401k Plan data: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST plan

TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 401k Plan overview

Plan Name	TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST
Plan identification number	002

TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRANG T. VU, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: TRANG T. VU, D.D.S.

Employer identification number (EIN): 770510749

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 TRANG VU 2022-03-17
002 2020-01-01 TRANG VU 2021-04-09
002 2019-01-01 TRANG VU 2020-10-12
002 2018-01-01 TRANG VU 2019-10-10
002 2018-01-01 TRANG VU 2020-10-12
002 2017-01-01 TRANG VU 2018-10-15
002 2016-01-01 TRANG VU 2017-10-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	TRANG VU	2022-03-17
002	2020-01-01	TRANG VU	2021-04-09
002	2019-01-01	TRANG VU	2020-10-12
002	2018-01-01	TRANG VU	2019-10-10
002	2018-01-01	TRANG VU	2020-10-12
002	2017-01-01	TRANG VU	2018-10-15
002	2016-01-01	TRANG VU	2017-10-16

Plan Statistics for TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST

401k plan membership statisitcs for TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST

Measure Date Value
2020: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets 2020-08-31 608,437
Acturial value of plan assets 2020-08-31 608,437
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 0
Number of terminated vested participants 2020-08-31 2
Fundng target for terminated vested participants 2020-08-31 1,412
Active participant vested funding target 2020-08-31 510,192
Number of active participants 2020-08-31 6
Total funding liabilities for active participants 2020-08-31 510,192
Total participant count 2020-08-31 8
Total funding target for all participants 2020-08-31 511,604
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 0
Present value of excess contributions 2020-08-31 85,721
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 85,721
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 0
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 0
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 31,490
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 31,110
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 127,186
Net shortfall amortization installment of oustanding balance 2020-08-31 0
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 30,353
Carryover balance elected to use to offset funding requirement 2020-08-31 0
Prefunding balance elected to use to offset funding requirement 2020-08-31 0
Additional cash requirement 2020-08-31 30,353
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 31,110
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets 2019-12-31 484,843
Acturial value of plan assets 2019-12-31 484,843
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 2019-12-31 112
Active participant vested funding target 2019-12-31 364,986
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 365,130
Total participant count 2019-12-31 8
Total funding target for all participants 2019-12-31 365,242
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 0
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 0
Present value of excess contributions 2019-12-31 121,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 121,095
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 0
Total employer contributions 2019-12-31 100,000
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 97,135
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 2019-12-31 131,015
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 11,414
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 11,414
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 97,135
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets 2018-12-31 242,755
Acturial value of plan assets 2018-12-31 242,755
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 101
Active participant vested funding target 2018-12-31 232,514
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 232,599
Total participant count 2018-12-31 8
Total funding target for all participants 2018-12-31 232,700
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 0
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 0
Present value of excess contributions 2018-12-31 10,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 10,656
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 0
Total employer contributions 2018-12-31 233,645
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 2018-12-31 228,201
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 2018-12-31 117,161
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 2018-12-31 107,106
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 2018-12-31 107,106
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 228,201
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets 2017-12-31 114,653
Acturial value of plan assets 2017-12-31 114,653
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 90
Active participant vested funding target 2017-12-31 109,671
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 109,671
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 109,761
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 0
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 0
Present value of excess contributions 2017-12-31 17,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 17,510
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 0
Total employer contributions 2017-12-31 120,000
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 2017-12-31 117,514
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 2017-12-31 111,841
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 2017-12-31 106,949
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 2017-12-31 106,949
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 117,514
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets 2016-12-31 0
Acturial value of plan assets 2016-12-31 0
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 0
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 0
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 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
Total employer contributions 2016-12-31 116,728
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 2016-12-31 114,078
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 96,568
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 96,568
Additional cash requirement 2016-12-31 96,568
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 114,078
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
2020: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2020 401k membership
Market value of plan assets	2020-08-31	608,437
Acturial value of plan assets	2020-08-31	608,437
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	0
Number of terminated vested participants	2020-08-31	2
Fundng target for terminated vested participants	2020-08-31	1,412
Active participant vested funding target	2020-08-31	510,192
Number of active participants	2020-08-31	6
Total funding liabilities for active participants	2020-08-31	510,192
Total participant count	2020-08-31	8
Total funding target for all participants	2020-08-31	511,604
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	0
Present value of excess contributions	2020-08-31	85,721
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	85,721
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	0
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	0
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	31,490
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	31,110
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	127,186
Net shortfall amortization installment of oustanding balance	2020-08-31	0
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	30,353
Carryover balance elected to use to offset funding requirement	2020-08-31	0
Prefunding balance elected to use to offset funding requirement	2020-08-31	0
Additional cash requirement	2020-08-31	30,353
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	31,110
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2019 401k membership
Market value of plan assets	2019-12-31	484,843
Acturial value of plan assets	2019-12-31	484,843
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	112
Active participant vested funding target	2019-12-31	364,986
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	365,130
Total participant count	2019-12-31	8
Total funding target for all participants	2019-12-31	365,242
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	0
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	0
Present value of excess contributions	2019-12-31	121,095
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	121,095
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	0
Total employer contributions	2019-12-31	100,000
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	97,135
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	131,015
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	11,414
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	11,414
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	97,135
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2018 401k membership
Market value of plan assets	2018-12-31	242,755
Acturial value of plan assets	2018-12-31	242,755
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	101
Active participant vested funding target	2018-12-31	232,514
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	232,599
Total participant count	2018-12-31	8
Total funding target for all participants	2018-12-31	232,700
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	0
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	0
Present value of excess contributions	2018-12-31	10,656
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	10,656
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	0
Total employer contributions	2018-12-31	233,645
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	228,201
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	117,161
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	107,106
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	107,106
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	228,201
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2017 401k membership
Market value of plan assets	2017-12-31	114,653
Acturial value of plan assets	2017-12-31	114,653
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	90
Active participant vested funding target	2017-12-31	109,671
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	109,671
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	109,761
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	0
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	0
Present value of excess contributions	2017-12-31	17,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	17,510
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	0
Total employer contributions	2017-12-31	120,000
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	117,514
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	111,841
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	106,949
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	106,949
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	117,514
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: TRANG T. VU, D.D.S. DEFINED BENEFIT PLAN & TRUST 2016 401k membership
Market value of plan assets	2016-12-31	0
Acturial value of plan assets	2016-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	0
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	0
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	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Total employer contributions	2016-12-31	116,728
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	114,078
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	96,568
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	96,568
Additional cash requirement	2016-12-31	96,568
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	114,078
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:	TRANG T. VU, D.D.S.
Employer identification number (EIN):	770510749
NAIC Classification:	621210
NAIC Description:	Offices of Dentists