H. A. JACK DUNLEVY, D.M.D., M.S.AND ROGER E. WOOD D.D.S., P.C. DEFINED BENEFIT PLAN 401k Plan overview

H. A. JACK DUNLEVY, D.M.D., M.S.AND ROGER E. WOOD D.D.S., P.C. DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	H. A. JACK DUNLEVY, D.M.D., M.S. AND ROGER E. WOOD, D.D.S., P.C.
Employer identification number (EIN):	541505517
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
002	2016-01-01
002	2015-01-01
002	2014-01-01	HARRY A. DUNLEVY	2015-04-02
002	2013-01-01
002	2012-01-01	HARRY A. DUNLEVY	2013-07-22	HARRY A. DUNLEVY	2013-07-22
002	2011-01-01	HARRY A. DUNLEVY	2012-07-27
002	2010-01-01	HARRY A. DUNLEVY	2011-10-13

Plan Statistics for H. A. JACK DUNLEVY, D.M.D., M.S.AND ROGER E. WOOD D.D.S., P.C. DEFINED BENEFIT PLAN

Measure	Date	Value
2016: H. A. JACK DUNLEVY, D.M.D., M.S.AND ROGER E. WOOD D.D.S., P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,550,660
Acturial value of plan assets	2016-12-31	1,550,660
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	7
Fundng target for terminated vested participants	2016-12-31	45,847
Active participant vested funding target	2016-12-31	1,301,772
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,302,284
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,348,131
Balance at beginning of prior year after applicable adjustments	2016-12-31	137,721
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	471,493
Amount remaining of carryover balance	2016-12-31	137,721
Amount remaining of prefunding balance	2016-12-31	471,493
Present value of excess contributions	2016-12-31	72,014
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	76,414
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	137,087
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	469,324
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	0
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	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	16,982
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
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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