CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 401k Plan overview

CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	CENTRAL TEXAS ORTHODONTIC SPECIALIS
Employer identification number (EIN):	611271687
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	2018-01-01
002	2017-01-01	LISA L. KERNS, DDS	2018-10-11
002	2016-01-01	LISA L. KERNS, DDS	2017-09-13
002	2015-01-01	LISA L. KERNS, DDS	2016-07-14
002	2014-01-01	LISA L. KERNS, DDS	2015-07-23
002	2013-01-01	LISA L. KERNS, DDS	2014-07-16
002	2012-01-01	LISA L. KERNS, DDS	2013-08-22
002	2011-01-01	LISA L. KERNS, DDS	2012-09-24
002	2010-01-01	LISA L. KERNS, DDS	2011-09-14

Plan Statistics for CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2016: CENTRAL TEXAS ORTHODONTIC SPECIALISTS DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,153,948
Acturial value of plan assets	2016-12-31	2,153,948
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	16,407
Active participant vested funding target	2016-12-31	1,958,551
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	1,958,958
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	1,975,365
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	4,835
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	4,835
Present value of excess contributions	2016-12-31	215,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	228,398
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	4,835
Total employer contributions	2016-12-31	416,524
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	394,008
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	308,457
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	134,709
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	134,709
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	394,008
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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