401k Plan data: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN plan

JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN
Plan identification number	003

JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

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).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

JOSEPH S. KIM, D.M.D, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOSEPH S. KIM, D.M.D, INC.

Employer identification number (EIN): 731641732

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
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
003 2014-01-01
003 2013-01-01
003 2012-01-01 JOSEPH S. KIM, DMD 2013-06-19 JOSEPH S. KIM, DMD 2013-06-19
003 2011-01-01 JOSEPH S. KIM, DMD 2012-05-14 JOSEPH S. KIM, DMD 2012-05-14
003 2010-01-01 JOSEPH S. KIM, DMD 2011-07-12 JOSEPH S. KIM, DMD 2011-07-12

Plan Statistics for JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN

401k plan membership statisitcs for JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN

Measure Date Value
2022: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 3,248,502
Acturial value of plan assets 2022-12-31 3,248,502
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 11,594
Active participant vested funding target 2022-12-31 3,370,390
Number of active participants 2022-12-31 12
Total funding liabilities for active participants 2022-12-31 3,370,390
Total participant count 2022-12-31 14
Total funding target for all participants 2022-12-31 3,381,984
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 101,660
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 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 101,660
Present value of excess contributions 2022-12-31 137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 137
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 2022-12-31 102,971
Total employer contributions 2022-12-31 109,655
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 2022-12-31 105,938
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 2022-12-31 191,739
Net shortfall amortization installment of oustanding balance 2022-12-31 241,643
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 214,070
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 108,161
Additional cash requirement 2022-12-31 105,909
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 105,938
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,206,791
Acturial value of plan assets 2021-12-31 3,206,791
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 5,679
Active participant vested funding target 2021-12-31 2,966,524
Number of active participants 2021-12-31 11
Total funding liabilities for active participants 2021-12-31 2,966,524
Total participant count 2021-12-31 12
Total funding target for all participants 2021-12-31 2,972,203
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 94,401
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 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 94,401
Present value of excess contributions 2021-12-31 143,055
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 143,055
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 2021-12-31 101,660
Total employer contributions 2021-12-31 61,050
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 58,969
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 2021-12-31 186,301
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 58,832
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 0
Additional cash requirement 2021-12-31 58,832
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 58,969
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,026,011
Acturial value of plan assets 2020-12-31 3,026,011
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 7,761
Active participant vested funding target 2020-12-31 2,665,998
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 2,665,998
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 2,673,759
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 81,052
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 81,052
Present value of excess contributions 2020-12-31 121,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 121,542
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 94,401
Total employer contributions 2020-12-31 140,000
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 2020-12-31 142,897
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 2020-12-31 185,125
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 0
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 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 142,897
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,687,266
Acturial value of plan assets 2019-12-31 2,687,266
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 834
Active participant vested funding target 2019-12-31 2,309,238
Number of active participants 2019-12-31 10
Total funding liabilities for active participants 2019-12-31 2,309,982
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 2,310,816
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 87,293
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 87,293
Present value of excess contributions 2019-12-31 46,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 46,418
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 81,052
Total employer contributions 2019-12-31 120,000
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 2019-12-31 121,542
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 2019-12-31 183,153
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 121,542
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,108,894
Acturial value of plan assets 2018-12-31 2,108,894
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,988,459
Number of active participants 2018-12-31 11
Total funding liabilities for active participants 2018-12-31 1,988,459
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 1,988,459
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 74,552
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 74,552
Present value of excess contributions 2018-12-31 12,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 12,741
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 87,293
Total employer contributions 2018-12-31 200,000
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 2018-12-31 198,472
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 2018-12-31 180,369
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 2018-12-31 152,054
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 2018-12-31 152,054
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 198,472
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,120,641
Acturial value of plan assets 2017-12-31 2,120,641
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 3,611
Active participant vested funding target 2017-12-31 1,678,859
Number of active participants 2017-12-31 10
Total funding liabilities for active participants 2017-12-31 1,678,859
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 1,682,470
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 68,177
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 68,177
Present value of excess contributions 2017-12-31 170,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 170,970
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 74,552
Total employer contributions 2017-12-31 150,000
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 2017-12-31 155,206
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 2017-12-31 175,097
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 155,206
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,623,347
Acturial value of plan assets 2016-12-31 1,623,347
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 779
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 3,025
Active participant vested funding target 2016-12-31 1,393,377
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,393,377
Total participant count 2016-12-31 8
Total funding target for all participants 2016-12-31 1,397,181
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 67,355
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 67,355
Present value of excess contributions 2016-12-31 120,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 120,893
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 68,177
Total employer contributions 2016-12-31 180,000
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 2016-12-31 185,594
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 2016-12-31 168,577
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 14,624
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 14,624
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 185,594
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
2022: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	3,248,502
Acturial value of plan assets	2022-12-31	3,248,502
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	11,594
Active participant vested funding target	2022-12-31	3,370,390
Number of active participants	2022-12-31	12
Total funding liabilities for active participants	2022-12-31	3,370,390
Total participant count	2022-12-31	14
Total funding target for all participants	2022-12-31	3,381,984
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	101,660
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	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	101,660
Present value of excess contributions	2022-12-31	137
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	137
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	102,971
Total employer contributions	2022-12-31	109,655
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	105,938
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	191,739
Net shortfall amortization installment of oustanding balance	2022-12-31	241,643
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	214,070
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	108,161
Additional cash requirement	2022-12-31	105,909
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	105,938
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,206,791
Acturial value of plan assets	2021-12-31	3,206,791
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	5,679
Active participant vested funding target	2021-12-31	2,966,524
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	2,966,524
Total participant count	2021-12-31	12
Total funding target for all participants	2021-12-31	2,972,203
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	94,401
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	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	94,401
Present value of excess contributions	2021-12-31	143,055
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	143,055
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	101,660
Total employer contributions	2021-12-31	61,050
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	58,969
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	186,301
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	58,832
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	0
Additional cash requirement	2021-12-31	58,832
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	58,969
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,026,011
Acturial value of plan assets	2020-12-31	3,026,011
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	7,761
Active participant vested funding target	2020-12-31	2,665,998
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	2,665,998
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	2,673,759
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	81,052
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	81,052
Present value of excess contributions	2020-12-31	121,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	121,542
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	94,401
Total employer contributions	2020-12-31	140,000
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	142,897
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	185,125
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	0
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	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	142,897
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,687,266
Acturial value of plan assets	2019-12-31	2,687,266
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	834
Active participant vested funding target	2019-12-31	2,309,238
Number of active participants	2019-12-31	10
Total funding liabilities for active participants	2019-12-31	2,309,982
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	2,310,816
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	87,293
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	87,293
Present value of excess contributions	2019-12-31	46,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	46,418
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	81,052
Total employer contributions	2019-12-31	120,000
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	121,542
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	183,153
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	121,542
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,108,894
Acturial value of plan assets	2018-12-31	2,108,894
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,988,459
Number of active participants	2018-12-31	11
Total funding liabilities for active participants	2018-12-31	1,988,459
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	1,988,459
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	74,552
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	74,552
Present value of excess contributions	2018-12-31	12,741
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	12,741
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	87,293
Total employer contributions	2018-12-31	200,000
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	198,472
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	180,369
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	152,054
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	152,054
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	198,472
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,120,641
Acturial value of plan assets	2017-12-31	2,120,641
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	3,611
Active participant vested funding target	2017-12-31	1,678,859
Number of active participants	2017-12-31	10
Total funding liabilities for active participants	2017-12-31	1,678,859
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	1,682,470
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	68,177
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	68,177
Present value of excess contributions	2017-12-31	170,970
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	170,970
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	74,552
Total employer contributions	2017-12-31	150,000
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	155,206
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	175,097
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	155,206
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: JOSEPH S. KIM, D.M.D, INC. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,623,347
Acturial value of plan assets	2016-12-31	1,623,347
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	779
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,025
Active participant vested funding target	2016-12-31	1,393,377
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,393,377
Total participant count	2016-12-31	8
Total funding target for all participants	2016-12-31	1,397,181
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	67,355
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	67,355
Present value of excess contributions	2016-12-31	120,893
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	120,893
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	68,177
Total employer contributions	2016-12-31	180,000
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	185,594
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	168,577
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	14,624
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	14,624
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	185,594
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:	JOSEPH S. KIM, D.M.D, INC.
Employer identification number (EIN):	731641732
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
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
003	2014-01-01
003	2013-01-01
003	2012-01-01	JOSEPH S. KIM, DMD	2013-06-19	JOSEPH S. KIM, DMD	2013-06-19
003	2011-01-01	JOSEPH S. KIM, DMD	2012-05-14	JOSEPH S. KIM, DMD	2012-05-14
003	2010-01-01	JOSEPH S. KIM, DMD	2011-07-12	JOSEPH S. KIM, DMD	2011-07-12