401k Plan data: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN plan

GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 401k Plan overview

Plan Name	GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN
Plan identification number	002

GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Plan covering Self-Employed individuals.
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

GARY M. STEVENS, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name: GARY M. STEVENS, D.M.D.

Employer identification number (EIN): 610958599

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01 GARY STEVENS 2022-08-18 GARY M STEVENS DMD 2022-08-18
002 2020-01-01 GARY STEVENS 2021-08-24
002 2019-01-01 GARY STEVENS 2020-09-19
002 2018-01-01 GARY STEVENS 2019-09-27
002 2017-01-01 GARY STEVENS 2018-10-10 GARY M STEVENS, DMD 2018-10-10
002 2016-01-01 GARY STEVENS 2017-10-13
002 2016-01-01 GARY STEVENS 2017-10-13
002 2015-01-01 GARY STEVENS 2016-09-19 GARY STEVENS 2016-09-19
002 2014-01-01 GARY STEVENS 2015-10-14 GARY STEVENS 2015-10-14
002 2013-01-01 GARY STEVENS 2014-10-05 GARY STEVENS 2014-10-05
002 2012-01-01 GARY STEVENS 2013-10-15
002 2011-01-01 GARY STEVENS 2012-07-27
002 2010-01-01 GARY STEVENS 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01	GARY STEVENS	2022-08-18	GARY M STEVENS DMD	2022-08-18
002	2020-01-01	GARY STEVENS	2021-08-24
002	2019-01-01	GARY STEVENS	2020-09-19
002	2018-01-01	GARY STEVENS	2019-09-27
002	2017-01-01	GARY STEVENS	2018-10-10	GARY M STEVENS, DMD	2018-10-10
002	2016-01-01	GARY STEVENS	2017-10-13
002	2016-01-01	GARY STEVENS	2017-10-13
002	2015-01-01	GARY STEVENS	2016-09-19	GARY STEVENS	2016-09-19
002	2014-01-01	GARY STEVENS	2015-10-14	GARY STEVENS	2015-10-14
002	2013-01-01	GARY STEVENS	2014-10-05	GARY STEVENS	2014-10-05
002	2012-01-01	GARY STEVENS	2013-10-15
002	2011-01-01	GARY STEVENS	2012-07-27
002	2010-01-01	GARY STEVENS	2011-07-15

Plan Statistics for GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN

401k plan membership statisitcs for GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN

Measure Date Value
2021: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,663,268
Acturial value of plan assets 2021-12-31 1,663,268
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 9,491
Active participant vested funding target 2021-12-31 1,671,083
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,671,083
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 1,680,574
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 148,442
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 26,253
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 122,189
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 2021-12-31 124,718
Total employer contributions 2021-12-31 51,486
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 47,550
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 77,507
Net shortfall amortization installment of oustanding balance 2021-12-31 142,024
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 134,731
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 87,181
Additional cash requirement 2021-12-31 47,550
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 47,550
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,548,547
Acturial value of plan assets 2020-12-31 1,548,547
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 2
Fundng target for terminated vested participants 2020-12-31 2,837
Active participant vested funding target 2020-12-31 1,541,862
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,541,862
Total participant count 2020-12-31 10
Total funding target for all participants 2020-12-31 1,544,699
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 226,565
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 82,865
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 143,700
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 2020-12-31 148,442
Total employer contributions 2020-12-31 83,368
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 76,859
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 53,213
Net shortfall amortization installment of oustanding balance 2020-12-31 144,594
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 103,112
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 26,253
Additional cash requirement 2020-12-31 76,859
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 76,859
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 1,441,594
Acturial value of plan assets 2019-12-31 1,441,594
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 1,428,470
Number of active participants 2019-12-31 9
Total funding liabilities for active participants 2019-12-31 1,428,470
Total participant count 2019-12-31 9
Total funding target for all participants 2019-12-31 1,428,470
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 224,901
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 2019-12-31 224,901
Present value of excess contributions 2019-12-31 27,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 28,945
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 2019-12-31 226,565
Total employer contributions 2019-12-31 59,347
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 55,626
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 84,946
Net shortfall amortization installment of oustanding balance 2019-12-31 213,441
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 138,491
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 82,865
Additional cash requirement 2019-12-31 55,626
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 55,626
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,417,345
Acturial value of plan assets 2018-12-31 1,417,345
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 1,493
Active participant vested funding target 2018-12-31 1,378,453
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 1,378,453
Total participant count 2018-12-31 12
Total funding target for all participants 2018-12-31 1,379,946
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 274,299
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 57,944
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 216,355
Present value of excess contributions 2018-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
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 2018-12-31 224,901
Total employer contributions 2018-12-31 90,726
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 82,329
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
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 12,393
Net shortfall amortization installment of oustanding balance 2018-12-31 171,087
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 54,890
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 54,890
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 82,329
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,270,313
Acturial value of plan assets 2017-12-31 1,270,313
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 1,201,344
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 1,201,344
Total participant count 2017-12-31 9
Total funding target for all participants 2017-12-31 1,201,344
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 184,847
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 2017-12-31 184,847
Present value of excess contributions 2017-12-31 85,901
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 90,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 90,265
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 2017-12-31 274,299
Total employer contributions 2017-12-31 96,515
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 89,079
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 2017-12-31 104,526
Net shortfall amortization installment of oustanding balance 2017-12-31 205,330
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 147,023
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 57,944
Additional cash requirement 2017-12-31 89,079
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 89,079
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,057,274
Acturial value of plan assets 2016-12-31 1,057,274
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 2
Fundng target for terminated vested participants 2016-12-31 7,135
Active participant vested funding target 2016-12-31 1,057,594
Number of active participants 2016-12-31 10
Total funding liabilities for active participants 2016-12-31 1,057,594
Total participant count 2016-12-31 12
Total funding target for all participants 2016-12-31 1,064,729
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 155,284
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 2016-12-31 155,284
Present value of excess contributions 2016-12-31 27,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 29,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 29,392
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 2016-12-31 184,847
Total employer contributions 2016-12-31 230,000
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 2016-12-31 206,699
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 84,755
Net shortfall amortization installment of oustanding balance 2016-12-31 192,302
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 120,798
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 2016-12-31 120,798
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 206,699
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
2021: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,663,268
Acturial value of plan assets	2021-12-31	1,663,268
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	9,491
Active participant vested funding target	2021-12-31	1,671,083
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,671,083
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	1,680,574
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	148,442
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	26,253
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	122,189
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	124,718
Total employer contributions	2021-12-31	51,486
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	47,550
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	77,507
Net shortfall amortization installment of oustanding balance	2021-12-31	142,024
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	134,731
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	87,181
Additional cash requirement	2021-12-31	47,550
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	47,550
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,548,547
Acturial value of plan assets	2020-12-31	1,548,547
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	2
Fundng target for terminated vested participants	2020-12-31	2,837
Active participant vested funding target	2020-12-31	1,541,862
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,541,862
Total participant count	2020-12-31	10
Total funding target for all participants	2020-12-31	1,544,699
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	226,565
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	82,865
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	143,700
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	148,442
Total employer contributions	2020-12-31	83,368
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	76,859
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	53,213
Net shortfall amortization installment of oustanding balance	2020-12-31	144,594
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	103,112
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	26,253
Additional cash requirement	2020-12-31	76,859
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	76,859
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	1,441,594
Acturial value of plan assets	2019-12-31	1,441,594
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	1,428,470
Number of active participants	2019-12-31	9
Total funding liabilities for active participants	2019-12-31	1,428,470
Total participant count	2019-12-31	9
Total funding target for all participants	2019-12-31	1,428,470
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	224,901
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	224,901
Present value of excess contributions	2019-12-31	27,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	28,945
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	226,565
Total employer contributions	2019-12-31	59,347
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	55,626
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	84,946
Net shortfall amortization installment of oustanding balance	2019-12-31	213,441
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	138,491
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	82,865
Additional cash requirement	2019-12-31	55,626
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	55,626
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,417,345
Acturial value of plan assets	2018-12-31	1,417,345
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	1,493
Active participant vested funding target	2018-12-31	1,378,453
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	1,378,453
Total participant count	2018-12-31	12
Total funding target for all participants	2018-12-31	1,379,946
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	274,299
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	57,944
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	216,355
Present value of excess contributions	2018-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	0
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	224,901
Total employer contributions	2018-12-31	90,726
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	82,329
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
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	12,393
Net shortfall amortization installment of oustanding balance	2018-12-31	171,087
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	54,890
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	54,890
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	82,329
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,270,313
Acturial value of plan assets	2017-12-31	1,270,313
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	1,201,344
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	1,201,344
Total participant count	2017-12-31	9
Total funding target for all participants	2017-12-31	1,201,344
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	184,847
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	184,847
Present value of excess contributions	2017-12-31	85,901
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	90,265
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	90,265
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	274,299
Total employer contributions	2017-12-31	96,515
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	89,079
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	104,526
Net shortfall amortization installment of oustanding balance	2017-12-31	205,330
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	147,023
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	57,944
Additional cash requirement	2017-12-31	89,079
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	89,079
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GARY M. STEVENS, D.M.D. CASH BALANCE PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,057,274
Acturial value of plan assets	2016-12-31	1,057,274
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	7,135
Active participant vested funding target	2016-12-31	1,057,594
Number of active participants	2016-12-31	10
Total funding liabilities for active participants	2016-12-31	1,057,594
Total participant count	2016-12-31	12
Total funding target for all participants	2016-12-31	1,064,729
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	155,284
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	155,284
Present value of excess contributions	2016-12-31	27,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	29,393
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	29,392
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	184,847
Total employer contributions	2016-12-31	230,000
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	206,699
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	84,755
Net shortfall amortization installment of oustanding balance	2016-12-31	192,302
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	120,798
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	120,798
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	206,699
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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Company Name:	GARY M. STEVENS, D.M.D.
Employer identification number (EIN):	610958599
NAIC Classification:	621210
NAIC Description:	Offices of Dentists