PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN 401k Plan overview

PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN Benefits

401k Sponsoring company profile

Company Name:	PAUL D. WALTERS, D.M.D., P.A.
Employer identification number (EIN):	571076282
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	PAUL D. WALTERS, D.M.D.	2020-04-26
002	2018-01-01	PAUL D. WALTERS, D.M.D.	2019-09-20
002	2017-01-01	PAUL D. WALTERS, D.M.D.	2018-09-18
002	2016-01-01	PAUL D. WALTERS, D.M.D.	2017-08-09
002	2015-01-01	PAUL D. WALTERS, D.M.D.	2016-10-04
002	2014-01-01	PAUL D. WALTERS, D.M.D.	2015-10-05
002	2013-01-01	PAUL D. WALTERS, D.M.D.	2014-09-23
002	2012-01-01	PAUL D. WALTERS, D.M.D.	2013-09-17
002	2011-01-01	PAUL D. WALTERS, D.M.D.	2012-07-23
002	2010-01-01	PAUL D WALTERS	2011-09-12	PAUL D WALTERS	2011-09-12

Plan Statistics for PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN

Measure	Date	Value
2018: PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	535,272
Acturial value of plan assets	2018-12-31	535,272
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	485,789
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	486,800
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	486,800
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	13,635
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	13,635
Present value of excess contributions	2018-12-31	40,556
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	40,556
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	14,594
Total employer contributions	2018-12-31	85,000
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	82,309
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	26,839
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	82,309
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	503,234
Acturial value of plan assets	2017-12-31	503,234
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	431,911
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	431,911
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	431,911
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	12,895
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	12,895
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
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	13,635
Total employer contributions	2017-12-31	42,181
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	40,556
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	36,847
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	40,556
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PAUL D. WALTERS, D.M.D., P.A. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	470,171
Acturial value of plan assets	2016-12-31	470,171
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	361,445
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	361,445
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	361,445
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	12,929
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	12,929
Present value of excess contributions	2016-12-31	53,709
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	53,709
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	12,895
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	32,182
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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