401k Plan data: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN plan

SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN
Plan identification number	002

SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT 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).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN ARIZONA ENDODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHERN ARIZONA ENDODONTICS, P.C.

Employer identification number (EIN): 860562804

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 THOMAS KRAMKOWSKI 2022-08-04 THOMAS KRAMKOWSKI 2022-08-04
002 2020-01-01 MICHAEL AUSTIN 2021-09-13 MICHAEL AUSTIN 2021-09-13
002 2019-01-01 MICHAEL AUSTIN 2020-05-15 MICHAEL AUSTIN 2020-05-15
002 2018-01-01 DEAN HAUSEMAN 2019-05-14 DEAN HAUSEMAN 2019-05-14
002 2017-01-01 MICHAEL AUSTIN 2018-07-12 MICHAEL AUSTIN 2018-07-12
002 2016-01-01 DEAN M HAUSEMAN 2017-05-23 DEAN M HAUSEMAN 2017-05-23
002 2015-01-01 MICHAEL AUSTIN 2016-06-23 MICHAEL AUSTIN 2016-06-23
002 2014-01-01 DEAN HAUSEMAN 2015-09-28 DEAN HAUSEMAN 2015-09-28
002 2013-01-01 DEAN HAUSEMAN 2014-06-20 DEAN HAUSEMAN 2014-06-20
002 2012-01-01 DEAN HAUSEMAN 2013-07-18 DEAN HAUSEMAN 2013-07-18
002 2011-01-01 DEAN HAUSEMAN 2012-10-03 DEAN HAUSEMAN 2012-10-03
002 2010-01-01 DEAN HAUSEMAN 2011-10-10 DEAN HAUSEMAN 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01	THOMAS KRAMKOWSKI	2022-08-04	THOMAS KRAMKOWSKI	2022-08-04
002	2020-01-01	MICHAEL AUSTIN	2021-09-13	MICHAEL AUSTIN	2021-09-13
002	2019-01-01	MICHAEL AUSTIN	2020-05-15	MICHAEL AUSTIN	2020-05-15
002	2018-01-01	DEAN HAUSEMAN	2019-05-14	DEAN HAUSEMAN	2019-05-14
002	2017-01-01	MICHAEL AUSTIN	2018-07-12	MICHAEL AUSTIN	2018-07-12
002	2016-01-01	DEAN M HAUSEMAN	2017-05-23	DEAN M HAUSEMAN	2017-05-23
002	2015-01-01	MICHAEL AUSTIN	2016-06-23	MICHAEL AUSTIN	2016-06-23
002	2014-01-01	DEAN HAUSEMAN	2015-09-28	DEAN HAUSEMAN	2015-09-28
002	2013-01-01	DEAN HAUSEMAN	2014-06-20	DEAN HAUSEMAN	2014-06-20
002	2012-01-01	DEAN HAUSEMAN	2013-07-18	DEAN HAUSEMAN	2013-07-18
002	2011-01-01	DEAN HAUSEMAN	2012-10-03	DEAN HAUSEMAN	2012-10-03
002	2010-01-01	DEAN HAUSEMAN	2011-10-10	DEAN HAUSEMAN	2011-10-10

Plan Statistics for SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN

401k plan membership statisitcs for SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN

Measure Date Value
2020: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 8,508,431
Acturial value of plan assets 2020-12-31 8,508,431
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 10
Fundng target for terminated vested participants 2020-12-31 32,257
Active participant vested funding target 2020-12-31 6,489,845
Number of active participants 2020-12-31 59
Total funding liabilities for active participants 2020-12-31 6,489,845
Total participant count 2020-12-31 69
Total funding target for all participants 2020-12-31 6,522,102
Balance at beginning of prior year after applicable adjustments 2020-12-31 266,022
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 87,462
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 2020-12-31 266,022
Amount remaining of prefunding balance 2020-12-31 87,462
Present value of excess contributions 2020-12-31 890,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 890,124
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 2020-12-31 309,916
Balance of prefunding at beginning of current year 2020-12-31 101,893
Total employer contributions 2020-12-31 649,979
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 2020-12-31 633,447
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 2020-12-31 747,691
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 2020-12-31 633,447
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 7,618,307
Acturial value of plan assets 2019-12-31 7,618,307
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 11
Fundng target for terminated vested participants 2019-12-31 37,826
Active participant vested funding target 2019-12-31 5,792,209
Number of active participants 2019-12-31 55
Total funding liabilities for active participants 2019-12-31 5,792,494
Total participant count 2019-12-31 66
Total funding target for all participants 2019-12-31 5,830,320
Balance at beginning of prior year after applicable adjustments 2019-12-31 280,762
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 92,308
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 2019-12-31 280,762
Amount remaining of prefunding balance 2019-12-31 92,308
Present value of excess contributions 2019-12-31 768,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 768,431
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 2019-12-31 266,022
Balance of prefunding at beginning of current year 2019-12-31 87,462
Total employer contributions 2019-12-31 866,132
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 2019-12-31 890,124
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 2019-12-31 789,032
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 2019-12-31 890,124
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 5,570,100
Acturial value of plan assets 2018-12-31 5,570,100
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 7
Fundng target for terminated vested participants 2018-12-31 11,162
Active participant vested funding target 2018-12-31 4,616,730
Number of active participants 2018-12-31 56
Total funding liabilities for active participants 2018-12-31 4,617,109
Total participant count 2018-12-31 63
Total funding target for all participants 2018-12-31 4,628,271
Balance at beginning of prior year after applicable adjustments 2018-12-31 254,244
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 83,590
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 2018-12-31 254,244
Amount remaining of prefunding balance 2018-12-31 83,590
Present value of excess contributions 2018-12-31 726,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 726,443
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 2018-12-31 280,762
Balance of prefunding at beginning of current year 2018-12-31 92,308
Total employer contributions 2018-12-31 910,003
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 2018-12-31 936,094
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 2018-12-31 714,671
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 2018-12-31 167,662
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 2018-12-31 167,662
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 936,094
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 5,223,036
Acturial value of plan assets 2017-12-31 5,223,036
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 17,479
Active participant vested funding target 2017-12-31 3,763,659
Number of active participants 2017-12-31 59
Total funding liabilities for active participants 2017-12-31 3,763,896
Total participant count 2017-12-31 67
Total funding target for all participants 2017-12-31 3,781,375
Balance at beginning of prior year after applicable adjustments 2017-12-31 232,547
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 76,457
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 2017-12-31 232,547
Amount remaining of prefunding balance 2017-12-31 76,457
Present value of excess contributions 2017-12-31 640,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 640,810
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 2017-12-31 254,244
Balance of prefunding at beginning of current year 2017-12-31 83,590
Total employer contributions 2017-12-31 708,746
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 2017-12-31 726,443
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 2017-12-31 553,426
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 2017-12-31 726,443
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,409,534
Acturial value of plan assets 2016-12-31 4,409,534
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 12
Fundng target for terminated vested participants 2016-12-31 29,030
Active participant vested funding target 2016-12-31 3,345,990
Number of active participants 2016-12-31 58
Total funding liabilities for active participants 2016-12-31 3,346,139
Total participant count 2016-12-31 70
Total funding target for all participants 2016-12-31 3,375,169
Balance at beginning of prior year after applicable adjustments 2016-12-31 249,380
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 81,991
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 2016-12-31 249,380
Amount remaining of prefunding balance 2016-12-31 81,991
Present value of excess contributions 2016-12-31 532,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 532,418
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 2016-12-31 232,547
Balance of prefunding at beginning of current year 2016-12-31 76,457
Total employer contributions 2016-12-31 627,893
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 2016-12-31 640,810
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 2016-12-31 472,633
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 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 640,810
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: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	8,508,431
Acturial value of plan assets	2020-12-31	8,508,431
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	10
Fundng target for terminated vested participants	2020-12-31	32,257
Active participant vested funding target	2020-12-31	6,489,845
Number of active participants	2020-12-31	59
Total funding liabilities for active participants	2020-12-31	6,489,845
Total participant count	2020-12-31	69
Total funding target for all participants	2020-12-31	6,522,102
Balance at beginning of prior year after applicable adjustments	2020-12-31	266,022
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	87,462
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	266,022
Amount remaining of prefunding balance	2020-12-31	87,462
Present value of excess contributions	2020-12-31	890,124
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	890,124
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	309,916
Balance of prefunding at beginning of current year	2020-12-31	101,893
Total employer contributions	2020-12-31	649,979
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	633,447
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	747,691
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	633,447
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	7,618,307
Acturial value of plan assets	2019-12-31	7,618,307
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	11
Fundng target for terminated vested participants	2019-12-31	37,826
Active participant vested funding target	2019-12-31	5,792,209
Number of active participants	2019-12-31	55
Total funding liabilities for active participants	2019-12-31	5,792,494
Total participant count	2019-12-31	66
Total funding target for all participants	2019-12-31	5,830,320
Balance at beginning of prior year after applicable adjustments	2019-12-31	280,762
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	92,308
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	280,762
Amount remaining of prefunding balance	2019-12-31	92,308
Present value of excess contributions	2019-12-31	768,431
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	768,431
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	266,022
Balance of prefunding at beginning of current year	2019-12-31	87,462
Total employer contributions	2019-12-31	866,132
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	890,124
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	789,032
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	890,124
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	5,570,100
Acturial value of plan assets	2018-12-31	5,570,100
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	7
Fundng target for terminated vested participants	2018-12-31	11,162
Active participant vested funding target	2018-12-31	4,616,730
Number of active participants	2018-12-31	56
Total funding liabilities for active participants	2018-12-31	4,617,109
Total participant count	2018-12-31	63
Total funding target for all participants	2018-12-31	4,628,271
Balance at beginning of prior year after applicable adjustments	2018-12-31	254,244
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	83,590
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	254,244
Amount remaining of prefunding balance	2018-12-31	83,590
Present value of excess contributions	2018-12-31	726,443
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	726,443
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	280,762
Balance of prefunding at beginning of current year	2018-12-31	92,308
Total employer contributions	2018-12-31	910,003
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	936,094
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	714,671
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	167,662
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	167,662
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	936,094
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	5,223,036
Acturial value of plan assets	2017-12-31	5,223,036
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	17,479
Active participant vested funding target	2017-12-31	3,763,659
Number of active participants	2017-12-31	59
Total funding liabilities for active participants	2017-12-31	3,763,896
Total participant count	2017-12-31	67
Total funding target for all participants	2017-12-31	3,781,375
Balance at beginning of prior year after applicable adjustments	2017-12-31	232,547
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	76,457
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	232,547
Amount remaining of prefunding balance	2017-12-31	76,457
Present value of excess contributions	2017-12-31	640,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	640,810
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	254,244
Balance of prefunding at beginning of current year	2017-12-31	83,590
Total employer contributions	2017-12-31	708,746
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	726,443
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	553,426
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	726,443
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SOUTHERN ARIZONA ENDODONTICS, P.C. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,409,534
Acturial value of plan assets	2016-12-31	4,409,534
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	12
Fundng target for terminated vested participants	2016-12-31	29,030
Active participant vested funding target	2016-12-31	3,345,990
Number of active participants	2016-12-31	58
Total funding liabilities for active participants	2016-12-31	3,346,139
Total participant count	2016-12-31	70
Total funding target for all participants	2016-12-31	3,375,169
Balance at beginning of prior year after applicable adjustments	2016-12-31	249,380
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	81,991
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	249,380
Amount remaining of prefunding balance	2016-12-31	81,991
Present value of excess contributions	2016-12-31	532,418
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	532,418
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	232,547
Balance of prefunding at beginning of current year	2016-12-31	76,457
Total employer contributions	2016-12-31	627,893
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	640,810
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	472,633
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	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	640,810
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:	SOUTHERN ARIZONA ENDODONTICS, P.C.
Employer identification number (EIN):	860562804
NAIC Classification:	621210
NAIC Description:	Offices of Dentists