121,358
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	115,575
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	143,965
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	97,864
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	97,864
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	115,575
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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