401k Plan data: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II plan

MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 401k Plan overview

Plan Name	MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II
Plan identification number	003

MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
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).
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.

401k Sponsoring company profile

MARK C. WARING, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: MARK C. WARING, D.D.S.

Employer identification number (EIN): 860691964

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II

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 MARK WARING 2016-10-09
003 2014-01-01 MARK WARING 2015-10-14
003 2013-01-01 MARK WARING 2014-10-14
003 2012-01-01 MARK WARING 2013-10-12
003 2011-01-01 MARK WARING 2012-10-11
003 2010-01-01 MARK WARING 2011-10-11

Plan Statistics for MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II

401k plan membership statisitcs for MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II

Measure Date Value
2022: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2022 401k membership
Market value of plan assets 2022-12-31 2,605,099
Acturial value of plan assets 2022-12-31 2,605,099
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 3
Fundng target for terminated vested participants 2022-12-31 42,868
Active participant vested funding target 2022-12-31 2,503,423
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 2,504,617
Total participant count 2022-12-31 8
Total funding target for all participants 2022-12-31 2,547,485
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 256,856
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 2022-12-31 256,856
Present value of excess contributions 2022-12-31 144,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 144,493
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 144,493
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 2022-12-31 428,447
Total employer contributions 2022-12-31 150,000
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 2022-12-31 144,645
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
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 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 144,645
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2021 401k membership
Market value of plan assets 2021-12-31 2,869,039
Acturial value of plan assets 2021-12-31 2,869,039
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 3
Fundng target for terminated vested participants 2021-12-31 42,418
Active participant vested funding target 2021-12-31 2,327,187
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 2,328,712
Total participant count 2021-12-31 8
Total funding target for all participants 2021-12-31 2,371,130
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 120,575
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 2021-12-31 120,575
Present value of excess contributions 2021-12-31 134,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 134,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 134,665
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 2021-12-31 256,856
Total employer contributions 2021-12-31 150,000
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 2021-12-31 144,493
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 2021-12-31 144,493
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2020 401k membership
Market value of plan assets 2020-12-31 2,487,104
Acturial value of plan assets 2020-12-31 2,487,104
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 39,757
Active participant vested funding target 2020-12-31 2,177,346
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,179,231
Total participant count 2020-12-31 7
Total funding target for all participants 2020-12-31 2,218,988
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 109
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 2020-12-31 109
Present value of excess contributions 2020-12-31 120,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 120,448
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 120,448
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 2020-12-31 120,575
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 2020-12-31 134,665
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 0
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Waived amount of outstanding balance 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 2020-12-31 134,665
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2019 401k membership
Market value of plan assets 2019-12-31 2,115,850
Acturial value of plan assets 2019-12-31 2,115,850
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 2
Fundng target for terminated vested participants 2019-12-31 7,414
Active participant vested funding target 2019-12-31 2,131,943
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 2,131,943
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 2,139,357
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 126,161
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 2019-12-31 126,047
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 114
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 2019-12-31 109
Total employer contributions 2019-12-31 140,000
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 2019-12-31 134,290
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 6,477
Net shortfall amortization installment of oustanding balance 2019-12-31 23,622
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 13,842
Additional cash requirement 2019-12-31 13,842
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 134,290
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2018 401k membership
Market value of plan assets 2018-12-31 1,678,835
Acturial value of plan assets 2018-12-31 1,678,835
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 6,272
Active participant vested funding target 2018-12-31 1,721,076
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,721,076
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 1,727,348
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 160,495
Prefunding balanced used to offset prior years funding requirement 2018-12-31 49,506
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 110,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 126,161
Total employer contributions 2018-12-31 171,665
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 2018-12-31 165,266
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 2018-12-31 268,734
Net shortfall amortization installment of oustanding balance 2018-12-31 181,777
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 298,409
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 133,143
Additional cash requirement 2018-12-31 165,266
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 165,266
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2017 401k membership
Market value of plan assets 2017-12-31 1,660,754
Acturial value of plan assets 2017-12-31 1,660,754
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 2
Fundng target for terminated vested participants 2017-12-31 4,617
Active participant vested funding target 2017-12-31 1,390,596
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,392,770
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,397,387
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 222,947
Prefunding balanced used to offset prior years funding requirement 2017-12-31 71,879
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 151,068
Present value of excess contributions 2017-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 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 2017-12-31 160,495
Total employer contributions 2017-12-31 112,000
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 2017-12-31 107,992
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 2017-12-31 254,477
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 160,127
Prefunding balance elected to use to offset funding requirement 2017-12-31 52,135
Additional cash requirement 2017-12-31 107,992
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 107,992
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2016 401k membership
Market value of plan assets 2016-12-31 1,396,003
Acturial value of plan assets 2016-12-31 1,396,003
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 4,236
Active participant vested funding target 2016-12-31 1,088,707
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 1,088,707
Total participant count 2016-12-31 6
Total funding target for all participants 2016-12-31 1,092,943
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 103,322
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 2016-12-31 103,322
Present value of excess contributions 2016-12-31 119,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 119,604
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 119,604
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 2016-12-31 222,947
Total employer contributions 2016-12-31 95,506
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 92,183
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 2016-12-31 236,196
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 2016-12-31 167,857
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 75,674
Additional cash requirement 2016-12-31 92,183
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 92,183
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: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2022 401k membership
Market value of plan assets	2022-12-31	2,605,099
Acturial value of plan assets	2022-12-31	2,605,099
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	3
Fundng target for terminated vested participants	2022-12-31	42,868
Active participant vested funding target	2022-12-31	2,503,423
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	2,504,617
Total participant count	2022-12-31	8
Total funding target for all participants	2022-12-31	2,547,485
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	256,856
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	256,856
Present value of excess contributions	2022-12-31	144,493
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	144,493
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	144,493
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	428,447
Total employer contributions	2022-12-31	150,000
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	144,645
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
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	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	144,645
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2021 401k membership
Market value of plan assets	2021-12-31	2,869,039
Acturial value of plan assets	2021-12-31	2,869,039
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	3
Fundng target for terminated vested participants	2021-12-31	42,418
Active participant vested funding target	2021-12-31	2,327,187
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	2,328,712
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	2,371,130
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	120,575
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	120,575
Present value of excess contributions	2021-12-31	134,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	134,665
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	134,665
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	256,856
Total employer contributions	2021-12-31	150,000
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	144,493
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	144,493
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2020 401k membership
Market value of plan assets	2020-12-31	2,487,104
Acturial value of plan assets	2020-12-31	2,487,104
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	39,757
Active participant vested funding target	2020-12-31	2,177,346
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,179,231
Total participant count	2020-12-31	7
Total funding target for all participants	2020-12-31	2,218,988
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	109
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	109
Present value of excess contributions	2020-12-31	120,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	120,448
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	120,448
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	120,575
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	134,665
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	0
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Waived amount of outstanding balance	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	134,665
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2019 401k membership
Market value of plan assets	2019-12-31	2,115,850
Acturial value of plan assets	2019-12-31	2,115,850
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	2
Fundng target for terminated vested participants	2019-12-31	7,414
Active participant vested funding target	2019-12-31	2,131,943
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	2,131,943
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	2,139,357
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	126,161
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	126,047
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	114
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	109
Total employer contributions	2019-12-31	140,000
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	134,290
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	6,477
Net shortfall amortization installment of oustanding balance	2019-12-31	23,622
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	13,842
Additional cash requirement	2019-12-31	13,842
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	134,290
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2018 401k membership
Market value of plan assets	2018-12-31	1,678,835
Acturial value of plan assets	2018-12-31	1,678,835
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	6,272
Active participant vested funding target	2018-12-31	1,721,076
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,721,076
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	1,727,348
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	160,495
Prefunding balanced used to offset prior years funding requirement	2018-12-31	49,506
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	110,989
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	126,161
Total employer contributions	2018-12-31	171,665
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	165,266
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	268,734
Net shortfall amortization installment of oustanding balance	2018-12-31	181,777
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	298,409
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	133,143
Additional cash requirement	2018-12-31	165,266
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	165,266
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2017 401k membership
Market value of plan assets	2017-12-31	1,660,754
Acturial value of plan assets	2017-12-31	1,660,754
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	4,617
Active participant vested funding target	2017-12-31	1,390,596
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,392,770
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,397,387
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	222,947
Prefunding balanced used to offset prior years funding requirement	2017-12-31	71,879
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	151,068
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	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	160,495
Total employer contributions	2017-12-31	112,000
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	107,992
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	254,477
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	160,127
Prefunding balance elected to use to offset funding requirement	2017-12-31	52,135
Additional cash requirement	2017-12-31	107,992
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	107,992
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MARK C. WARING, D.D.S. DEFINED BENEFIT PLAN II 2016 401k membership
Market value of plan assets	2016-12-31	1,396,003
Acturial value of plan assets	2016-12-31	1,396,003
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	4,236
Active participant vested funding target	2016-12-31	1,088,707
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	1,088,707
Total participant count	2016-12-31	6
Total funding target for all participants	2016-12-31	1,092,943
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	103,322
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	103,322
Present value of excess contributions	2016-12-31	119,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	119,604
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	119,604
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	222,947
Total employer contributions	2016-12-31	95,506
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	92,183
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	236,196
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	167,857
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	75,674
Additional cash requirement	2016-12-31	92,183
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	92,183
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:	MARK C. WARING, D.D.S.
Employer identification number (EIN):	860691964
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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	MARK WARING	2016-10-09
003	2014-01-01	MARK WARING	2015-10-14
003	2013-01-01	MARK WARING	2014-10-14
003	2012-01-01	MARK WARING	2013-10-12
003	2011-01-01	MARK WARING	2012-10-11
003	2010-01-01	MARK WARING	2011-10-11