401k Plan data: J. B. BENTON, DDS CASH BALANCE PLAN plan

J. B. BENTON, DDS CASH BALANCE PLAN 401k Plan overview

Plan Name	J. B. BENTON, DDS CASH BALANCE PLAN
Plan identification number	002

J. B. BENTON, DDS CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
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).
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

JOHN B. BENTON, JR. DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: JOHN B. BENTON, JR. DDS, PC

Employer identification number (EIN): 630952374

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. B. BENTON, DDS CASH BALANCE 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
002 2020-12-01
002 2019-12-01
002 2018-12-01
002 2017-12-01
002 2016-12-01
002 2015-12-01
002 2014-12-01
002 2013-12-01 JOHN B. BENTON, DDS 2015-02-13
002 2012-12-01 JOHN B. BENTON, DDS 2014-05-14
002 2011-12-01 JOHN B. BENTON, DDS 2013-03-06
002 2010-12-01 JOHN B. BENTON, DDS 2012-03-16

Plan Statistics for J. B. BENTON, DDS CASH BALANCE PLAN

401k plan membership statisitcs for J. B. BENTON, DDS CASH BALANCE PLAN

Measure Date Value
2022: J. B. BENTON, DDS CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,090,477
Acturial value of plan assets 2022-12-31 1,090,477
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 11,757
Active participant vested funding target 2022-12-31 1,158,857
Number of active participants 2022-12-31 21
Total funding liabilities for active participants 2022-12-31 1,158,857
Total participant count 2022-12-31 23
Total funding target for all participants 2022-12-31 1,170,614
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 41,500
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 15,321
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 26,179
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
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 28,360
Total employer contributions 2022-12-31 193,000
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 2022-12-31 196,725
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 2022-12-31 183,719
Net shortfall amortization installment of oustanding balance 2022-12-31 109,941
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 193,879
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 2022-12-31 193,879
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 196,725
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: J. B. BENTON, DDS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,144,872
Acturial value of plan assets 2021-12-31 1,144,872
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 1,501
Active participant vested funding target 2021-12-31 1,151,156
Number of active participants 2021-12-31 15
Total funding liabilities for active participants 2021-12-31 1,153,088
Total participant count 2021-12-31 16
Total funding target for all participants 2021-12-31 1,154,589
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 48,783
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 7,665
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 41,118
Present value of excess contributions 2021-12-31 2,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 2,332
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 41,500
Total employer contributions 2021-12-31 0
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 0
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 6,876
Net shortfall amortization installment of oustanding balance 2021-12-31 52,798
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 15,262
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 15,262
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: J. B. BENTON, DDS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,054,544
Acturial value of plan assets 2020-12-31 1,054,544
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 1,365
Active participant vested funding target 2020-12-31 1,091,830
Number of active participants 2020-12-31 15
Total funding liabilities for active participants 2020-12-31 1,092,990
Total participant count 2020-12-31 16
Total funding target for all participants 2020-12-31 1,094,355
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 63,893
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 36,907
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 26,986
Present value of excess contributions 2020-12-31 22,593
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 22,593
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 21,757
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 48,783
Total employer contributions 2020-12-31 2,350
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 2,332
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 5,649
Net shortfall amortization installment of oustanding balance 2020-12-31 88,750
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 7,679
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 7,679
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 2,332
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Market value of plan assets 2020-11-30 1,022,353
Acturial value of plan assets 2020-11-30 1,022,353
Funding target for retired participants and beneficiaries receiving payment 2020-11-30 0
Number of terminated vested participants 2020-11-30 1
Fundng target for terminated vested participants 2020-11-30 858
Active participant vested funding target 2020-11-30 1,078,782
Number of active participants 2020-11-30 13
Total funding liabilities for active participants 2020-11-30 1,078,782
Total participant count 2020-11-30 14
Total funding target for all participants 2020-11-30 1,079,640
Balance at beginning of prior year after applicable adjustments 2020-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-11-30 76,996
Carryover balanced portion elected for use to offset prior years funding requirement 2020-11-30 0
Prefunding balanced used to offset prior years funding requirement 2020-11-30 17,896
Amount remaining of carryover balance 2020-11-30 0
Amount remaining of prefunding balance 2020-11-30 59,100
Present value of excess contributions 2020-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-11-30 0
Reductions in caryover balances due to elections or deemed elections 2020-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2020-11-30 0
Balance of carryovers at beginning of current year 2020-11-30 0
Balance of prefunding at beginning of current year 2020-11-30 63,893
Total employer contributions 2020-11-30 22,700
Total employee contributions 2020-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2020-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-11-30 22,593
Unpaid minimum required contributions for all prior years 2020-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-11-30 0
Remaining amount of unpaid minimum required contributions 2020-11-30 0
Minimum required contributions for current year target normal cost 2020-11-30 5,652
Net shortfall amortization installment of oustanding balance 2020-11-30 123,736
Waiver amortization installment 2020-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2020-11-30 38,365
Carryover balance elected to use to offset funding requirement 2020-11-30 0
Prefunding balance elected to use to offset funding requirement 2020-11-30 38,365
Additional cash requirement 2020-11-30 0
Contributions allocatedtoward minimum required contributions for current year 2020-11-30 22,593
Unpaid minimum required contributions for current year 2020-11-30 0
Unpaid minimum required contributions for all years 2020-11-30 0
2019: J. B. BENTON, DDS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-11-30 1,022,418
Acturial value of plan assets 2019-11-30 1,022,418
Funding target for retired participants and beneficiaries receiving payment 2019-11-30 0
Number of terminated vested participants 2019-11-30 0
Fundng target for terminated vested participants 2019-11-30 0
Active participant vested funding target 2019-11-30 959,761
Number of active participants 2019-11-30 12
Total funding liabilities for active participants 2019-11-30 959,761
Total participant count 2019-11-30 12
Total funding target for all participants 2019-11-30 959,761
Balance at beginning of prior year after applicable adjustments 2019-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-11-30 105,628
Carryover balanced portion elected for use to offset prior years funding requirement 2019-11-30 0
Prefunding balanced used to offset prior years funding requirement 2019-11-30 27,149
Amount remaining of carryover balance 2019-11-30 0
Amount remaining of prefunding balance 2019-11-30 78,479
Present value of excess contributions 2019-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-11-30 0
Reductions in caryover balances due to elections or deemed elections 2019-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2019-11-30 0
Balance of carryovers at beginning of current year 2019-11-30 0
Balance of prefunding at beginning of current year 2019-11-30 76,996
Total employer contributions 2019-11-30 0
Total employee contributions 2019-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2019-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-11-30 0
Unpaid minimum required contributions for all prior years 2019-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-11-30 0
Remaining amount of unpaid minimum required contributions 2019-11-30 0
Minimum required contributions for current year target normal cost 2019-11-30 4,675
Net shortfall amortization installment of oustanding balance 2019-11-30 18,597
Waiver amortization installment 2019-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2019-11-30 18,143
Carryover balance elected to use to offset funding requirement 2019-11-30 0
Prefunding balance elected to use to offset funding requirement 2019-11-30 18,143
Additional cash requirement 2019-11-30 0
Contributions allocatedtoward minimum required contributions for current year 2019-11-30 0
Unpaid minimum required contributions for current year 2019-11-30 0
Unpaid minimum required contributions for all years 2019-11-30 0
2018: J. B. BENTON, DDS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-11-30 955,988
Acturial value of plan assets 2018-11-30 955,988
Funding target for retired participants and beneficiaries receiving payment 2018-11-30 0
Number of terminated vested participants 2018-11-30 2
Fundng target for terminated vested participants 2018-11-30 1,115
Active participant vested funding target 2018-11-30 936,289
Number of active participants 2018-11-30 13
Total funding liabilities for active participants 2018-11-30 936,289
Total participant count 2018-11-30 15
Total funding target for all participants 2018-11-30 937,404
Balance at beginning of prior year after applicable adjustments 2018-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-11-30 102,061
Carryover balanced portion elected for use to offset prior years funding requirement 2018-11-30 0
Prefunding balanced used to offset prior years funding requirement 2018-11-30 5,808
Amount remaining of carryover balance 2018-11-30 0
Amount remaining of prefunding balance 2018-11-30 96,253
Present value of excess contributions 2018-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-11-30 0
Reductions in caryover balances due to elections or deemed elections 2018-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2018-11-30 0
Balance of carryovers at beginning of current year 2018-11-30 0
Balance of prefunding at beginning of current year 2018-11-30 105,628
Total employer contributions 2018-11-30 0
Total employee contributions 2018-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2018-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-11-30 0
Unpaid minimum required contributions for all prior years 2018-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-11-30 0
Remaining amount of unpaid minimum required contributions 2018-11-30 0
Minimum required contributions for current year target normal cost 2018-11-30 5,448
Net shortfall amortization installment of oustanding balance 2018-11-30 92,885
Waiver amortization installment 2018-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2018-11-30 27,955
Carryover balance elected to use to offset funding requirement 2018-11-30 0
Prefunding balance elected to use to offset funding requirement 2018-11-30 27,955
Additional cash requirement 2018-11-30 0
Contributions allocatedtoward minimum required contributions for current year 2018-11-30 0
Unpaid minimum required contributions for current year 2018-11-30 0
Unpaid minimum required contributions for all years 2018-11-30 0
2017: J. B. BENTON, DDS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-11-30 964,282
Acturial value of plan assets 2017-11-30 964,282
Funding target for retired participants and beneficiaries receiving payment 2017-11-30 0
Number of terminated vested participants 2017-11-30 0
Fundng target for terminated vested participants 2017-11-30 0
Active participant vested funding target 2017-11-30 891,953
Number of active participants 2017-11-30 11
Total funding liabilities for active participants 2017-11-30 892,326
Total participant count 2017-11-30 11
Total funding target for all participants 2017-11-30 892,326
Balance at beginning of prior year after applicable adjustments 2017-11-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-11-30 101,801
Carryover balanced portion elected for use to offset prior years funding requirement 2017-11-30 0
Prefunding balanced used to offset prior years funding requirement 2017-11-30 5,508
Amount remaining of carryover balance 2017-11-30 0
Amount remaining of prefunding balance 2017-11-30 96,293
Present value of excess contributions 2017-11-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-11-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-11-30 0
Reductions in caryover balances due to elections or deemed elections 2017-11-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-11-30 0
Balance of carryovers at beginning of current year 2017-11-30 0
Balance of prefunding at beginning of current year 2017-11-30 102,061
Total employer contributions 2017-11-30 10,000
Total employee contributions 2017-11-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-11-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-11-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-11-30 9,311
Unpaid minimum required contributions for all prior years 2017-11-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-11-30 0
Remaining amount of unpaid minimum required contributions 2017-11-30 0
Minimum required contributions for current year target normal cost 2017-11-30 4,033
Net shortfall amortization installment of oustanding balance 2017-11-30 35,035
Waiver amortization installment 2017-11-30 0
Total funding amount beforereflecting carryover/prefunding balances 2017-11-30 15,285
Carryover balance elected to use to offset funding requirement 2017-11-30 0
Prefunding balance elected to use to offset funding requirement 2017-11-30 5,974
Additional cash requirement 2017-11-30 9,311
Contributions allocatedtoward minimum required contributions for current year 2017-11-30 9,311
Unpaid minimum required contributions for current year 2017-11-30 0
Unpaid minimum required contributions for all years 2017-11-30 0

Measure	Date	Value
2022: J. B. BENTON, DDS CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,090,477
Acturial value of plan assets	2022-12-31	1,090,477
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	11,757
Active participant vested funding target	2022-12-31	1,158,857
Number of active participants	2022-12-31	21
Total funding liabilities for active participants	2022-12-31	1,158,857
Total participant count	2022-12-31	23
Total funding target for all participants	2022-12-31	1,170,614
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	41,500
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	15,321
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	26,179
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
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	28,360
Total employer contributions	2022-12-31	193,000
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	196,725
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	183,719
Net shortfall amortization installment of oustanding balance	2022-12-31	109,941
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	193,879
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	193,879
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	196,725
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: J. B. BENTON, DDS CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,144,872
Acturial value of plan assets	2021-12-31	1,144,872
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	1,501
Active participant vested funding target	2021-12-31	1,151,156
Number of active participants	2021-12-31	15
Total funding liabilities for active participants	2021-12-31	1,153,088
Total participant count	2021-12-31	16
Total funding target for all participants	2021-12-31	1,154,589
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	48,783
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	7,665
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	41,118
Present value of excess contributions	2021-12-31	2,332
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	2,332
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	41,500
Total employer contributions	2021-12-31	0
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	0
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	6,876
Net shortfall amortization installment of oustanding balance	2021-12-31	52,798
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	15,262
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	15,262
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: J. B. BENTON, DDS CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,054,544
Acturial value of plan assets	2020-12-31	1,054,544
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	1,365
Active participant vested funding target	2020-12-31	1,091,830
Number of active participants	2020-12-31	15
Total funding liabilities for active participants	2020-12-31	1,092,990
Total participant count	2020-12-31	16
Total funding target for all participants	2020-12-31	1,094,355
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	63,893
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	36,907
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	26,986
Present value of excess contributions	2020-12-31	22,593
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	22,593
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	21,757
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	48,783
Total employer contributions	2020-12-31	2,350
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	2,332
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	5,649
Net shortfall amortization installment of oustanding balance	2020-12-31	88,750
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	7,679
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	7,679
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	2,332
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Market value of plan assets	2020-11-30	1,022,353
Acturial value of plan assets	2020-11-30	1,022,353
Funding target for retired participants and beneficiaries receiving payment	2020-11-30	0
Number of terminated vested participants	2020-11-30	1
Fundng target for terminated vested participants	2020-11-30	858
Active participant vested funding target	2020-11-30	1,078,782
Number of active participants	2020-11-30	13
Total funding liabilities for active participants	2020-11-30	1,078,782
Total participant count	2020-11-30	14
Total funding target for all participants	2020-11-30	1,079,640
Balance at beginning of prior year after applicable adjustments	2020-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-11-30	76,996
Carryover balanced portion elected for use to offset prior years funding requirement	2020-11-30	0
Prefunding balanced used to offset prior years funding requirement	2020-11-30	17,896
Amount remaining of carryover balance	2020-11-30	0
Amount remaining of prefunding balance	2020-11-30	59,100
Present value of excess contributions	2020-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-11-30	0
Reductions in caryover balances due to elections or deemed elections	2020-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2020-11-30	0
Balance of carryovers at beginning of current year	2020-11-30	0
Balance of prefunding at beginning of current year	2020-11-30	63,893
Total employer contributions	2020-11-30	22,700
Total employee contributions	2020-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2020-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-11-30	22,593
Unpaid minimum required contributions for all prior years	2020-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-11-30	0
Remaining amount of unpaid minimum required contributions	2020-11-30	0
Minimum required contributions for current year target normal cost	2020-11-30	5,652
Net shortfall amortization installment of oustanding balance	2020-11-30	123,736
Waiver amortization installment	2020-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2020-11-30	38,365
Carryover balance elected to use to offset funding requirement	2020-11-30	0
Prefunding balance elected to use to offset funding requirement	2020-11-30	38,365
Additional cash requirement	2020-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2020-11-30	22,593
Unpaid minimum required contributions for current year	2020-11-30	0
Unpaid minimum required contributions for all years	2020-11-30	0
2019: J. B. BENTON, DDS CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-11-30	1,022,418
Acturial value of plan assets	2019-11-30	1,022,418
Funding target for retired participants and beneficiaries receiving payment	2019-11-30	0
Number of terminated vested participants	2019-11-30	0
Fundng target for terminated vested participants	2019-11-30	0
Active participant vested funding target	2019-11-30	959,761
Number of active participants	2019-11-30	12
Total funding liabilities for active participants	2019-11-30	959,761
Total participant count	2019-11-30	12
Total funding target for all participants	2019-11-30	959,761
Balance at beginning of prior year after applicable adjustments	2019-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-11-30	105,628
Carryover balanced portion elected for use to offset prior years funding requirement	2019-11-30	0
Prefunding balanced used to offset prior years funding requirement	2019-11-30	27,149
Amount remaining of carryover balance	2019-11-30	0
Amount remaining of prefunding balance	2019-11-30	78,479
Present value of excess contributions	2019-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-11-30	0
Reductions in caryover balances due to elections or deemed elections	2019-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2019-11-30	0
Balance of carryovers at beginning of current year	2019-11-30	0
Balance of prefunding at beginning of current year	2019-11-30	76,996
Total employer contributions	2019-11-30	0
Total employee contributions	2019-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2019-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-11-30	0
Unpaid minimum required contributions for all prior years	2019-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-11-30	0
Remaining amount of unpaid minimum required contributions	2019-11-30	0
Minimum required contributions for current year target normal cost	2019-11-30	4,675
Net shortfall amortization installment of oustanding balance	2019-11-30	18,597
Waiver amortization installment	2019-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2019-11-30	18,143
Carryover balance elected to use to offset funding requirement	2019-11-30	0
Prefunding balance elected to use to offset funding requirement	2019-11-30	18,143
Additional cash requirement	2019-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2019-11-30	0
Unpaid minimum required contributions for current year	2019-11-30	0
Unpaid minimum required contributions for all years	2019-11-30	0
2018: J. B. BENTON, DDS CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-11-30	955,988
Acturial value of plan assets	2018-11-30	955,988
Funding target for retired participants and beneficiaries receiving payment	2018-11-30	0
Number of terminated vested participants	2018-11-30	2
Fundng target for terminated vested participants	2018-11-30	1,115
Active participant vested funding target	2018-11-30	936,289
Number of active participants	2018-11-30	13
Total funding liabilities for active participants	2018-11-30	936,289
Total participant count	2018-11-30	15
Total funding target for all participants	2018-11-30	937,404
Balance at beginning of prior year after applicable adjustments	2018-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-11-30	102,061
Carryover balanced portion elected for use to offset prior years funding requirement	2018-11-30	0
Prefunding balanced used to offset prior years funding requirement	2018-11-30	5,808
Amount remaining of carryover balance	2018-11-30	0
Amount remaining of prefunding balance	2018-11-30	96,253
Present value of excess contributions	2018-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-11-30	0
Reductions in caryover balances due to elections or deemed elections	2018-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-11-30	0
Balance of carryovers at beginning of current year	2018-11-30	0
Balance of prefunding at beginning of current year	2018-11-30	105,628
Total employer contributions	2018-11-30	0
Total employee contributions	2018-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-11-30	0
Unpaid minimum required contributions for all prior years	2018-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-11-30	0
Remaining amount of unpaid minimum required contributions	2018-11-30	0
Minimum required contributions for current year target normal cost	2018-11-30	5,448
Net shortfall amortization installment of oustanding balance	2018-11-30	92,885
Waiver amortization installment	2018-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-11-30	27,955
Carryover balance elected to use to offset funding requirement	2018-11-30	0
Prefunding balance elected to use to offset funding requirement	2018-11-30	27,955
Additional cash requirement	2018-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-11-30	0
Unpaid minimum required contributions for current year	2018-11-30	0
Unpaid minimum required contributions for all years	2018-11-30	0
2017: J. B. BENTON, DDS CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-11-30	964,282
Acturial value of plan assets	2017-11-30	964,282
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	0
Number of terminated vested participants	2017-11-30	0
Fundng target for terminated vested participants	2017-11-30	0
Active participant vested funding target	2017-11-30	891,953
Number of active participants	2017-11-30	11
Total funding liabilities for active participants	2017-11-30	892,326
Total participant count	2017-11-30	11
Total funding target for all participants	2017-11-30	892,326
Balance at beginning of prior year after applicable adjustments	2017-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-11-30	101,801
Carryover balanced portion elected for use to offset prior years funding requirement	2017-11-30	0
Prefunding balanced used to offset prior years funding requirement	2017-11-30	5,508
Amount remaining of carryover balance	2017-11-30	0
Amount remaining of prefunding balance	2017-11-30	96,293
Present value of excess contributions	2017-11-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	0
Reductions in caryover balances due to elections or deemed elections	2017-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-11-30	0
Balance of carryovers at beginning of current year	2017-11-30	0
Balance of prefunding at beginning of current year	2017-11-30	102,061
Total employer contributions	2017-11-30	10,000
Total employee contributions	2017-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-11-30	9,311
Unpaid minimum required contributions for all prior years	2017-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-11-30	0
Remaining amount of unpaid minimum required contributions	2017-11-30	0
Minimum required contributions for current year target normal cost	2017-11-30	4,033
Net shortfall amortization installment of oustanding balance	2017-11-30	35,035
Waiver amortization installment	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	15,285
Carryover balance elected to use to offset funding requirement	2017-11-30	0
Prefunding balance elected to use to offset funding requirement	2017-11-30	5,974
Additional cash requirement	2017-11-30	9,311
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	9,311
Unpaid minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for all years	2017-11-30	0

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Company Name:	JOHN B. BENTON, JR. DDS, PC
Employer identification number (EIN):	630952374
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-12-01
002	2019-12-01
002	2018-12-01
002	2017-12-01
002	2016-12-01
002	2015-12-01
002	2014-12-01
002	2013-12-01	JOHN B. BENTON, DDS	2015-02-13
002	2012-12-01	JOHN B. BENTON, DDS	2014-05-14
002	2011-12-01	JOHN B. BENTON, DDS	2013-03-06
002	2010-12-01	JOHN B. BENTON, DDS	2012-03-16