401k Plan data: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN plan

JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN
Plan identification number	002

JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEROME RIDDLE, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JEROME RIDDLE, D.D.S., P.C.

Employer identification number (EIN): 481266986

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 JEROME RIDDLE 2024-07-19
002 2022-01-01 JEROME RIDDLE 2023-10-16
002 2021-01-01 JEROME RIDDLE 2022-10-18
002 2020-01-01 JEROME RIDDLE DDS 2021-10-04 JEROME RIDDLE DDS 2021-10-04
002 2019-01-01 JEROME RIDDLE 2020-09-28 JEROME RIDDLE 2020-09-28
002 2018-01-01 JEROME RIDDLE 2019-10-15 JEROME RIDDLE 2019-10-15
002 2017-01-01 JEROME RIDDLE 2018-09-24 JEROME RIDDLE 2018-09-24
002 2016-01-01 JEROME RIDDLE DDS 2017-10-04 JEROME RIDDLE DDS 2017-10-04
002 2015-01-01 JEROME RIDDLE 2016-06-22 JEROME RIDDLE 2016-06-22
002 2014-01-01 JEROME RIDDLE 2015-09-29 JEROME RIDDLE 2015-09-29
002 2013-01-01 JEROME RIDDLE 2014-09-18
002 2012-01-01 JEROME RIDDLE 2013-09-09
002 2011-01-01 JEROME RIDDLE 2012-10-04

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	JEROME RIDDLE	2024-07-19
002	2022-01-01	JEROME RIDDLE	2023-10-16
002	2021-01-01	JEROME RIDDLE	2022-10-18
002	2020-01-01	JEROME RIDDLE DDS	2021-10-04	JEROME RIDDLE DDS	2021-10-04
002	2019-01-01	JEROME RIDDLE	2020-09-28	JEROME RIDDLE	2020-09-28
002	2018-01-01	JEROME RIDDLE	2019-10-15	JEROME RIDDLE	2019-10-15
002	2017-01-01	JEROME RIDDLE	2018-09-24	JEROME RIDDLE	2018-09-24
002	2016-01-01	JEROME RIDDLE DDS	2017-10-04	JEROME RIDDLE DDS	2017-10-04
002	2015-01-01	JEROME RIDDLE	2016-06-22	JEROME RIDDLE	2016-06-22
002	2014-01-01	JEROME RIDDLE	2015-09-29	JEROME RIDDLE	2015-09-29
002	2013-01-01	JEROME RIDDLE	2014-09-18
002	2012-01-01	JEROME RIDDLE	2013-09-09
002	2011-01-01	JEROME RIDDLE	2012-10-04

Plan Statistics for JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN

Measure Date Value
2022: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 2,545,823
Acturial value of plan assets 2022-12-31 2,545,823
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 5,266
Active participant vested funding target 2022-12-31 1,816,316
Number of active participants 2022-12-31 6
Total funding liabilities for active participants 2022-12-31 1,816,647
Total participant count 2022-12-31 7
Total funding target for all participants 2022-12-31 1,821,913
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 603,776
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 2022-12-31 603,776
Present value of excess contributions 2022-12-31 245,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 245,820
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 2022-12-31 663,912
Total employer contributions 2022-12-31 250,000
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 2022-12-31 248,625
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 156,379
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 132,033
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 2022-12-31 132,033
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 248,625
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 2,367,428
Acturial value of plan assets 2021-12-31 2,367,428
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 3,888
Active participant vested funding target 2021-12-31 1,575,690
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 1,575,897
Total participant count 2021-12-31 7
Total funding target for all participants 2021-12-31 1,579,785
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 531,914
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 2021-12-31 531,914
Present value of excess contributions 2021-12-31 21,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 21,647
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 2021-12-31 603,776
Total employer contributions 2021-12-31 250,000
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 2021-12-31 245,820
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 2021-12-31 149,256
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 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 2021-12-31 245,820
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,026,921
Acturial value of plan assets 2020-12-31 2,026,921
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 1,445,645
Number of active participants 2020-12-31 7
Total funding liabilities for active participants 2020-12-31 1,446,212
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 1,446,212
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 352,869
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 2020-12-31 352,869
Present value of excess contributions 2020-12-31 122,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 122,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 122,868
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 2020-12-31 531,914
Total employer contributions 2020-12-31 125,000
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 2020-12-31 126,506
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 2020-12-31 127,111
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 2020-12-31 104,859
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 2020-12-31 104,859
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 126,506
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,659,274
Acturial value of plan assets 2019-12-31 1,659,274
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 1,280,256
Number of active participants 2019-12-31 6
Total funding liabilities for active participants 2019-12-31 1,280,949
Total participant count 2019-12-31 6
Total funding target for all participants 2019-12-31 1,280,949
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 240,443
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 2019-12-31 240,443
Present value of excess contributions 2019-12-31 113,340
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 113,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 113,340
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 2019-12-31 352,869
Total employer contributions 2019-12-31 125,000
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 2019-12-31 124,683
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
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 8,040
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 1,815
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 1,815
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 124,683
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,325,329
Acturial value of plan assets 2018-12-31 1,325,329
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 1,200,795
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 1,201,161
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 1,201,161
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 109,334
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 2018-12-31 109,334
Present value of excess contributions 2018-12-31 115,693
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 115,693
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 115,693
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 2018-12-31 240,443
Total employer contributions 2018-12-31 125,000
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 2018-12-31 120,369
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 7,029
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 7,029
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 0
Additional cash requirement 2018-12-31 7,029
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 120,369
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,205,626
Acturial value of plan assets 2017-12-31 1,205,626
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 4,384
Active participant vested funding target 2017-12-31 1,084,130
Number of active participants 2017-12-31 6
Total funding liabilities for active participants 2017-12-31 1,085,256
Total participant count 2017-12-31 10
Total funding target for all participants 2017-12-31 1,089,640
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 8,007
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 8,007
Present value of excess contributions 2017-12-31 100,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 100,539
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 100,539
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 2017-12-31 109,334
Total employer contributions 2017-12-31 125,000
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 2017-12-31 120,644
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 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 5,327
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 4,951
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 4,951
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 120,644
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 954,017
Acturial value of plan assets 2016-12-31 954,017
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 3,809
Active participant vested funding target 2016-12-31 1,003,307
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,005,569
Total participant count 2016-12-31 10
Total funding target for all participants 2016-12-31 1,009,378
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 49,151
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 40,968
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 8,183
Present value of excess contributions 2016-12-31 7
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 7
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 6
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 8,007
Total employer contributions 2016-12-31 125,000
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 2016-12-31 119,283
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
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 5,487
Net shortfall amortization installment of oustanding balance 2016-12-31 63,842
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 18,744
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 18,744
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 119,283
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: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	2,545,823
Acturial value of plan assets	2022-12-31	2,545,823
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	5,266
Active participant vested funding target	2022-12-31	1,816,316
Number of active participants	2022-12-31	6
Total funding liabilities for active participants	2022-12-31	1,816,647
Total participant count	2022-12-31	7
Total funding target for all participants	2022-12-31	1,821,913
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	603,776
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	603,776
Present value of excess contributions	2022-12-31	245,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	245,820
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	663,912
Total employer contributions	2022-12-31	250,000
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	248,625
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	156,379
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	132,033
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	132,033
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	248,625
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	2,367,428
Acturial value of plan assets	2021-12-31	2,367,428
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	3,888
Active participant vested funding target	2021-12-31	1,575,690
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	1,575,897
Total participant count	2021-12-31	7
Total funding target for all participants	2021-12-31	1,579,785
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	531,914
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	531,914
Present value of excess contributions	2021-12-31	21,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	21,647
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	603,776
Total employer contributions	2021-12-31	250,000
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	245,820
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	149,256
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	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	245,820
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,026,921
Acturial value of plan assets	2020-12-31	2,026,921
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	1,445,645
Number of active participants	2020-12-31	7
Total funding liabilities for active participants	2020-12-31	1,446,212
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	1,446,212
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	352,869
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	352,869
Present value of excess contributions	2020-12-31	122,868
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	122,868
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	122,868
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	531,914
Total employer contributions	2020-12-31	125,000
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	126,506
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	127,111
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	104,859
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	104,859
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	126,506
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,659,274
Acturial value of plan assets	2019-12-31	1,659,274
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	1,280,256
Number of active participants	2019-12-31	6
Total funding liabilities for active participants	2019-12-31	1,280,949
Total participant count	2019-12-31	6
Total funding target for all participants	2019-12-31	1,280,949
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	240,443
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	240,443
Present value of excess contributions	2019-12-31	113,340
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	113,340
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	113,340
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	352,869
Total employer contributions	2019-12-31	125,000
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	124,683
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
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	8,040
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	1,815
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	1,815
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	124,683
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,325,329
Acturial value of plan assets	2018-12-31	1,325,329
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	1,200,795
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	1,201,161
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,201,161
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	109,334
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	109,334
Present value of excess contributions	2018-12-31	115,693
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	115,693
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	115,693
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	240,443
Total employer contributions	2018-12-31	125,000
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	120,369
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	7,029
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	7,029
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	0
Additional cash requirement	2018-12-31	7,029
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	120,369
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,205,626
Acturial value of plan assets	2017-12-31	1,205,626
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	4,384
Active participant vested funding target	2017-12-31	1,084,130
Number of active participants	2017-12-31	6
Total funding liabilities for active participants	2017-12-31	1,085,256
Total participant count	2017-12-31	10
Total funding target for all participants	2017-12-31	1,089,640
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	8,007
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	8,007
Present value of excess contributions	2017-12-31	100,539
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	100,539
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	100,539
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	109,334
Total employer contributions	2017-12-31	125,000
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	120,644
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	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	5,327
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	4,951
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	4,951
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	120,644
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	954,017
Acturial value of plan assets	2016-12-31	954,017
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	3,809
Active participant vested funding target	2016-12-31	1,003,307
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,005,569
Total participant count	2016-12-31	10
Total funding target for all participants	2016-12-31	1,009,378
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	49,151
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	40,968
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	8,183
Present value of excess contributions	2016-12-31	7
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	7
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	6
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	8,007
Total employer contributions	2016-12-31	125,000
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	119,283
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
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	5,487
Net shortfall amortization installment of oustanding balance	2016-12-31	63,842
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	18,744
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	18,744
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	119,283
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2010 : JEROME RIDDLE, D.D.S., P.C. DEFINED BENEFIT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$114,000
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$114,000
Total plan assets at beginning of year	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$114,000
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$114,000
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$114,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

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Company Name:	JEROME RIDDLE, D.D.S., P.C.
Employer identification number (EIN):	481266986
NAIC Classification:	621210
NAIC Description:	Offices of Dentists