DR. ROBERT E. JARVIS II A CALIFORNIA PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

DR. ROBERT E. JARVIS II A CALIFORNIA PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	DR. ROBERT E. JARVIS II A CA PROFESSIONAL DENTAL CORPORATION
Employer identification number (EIN):	800748466
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01
003	2015-01-01
003	2014-01-01	ROBERT E. JARVIS, II DDS	2015-09-15
003	2013-01-01	ROBERT E. JARVIS, II DDS	2014-09-17
003	2012-01-01	ROBERT E. JARVIS, II DDS	2013-09-25
003	2011-01-01	ROBERT E. JARVIS, II DDS	2012-09-12

Plan Statistics for DR. ROBERT E. JARVIS II A CALIFORNIA PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2016: DR. ROBERT E. JARVIS II A CALIFORNIA PROFESSIONAL DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,735,510
Acturial value of plan assets	2016-12-31	2,735,510
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	3,928
Active participant vested funding target	2016-12-31	2,436,905
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	2,559,722
Total participant count	2016-12-31	4
Total funding target for all participants	2016-12-31	2,563,650
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	290,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	290,096
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	225,000
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	222,381
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	385,990
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	214,130
Additional cash requirement	2016-12-31	214,130
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	222,381
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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