401k Plan data: MARK COX, DMD DEFINED BENEFIT PENSION PLAN plan

MARK COX, DMD DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	MARK COX, DMD DEFINED BENEFIT PENSION PLAN
Plan identification number	003

MARK COX, DMD DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

MARK COX, DMD has sponsored the creation of one or more 401k plans.

Company Name: MARK COX, DMD

Employer identification number (EIN): 680322712

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK COX, DMD DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01 MARK COX 2016-02-24
003 2014-01-01 MARK COX 2015-04-10
003 2013-01-01 MARK COX 2014-04-16
003 2012-01-01 MARK COX 2013-07-17
003 2011-01-01 MARK COX 2012-06-28

Plan Statistics for MARK COX, DMD DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for MARK COX, DMD DEFINED BENEFIT PENSION PLAN

Measure Date Value
2021: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-03-15 2,739,123
Acturial value of plan assets 2021-03-15 2,739,123
Funding target for retired participants and beneficiaries receiving payment 2021-03-15 0
Number of terminated vested participants 2021-03-15 3
Fundng target for terminated vested participants 2021-03-15 18,765
Active participant vested funding target 2021-03-15 2,474,467
Number of active participants 2021-03-15 6
Total funding liabilities for active participants 2021-03-15 2,474,467
Total participant count 2021-03-15 9
Total funding target for all participants 2021-03-15 2,493,232
Balance at beginning of prior year after applicable adjustments 2021-03-15 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-15 386,393
Carryover balanced portion elected for use to offset prior years funding requirement 2021-03-15 0
Prefunding balanced used to offset prior years funding requirement 2021-03-15 149,835
Amount remaining of carryover balance 2021-03-15 0
Amount remaining of prefunding balance 2021-03-15 236,558
Present value of excess contributions 2021-03-15 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-15 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-03-15 0
Reductions in caryover balances due to elections or deemed elections 2021-03-15 0
Reductions in prefunding balances due to elections or deemed elections 2021-03-15 0
Balance of carryovers at beginning of current year 2021-03-15 0
Balance of prefunding at beginning of current year 2021-03-15 265,939
Total employer contributions 2021-03-15 0
Total employee contributions 2021-03-15 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-15 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-15 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-15 0
Unpaid minimum required contributions for all prior years 2021-03-15 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-15 0
Remaining amount of unpaid minimum required contributions 2021-03-15 0
Minimum required contributions for current year target normal cost 2021-03-15 0
Net shortfall amortization installment of oustanding balance 2021-03-15 0
Waiver amortization installment 2021-03-15 0
Total funding amount beforereflecting carryover/prefunding balances 2021-03-15 0
Carryover balance elected to use to offset funding requirement 2021-03-15 0
Prefunding balance elected to use to offset funding requirement 2021-03-15 0
Additional cash requirement 2021-03-15 0
Contributions allocatedtoward minimum required contributions for current year 2021-03-15 0
Unpaid minimum required contributions for current year 2021-03-15 0
Unpaid minimum required contributions for all years 2021-03-15 0
2020: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 2,722,191
Acturial value of plan assets 2020-12-31 2,722,191
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 18,649
Active participant vested funding target 2020-12-31 2,244,262
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,244,262
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 2,262,911
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 377,640
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 54,742
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 322,898
Present value of excess contributions 2020-12-31 751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 853
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 2020-12-31 386,393
Total employer contributions 2020-12-31 0
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 0
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
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 2020-12-31 294,714
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 241,688
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 241,688
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,184,632
Acturial value of plan assets 2019-12-31 2,184,632
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 3
Fundng target for terminated vested participants 2019-12-31 1,047
Active participant vested funding target 2019-12-31 1,895,847
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 1,895,847
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 1,896,894
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 312,145
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 2019-12-31 312,145
Present value of excess contributions 2019-12-31 84,910
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 84,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 84,910
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 2019-12-31 377,640
Total employer contributions 2019-12-31 250,000
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 2019-12-31 240,495
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 2019-12-31 278,419
Net shortfall amortization installment of oustanding balance 2019-12-31 109,086
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 296,144
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 55,649
Additional cash requirement 2019-12-31 240,495
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 240,495
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,521,313
Acturial value of plan assets 2018-12-31 1,521,313
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 4,305
Active participant vested funding target 2018-12-31 1,444,810
Number of active participants 2018-12-31 4
Total funding liabilities for active participants 2018-12-31 1,445,733
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 1,450,038
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 185,829
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 2018-12-31 185,829
Present value of excess contributions 2018-12-31 101,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 101,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 101,043
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 2018-12-31 312,145
Total employer contributions 2018-12-31 310,000
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 2018-12-31 316,516
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 2018-12-31 231,588
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 2018-12-31 231,588
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 2018-12-31 231,588
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 316,516
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,325,077
Acturial value of plan assets 2017-12-31 1,325,077
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 127
Active participant vested funding target 2017-12-31 1,146,053
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,146,888
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,147,015
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 138,445
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 2017-12-31 138,445
Present value of excess contributions 2017-12-31 37,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 37,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 37,513
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 2017-12-31 185,829
Total employer contributions 2017-12-31 310,599
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 2017-12-31 303,813
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 2017-12-31 202,770
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 2017-12-31 202,770
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 2017-12-31 202,770
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 303,813
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 949,450
Acturial value of plan assets 2016-12-31 949,450
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 6,820
Active participant vested funding target 2016-12-31 872,514
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 874,199
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 881,019
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 139,397
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 2016-12-31 139,397
Present value of excess contributions 2016-12-31 3,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 3,983
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 3,983
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 2016-12-31 138,445
Total employer contributions 2016-12-31 220,000
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 2016-12-31 215,447
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 2016-12-31 177,934
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 177,934
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 2016-12-31 177,934
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 215,447
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: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-03-15	2,739,123
Acturial value of plan assets	2021-03-15	2,739,123
Funding target for retired participants and beneficiaries receiving payment	2021-03-15	0
Number of terminated vested participants	2021-03-15	3
Fundng target for terminated vested participants	2021-03-15	18,765
Active participant vested funding target	2021-03-15	2,474,467
Number of active participants	2021-03-15	6
Total funding liabilities for active participants	2021-03-15	2,474,467
Total participant count	2021-03-15	9
Total funding target for all participants	2021-03-15	2,493,232
Balance at beginning of prior year after applicable adjustments	2021-03-15	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-15	386,393
Carryover balanced portion elected for use to offset prior years funding requirement	2021-03-15	0
Prefunding balanced used to offset prior years funding requirement	2021-03-15	149,835
Amount remaining of carryover balance	2021-03-15	0
Amount remaining of prefunding balance	2021-03-15	236,558
Present value of excess contributions	2021-03-15	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-15	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-03-15	0
Reductions in caryover balances due to elections or deemed elections	2021-03-15	0
Reductions in prefunding balances due to elections or deemed elections	2021-03-15	0
Balance of carryovers at beginning of current year	2021-03-15	0
Balance of prefunding at beginning of current year	2021-03-15	265,939
Total employer contributions	2021-03-15	0
Total employee contributions	2021-03-15	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-15	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-15	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-15	0
Unpaid minimum required contributions for all prior years	2021-03-15	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-15	0
Remaining amount of unpaid minimum required contributions	2021-03-15	0
Minimum required contributions for current year target normal cost	2021-03-15	0
Net shortfall amortization installment of oustanding balance	2021-03-15	0
Waiver amortization installment	2021-03-15	0
Total funding amount beforereflecting carryover/prefunding balances	2021-03-15	0
Carryover balance elected to use to offset funding requirement	2021-03-15	0
Prefunding balance elected to use to offset funding requirement	2021-03-15	0
Additional cash requirement	2021-03-15	0
Contributions allocatedtoward minimum required contributions for current year	2021-03-15	0
Unpaid minimum required contributions for current year	2021-03-15	0
Unpaid minimum required contributions for all years	2021-03-15	0
2020: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	2,722,191
Acturial value of plan assets	2020-12-31	2,722,191
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	18,649
Active participant vested funding target	2020-12-31	2,244,262
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,244,262
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	2,262,911
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	377,640
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	54,742
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	322,898
Present value of excess contributions	2020-12-31	751
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	853
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	386,393
Total employer contributions	2020-12-31	0
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	0
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
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	294,714
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	241,688
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	241,688
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,184,632
Acturial value of plan assets	2019-12-31	2,184,632
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	3
Fundng target for terminated vested participants	2019-12-31	1,047
Active participant vested funding target	2019-12-31	1,895,847
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	1,895,847
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	1,896,894
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	312,145
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	312,145
Present value of excess contributions	2019-12-31	84,910
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	84,910
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	84,910
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	377,640
Total employer contributions	2019-12-31	250,000
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	240,495
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	278,419
Net shortfall amortization installment of oustanding balance	2019-12-31	109,086
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	296,144
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	55,649
Additional cash requirement	2019-12-31	240,495
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	240,495
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,521,313
Acturial value of plan assets	2018-12-31	1,521,313
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	4,305
Active participant vested funding target	2018-12-31	1,444,810
Number of active participants	2018-12-31	4
Total funding liabilities for active participants	2018-12-31	1,445,733
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	1,450,038
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	185,829
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	185,829
Present value of excess contributions	2018-12-31	101,043
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	101,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	101,043
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	312,145
Total employer contributions	2018-12-31	310,000
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	316,516
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	231,588
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	231,588
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	231,588
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	316,516
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,325,077
Acturial value of plan assets	2017-12-31	1,325,077
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	127
Active participant vested funding target	2017-12-31	1,146,053
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,146,888
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,147,015
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	138,445
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	138,445
Present value of excess contributions	2017-12-31	37,513
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	37,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	37,513
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	185,829
Total employer contributions	2017-12-31	310,599
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	303,813
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	202,770
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	202,770
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	202,770
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	303,813
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARK COX, DMD DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	949,450
Acturial value of plan assets	2016-12-31	949,450
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	6,820
Active participant vested funding target	2016-12-31	872,514
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	874,199
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	881,019
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	139,397
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	139,397
Present value of excess contributions	2016-12-31	3,983
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	3,983
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	3,983
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	138,445
Total employer contributions	2016-12-31	220,000
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	215,447
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	177,934
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	177,934
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	177,934
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	215,447
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:	MARK COX, DMD
Employer identification number (EIN):	680322712
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2022-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01	MARK COX	2016-02-24
003	2014-01-01	MARK COX	2015-04-10
003	2013-01-01	MARK COX	2014-04-16
003	2012-01-01	MARK COX	2013-07-17
003	2011-01-01	MARK COX	2012-06-28