DAVID A. SLATER RETIREMENT PLAN 401k Plan overview

DAVID A. SLATER RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID ANDREW SLATER
Employer identification number (EIN):	832967491
NAIC Classification:	812990
NAIC Description:	All Other Personal Services

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01

Plan Statistics for DAVID A. SLATER RETIREMENT PLAN

Measure	Date	Value
2021: DAVID A. SLATER RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	478,467
Acturial value of plan assets	2021-12-31	478,467
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	453,197
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	453,197
Total participant count	2021-12-31	1
Total funding target for all participants	2021-12-31	453,197
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	0
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	0
Present value of excess contributions	2021-12-31	85,065
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	85,065
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	0
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: DAVID A. SLATER RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	236,510
Acturial value of plan assets	2020-12-31	236,510
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	253,824
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	253,824
Total participant count	2020-12-31	1
Total funding target for all participants	2020-12-31	253,824
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	0
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	0
Present value of excess contributions	2020-12-31	23,170
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	23,170
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	0
Total employer contributions	2020-12-31	251,060
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	260,358
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	172,434
Net shortfall amortization installment of oustanding balance	2020-12-31	17,314
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	175,293
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	175,293
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	260,358
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: DAVID A. SLATER RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	0
Acturial value of plan assets	2019-12-31	0
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	0
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	0
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	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	0
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	206,700
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	211,039
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	187,869
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	187,869
Additional cash requirement	2019-12-31	187,869
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	211,039
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0

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• DAVID A. HIRSH, D.M.D., & ASSOC. 401(K) PLAN AND TRUST [EIN = 042731496]
• DAVID A. SABOURIN, DDS, APC DEFINED BENEFIT PENSION PLAN [EIN = 462204655]
• DAVID A. GOORAY, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 521641591]
• DAVID A. BORK, D.D.S. PROFIT SHARING PLAN [EIN = 363527177]
• DAVID A. COWAN, D.M.D. 401K PROFIT SHARING [EIN = 931034987]
• DAVID A. SMITH, D.D.S., INC. RETIREMENT PLAN [EIN = 953411112]
• DAVID A. COGGIN 401(K)PROFIT SHARING PLAN [EIN = 751739191]
• DAVID A. THOMPSON, M.D., INC. CASH BALANCE PLAN [EIN = 953125979]
• DAVID A. WAITZ ENGINEERING & SURVEYING 401(K) PLAN [EIN = 721435994]
• DAVID A. BAILEN, M.D., P.C. PROFIT SHARING PLAN [EIN = 042488059]
• DAVID A. COTANT, DDS, PS, 401(K) PROFIT SHARING PLAN [EIN = 910965485]
• DAVID A. GOLDBERG, M.D. PROFIT SHARING PLAN [EIN = 942482426]
• DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN [EIN = 954676968]
• DAVID A. GIFFORD DBA STEVENS, DRUMMOND & GIFFORD 401(K) PLAN [EIN = 680269814]
• DAVID A. PELLEGRINI, D.M.D. PROFIT SHARING PLAN [EIN = 042956127]
• DAVID A. NOVOSELSKY & ASSOCIATES PROFIT SHARING PLAN [EIN = 363476387]
• DAVID A. MCMAHON ARCHITECT, LLC 401K PROFIT SHARING PLAN [EIN = 134101402]
• DAVID A. SKIER, MD, FACS, PC MONEY PURCHASE PENSION PLAN [EIN = 630810473]
• DAVID A. SCHREINER, MD 401(K) PROFIT SHARING PLAN [EIN = 541299520]
• DAVID A. MCCRANIE, P.A. MONEY PURCHASE PENSION PLAN [EIN = 593218298]
• DAVID A. KIPPER, M.D., A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN [EIN = 954676968]
• DAVID A. FAIRWEATHER, M.D., P.A. 401(K) PLAN [EIN = 200041687]
• DAVID A. XAVIER LAW OFFICE RETIREMENT TRUST [EIN = 954457123]
• DAVID A. RICHARDS, D.M.D. 401(K) PROFIT SHARING PLAN [EIN = 232524988]
• DAVID A. TERMAAT 401(K) PROFIT SHARING PLAN [EIN = 201266709]
• DAVID A. KOCH PC AMENDED & RESTATED 401K PROFIT SHARING PLAN &TRUST [EIN = 232267048]
• DAVID A. SACHS, D.D.S., P.A. PROFIT SHARING PLAN [EIN = 650700150]
• DAVID A. GOLDBERG, DMD CASH BALANCE PLAN [EIN = 222458035]
• DAVID A. RICHARDS, D.M.D. 401 (K) PROFIT SHARING PLAN [EIN = 205446114]
• DAVID A. IRVIN, D.D.S., PC PROFIT SHARING PLAN [EIN = 850451014]
• DAVID A. LEACH DDS PSC 401(K) PROFIT SHARING PLAN [EIN = 311224180]
• DAVID A. TANNER, D. D. S. , INC. 401(K) PLAN [EIN = 471389384]
• DAVID A. HILGEMANN ATTORNEY AT LAW 401(K) PLAN & TRUST [EIN = 930846207]
• DAVID A. STEENBLOCK, D.O., INC. CASH BALANCE PLAN [EIN = 953391777]
• DAVID A. SOLFELT 401(K) P/S PLAN [EIN = 201745060]
• DAVID A. MERKEL PROFIT SHARING PLAN [EIN = 161002117]
• DAVID A. COWAN, DMD, P.C. 401K PROFIT SHARING PLAN [EIN = 472644260]
• DAVID A. NESS, DMD, P.A. 401(K) PLAN [EIN = 020442689]
• DAVID A. MARSHALL & ASSOCIATES, INC. 401(K) PLAN [EIN = 841166658]
• DAVID A. BRESLER DDS, PC 401(K) PROFIT SHARING PLAN TWO [EIN = 232708126]
• DAVID A. VANBOCKEL MD PROFIT SHARING PLAN [EIN = 611230168]
• DAVID A. SOLFELT 401(K) P/S PLAN [EIN = 203464065]
• DAVID A. LASKIN, M.D. PROFIT SHARING PLAN [EIN = 223373249]
• DAVID A. OCHOA, M.D., P.A. 401(K) PLAN [EIN = 200436060]
• DAVID A. COOPER RETIREMENT PLAN & TRUST [EIN = 203126944]
• DAVID A. REID 401(K) PROFIT SHARING PLAN [EIN = 364585104]
• DAVID A. GOODMAN & ASSOCIATES CASH BALANCE PLAN [EIN = 043071096]
• DAVID A. RAMOS MD PA 401(K) PROFIT SHARING PLAN [EIN = 455490222]
• DAVID A. DELORENZO, D.D.S., LLC 401(K) PROFIT SHARING PLAN [EIN = 043709692]
• DAVID A. THOMPSON, M.D., INC. PROFIT SHARING PLAN [EIN = 953125979]
• DAVID A. MARSHALL & ASSOCIATES, INC. DEFEINED BENEFIT PLAN [EIN = 841166658]
• DAVID A. ELLBOGEN, M.D. PROFIT SHARING PLAN [EIN = 830300658]
• DAVID A. WILLITS D.D.S. RETIREMENT PLAN & TRUST [EIN = 351147216]
• DAVID A. MILLER MD MONEY PURCHASE PLAN [EIN = 582236140]
• DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST [EIN = 341350482]
• DAVID A. MILLER MD PROFIT SHARING PLAN [EIN = 582236140]
• DAVID A. CHARP, M.D. PROFIT SHARING PLAN [EIN = 952989894]
• DAVID A. FUSCO, CPA RETIREMENT PLAN [EIN = 133545339]
• DAVID A. SCHMID, DDS, PC. EMPLOYEES PROFIT SHARING PLAN [EIN = 042701293]
• DAVID A. JONES, DDS 401K PLAN [EIN = 561332474]
• DAVID A. CAMPBELL CORPORATION WELFARE BENFIT PLAN [EIN = 952979317]
• DAVID A. FREYMAN CPA.PA. A/W PROFIT SHARING PLAN [EIN = 521826557]
• DAVID A. JACOBY, M.D., MONEY PURCHASE PENSION PLAN [EIN = 942354003]
• DAVID A. FLANDERS, CPA, LLC 401(K) PLAN [EIN = 261580726]
• DAVID A. OFFER 401(K) PROFIT SHARING PLAN [EIN = 330396055]
• DAVID A. DICKMAN, DDS 401(K) PLAN [EIN = 161282730]
• DAVID A. MARCUS & ASSOCIATES, INC. CASH BALANCE PLAN [EIN = 363277239]
• DAVID A. HEALY ATTORNEY AT LAW LLC [EIN = 205749945]
• DAVID A. CAMPBELL CORPORATION 401(K) PLAN [EIN = 952979317]
• DAVID A. NOYES & COMPANY EMPLOYEE BENEFIT PLAN [EIN = 362957364]
• DAVID A. BARTON PROFIT SHARING PLAN AND TRUST [EIN = 953678193]
• DAVID A. HAGER KEOGH PLAN [EIN = 311628460]
• DAVID A. BERG, INC. CASH BALANCE PENSION PLAN [EIN = 454283903]
• DAVID A. REID, D.D.S., LTD 1995 RESTATED PROFIT SHARING PLAN [EIN = 540926902]
• DAVID A. LASHEEN, DMD, PSC CASH BALANCE PENSION PLAN [EIN = 611263897]
• DAVID A. SAMI, M.D. 401(K) PLAN [EIN = 474936724]
• DAVID A. SAMI, M.D. DEFINED BENEFIT PENSION PLAN [EIN = 474936724]
• DAVID A. MACZKO, D.M.D. DEFINED BENEFIT PENSION PLAN [EIN = 042918555]
• DAVID A. JAMES 401(K) PLAN [EIN = 300354417]
• DAVID A. CHALADOFF MEDIA, INC. PROFIT SHARING PLAN [EIN = 421342810]
• DAVID A. SCHANG 401(K) P/S PLAN [EIN = 370503710]
• DAVID A. MISHKIN, M.D., P.A. DEFINED BENEFIT PENSION PLAN [EIN = 521756643]
• DAVID A. SOUTHWICK, D.O. 401(K) PROFIT SHARING PLAN [EIN = 351886872]
• DAVID A. OGDEN, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN [EIN = 954090118]
• DAVID A. JIMENEZ MARTINEZ RETIREMENT PLAN [EIN = 582027596]
• DAVID A. PFISTER, M.D. PROFIT SHARING PLAN [EIN = 943134095]
• DAVID A. BOETCHER, M.D., P.A. 401(K) PROFIT SHARING PLAN [EIN = 521075095]
• DAVID A. LAUB, M.D., A P.C. DEFINED BENEFIT PLAN [EIN = 943389324]
• DAVID A. ZADIK, D.D.S. RETIREMENT SAVINGS PLAN [EIN = 020680202]
• DAVID A. MOORE DDS PROFIT SHARING PLAN [EIN = 591777582]
• DAVID A. KAECH & ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN [EIN = 330058740]
• DAVID A. GUTZMANN, DDS, P.C. & JAMES R HOLMES, DDS, P.C. PROFIT SHARING PLAN [EIN = 680612842]
• DAVID A. BROWN, DMD & JAMES J. CHMIELARSKI, DMD, PA DEFINED BENEFIT PENSION PLAN [EIN = 592111197]
• DAVID A. PFISTER, M.D. PENSION PLAN [EIN = 385620214]
• DAVID A. HIRSCH MD LTD 401(K) PLAN [EIN = 200174759]
• DAVID A. SCHAEFER, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 815015562]
• DAVID A. LEVY AND ASSOCIATES 401K PLAN [EIN = 341392757]
• DAVID A. SCHIMMEL RETIREMENT SAVINGS PLAN [EIN = 251544515]
• DAVID A. DONATI, DMD, PA RETIREMENT PLAN [EIN = 824148854]
• DAVID A. HOWARD ATTORNEYS AT LAW 401(K) PLAN [EIN = 453865750]
• DAVID A. BODEN, CPA LLP DEFINED BENEFIT PLAN [EIN = 710925010]
• DAVID A. FOSSETT, D.D.S., APC CASH BALANCE PLAN [EIN = 453308823]
• DAVID A. STALKER, M.D., P.A. 401(K) PROFIT SHARING PLAN & TRUST [EIN = 742810816]
• DAVID A. BAILEY ENTERPRISES, LTD 401(K) PROFIT SHARING PLAN [EIN = 343559594]
• DAVID A. BAILEY ENTERPRISES, LTD 401(K) PROFIT SHARING PLAN [EIN = 343559594]
• DAVID A. NEWMAN, M.D. CASH BALANCE PLAN [EIN = 330537812]
• DAVID A. GIRARD, A MEDICAL CORPORATION PROFIT SHARING PLAN [EIN = 833300241]
• DAVID A. DONATI, DMD, PA RETIREMENT PLAN [EIN = 824148857]
• DAVID A. GOLDBERG, DMD CASH BALANCE PLAN [EIN = 880778817]
• DAVID A. STEIN, A PROFESSIONAL LAW CORPORATION 401(K) PLAN [EIN = 854367521]
• DAVID A. WOODRUFF, D.D.S., PC 401(K) PLAN [EIN = 270426095]
• DAVID A. KAPELMAN PC DEFINED BENEFIT PLAN [EIN = 133319297]
• DAVID A. KAPELMAN PC 401(K) PROFIT SHARING PLAN [EIN = 133319297]
• DAVID A. SCIGLIUTO WEALTH MANAGEMENT, INC. 401(K) PLAN [EIN = 820549534]
• DAVID A. VISSER, DVM, PC 401(K) PLAN [EIN = 351852335]
• DAVID A. OLIVO, D.M.D. PROFIT SHARING PLAN [EIN = 161464739]
• DAVID A. OFFER 401(K) PROFIT SHARING PLAN [EIN = 954566955]
• DAVID A. HALLENBECK, DDS, PLLC 401(K) PLAN [EIN = 851013140]

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